Home Services Recurring Contract Performance Dashboard
Track route density, visit compliance, and customer lifetime value for service contracts. Free .xlsx with formulas.
Operations · dashboard · CC0 · Public domain · Built by Sheetly AI
About this template
This operations dashboard brings together indicators like "Monthly Recurring Revenue from Contracts", "Average Customer Lifetime Value" and "On-Time Visit Compliance Rate" in a single view. Edit the entries in the Data tab and the dashboard numbers update instantly — no need to build the spreadsheet from scratch.
This template helps home service businesses analyze recurring contract performance by tracking visits, revenue, and route efficiency. Enter each completed visit with its date, customer, route, contractual details, and financial outcomes. The summary KPIs and comparison bars can then be linked to this data to monitor route density, visit compliance, and lifetime value over time. Filter and sort the data to identify underperforming routes, customers at risk of churn, and opportunities to optimize scheduling.
Released under the CC0 license (public domain): you can download, edit and use it freely — including in commercial projects — with no attribution required.
Use cases
- Visualize indicators like "Monthly Recurring Revenue from Contracts" and "Average Customer Lifetime Value"
- Make faster decisions based on "On-Time Visit Compliance Rate"
- Compare your operations without building the spreadsheet from scratch
- Edit the entries in the Data tab and watch the dashboard recalculate automatically
Key features
- Monthly Recurring Revenue from Contracts
- Average Customer Lifetime Value
- On-Time Visit Compliance Rate
- Visual dashboard with 3 automatic indicators
- Editable formulas in the Data tab
- In-cell mini charts (sparklines)
What's inside the file
- 3 tabs: Dashboard, Data, Instructions
- 41 working formulas — including SUM, AVERAGE, COUNTA. They recalculate as you edit, so the sheet stays yours after download.
- Sized for real data: up to 37 rows × 18 columns already laid out and formatted.
- Built-in chart that updates with your numbers.
Everything is a normal .xlsx: it opens in Excel, Google Sheets, LibreOffice and Numbers, with no add-ons, no macros and no locked cells.
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