KPI scorecard template
Fill it in every week, same day, same time. Ten numbers, one page. The CSV opens in Excel or Google Sheets.
| Number | How to work it out | Week 1 | Week 2 | Week 3 | Week 4 |
|---|---|---|---|---|---|
| Leads | New calls, forms and messages | ||||
| Booking rate | Estimates booked / leads | ||||
| Estimates presented | Count | ||||
| Close rate | Estimates won / (won + lost) | ||||
| Sold revenue | Total of estimates won | ||||
| Completed revenue | Total of jobs finished | ||||
| Average ticket | Completed revenue / jobs completed | ||||
| Gross profit % | (Revenue - labor - materials) / revenue | ||||
| Tech utilization | Billed hours / available field hours | ||||
| Callbacks | Return trips to fix our own work | ||||
| Approved to start | Avg days from approved estimate to job start | ||||
| Reviews | New reviews and average rating |
Public anchors to compare against: Handyman Connection franchisees reported a 50.8% median gross margin in 2024; Mr. Handyman's median job was $636 in 2024 (franchise disclosure summaries). Your shop will differ.
From the systems Tim Leary uses at Handy's, Salt Lake County. Adapt it to your shop. Not legal or HR advice; check employment rules in your state.