The Weekly KPI Scoreboard Field Service Owners Actually Use

1) Pipeline health metrics (front of house)

• New leads by source (phone, website, referral, paid campaigns).
• Median response time from inquiry to first contact.
• Estimate sent rate and estimate close rate.
• Open estimate value by age bucket (0-7, 8-14, 15+ days).

These numbers tell you if your sales engine is producing quality opportunities and if follow-up cadence is disciplined.

2) Production metrics (field + operations)

• Jobs scheduled vs jobs completed.
• On-time start rate and no-show/tardy events.
• Average cycle time by service type.
• Rework incidents or quality flags.

This keeps dispatch and crew execution grounded in objective output, not just activity volume.

3) Financial metrics (margin + cash)

• Revenue booked this week and rolling 4-week trend.
• Estimated gross margin vs realized gross margin.
• Invoice aging (current, 1-30, 31-60, 61+).
• Dispatch-to-cash cycle time.

If you don't track margin drift and aging weekly, surprises arrive at month-end when they are harder to correct.

4) Team metrics (objective productivity)

Productivity should be role-based and objective. Use a blended view:

• Revenue contribution tied to completed work.
• Production pace for recurring tasks/routes.
• Quality indicators (callbacks, punch-list items, missed documentation).
• Time discipline (approved punches, exceptions, attendance events).

This supports fair coaching and compensation discussions without guesswork.

5) Keep the review cadence short and strict

Use a 30-minute weekly scoreboard meeting:

1. Review only exceptions and trend changes.
2. Assign one owner per issue with due date.
3. Re-check unresolved items next week.

The scoreboard is a decision tool, not a reporting ceremony.