SmartHelping / Contractor Performance / Excel
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
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
Review quoted and actual job metrics for a selected date range, with summaries for the business and by job type.
Set the reporting period to review jobs completed within that date range.
Review gross profit and gross profit margins in aggregate and as averages per job, both overall and by job type.
See total revenue and the number of jobs completed, with overall totals and job-type breakdowns.
The gauge or speedometer shows the percentage of jobs meeting both the gross profit dollar target and the gross profit margin percentage target.
Review formatting that highlights whether quoted and actual margins are meeting the defined goals.
Use bar charts to review the financial and job-count metrics, plus a pie chart showing completed jobs by type.
Secondary monthly dashboard
Define the start month to review monthly detail and the supporting visuals.
Review jobs completed, revenue and costs by month across the displayed reporting period.
See monthly gross profit and gross profit margins alongside the job activity.
Compare average revenue, average costs and average gross profit per job for each month.
Use the included visuals to review changes in the financial and operating metrics over time.
What you enter
Enter the completed-job details, financial results and outcome notes that feed the tracker.
Enter Date Job Completed and JobID to identify the job and place it in the reporting period.
Record Job Type (1) and Job Type (2). Row colors change based on the selected Job Type (1).
Enter Quoted Price and Estimated Costs to capture the planned financial result.
Enter Actual Price Charged and Actual Costs to record the completed job’s financial result.
Use Notes to keep relevant context with the job record.
Record Customer Satisfied, Accidents and Employee Satisfied as yes/no fields alongside the job’s financial results.
Excel and Google Sheets included
The purchase includes the Excel template and a Google Sheets version. The tracker calculates gross profit and gross profit margins for each job automatically.
Enter completed-job records, compare quoted and actual results, and review the main dashboard and monthly reporting view.
The Google Sheets version uses dynamic arrays for calculated fields.
Use the additional tab in the Google Sheets version to filter jobs automatically by up to three criteria.
How to use the dashboard
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.
Choose start and end dates for the main dashboard and define the gross profit dollar and margin percentage targets.
Review gross profit, margins, revenue and job counts overall and by job type. Check the gauge for the percentage of jobs meeting both targets.
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
The dashboard and job records help you identify results that deserve a closer look.
Compare the quoted and actual figures to identify jobs where the completed result differs from the estimate.
Review job counts, revenue, gross profit and margins by type when assessing the mix of work.
Compare monthly totals with average results per job to see how performance changes alongside job volume.
Review the customer satisfaction, accident and employee satisfaction entries with the job notes when discussing the completed work.
Who the dashboard is for
Review whether completed work achieves the expected gross profit and margins, with reporting by job type and period.
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
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 bundleAccess the complete public SmartHelping template collection across industries and financial-analysis needs.
View the Super Smart BundleRelated tools and reading
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Explore the templateQuestions before you buy
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.
Yes. Set a start and end date to review jobs completed within that period.
It shows the percentage of jobs meeting both the gross profit dollar target and the gross profit margin percentage target.
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.
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.
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
Get the Construction KPI Dashboard for $45, including Excel and Google Sheets versions, profit-target tracking and monthly reporting.
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I will send you $15 via PayPal if you can find a logical error in any spreadsheet that you have purchased. It must be per the most recent version and you can request that version before submitting anything to me if you have already purchased it at some point in the past.
This does not include any text errors, only errors in the math / references / logic.
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