--- title: "Sales Tracking Report by Detail Legacy Report" slug: "sales-tracking-report-by-detail-legacy-report" updated: 2026-10-15T01:21:08Z published: 2026-10-15T01:21:08Z canonical: "help.servicetitan.com/sales-tracking-report-by-detail-legacy-report" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Sales Tracking Report by Detail Legacy Report ## Overview This report provides a detailed summary of the sales performance of your technicians. Each section of this report is based on a different type data (refer to the report sections below for more information). While a job is in progress - The job will appear only in the Sold and Left section for the technician who sold the estimate. - The job will not appear in any other section of the report, for any other technician, until the job is completed. When a job is completed - The job will appear in other sections of the report. - If the technician who sold the job did perform the work, the job will move from the Sold and Left section to the Sold and Performed section. - If the technician who sold the job did not perform the work, the job will remain in Sold and Left for that technician. The job will also appear in the Performed Only section for the technician(s) who performed the work. Common uses for this report: - Use this report to view revenue from tech-generated leads, number of jobs sold by the technician, number of jobs where the technician performed work only, number of jobs where the technician both sold the job and performed the work. --- ### #### Who uses this feature - Administrators and managers ## How to find this report 1. Go to the main navigation menu and click **Reports**. 2. On the Reports screen that opens, click **Legacy Reports**. 3. In the search bar, search for *Sales Tracking Report by Detail*. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/sales-tracking-report-by-detail-guide-image-hun2vlhw.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A09Z&se=2026-10-31T02%3A47%3A09Z&sr=c&sp=r&sig=ci9IzphPBcPp5ZI4kH2Q0PDNtW6mS61uysnWTSQr36I%3D) 4. Click the report name. Then you will be able to set filters and run the report. ## Report filters ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/sales-tracking-report-by-detail-guide-image-glkxoram.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A09Z&se=2026-10-31T02%3A47%3A09Z&sr=c&sp=r&sig=ci9IzphPBcPp5ZI4kH2Q0PDNtW6mS61uysnWTSQr36I%3D) ### Business Unit Filter by business unit. This report can be run by a single business unit or all business units. ### Date Range Filter by date range. Use the *From* and *To* fields to set a custom date range. ## View or download the report Click **Update** to view the report. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/sales-tracking-report-by-detail-guide-image-y7gwesq3.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A09Z&se=2026-10-31T02%3A47%3A09Z&sr=c&sp=r&sig=ci9IzphPBcPp5ZI4kH2Q0PDNtW6mS61uysnWTSQr36I%3D) The report can be downloaded in three different formats: - **Export to Excel (*.xlsx)** (click the dropdown arrow next to **Download PDF**) - **Export to Comma separated (*.csv)** (click the dropdown arrow next to **Download PDF**) - **Download PDF** (click on **Download PDF**) ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/sales-tracking-report-by-detail-guide-image-jcw7hkgp.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A09Z&se=2026-10-31T02%3A47%3A09Z&sr=c&sp=r&sig=ci9IzphPBcPp5ZI4kH2Q0PDNtW6mS61uysnWTSQr36I%3D) --- ### Example scenarios #### **Sold and Left (Sales Credit)** Your Comfort Advisor is sent to a customer to give them options/proposals. He sells the job, but will not perform any of the work himself, or even that day. He'll get credit for this sale by selling the estimate (*Sold and Left credit*). #### **Performed Only (Performing the Work)** Related to the scenario from above, your installers are sent on a job that was already sold by the comfort advisor. The invoice items that the comfort advisor sold are already on their invoice and are linked to the estimate the comfort advisor sold, even though the comfort advisor is NOT necessarily assigned to or listed on this current job/invoice. The installers will only get credit for performing these invoice items (*Performed Only* credit). #### **Sold and Performed (Sales Credit and Performing the Work)** The technician goes out to a customer and both sells and performs the work (*Sold and Performed* credit). #### **If there is more than one technician working a job (technician splits)** When there are technician Splits (multiple technicians assigned to a job), each technician will get credit for his/her percentage of the split. For the technician who sold the job, splits will be handled as follows: - If the sales tech is part of the job split: The sold by technician will get *Sold and Performed* credit for his/her split percentage. The sold by technician will also get *Sold and Left* credit for the remaining percentage of the job, assigned to other technicians. All other technicians will get *Performed Only* credit, according to their split percentage. - If the sales tech is not part of the job split: The technician will get 100% sales credit (*Sold and Left*). All other technicians will get *Performed Only* credit, according to their split percentage. #### **Technician sells an estimate, then performs part of the work:** Joe sells a $1000.00 estimate. He is dispatched to the job with Frank, who helps him with a portion of the job. Joe is given a 75% split on the job, and Frank is given a 25% split. On the *Sales Tracking Report,* Joe is given $750.00 *Sold and Performed* credit (the portion of the job where he sold and performed the work). Joe is also given $250.00 *Sold and Left* credit (this is the portion of the job where Frank helped him - but it was still Joe who sold the job, so Joe gets *Sold and Left* credit). Frank will be given $250.00 *Performed Only* credit (for the 25% split where he performed the work). Explanation of report columns ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/sales-tracking-report-by-detail-guide-image-cimy9b7x.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A09Z&se=2026-10-31T02%3A47%3A09Z&sr=c&sp=r&sig=ci9IzphPBcPp5ZI4kH2Q0PDNtW6mS61uysnWTSQr36I%3D) ### **All Jobs** This section includes: - All jobs completed by the technician (based on job completion date). ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/sales-tracking-report-by-detail-guide-image-hhc713ln.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A09Z&se=2026-10-31T02%3A47%3A09Z&sr=c&sp=r&sig=ci9IzphPBcPp5ZI4kH2Q0PDNtW6mS61uysnWTSQr36I%3D) | **Job # - All Jobs** | All jobs completed by the technician, listed by job number. This will include jobs both above and below the sold threshold. This will also include unconvertible jobs (*No Charge, Warranty, Recall*). | | --- | --- | | **Total - All Jobs** | Total number of jobs completed by the technician. | ### **TGL (Tech-Generated Leads)** This section includes: - All jobs created from the technician’s leads (based on job completion date). ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/sales-tracking-report-by-detail-guide-image-3qxtee9q.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A09Z&se=2026-10-31T02%3A47%3A09Z&sr=c&sp=r&sig=ci9IzphPBcPp5ZI4kH2Q0PDNtW6mS61uysnWTSQr36I%3D) | **Job # - TGL** | Jobs created from the technician’s leads. - It does not matter whether or not the job created from the lead is in progress, completed, above the sold threshold, or below the sold threshold. - If **Technician A** generates a lead, and **Technician B** is dispatched to the new job created from the lead, the job will appear here for **Technician A only**. | | --- | --- | | **Total - TGL** | Total number of jobs created from the technician’s leads. | ### **Sold (Sold Tech-Generated Leads)** This section includes: - Jobs sold from the technician’s leads (based on job created on date). - Estimates sold from the technician’s leads (based on estimate created on date). ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/sales-tracking-report-by-detail-guide-image-jtbxga6j.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A09Z&se=2026-10-31T02%3A47%3A09Z&sr=c&sp=r&sig=ci9IzphPBcPp5ZI4kH2Q0PDNtW6mS61uysnWTSQr36I%3D) | **Job # - Sold** | Jobs sold from tech-generated leads, listed by job number. The job created from the lead must be above the sold threshold. **How to configure - Sold threshold:**The default sold threshold is $50.00 (the standard fee for a technician call). To adjust your default sold threshold, contact your success or implementation manager / Onboarder to configure your account. | | --- | --- | | **Invoice / Estimate # - Sold** | The invoice / estimate for the sold lead, listed by invoice / estimate number. | | **Total - Sold** | Total number of jobs and estimates sold from the technician’s leads. | ### **Tech Generated Leads $ (Tech Generated Leads Revenue)** This section includes: - Jobs created from the technician’s leads (based on job created date). ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/sales-tracking-report-by-detail-guide-image-eetcyloj.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A09Z&se=2026-10-31T02%3A47%3A09Z&sr=c&sp=r&sig=ci9IzphPBcPp5ZI4kH2Q0PDNtW6mS61uysnWTSQr36I%3D) | **Job # - Tech Generated Leads $** | Jobs created from the tech’s leads, listed by job number. It does not matter whether or not the job created from the lead is in progress, or if the job is completed. However, the job must be above the sold threshold. | | --- | --- | | **Invoice / Estimate # - Tech Generated Leads $** | The invoice / estimate number for the sold lead. | | **Amount - Tech Generated Leads $** | Revenue generated by the sold lead. This will be either the amount of the sold estimate (if the job hasn’t been booked), or the invoice amount for the job created from the lead. | | **Total - Tech Generated Leads $** | Total revenue generated by the tech’s leads. | ### **Sold and Left** This section includes: - Estimates sold by the technician (based on estimate created on date). - Jobs in progress sold by the technician, whether or not the technician is performing the work (based on job created on date). - Jobs completed where the technician sold the estimate, but did not perform the work (based on job completion date). ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/sales-tracking-report-by-detail-guide-image-drwi42oe.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A09Z&se=2026-10-31T02%3A47%3A09Z&sr=c&sp=r&sig=ci9IzphPBcPp5ZI4kH2Q0PDNtW6mS61uysnWTSQr36I%3D) | **Job # - Sold and Left** | Jobs where the technician played a sales role. This includes estimates sold by the technician (whether or not the job has been booked), jobs in progress where the technician is the sold by technician (whether or not the technician will perform the work), and jobs completed where the technician sold the estimate. | | --- | --- | | **Estimate # - Sold and Left** | Estimates sold by the technician. This includes all sold estimates, whether or not a job has been booked. | | **Amount - Sold and Left** | Amount of the sold estimate. | ### **Performed Only** This section includes: Jobs completed, where the technician performed the work but did not sell the estimate (based on job completion date). ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/sales-tracking-report-by-detail-guide-image-nmnuacut.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A09Z&se=2026-10-31T02%3A47%3A09Z&sr=c&sp=r&sig=ci9IzphPBcPp5ZI4kH2Q0PDNtW6mS61uysnWTSQr36I%3D) | **Job # - Performed Only** | Completed jobs where the technician performed work only (the technician did not sell the estimate). - This will not include any jobs in progress. | | --- | --- | | **Estimate # - Performed Only** | Invoices where the technician performed the work only. | | **Amount - Performed Only** | Amount of the invoice where the technician performed work only. | ### **Sold and Performed** This section includes: - Jobs completed where the technician both sold the estimate, and performed the work (based on job completion date). - Jobs where the technician added invoice items while at the job site, and immediately performed the work (no estimate was converted). ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/sales-tracking-report-by-detail-guide-image-0v53vu4j.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A09Z&se=2026-10-31T02%3A47%3A09Z&sr=c&sp=r&sig=ci9IzphPBcPp5ZI4kH2Q0PDNtW6mS61uysnWTSQr36I%3D) | **Job # - Sold and Performed** | Jobs where the technician both sold the estimate and performed the work, listed by job number. | | --- | --- | | **Invoice # - Sold and Performed** | Invoices where the technician both sold the estimate and performed the work, listed by invoice number. | | **Amount - Sold and Performed** | Amount of the invoice where the technician both sold the job and performed the work. | ## Want to know more? - Visit ServiceTitan Academy and enroll in [Sales Tracking and Reporting](https://servicetitan.docebosaas.com/academy/learn/courses/337/sales-tracking-and-reporting) Split determines how much credit each technician is getting for the job. For example: If two technicians perform work on a job, the split could be an even 50%-50%, or it could be 75%-25% if the first technician did a bulk of the work. By default 100% of the technician split will go to the first technician assigned to the job. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) See Split. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)