The Metrics Every Leader Should Know

The Metrics Every Leader Should Know

HVAC Business Owner completing an EOS Scorecard for their team

Are you spending more time putting out fires than actually growing your business? You’re not alone. Many home service business owners feel like they’re working harder than ever but still not seeing results. That’s usually a sign you’re missing one critical piece: consistent data that tells you what’s actually going on in your business.

That’s where the Entrepreneurial Operating System (EOS) Scorecard comes in.

A well-built scorecard gives your leadership team a clear picture of how the business is performing week to week. No fluff or confusion.

What Is An EOS Scorecard?


The EOS Scorecard is a weekly snapshot of key business metrics that show whether your company is on track. Unlike lagging indicators (like last month’s revenue), it focuses on
leading indicators (the numbers that predict future results).

That means you can catch issues early and make changes before they impact your bottom line.

Each week in your Level 10 Meetings, you review the scorecard, discuss anything that’s off-track, and assign follow-up actions to fix it. The result? A team that’s aligned, accountable, and focused on what actually drives growth.

Why Scorecards Matter for Home Service Businesses

Blank EOS Scorecard

Most home service companies already track some data, but often, that data lives in bloated reports that no one looks at until something goes wrong. A scorecard simplifies this by zeroing in on what matters most and reviewing it consistently.

Ask yourself:

  • Are we getting enough leads to keep techs busy?
  • Are our team members closing maintenance agreements?
  • Are installs getting completed on time and without repeat visits?

Tracking metrics like these every week keeps your team focused, improves decision-making, and helps you take control so you’re not constantly reacting to surprises.

Real-World Metrics for Home Service Companies

Your scorecard should be short and actionable. It typically includes 10 to 15 metrics. Each one should be easy to measure, assigned to a specific owner, and reviewed weekly.

Here’s a breakdown of useful categories and example metrics:

Sales & Revenue

  • Weekly revenue booked
  • Quotes sent vs. quotes approved
  • Average ticket size
  • Close rate by technician

Operations

  • Number of completed jobs
  • Service response time
  • Open work orders

Customer Service

  • Customer satisfaction score
  • Number of new Google reviews
  • Number of complaints or call-backs

Marketing

  • New leads this week
  • Website form submissions
  • Conversion rate from campaigns

Team Accountability

  • Jobs completed per tech
  • Missed appointments
  • Follow-ups completed

Choose metrics that give you early visibility into problems. If new leads drop or jobs are taking longer, you’ll be able to pivot before it affects your revenue or customer satisfaction.

How CI Web Group Uses Scorecards

At CI Web Group, we run our own company on EOS, which includes scorecards for every department, including sales, SEO, web, and more.

Each week, our team reports on metrics like the number of:

  • New Leads
  • Strategy Sessions Booked
  • Accounts in Onboarding
  • Newsletters Sent

These numbers give us instant insight into what’s working, what needs attention, and where to focus our efforts. For example, if we notice a bunch of accounts stuck in onboarding, we’ll review our process to identify bottlenecks and make improvements—no guesswork, just straightforward, proactive action.

With the right scorecard in place, your team becomes more accountable, your decisions become sharper, and the chaos starts to fade.

Making the Scorecard Work

Here’s how to get started building a scorecard that actually helps you lead:

  1. Choose 10–15 meaningful metrics
  2. Assign an owner to each one (someone responsible for the number)
  3. Set weekly targets so you know what “on track” looks like
  4. Review and update the scorecard every week in your leadership meeting
  5. Act immediately when something’s off; don’t wait for it to get worse

The EOS Scorecard means taking action. And when your entire team is aligned around the right numbers, progress becomes predictable.

Build a Scorecard That Puts You in Control

When you know your numbers, you can lead with confidence. The EOS Scorecard gives you a clear, weekly view of your business so you can stay ahead of problems, drive performance, and scale.

Ready to stop flying blind? Schedule your free consultation to discover how EOS can put you firmly in control of your growth.