Moving Company KPI Dashboard Template

Once you've entered data for one or two months, the KPI Dashboard and trend charts will start to show useful information. Set your own targets in the Monthly KPI Input sheet for the metrics you care most about: crew utilization, average job value, claims ratio, and booking/close rate are the four that tend to drive the most operational decisions at growing moving companies. The color-coded indicators on the dashboard will tell you at a glance whether each KPI is on track, trending in the right direction, or needs attention — without reading through individual cells.

The benchmarks for moving companies are well-established. Crew labor should run 30–35% of revenue in a healthy operation; anything above 40% signals inefficient routing, high overtime, or a pricing problem. Claims ratio should stay below 1% of revenue — above that, you're either under-investing in training and equipment, or your crew-to-job assignments need review. Booking/close rate from direct inbound leads should be 20–30%; if it's lower, the issue is usually quote responsiveness time or price competitiveness. Average job value in the $1,000–1,500 range for local moves and $4,000–8,000 for long-distance is typical, but what matters is whether yours is trending up or down over time.