SmartHelping / Contractor Performance / Excel
Construction KPI Dashboard
Compare quoted and actual job profitability with a dashboard built for general contractors and construction businesses. Track gross profit, margins, revenue and completed jobs, review progress against your targets, and follow monthly trends. Includes Excel and Google Sheets versions.
Immediate download after purchase. By purchasing, you agree to the Terms of Service.
See the dashboard in action
Turn completed-job records into a performance review.
Watch the walkthrough to see how job entries feed the dashboard. Open the screenshots below to preview the job tracker, reporting views and charts.
Main dashboard
See whether completed jobs are meeting the profit targets.
Review quoted and actual job metrics for a selected date range, with summaries for the business and by job type.
Choose a start and end date
Set the reporting period to review jobs completed within that date range.
Gross profit and margin comparisons
Review gross profit and gross profit margins in aggregate and as averages per job, both overall and by job type.
Revenue and completed-job counts
See total revenue and the number of jobs completed, with overall totals and job-type breakdowns.
Gauge for meeting both targets
The gauge or speedometer shows the percentage of jobs meeting both the gross profit dollar target and the gross profit margin percentage target.
Goal-based conditional formatting
Review formatting that highlights whether quoted and actual margins are meeting the defined goals.
Bar charts and job-mix pie chart
Use bar charts to review the financial and job-count metrics, plus a pie chart showing completed jobs by type.
Secondary monthly dashboard
Follow the trend across up to 24 months.
Define the start month to review monthly detail and the supporting visuals.
Jobs, revenue and costs
Review jobs completed, revenue and costs by month across the displayed reporting period.
Gross profit and margins
See monthly gross profit and gross profit margins alongside the job activity.
Average results per job
Compare average revenue, average costs and average gross profit per job for each month.
Monthly visualizations
Use the included visuals to review changes in the financial and operating metrics over time.
What you enter
Keep the quoted and actual figures in one job record.
Enter the completed-job details, financial results and outcome notes that feed the tracker.
Completion date and job ID
Enter Date Job Completed and JobID to identify the job and place it in the reporting period.
Two job-type fields
Record Job Type (1) and Job Type (2). Row colors change based on the selected Job Type (1).
Quoted job economics
Enter Quoted Price and Estimated Costs to capture the planned financial result.
Actual job economics
Enter Actual Price Charged and Actual Costs to record the completed job’s financial result.
Job notes
Use Notes to keep relevant context with the job record.
Customer, safety and employee outcomes
Record Customer Satisfied, Accidents and Employee Satisfied as yes/no fields alongside the job’s financial results.
Excel and Google Sheets included
Use the dashboard in your preferred spreadsheet format.
The purchase includes the Excel template and a Google Sheets version. The tracker calculates gross profit and gross profit margins for each job automatically.
Excel dashboard
Enter completed-job records, compare quoted and actual results, and review the main dashboard and monthly reporting view.
Google Sheets calculations
The Google Sheets version uses dynamic arrays for calculated fields.
Extra Google Sheets filter tab
Use the additional tab in the Google Sheets version to filter jobs automatically by up to three criteria.
How to use the dashboard
Build a repeatable review of completed-job performance.
Record completed jobs
Enter the completion date, job ID, both job-type fields, quoted price, estimated costs, actual price and actual costs. Add notes and the yes/no outcome fields.
Set the reporting period and goals
Choose start and end dates for the main dashboard and define the gross profit dollar and margin percentage targets.
Compare quoted and actual performance
Review gross profit, margins, revenue and job counts overall and by job type. Check the gauge for the percentage of jobs meeting both targets.
Review monthly patterns
Choose the start month for the secondary dashboard and review up to 24 months of detail. Use the Google Sheets filter tab when you want to narrow the job list by up to three criteria.
Use the results in your job review
Connect the financial results with the job context.
The dashboard and job records help you identify results that deserve a closer look.
Estimating and pricing
Compare the quoted and actual figures to identify jobs where the completed result differs from the estimate.
Profitability by job type
Review job counts, revenue, gross profit and margins by type when assessing the mix of work.
Changes over time
Compare monthly totals with average results per job to see how performance changes alongside job volume.
Job outcomes and notes
Review the customer satisfaction, accident and employee satisfaction entries with the job notes when discussing the completed work.
Who the dashboard is for
For contractors comparing estimates with completed-job results.
General contractors and construction owners
Review whether completed work achieves the expected gross profit and margins, with reporting by job type and period.
Estimators and operations teams
Keep quoted and actual job economics together, review recurring differences and bring the results into estimating and job-review discussions.
Also available in these bundles
Need more financial and operating tools?
This dashboard is included in the Accounting, HR Management, Sales Pipeline / CRM and Construction bundles. The Super Smart Bundle provides access to the complete public SmartHelping template collection.
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View the Construction bundleSuper Smart Bundle
Access the complete public SmartHelping template collection across industries and financial-analysis needs.
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Explore the templateQuestions before you buy
A few useful details.
Does the dashboard compare quoted and actual job results?
Yes. Enter quoted price and estimated costs alongside actual price charged and actual costs. The tracker calculates gross profit and gross profit margins for each job, and the dashboard supports comparison with the defined goals.
Can I choose which completed jobs appear in the main dashboard?
Yes. Set a start and end date to review jobs completed within that period.
What does the gauge measure?
It shows the percentage of jobs meeting both the gross profit dollar target and the gross profit margin percentage target.
How much monthly detail is displayed?
The secondary dashboard displays up to 24 months from your chosen start month, including jobs completed, revenue, costs, gross profit, margins and average financial results per job.
Is a Google Sheets version included?
Yes. The Google Sheets version uses dynamic arrays for calculated fields and includes an extra tab that filters jobs automatically by up to three criteria.
What other information can I record for a job?
The job record includes two job-type fields, notes, and yes/no entries for customer satisfaction, accidents and employee satisfaction. Row colors change based on Job Type (1).
Review the results behind each job
See how completed jobs compare with the quote.
Get the Construction KPI Dashboard for $45, including Excel and Google Sheets versions, profit-target tracking and monthly reporting.
