Excel tutorials and templates for business analytics, KPI modeling, and executive reporting. Covers industry-specific insights, finance KPIs, and operations reporting. Each post includes a step-by-step Excel walkthrough.
Home Fully Burdened Cost per Technician: Track True Labor Costs in Excel Learn how to analyze the true monthly cost of each technician using Excel. In this lesson, you’ll see how to organize payroll-related data, isolate technician roles, calculate monthly staffing cost trends, and build a clear visual to monitor labor efficiency over time. Download […]
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Home How to Track Revenue per Employee for Better HR and Business Performance Learn how to measure revenue per employee month by month in Excel so you can see whether your team structure is driving efficiency or creating extra overhead. In this lesson, you’ll build a clear visual that compares performance against a benchmark and
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Home How to Track Revenue per Labor Dollar in Excel for Better Workforce Performance Learn how to measure revenue per labor dollar month by month in Excel so you can better understand workforce efficiency and overall business performance. In this lesson, you’ll see how to organize payroll and revenue data, compare results against a benchmark,
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Home How to Track Payroll as a Percentage of Revenue and Protect Your Profit Learn how to monitor your payroll as a percentage of revenue to understand how labor costs are impacting your profitability. In this lesson, you’ll see how to track this KPI month by month and build a clear visual that helps you
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Home Track WIP Over/Under Billing in Excel to Protect Cash Flow Learn how to analyze work-in-progress (WIP) over/under billing in Excel so you can see where billing timing is putting pressure on cash flow. In this lesson, you’ll learn how to break down project performance by month and job type, spot which areas of the
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Home Change Order Revenue: How to Track Scope Creep and Project Risk in Excel Learn how to measure change order revenue as a percentage of contract value so you can spot scope creep, quoting issues, and planning breakdowns before they hurt project margins. In this lesson, you’ll see how to compare results across project managers
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Home Labor Cost per Install Hour in Excel: Track Project Efficiency & Profitability Learn how to analyze labor cost per install hour in Excel so you can spot project inefficiencies before they hurt profitability. In this lesson, you’ll see how to compare planned vs. actual install hours, identify costly labor overages, and uncover which project
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Home Track Projects Exceeding Budget in Excel: Improve Project Cost Control Learn how to measure how many of your projects are going over budget and what that says about your operations. In this lesson, you’ll see how to track performance by project manager, identify where costs are slipping, and build a clear visual to improve
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Home Gross Margin per Project: Track Profitability in Excel Learn how to analyze your gross margin per project and quickly identify where margin is being gained or lost. In this lesson, you’ll build a clear visual that compares actual vs planned performance, highlights trends over time, and helps you pinpoint which projects or managers are
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Home Title example How to Create a KPI Dashboard in Excel Learn step-by-step how to visualize key metrics and track performance in your department. Download the Excel file used in this tutorial: Download Step By Step Instructions How to Calculate Loss Ratio % by Insurance Product Line in Excel This walkthrough explains how to
Client Satisfaction Score (CSAT) Read More »