Most glazing firms measure plenty. The trouble starts at the end of the month, when on-time completions live in the scheduling sheet, breakages live in a WhatsApp thread, callbacks live in the installers’ heads, and nobody can say in one sentence whether August was a good month. The Glass Installation KPI Scorecard in Excel is built for exactly that gap: one workbook, ten glazing KPIs, a month picker, and a traffic light on every tile.
It is a plain .xlsx built entirely from formulas – no macros, no Power Query, no add-ins – so there is nothing to enable and nothing to trust. Open it, type your figures on two sheets, and the other seven pages follow.
What the Glass Installation KPI Scorecard in Excel shows you
The Scorecard page is the reason the workbook exists. A header strip holds four controls: a month picker reading Aug-2025, an MTD / YTD radio pair, a Vs. dropdown that compares actuals against Target, against the same period last year, or against the prior month, and a KPI set picker that swaps the tile wall between KPI 1-10 and KPI 11-20.
Underneath sit ten tiles in two rows of five. Each carries a coloured ball, the value, the target, the absolute change, the percentage change with an arrow, and a twelve-month sparkline. In the sample month:
- On-Time Installation 94.7% against a 93.6% target – green, up 1.2%
- Avg Install Time 4.2 hours against 3.9 – amber, and the arrow is red because slower is worse
- First-Time Fix Rate 88.0% against 92.1% – amber, down 4.5%
- Glass Breakage Rate 2.8% against 2.9% – green, because a falling breakage rate is a win
- Measurement Accuracy 91.4% against 90.9% – green
- Customer Satisfaction 92.5% against 95.3% – amber
- Callback Rework Rate 6.1% against 5.8% – amber
- Safety Incident Rate 2.3 per 100,000 crew hours against a target of 2.0 – red
- Revenue per Job $1,703.8 against $1,670.4 – green
- Lead-to-Install Rate 32.8% against 38.6% – red, down 15%
That is the whole month in one screenshot, and two red tiles is a short enough list to actually act on.
Direction awareness is the detail that matters
Half of the KPIs a glazing business cares about are better when they fall. Breakage rate, callback rate, install hours and incident rate all improve downwards; on-time percentage, satisfaction, accuracy and revenue improve upwards. A scorecard that colours everything the same way is worse than useless, because it will paint a falling breakage rate red and hand you a good month dressed up as a bad one.
Each KPI is tagged UTB (upper the better) or LTB (lower the better) on the KPI Definition sheet, and both the traffic light and the arrow respect it. Eight of the ten shipped KPIs are UTB; Glass Breakage Rate and Callback Rework Rate are LTB, along with Avg Install Time and Safety Incident Rate.
The analysis page: where the month gets summarised
KPI Analysis restates the same month at a level a director can read. A count strip along the top shows four green, four amber and two red across ten KPIs. An Achievement by KPI Group table and its matching column chart roll the ten KPIs into five groups – Installation 97.0%, Quality 99.9%, Customer 96.1%, Safety 87.0%, Financial 93.5% – and mark each group green, amber or red.
Then two ranking tables. Top 5 KPIs led with Glass Breakage Rate at 103.6% of target and Revenue per Job at 102.0%. Bottom 5 opened with Lead-to-Install Rate at 85.0% and Safety Incident Rate at 87.0%. Between the group table and the two rankings you have your agenda without writing one.
One KPI at a time, across the year
The KPI Trend page takes a single KPI from a dropdown and restates its group, unit, direction, formula and definition, then draws four charts across the twelve months: MTD actual against target, MTD actual against last year, and the same pair again on a year-to-date basis. It is the page you open when somebody asks whether a bad month is a blip or a slide.
You only ever type on two sheets
Input Data holds a numbered block per KPI with twelve monthly rows: MTD Actual, Target and PY, then YTD Actual, Target and PY. KPI Definition holds the name, group, unit, formula text, definition, direction and YTD basis for each KPI, plus a Check column that turns red if you create two KPIs with the same name – which matters, because every page looks a KPI up by name.
Note that the workbook does not compute year-to-date for you, and that is a deliberate design choice rather than an omission. The right roll-up genuinely differs by KPI: a sum for revenue and job counts, an average for rates like on-time percentage, and something bespoke for anything weighted. So you type the finished YTD figure and record the method you used in the YTD Basis column, so the next person fills it the same way.
The thresholds are yours to move
Out of the box, an upper-the-better KPI is green at or above target, amber within 10% of it and red beyond that, with the mirror image for lower-the-better KPIs. Those bands are cells on the Color Settings sheet, not hard-coded rules. If your business treats a 3% miss on on-time installation as amber rather than green, change the number and every light on every page re-reads it. The report title and reporting year live on the same sheet, and the year is what makes the month picker read Aug-2025 instead of a bare Aug.
Room to grow past the ten it ships with
The workbook has room for twenty KPIs. Ten arrive filled with glazing metrics; add yours on the next free row of KPI Definition, fill the matching numbered block on Input Data, and use the KPI set picker in the Scorecard header to switch between KPI 1-10 and KPI 11-20. Every KPI name is a label you can overwrite, so a mirror-and-shopfront firm and a residential double-glazing installer can run the same file with completely different metrics.
Who gets the most out of it
Glazing contractors running two to fifty crews, branch managers who report monthly upward, and operations leads who already track jobs and breakages somewhere but have no management view. It is a reporting layer, not a dispatch system – if you need live job scheduling, this is not that, and it will not pull numbers out of your CRM by itself.
Excel or Google Sheets?
Both editions exist and they are the same scorecard. Take Excel if your month-end already happens in Excel, if you need the file to work offline, or if the finance pack is a workbook. Take Sheets if several people update the numbers and you would rather not email versions around. If you want the analytics view instead – slicers over transaction-level job data rather than a monthly summary – that is the dashboard line, and it is a companion to this scorecard rather than a replacement for it.
For a closer look at how this family of workbooks is put together, the Locksmith Business KPI Scorecard in Excel and the Pest Control Business KPI Scorecard in Excel walk through the same eight sheets with a different metric set. If you would rather have the analytics style, the Drywall Contractor KPI Dashboard in Excel and the Septic Tank Service KPI Dashboard in Excel show what that looks like.
What you get in the download
One ZIP holding the .xlsx workbook and the Excel KPI Scorecard user manual PDF. The workbook opens on Excel 2016 and later, on Windows or Mac, and on Microsoft 365. There are no macros, so there is no security prompt and nothing to enable.
Frequently asked questions
Does it connect to my job-management software?
No. You type or paste the finished monthly figures onto Input Data. That keeps the file portable and means your customer data never has to leave the systems it already lives in.
Can I rename the KPIs?
Yes, all twenty. Rename them on KPI Definition and the tiles, group rollups, rankings and trend charts all follow.
Is this the same thing as your KPI dashboard?
No. The scorecard is a monthly month-picker report with targets and traffic lights. The dashboard is a slicer-driven analytics view built on transaction-level data. Plenty of firms run both, one for the board pack and one for digging in.
Do I need to enable macros?
No. It is 100% formulas, conditional formatting, camera pictures and sparklines.
Get the template
The Glass Installation KPI Scorecard in Excel is available now on NextGenTemplates. Spend twenty minutes filling in Input Data once, and every month after that is a month picker and a screenshot.
Download the Glass Installation KPI Scorecard in Excel →
Prefer a different platform? The Google Sheets edition of the same scorecard is also available, and the analytics companions are the Glass Installation KPI Dashboard in Power BI and the Glass Installation KPI Dashboard in Google Sheets.
