Most masonry contractors already know their revenue. Far fewer can say, in one look, whether November was a good month. The Masonry Contractor KPI Scorecard in Excel answers that in ten tiles: it takes ten masonry-business metrics, compares each one to your target, and colours it green, amber or red. The sample month the workbook ships with reads 4 green, 4 amber and 2 red across six KPI groups, and the two reds – Bid Win Rate at 83.6% of target and Bricks & Blocks Laid at 86.0% – are exactly the kind of thing a revenue-only report hides. Contract revenue was actually up 3.5% on target that month.
It is 100% formulas. No macros, no Power Query, no add-ins, and it opens in any Excel from 2016 onward.
Key Features of the Masonry Contractor KPI Scorecard in Excel
- Ten masonry KPIs on one tile wall – Contract Revenue, Bid Win Rate, Bricks & Blocks Laid, Wall Area Completed, Mason Crew Productivity, On-Time Completion Rate, Rework Rate, Material Waste Rate, Gross Margin and Lost-Time Injury Rate.
- Six KPI groups – Sales & Bidding, Production, Crew & Delivery, Quality & Rework, Cost & Margin and Site Safety, each rolled up on its own page.
- A month picker – one dropdown moves the entire scorecard from Jan-25 to Dec-25.
- MTD or YTD – a radio switch flips every tile between the reporting month and the year to date.
- Three comparison bases – actual against Target, against the same period last year, or against the Prior Month.
- Direction-aware scoring – each KPI is tagged UTB (upper the better) or LTB (lower the better). Rework Rate coming in under target is green; Material Waste Rate coming in over target is not.
- Editable RAG bands – green at or above target, amber within 10%, red beyond 10%; three cells on Color Settings control every page.
- A 12-month sparkline under every number.
- Room for 20 KPIs – the tile wall shows ten at a time and a set picker switches between KPI 1-10 and KPI 11-20.
The Ten Masonry KPIs and the Sample Month
Here is exactly what the workbook ships with, and how November 2025 scored against target on the MTD view:
| KPI | Group | Direction | Nov-25 actual vs target | Light |
|---|---|---|---|---|
| Contract Revenue | Sales & Bidding | Upper the better | $1,230.6K vs $1,189.0K | Green |
| Bid Win Rate | Sales & Bidding | Upper the better | 31.0% vs 37.1% | Red |
| Bricks & Blocks Laid | Production | Upper the better | 50,479 vs 58,697 | Red |
| Wall Area Completed | Production | Upper the better | 8,346 vs 8,166 sq ft | Green |
| Mason Crew Productivity | Crew & Delivery | Upper the better | 629 vs 658 units/day | Amber |
| On-Time Completion Rate | Crew & Delivery | Upper the better | 82.9% vs 85.9% | Amber |
| Rework Rate | Quality & Rework | Lower the better | 4.4% vs 4.7% | Green |
| Material Waste Rate | Quality & Rework | Lower the better | 7.4% vs 7.0% | Amber |
| Gross Margin | Cost & Margin | Upper the better | 28.0% vs 28.6% | Amber |
| Lost-Time Injury Rate | Site Safety | Lower the better | 2.5 vs 2.6 per 100k hours | Green |
Nothing on that list is hard-coded. Every name, group, unit, formula description, direction and YTD basis is typed on the KPI Definition sheet, so a yard that measures square metres, or counts mortar batches instead of blocks, renames the row and the rest of the workbook follows.
Workbook Pages Explained
Home
A navigation wall: one linked tile and a one-line description for each of the eight other sheets. It is also where the workbook states its own build – 100% formulas, no macros, no Power Query, no add-ins.
Scorecard
The page you send to people. Ten tiles, each with a traffic light, the value, the target value, the absolute change, the variance percentage with a direction arrow, and a 12-month sparkline. The header carries four controls: Select Month, an MTD / YTD radio pair, a “Vs.” dropdown (Target, PY or Prior Month) and the KPI-set picker.
KPI Analysis
The management page. It shows achievement by KPI group as both a table and a column chart, a Green / Amber / Red / total counter, and Top 5 and Bottom 5 KPI tables. In the November sample: Site Safety leads at 104.0%, Quality & Rework is the only other green group at 100.7%, and Sales & Bidding trails at 93.5%. The Bottom 5 opens with Bid Win Rate at 83.6% and Bricks & Blocks Laid at 86.0%.
KPI Trend
One KPI at a time, across four charts: MTD Actual vs Target, MTD Actual vs PY, YTD Actual vs Target and YTD Actual vs PY. Above them the page prints that KPI’s group, unit, direction, formula and plain-English definition, so a number you are asked to explain arrives with its own definition attached.
Input Data
The only number sheet, and one of just two you ever type into. Each KPI has its own numbered block of twelve monthly rows carrying MTD Actual, Target and PY alongside YTD Actual, Target and PY. Ten blocks are filled with the masonry sample; ten more sit empty and labelled “(empty slot)”, which is what the room-for-20 claim actually means.
KPI Definition
Name, group, unit, formula text, definition, UTB/LTB direction, YTD basis and a Check column for every KPI. The Check column exists because every other page looks a KPI up by name – two rows with the same name would be added together, so the sheet flags duplicates.
Color Settings, Read Me and Get More Templates
Color Settings holds the RAG thresholds (three cells per direction), the report title and the reporting year – the year is what makes the month picker read “Nov-2025” rather than “Nov”. Read Me is nine short sections on how the workbook is wired. Get More Templates links back to the wider catalogue.
Masonry Contractor KPI Scorecard vs. Google Sheets vs. Paid Job-Management SaaS – Feature Comparison
| This scorecard (Excel) | Google Sheets edition | Paid job-management SaaS | |
|---|---|---|---|
| Cost | $9.99 one time | $8.99 one time | $79-$199 per user / month |
| Platform | Excel 2016 or later, desktop | Browser, any device | Vendor cloud |
| Setup time | 15-30 minutes | 10-20 minutes | 2-6 weeks onboarding |
| Team collaboration | Via OneDrive / SharePoint | Native, multi-user | Native, multi-user |
| Customizable KPIs | Rename any KPI, up to 20 | Rename any KPI | Vendor-defined |
| Works offline in the site office | Yes | No | Partly |
| Year-1 cost at 5 users | $9.99 | $8.99 | $4,700-$11,900 |
| Owns your data | Your file, your disk | Your Drive | Vendor database |
Who Should Use This Template
It fits a brick, block or stone masonry contractor running two to twenty crews who already knows the monthly numbers and wants one page that says whether the month was good – an owner reporting to a partner, a bonding agent or a lender; a production manager running a Monday review; a multi-branch operation that wants every branch on the same ten metrics and the same RAG bands.
It does not fit if you need per-job profitability by address, if you expect the workbook to read revenue out of invoices or takeoff software, or if you need more than 20 KPIs. It also will not fit a team that cannot supply year-to-date figures, for the reason in the FAQ below.
Real-World Use Cases
Tony, owner of a six-crew residential brickwork company. He closes the month, types twelve numbers into Input Data and sends the Scorecard page to his bookkeeper and his lender. November’s shape is familiar: revenue green, bid win rate red. The reds tell him where the next quarter’s conversation goes.
Dana, production manager for a commercial block-and-stone contractor. She runs a Monday review straight off KPI Analysis. Because the page ranks the Bottom 5 by achievement, the agenda writes itself – Bid Win Rate at 83.6% and Bricks & Blocks Laid at 86.0% take the first fifteen minutes, Material Waste Rate at 94.6% takes the next five.
Ray, quality and safety lead across three branches. He watches Rework Rate and Lost-Time Injury Rate, both lower-the-better. Because direction is scored properly, a falling number reads green rather than red, and KPI Trend gives him twelve months of either one to take into a toolbox talk.
Advantages of the Masonry Contractor KPI Scorecard in Excel
- It is honest about direction. Waste, rework and injury rate are scored the right way round, which is where hand-built scorecards usually go wrong.
- It is auditable. Ten typed numbers per month, visible formulas, no hidden query steps and nothing that phones home.
- It travels. No macros means it survives e-mail filters and locked-down corporate machines, and it opens on any Excel from 2016 onward.
- Context comes free. Every tile carries a 12-month sparkline, and any KPI can be opened up to four full-year charts on KPI Trend.
- The sample month is a real worked example, not lorem ipsum – you can see the traffic lights behave before you type anything.
Opportunities for Improvement
Three things are worth knowing before you buy, none of them defects but all of them limits:
- YTD is typed, not calculated. The workbook never rolls the year up for you. That is deliberate – see the FAQ – but it does mean twelve extra figures a month.
- The Input Data sheet does not follow the colour theme. Every other page picks up the brown-and-orange scheme; Input Data keeps the template’s standard blue and green header bands. Cosmetic only, and it is the sheet nobody sends out.
- One small typo on Color Settings. The callout beside the RAG bands reads “Change these number as per your requirements”. It is a label on an internal settings page, not a formula, and nothing depends on it.
Best Practices
- Set the reporting year on Color Settings first. Everything downstream, including the month picker labels, keys off it.
- Rename the KPIs before you type any numbers, and keep the names unique – the Check column will tell you if you slip.
- Write the roll-up rule you used in the YTD Basis column while you still remember it. The next person to fill the sheet will need it.
- Decide whether 10% is the right amber band for your trade. On a safety KPI you may want it much tighter.
- Send the Scorecard page, take KPI Analysis into the meeting, and keep KPI Trend for the one number somebody challenges.
Explore Relevant Templates
- Masonry Contractor KPI Scorecard in Google Sheets – the browser edition, with its own masonry KPI list.
- Roofing Contractor KPI Scorecard in Excel – the same build for roofing.
- Electrical Contractor KPI Scorecard in Excel – same layout, electrical KPI set.
- Civil Contractor Job Management System Web App – to capture the jobs whose totals feed a scorecard.
- Cement Mixer Production Dashboard in Excel – an analytical dashboard for the materials side.
Frequently Asked Questions
Is this the same as a masonry contractor dashboard?
No, and the distinction matters. This is the scorecard line: a month-picker tile wall with traffic lights, plus KPI Analysis and KPI Trend pages, driven by ten monthly figures you type. NextGenTemplates also publishes analytical KPI Dashboards and slicer-driven Dashboards with similar names – those sit on a transaction table and filter it. If you want to slice job records, buy one of those.
Does it need macros?
No. Formulas, conditional formatting, camera pictures and sparklines only. There is nothing to enable, and it opens on any Excel from 2016 onward.
Can I use my own KPIs?
Yes – that is the design. Rename any row on KPI Definition and every page follows, because each page looks a KPI up by name. There is room for 20 and the Scorecard header switches between KPI 1-10 and KPI 11-20.
Does it read my invoices, takeoffs or timesheets?
No. You type finished monthly figures on Input Data. There is no import, no data connection and no sync, which is exactly why it works regardless of which accounting or estimating package your numbers come from.
Is the Lost-Time Injury Rate tile an OSHA report?
No. It is a number you type, scored against a target you set, like the other nine. The workbook does not perform OSHA recordkeeping, does not derive TRIR or DART from an incident log, and is not a substitute for your OSHA 300 forms or any regulatory submission.
Why does it not calculate year-to-date automatically?
Because the correct roll-up differs by KPI. Contract revenue, blocks laid and wall area sum; margin, win rate, waste rate and injury rate average. Rather than guess and be quietly wrong, the workbook asks you to type the right figure and record the rule in the YTD Basis column.
How are green, amber and red decided?
Green is at or above target, amber is within 10% of target, red is more than 10% off – and the bands invert for lower-the-better KPIs. All six thresholds live on Color Settings, so you can tighten or loosen them for your own trade.
Is there a Google Sheets version?
Yes. The Masonry Contractor KPI Scorecard in Google Sheets is the same scorecard concept on a different platform with its own KPI list – not an export of this file – so pick the platform your team actually reports in.
What is in the download?
A single ZIP containing the .xlsx workbook and the Excel KPI Scorecard user manual in PDF. No installer and no add-in.
About the Author
Built by PK – Microsoft Certified Professional with 15+ years of Excel, Google Sheets, and Power BI experience. Founder of NextGenTemplates, reaching 300K+ subscribers across YouTube channels. Every template is hand-built and tested before release.
Conclusion
A masonry business that only reports revenue will keep being surprised. The Masonry Contractor KPI Scorecard in Excel puts ten metrics, six groups and a full year of context on one page, scores each one in the correct direction against a target you set, and does it without a single macro. The sample month makes the case on its own: contract revenue up 3.5% on target and coloured green – while the bidding pipeline sits at 83.6% of target, three months before that shows up in the bank.
Get the Masonry Contractor KPI Scorecard in Excel – one payment, instant download, no subscription.
More Excel walkthroughs and template builds on YouTube: youtube.com/@PKAnExcelExpert.
