Learning CenterStage 2 · ControlGuide 14 of 22
By the Numbers
Monthly KPI Scorecard
Ten numbers, once a month.
You don't need a stack of reports to know how the business is doing. These ten numbers cover profit, crew productivity and cash. Set a target for each once, then check them every month.
Ten numbers to check every month
- Profit
- Productivity
- Cash
1 · Revenue vs. Budget
91.7%$110,000 actual ÷ $120,000 budget
Are sales on plan this month?
2 · Gross Margin
60.3%Gross Profit ÷ Revenue
Are jobs priced right and run efficiently?
3 · Net Margin
10.1%Net Profit ÷ Revenue
Is the whole company making money?
4 · Overhead % of Revenue
50.2%(Indirect + Fleet + Admin) ÷ Revenue
Is overhead growing faster than sales?
5 · Labor % of Revenue
22.7%Field Labor $25,000 ÷ Revenue
Are crews producing enough for what they cost?
6 · Revenue per Labor Hour
$110Revenue ÷ 1,000 field hours
How much each crew hour brings in.
7 · Backlog
2.2 months$240,000 sold, not yet done ÷ monthly revenue
Is the pipeline full enough to keep crews busy?
8 · Months of Cash
1.5 monthsCash $85,000 ÷ monthly overhead $55,230
How long could you cover the bills with no sales?
9 · Days Sales Outstanding
32.7 daysA/R ÷ average daily sales
How fast are customers paying you?
10 · Current Ratio
2.1 : 1Current Assets ÷ Current Liabilities
Can you cover the bills due this year?
How to use it: Write in your targets once. Each month, fill in the actuals and mark each one green (on target), gold (watch it) or red (act now). Look for trends over three months, not one.
Your targets and traffic lights are saved in this browser, so the scorecard is waiting for you next month.
Want every guide in one printable file?