Production Manager Metric Spreadsheet Instructions

Production Manager Metric Spreadsheet Instructions

Instructions for completing Production Manager Roundtables Metric Spreadsheet:

  1. All yellow highlighted cells are to be completed. If you only have 5 jobs, only complete 5 rows.
  2. On the Employee List Tab, enter the names of your Leads, Project Managers, and Salespeople
  3. On the Data Tab, be sure you can see all columns – A-Y.
  4. In Cell B 8 enter your company’s overall Projected Gross Profit for the year.
  5. In Columns O P & Q (Labeled LC, PM, and Salesperson), choose the name for each job from the dropdown.
  6. Begin to enter data from Cell A11 (See below for more detailed information.
    1. Include all jobs completed and started since the last meeting. (If you do more than 35 jobs during that time the lower section can be expanded to accommodate up to 153. If you do small jobs as well as big jobs, you may want to decide a cut off dollar amount such as everything over $5000.)

 

 

Columns from the Metrics Spreadsheet:

 

Column

Letter

 Column Number Corresponding Column on WIP Report Name of Column Data Required Notes
A All Open and Completed Projects Date Range   Enter clients name
B 1 1 Contracted Price include Change Orders                Enter current contract price including any Change Orders to date
C 2 4 Job Cost Budget include Change Orders                 Enter Original Job Cost budget including the job costs for any Change Orders to date
D 3 7 Actual Cost to Date include Change Orders  Enter actual Cost to date.
E 4 14 Original Estimated Gr Profit Calculated Calculates Gross Profit based on Original estimates

 

 

Column

Letter

 Column Number Corresponding Column on WIP Report Name of Column Data Required Notes
F 5 10 Best Estimate of Job Costs at Completion                Enter your best estimate of the Job Cost at completion. (If the job is finished it should be equal to Cell D. If the job is not finished take a few minutes to give a realistic estimate of the finished cost.)
G 6 Actual Gross Profit Calculated Calculates Actual Gross Profit
H 7 18 Percent Complete Calculated Calculates how complete the job is
I 8 % Cost (Slip) Imprv Calculated Calculates % of Slippage or Grippage
J 9 Act. Dollars (Slip) Imprv Calculated Calculates $ of Slippage or Grippage
K 10 Estimated Schedule Duration in Working days       Enter the estimated time frame of the job – what was originally scheduled in the estimate
L 11 Actual Schedule Duration in Working days       Enter the actual working days. (For jobs that are complete this should be readily available. For jobs that are incomplete estimate the time to complete and enter the entire duration of the job.)
M 12 Schedule to Actual Duration (Slippage) Improvement Calculated Calculates any Slippage or Grippage on time
N 13 Lead Carpenter/Project Manager (Choose Name from Drop Down)
O 14 Produced Volume per LC/PM Calculated
P 15 Customer Satisfaction Percentage Enter the client’s satisfaction rating as a percentage.
R Lead Carpenter/Project Manager Names List of Names
in All Things Production Manager RT