Free Home Service KPI Template
Track What Happens Between the Lead and the Job.
A simple scorecard for home service businesses that want to see how calls, forms, bookings, estimates, and sold jobs move through the business.
Free spreadsheet. Works in Google Sheets or Excel. Yours in one click.
More leads don't help if you can't see what happens next.
Every opportunity passes through the same steps on its way to revenue. When you can see each step, you can tell whether the problem is traffic, the phone, the booking, the follow-up, or the close.
- Lead
- Answered
- Qualified
- Booked
- Completed
- Estimated
- Sold
- Revenue
What you'll track
- Inbound opportunities
- Answered vs. missed calls
- Lead response time
- Booking
- Completed appointments
- Estimates
- Sold jobs
- Revenue
- Lead source
- Marketing spend
What it helps you answer
- Do we actually need more leads?
- Are we answering the phone?
- Are qualified leads booking?
- Are booked appointments being completed?
- Are estimates closing?
- Which sources are producing sold work?
- What's our cost per booked job?
A quick look inside
| Date | Opp ID | Source | Channel | Qualified | Booked | Sold | Revenue |
|---|---|---|---|---|---|---|---|
| 2026-01-02 | OPP-0001 | Google Search | Phone | Yes | Booked | Sold | $850 |
| 2026-01-02 | OPP-0002 | Form | Yes | Not booked | — | — | |
| 2026-01-03 | OPP-0003 | Referral | Phone | Yes | Booked | Sold | $1,400 |
Missed-call rate
23%
Booking rate
55%
Completion rate
86%
Close rate
65%
Average ticket
$2,200
Cost per lead
$50
Example data — not a customer result.
Prefer to just paste your totals? Use the free calculator or read the how-to guide.
Get the Free Booked Job Scorecard
Use it to track inbound opportunities, missed calls, bookings, estimates, sold jobs, and revenue — so you can see where your lead-to-job process is breaking down. Instant download, no credit card.