Most shop owners run the business from a stack of reports that never line up: margin from the accountant, utilization from a gut feel, win rate from memory, on-time from the last complaint. The executive scorecard replaces that with one screen - the headline metric from every pillar, for the whole company, with one row per location so a multi-site owner can see which shop leads and which lags at a glance.
What this dashboard answers
It answers "how is the business doing, by site?" The company scorecard carries six headline KPIs: Total Revenue, Gross Margin %, Machine Utilization %, Quote Win Rate %, On-Time Delivery %, and Realized Revenue per Hour. A master table puts one row per location with every metric - plus Open WIP $ and Past-Due $ - each computed as a SUM-over-SUM ratio so a big shop and a small shop compare fairly on the same footing.
The metrics that matter
These six metrics aren't independent - they're a chain. Utilization and win rate feed revenue; margin and realized rate per hour tell you whether that revenue is profitable; OTD and WIP tell you whether you can keep the promises that win the next order. Seen together, the story emerges: a site with strong utilization but weak margin has a pricing or job-costing problem, not a capacity one. The pillar-compare page ranks every location on each metric so the lagging site on any pillar is obvious.
Why this data is trapped
Each headline metric lives in a different corner of the ERP - margin in accounting, utilization in shop-floor data, win rate in quoting, OTD in shipping - across JobBOSS (E2 Shoptech), ProShop ERP, Global Shop Solutions, ECI M1 / Epicor, or QuickBooks. No single ERP screen assembles all of them, let alone side by side across two or three locations. That cross-pillar, cross-site roll-up is the spreadsheet an owner rebuilds every month, if at all - which is why it's usually weeks stale.
How to read it
Read top to bottom as a chain: revenue and utilization (are we busy?), margin and realized rate (are we profitable?), OTD and WIP (can we deliver?). Then read across locations - a metric where one site trails the others is a targeted fix you can coach, not a company-wide initiative. The scorecard's real job is to tell you which of the other reports to open next: a low number here points to the detailed report behind it.
The sample uses realistic synthetic multi-site data - no real shops, jobs, or financials.
Metrics it tracks
| Metric | What it means |
|---|---|
| Total Revenue | Company top line across all locations and months. |
| Gross Margin % | (Revenue minus cost) divided by revenue - blended actual margin across the company. |
| Machine Utilization % | Run hours divided by available hours - company-wide capacity actually run. |
| Quote Win Rate % | Quotes won divided by quotes sent - blended conversion across locations. |
| On-Time Delivery % | On-time shipments divided by total shipments - company-wide OTD. |
| Realized Revenue per Hour | Revenue divided by shop hours - blended dollars per shop hour across locations. |
Used by: Owners and presidents of one to a few shops, plus operations leaders across sites
Frequently asked questions
What KPIs should a machine shop owner track weekly?
The headline set spans every pillar: revenue and gross margin (profitability), machine utilization (capacity), quote win rate (sales), on-time delivery (execution), and realized revenue per hour (rate). This scorecard puts all of them on one screen and compares them across locations.
How should I compare two or three shops fairly?
Use rate-based metrics - margin %, utilization %, win rate %, OTD %, revenue per hour - each computed as a SUM-over-SUM ratio rather than a raw total. That way a large shop and a small shop sit on the same footing and the comparison reflects performance, not size.
Can I build this on my own multi-site data?
Yes. Export a per-location, per-month summary (or the underlying records) covering revenue, cost, hours, quotes, and shipments, then use this as a template. We model it into a Power BI report. The sample is fully synthetic, so there's no real shop or financial data in it.
Build this report on your own data
Clone this Machine / job shops template — describe it and we’ll generate sample data so you can try it free, or upload your own export. You get a fully modeled, branded Power BI project that opens in Power BI Desktop.
Use this as a template →