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Company Metrics Dashboard Guide

Document Type: Reference
Version: 1.0
Last Updated: February 2026
Distribute To: Executives, Management

Purpose​

Define key company-wide metrics for monitoring business health and driving improvement.

Metric Categories​

1. Financial Health​

2. Operations Performance​

3. Business Development​

4. People​

5. Safety​

6. Customer​

Financial Metrics​

Profitability:​

MetricFormulaTargetFrequency
Gross MarginGross Profit ÷ Revenueover 12%Monthly
Net MarginNet Profit ÷ Revenueover 3%Monthly
Return on EquityNet Income ÷ Equityover 15%Annually
EBITDA MarginEBITDA ÷ Revenueover 8%Quarterly

Liquidity:​

MetricFormulaTargetFrequency
Current RatioCurrent Assets ÷ Current Liabilitiesover 1.25Monthly
Quick Ratio(Cash + AR) ÷ Current Liabilitiesover 1.0Monthly
Working CapitalCurrent Assets - Current LiabilitiesPositiveMonthly
Days Cash on HandCash ÷ (Annual Operating Expense ÷ 365)over 30Monthly

Leverage:​

MetricFormulaTargetFrequency
Debt to EquityTotal Debt ÷ Equityunder 3.0Quarterly
Debt Service CoverageEBITDA ÷ Debt Serviceover 1.25Quarterly

Efficiency:​

MetricFormulaTargetFrequency
AR Days (DSO)(AR ÷ Revenue) × 365under 45Monthly
AP Days (DPO)(AP ÷ COGS) × 365TrackMonthly
Revenue/EmployeeRevenue ÷ FTEover $250KQuarterly

Operations Metrics​

Project Performance:​

MetricFormulaTargetFrequency
Avg Project MarginSum(Margins) ÷ Projects>BidMonthly
Margin FadeOriginal - Final Marginunder 2%Per project
Schedule PerformanceOn-time ÷ Totalover 90%Quarterly
Quality (Rework %)Rework Cost ÷ Direct Costunder 2%Monthly

Backlog:​

MetricFormulaTargetFrequency
Backlog MonthsBacklog ÷ Monthly Revenue6-18Monthly
Backlog ValueSum of contracted work remainingTrackMonthly
Backlog MarginWeighted avg marginTrackMonthly

Capacity:​

MetricFormulaTargetFrequency
Bonding UtilizationOutstanding ÷ Capacityunder 75%Monthly
PM CapacityProjects ÷ PMs3-5Monthly
Superintendent CapacityActive projects ÷ Supers1-2Monthly

Business Development Metrics​

Pipeline:​

MetricFormulaTargetFrequency
Pipeline ValueSum of opportunities × probabilityTrackWeekly
Pursuits in ProgressCount of active bidsTrackWeekly
Qualified LeadsNew qualified opportunitiesTrackMonthly

Win Rate:​

MetricFormulaTargetFrequency
Overall Win RateWon ÷ Submitted25-35%Monthly
Value Win RateWon $ ÷ Submitted $TrackMonthly
Hit RateWon ÷ All Opportunities15-25%Monthly

Growth:​

MetricFormulaTargetFrequency
Revenue Growth(This Year - Last Year) ÷ Last YearPer planQuarterly
New Client RevenueRevenue from new clientsTrackQuarterly
Repeat Client %Repeat revenue ÷ Totalover 50%Annually

People Metrics​

Workforce:​

MetricFormulaTargetFrequency
HeadcountTotal employeesPer planMonthly
Turnover RateDepartures ÷ Avg Headcountunder 15%Quarterly
Voluntary TurnoverVoluntary ÷ Avg Headcountunder 10%Quarterly
Time to FillDays from opening to hireunder 45Per hire

Development:​

MetricFormulaTargetFrequency
Training HoursTotal training hoursTrackQuarterly
Training per EmployeeHours ÷ Employeesover 20/yrQuarterly
Certification RateCertified ÷ ApplicableTrackAnnually

Safety Metrics​

Incident Rates:​

MetricFormulaTargetFrequency
TRIR(Recordables × 200,000) ÷ Hoursunder 2.0Monthly
DART Rate(DART × 200,000) ÷ Hoursunder 1.0Monthly
EMRExperience modifierunder 1.0Annually
FatalitiesCount0Continuous

Leading Indicators:​

MetricFormulaTargetFrequency
Near Miss RatioNear Misses ÷ Recordablesover 30:1Monthly
Training ComplianceCompleted ÷ Required100%Monthly
Inspection RateCompleted ÷ Scheduled100%Weekly

Customer Metrics​

MetricFormulaTargetFrequency
Customer SatisfactionSurvey score (1-5)over 4.0Per project
Net Promoter ScorePromoters - Detractorsover 50Annually
Repeat BusinessRepeat projects ÷ Totalover 50%Annually
Referral RateReferred projects ÷ TotalTrackAnnually
Warranty CallbacksCallbacks per projectunder 1Per project

Executive Dashboard​

================================================================
          MONTHLY EXECUTIVE DASHBOARD
================================================================

Period: _____________________

================================================================

FINANCIAL:
Revenue (MTD):          $__________ vs Plan: $__________ ___%
Revenue (YTD):          $__________ vs Plan: $__________ ___%
Gross Margin:           _________%  vs Plan: _________%
Net Margin:             _________%  vs Plan: _________%
Cash Position:          $__________
AR > 60 Days:           $__________ (___% of AR)
Working Capital:        $__________

================================================================

OPERATIONS:
Active Projects:        __________
Backlog:                $__________ (______ months)
Avg Project Margin:     __________%
Projects On Schedule:   __________/%

================================================================

BUSINESS DEVELOPMENT:
Pipeline Value:         $__________
Bids Submitted (MTD):   __________
Win Rate (YTD):         __________%

================================================================

SAFETY:
Hours Worked (MTD):     __________
TRIR (YTD):             __________
Recordables (YTD):      __________
Near Misses (MTD):      __________

================================================================

PEOPLE:
Headcount:              __________
Open Positions:         __________
Turnover (YTD):         __________%

================================================================

KEY ISSUES:
1. ________________________________________________________
2. ________________________________________________________
3. ________________________________________________________

================================================================

Metric Review Cadence​

LevelFrequencyMetrics
ExecutiveWeeklyKey indicators
ManagementMonthlyFull dashboard
BoardQuarterlySummary + trends
  • Financial Reporting
  • WIP Analysis
  • Win Rate Analytics
  • Safety Metrics

Software Integration​

Your Field and Office Tools:

  • Integrated reporting across PM, time tracking, safety, and CRM platforms
  • Real-time metrics from field data
  • Dashboard views (Power BI, Tableau, or built-in platform dashboards)

Template provided by support.construction. What gets measured gets managed.

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