You can't improve what you don't measure. Yet most field service businesses operate on gut feeling. A KPI dashboard changes that by putting your most important numbers front and center.
The Essential KPIs
1. Monthly Revenue Track your total revenue month-over-month. Look for trends — is revenue growing, flat, or declining?
2. Job Completion Rate What percentage of scheduled jobs actually get completed? A low completion rate signals scheduling problems or too many cancellations.
3. Average Ticket Size How much revenue does each job generate on average? This helps you understand which services are most profitable.
4. Jobs Per Day/Week Are you running at capacity? This number helps you decide when to hire or when to raise prices.
5. Customer Acquisition Cost How much does it cost you to win a new customer? Factor in advertising, time spent on estimates, and any discounts.
6. Repeat Customer Rate Your best customers are the ones who come back. A high repeat rate means you're delivering great service.
Using Your Dashboard
Check your KPIs weekly, not daily. Daily fluctuations are noise — weekly trends are signal. Set targets for each metric and track your progress.
The goal isn't to obsess over numbers. It's to make informed decisions about pricing, marketing, hiring, and operations.