Contractor Operations Executive Control Center

Run the company from one operating view.

The Contractor Operations Executive Control Center is an Excel-based management dashboard for contractors who need company-level visibility across project margin, cash exposure, backlog, bid pipeline, operating risk, and weekly accountability.

It is designed as a leadership workbook—not a replacement for the detailed estimating, job-cost, labor, billing, or equipment systems. Use it to pull the most important operating numbers into one management view and turn them into decisions, owners, and due dates.

What this system helps you do

• Track revised contract value, projected final cost, projected profit, and projected margin across active jobs
• Monitor cash collected, open accounts receivable, unbilled earned work, backlog, and weighted pipeline
• Compare operating results with company targets and thresholds
• Maintain a monthly KPI history for revenue, margin, labor, equipment, collections, win rate, and backlog
• Manage active leads, estimates, submitted bids, probabilities, weighted opportunity value, and next actions
• Assign owners and due dates to financial, schedule, safety, quality, and client risks
• Run a repeatable weekly operating review
• Identify jobs, receivables, and risks that need management attention

Included worksheets

• Start Here — setup instructions and color guide
• Company Targets — margin, A/R, overtime, equipment recovery, win-rate, backlog, and cash-reserve thresholds
• Project Portfolio — contract, cost, profit, margin, billing, labor, equipment, and job-status overview
• Monthly KPI Log — trend history for revenue, gross profit, cash, labor, equipment, A/R, bids, wins, and backlog
• Bid Pipeline — opportunities, bid dates, status, probability, weighted value, next action, and owner
• Risk & Action Log — issue category, probability, impact, priority, owner, due date, action, and status
• Weekly Review — structured operating review for portfolio, cash, job risk, change orders, labor, equipment, pipeline, and action commitments
• Executive Dashboard — company-level KPIs, job alerts, A/R exposure, backlog, weighted pipeline, and executive alerts
• Lists — editable statuses, priorities, categories, and action values

Built for

Contractor owners, operations managers, general managers, project executives, construction managers, estimators, and small leadership teams overseeing multiple projects and business functions.

What you receive

• Downloadable Microsoft Excel workbook (.xlsx)
• Quick Start Guide
• License and use terms
• Sample portfolio, KPI, pipeline, and risk data for learning the workflow

Compatibility

• Designed for Microsoft Excel 2021 and Microsoft 365 desktop
• No macros
• Yellow cells identify user inputs
• Gray cells contain formulas and calculated results
• Color-coded alerts identify margin, collection, and operating risk

Important

This workbook is an executive operating and planning tool. It does not replace your accounting, estimating, project-management, CRM, payroll, safety, legal, or insurance systems. The dashboard is only as accurate as the information entered and should be updated on a consistent management schedule.

Single Business License

For use within one business by that business and its employees. This license does not permit resale, public sharing, or distribution to separate businesses, customers, consulting clients, or outside organizations.

This workbook is also included in the Contractor Operations Pro Bundle. Explore all Contractor Operations Systems.

Put the workflow into practice

See the job-level records and weekly actions that support a portfolio review. Read how to track contractor job costs from estimate to final bill.