Moving Company KPI Dashboard Template

Download the file and open it in Excel or Google Sheets — no macros or setup required. Start with the Monthly KPI Input sheet and review the pre-built fields. Most match standard moving company dispatch and payroll reporting, so you should be able to populate the current month in about 20 minutes using your dispatch software export and payroll summary. If you use a platform like ServiceTitan, Granot, or MoversTech, those typically export the job volume and revenue figures you need. The first month is the hardest — after that, it's a standing 20-minute task.

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 real payoff is seasonal. By March, you should have winter actuals loaded and your peak-season plan set. Come back monthly through the summer, enter actuals, and watch whether your average job value is holding up as volume increases, whether crew utilization is hitting target, and whether claims are staying below 1% even with the added volume. Many moving company owners use the dashboard printout as their weekly operations review — it answers the core questions about labor efficiency, revenue quality, and claim risk without digging through raw dispatch reports.

Most moving companies track revenue and jobs completed, but those two numbers alone won't tell you if the business is actually healthy. A month with high revenue and low average job value might mean you're filling the schedule with small local moves that don't cover truck costs. A crew utilization rate of 85% looks great until you realize it's driven by overtime that's eating your margin. The KPIs that separate well-run moving companies from struggling ones are the ratios — labor as a percentage of revenue, claims as a percentage of revenue, and close rate on inbound leads — not the raw numbers.

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.

Moving companies also have a seasonality problem that most other service businesses don't. You earn roughly 60% of your annual revenue in four months (May–August) and then spend the other eight months managing cash, keeping key crews employed, and servicing commercial accounts. A KPI dashboard built for moving companies needs to surface this: how much cash did peak season generate, how is utilization holding up in off-season, and what's the winter pipeline looking like? This template is structured around monthly tracking but includes a seasonal comparison view so you can see whether this summer is shaping up better or worse than last year at the same point.