A moving company lives on a handful of numbers: how many moves the crews completed, how long each job took on site, whether the truck arrived inside the booked window, how many moves ended in a damage claim, and how many quotes turned into bookings. The Moving Company KPI Scorecard in Excel puts those numbers on one monthly tile wall, with traffic lights, targets, change arrows and a 12-month sparkline for each KPI. It is a formula-driven workbook with no macros, built for owners and operations managers who want a clear monthly review without a subscription.
You can get the template on NextGenTemplates: download the moving company scorecard. This is the KPI scorecard edition from the 26. KPI Scorecard family, a different template from the Moving Company KPI Dashboard in Excel and from the analytical dashboard line. If you like this format, see how the same scorecard works for the Plumbing Business KPI Scorecard in Excel and the Electrical Contractor KPI Scorecard in Excel.
Key Features of the Moving Company KPI Scorecard in Excel
- 10 KPIs in 4 groups – Operations, Service Quality, Financial and Sales.
- Traffic-light tiles showing value, target, change, direction arrow and a 12-month sparkline.
- Header controls for the month, MTD or YTD, the comparison (Target, PY or Prior Month) and the KPI set (1-10 or 11-20).
- Direction-aware status – 6 upper-the-better KPIs and 4 lower-the-better KPIs.
- KPI Analysis page with RAG counts, achievement by group, and Top 5 and Bottom 5 KPIs.
- KPI Trend page with four 12-month charts for any one KPI.
- Editable RAG bands, room for 20 KPIs, and 100% formulas with no macros.
The 10 Moving Company KPIs
Every KPI is defined on the KPI Definition sheet with its group, unit, formula, definition, direction and YTD basis. The defaults are:
| Group | KPI | Unit | Direction | What it measures |
|---|---|---|---|---|
| Operations | Moves Completed | Count | UTB | Residential and commercial moves completed during the month |
| Operations | Avg Move Duration | Hours | LTB | Average on-site hours from load to final placement |
| Operations | Crew Productivity | Cu Ft/Hour | UTB | Cubic feet of goods handled per crew labour hour |
| Service Quality | On-Time Arrival | % | UTB | Jobs where the crew arrived within the booked arrival window |
| Service Quality | Customer Satisfaction | % | UTB | Average score from post-move surveys |
| Service Quality | Damage Claim Rate | % | LTB | Moves that resulted in a customer damage or loss claim |
| Financial | Revenue per Move | USD | UTB | Average invoiced revenue per completed move |
| Financial | Fuel Cost per Move | USD | LTB | Average fleet fuel cost attributable to each move |
| Sales | Quote-to-Booking Rate | % | UTB | Issued quotes that converted into a booked move |
| Sales | Lead Response Time | Hours | LTB | Hours from a new enquiry to the first sales contact |
Scorecard Pages Explained
Home
The Home page gives a one-line description and a link card for each sheet, so a new user knows where to type and where to read.
Scorecard
The tile wall is the page you review first. In the August 2026 sample, Moves Completed is 516 against a 496 target (green), Crew Productivity is 87.5 against 85.8 (green), On-Time Arrival is 79.4% against 79.0% (green) and Revenue per Move is $1,051.0 against $1,030.4 (green). Customer Satisfaction reads 85.1% against 88.7% and Fuel Cost per Move $63.5 against $59.9, both amber, as are Avg Move Duration at 7.2 hours against 6.9 and Lead Response Time at 2.2 hours against 2.1. Damage Claim Rate is 4.2% against 3.5%; because it is lower-the-better, that 20% overshoot turns it red. Quote-to-Booking Rate at 42.7% against 49.6% is the other red tile. The sample month ends with four green, four amber and two red KPIs.
KPI Analysis
KPI Analysis counts the lights (Green 4, Amber 4, Red 2, KPIs 10) and shows Achievement by KPI Group as both a table and a column chart: Operations 100.6% (green), Service Quality 93.3%, Financial 98.2% and Sales 90.8% (all amber). Below that, Top 5 KPIs (led by Moves Completed at 104.0%, then Revenue per Move and Crew Productivity at 102.0%) and Bottom 5 KPIs (led by Damage Claim Rate at 83.3% and Quote-to-Booking Rate at 86.1%) tell you where to look first.
KPI Trend
Select any KPI and the Trend page shows its group, unit, type, formula and definition, followed by MTD Actual vs Target, MTD Actual vs PY, YTD Actual vs Target and YTD Actual vs PY for all twelve months. For Moves Completed, the summer moving season is visible at a glance: 537 moves in June and 528 in July, while June still fell short of its 597 target. By December the sample year closes at 5,180 moves against a 5,256 target and 4,855 the year before.
Input Data and KPI Definition
These are the only two sheets you edit. Input Data has a numbered block per KPI with twelve month rows and MTD Actual, Target and PY plus YTD Actual, Target and PY. KPI Definition holds the names and rules, and its Check column turns red if two KPIs share a name. Moves Completed uses a Sum YTD basis; the other nine KPIs use Average.
Color Settings and Read Me
Color Settings holds separate RAG bands for upper-the-better and lower-the-better KPIs (by default green at target, amber within 10%, red beyond 10%), plus the report title and reporting year. Read Me documents how the workbook is wired, how to add a KPI and what each header control does. Microsoft’s own guide to conditional formatting in Excel is a useful companion if you want to restyle the lights.
Excel Scorecard vs. Moving Company Software
| Decision point | This Excel scorecard | Moving CRM / dispatch software |
|---|---|---|
| Cost | One-time purchase | Monthly subscription |
| Platform | Desktop Excel 2016 or later | Cloud and mobile |
| Data control | Local file | Vendor-hosted |
| Macros | None | Not applicable |
| Best fit | Monthly KPI review | Quotes, bookings, crew scheduling, invoicing |
If your business also runs its own trucks, the Fleet Management KPI Dashboard in Power BI is a good way to look deeper at the vehicle side that drives Fuel Cost per Move.
Advantages of a Moving Company KPI Scorecard
- One page per month: the owner, the operations manager and the sales lead read the same ten numbers.
- Quality sits beside volume: damage claims and on-time arrival are reviewed with moves completed and revenue, not after them.
- Sales and operations meet: Quote-to-Booking Rate and Lead Response Time sit on the same wall as crew productivity.
- Seasonality is visible: sparklines and the Trend page show the summer moving peak rather than judging one month alone.
- No subscription and no macros: the file stays on your computer and opens without security prompts.
Best Practices for Using the Scorecard
- Agree each KPI definition with the team before the first month, for example what counts as an on-time arrival or a damage claim, then leave it stable.
- Record your YTD rule (sum or average) in the YTD Basis column, because the workbook takes YTD as typed.
- Read Quote-to-Booking Rate together with Lead Response Time: slow replies to enquiries often show up as lost bookings.
- Set tighter bands for Damage Claim Rate if claim cost matters more to you than volume.
- Save one copy per reporting year.
Things to Know Before You Buy
Every number is typed: the scorecard does not connect to moving CRM, dispatch or accounting software, and YTD is not calculated for you. The header dropdowns and MTD / YTD buttons are Excel form controls, so use desktop Excel rather than Excel for the web. One file covers one reporting year, and a blank or zero comparison value reads n/a. The Read Me mentions a “Sep-25” picker style while the shipped picker shows “Aug-2026”; that is cosmetic only. The sample data is fictional, and the template makes no licensing, insurance or regulatory claim.
Frequently Asked Questions
Does the scorecard need macros?
No. It is a standard .xlsx built on formulas, conditional formatting, camera pictures and sparklines.
Can I add more KPIs?
Yes, up to 20. Add the KPI on KPI Definition, fill its block on Input Data and switch the Scorecard to KPI 11-20.
Can I use it for a removals, relocation or storage business?
Yes, if you rename the KPIs to suit. The defaults are written for residential and commercial moving work.
What is in the download?
A ZIP with the .xlsx workbook and the Excel KPI Scorecard user manual in PDF.
Related Scorecards on PK: An Excel Expert
- Carpentry Workshop KPI Scorecard in Excel
- Home Renovation Contractor KPI Scorecard in Excel
- Kitchen Remodeling KPI Scorecard in Excel
Conclusion
This moving company scorecard gives movers a focused monthly review: ten KPIs, traffic lights, group achievement and twelve-month trends, all in a macro-free workbook you control. Download it from NextGenTemplates, and find more Excel tutorials on PK: An Excel Expert on YouTube.
