--- title: "Service Opportunity Installed Conversion Percentage report" slug: "service-opportunity-installed-conversion-percentage-report" updated: 2026-10-15T01:22:06Z published: 2026-10-15T01:22:06Z canonical: "help.servicetitan.com/service-opportunity-installed-conversion-percentage-report" excludeFromSearch: true excludeFromExternalSearch: true --- > ## 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. # Service Opportunity Installed Conversion Percentage report ## Overview The Service Opportunity Installed Conversion Percentage report assesses the effectiveness of converting identified service opportunities into actual installations. This report helps measure close rates on service-generated leads and the ability of technicians to drive revenue from identified needs. --- ### #### Who uses this feature - Administrators and service managers - Applies to all business types #### Feature configuration - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. ## Create the report 1. Go to the navigation bar and click **Reports**. 2. On the *Reports* screen that opens, click **Create Report**. 3. In the *Choose report type* section, select **All**. 4. In the *Select a report template* section, select **Service Opportunity Installed Conversion Percentage**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/service-opportunity-installed-conversion-percentage-report-image-k1xjvkwi.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A46%3A08Z&se=2026-10-31T04%3A46%3A08Z&sr=c&sp=r&sig=G4K3O0I0l7Ixdi7XAlFS5ffNDCmkSQYwQ3pVfhp%2Ffp0%3D) 5. In the *Columns to be displayed in the report section*, leave all the columns selected. Then, click **Next**. 6. On the following screen, enter the report details: 1. Enter **Service Opportunity Installed Conversion Percentage** for the report name 2. Select **Operations** from the **Category** dropdown menu. 3. Enter an optional description. This provides a short description of the report in case you have multiple reports with similar names. 4. Keep the checkbox selected next to *Share this report for view/edit with all other users whose permissions allow them to view/edit this type of report.* 7. When finished, click **Save**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/service-opportunity-installed-conversion-percentage-report-image-gpftjoki.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A46%3A08Z&se=2026-10-31T04%3A46%3A08Z&sr=c&sp=r&sig=G4K3O0I0l7Ixdi7XAlFS5ffNDCmkSQYwQ3pVfhp%2Ffp0%3D) You only need to create the report once. After creating the report, you can simply run the report from the main *Reports* screen. ## Run the report 1. Go to the navigation bar and click **Reports**. 2. In the Search field, enter **Service Opportunity Installed Conversion Percentage**. 3. Click on the report card to open it. 4. On the *Service Opportunity Installed Conversion Percentage* screen that opens, set the following filters: 1. Click the **From - To** field to set date filters. You can: - Use the calendar to select a specific date range and then click **Apply**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/date-picker.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A46%3A08Z&se=2026-10-31T04%3A46%3A08Z&sr=c&sp=r&sig=G4K3O0I0l7Ixdi7XAlFS5ffNDCmkSQYwQ3pVfhp%2Ffp0%3D) - Use the left menu to select a preset date range: - **Today:** From 12:00 AM to the current time. - **Yesterday:** Previous day, from 12:00 AM to 11:59 PM. - **This Week:** From Monday through Sunday of the current week. - **Week to Date:** From Monday through the current date of the current week. - **Last 7 Days:** Previous seven days, including today. - **Last 14 Days:** Previous 14 days, including today. - **Last 30 Days:** Previous 30 days, including today. - **Month to Date:** From the first of the current month to the current day. - **Last Month:** Entire month before the current month. For example, if the date is February 5, the entire month of January. - **Last 90 Days:** Previous 90 days, including today. - **This Quarter:** Current quarter, including future dates. For example, if the date is April 25, from April 1 - June 30. - **Last Quarter:** Entire quarter before the current quarter. For example, if the date is April 25, from January 1 - March 31. - **Quarter to Date:** From the first day of the current quarter to the current day. - **Year to Date:** From January 1 of the current year to the current day. - **Last 365 Days:** Previous 365 days, including today. - **Last Year:** From January 1 of the previous year to December 31. 2. From the **Business Unit** dropdown, select the business units (BUs) you want to report on. By default, the report runs for all BUs. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/service-opportunity-installed-conversion-percentage-report-image-cl33e719.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A46%3A08Z&se=2026-10-31T04%3A46%3A08Z&sr=c&sp=r&sig=G4K3O0I0l7Ixdi7XAlFS5ffNDCmkSQYwQ3pVfhp%2Ffp0%3D) 3. Use the **Technicians** dropdown to filter by individual technicians. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/service-opportunity-installed-conversion-percentage-report-image-om0j51mw.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A46%3A08Z&se=2026-10-31T04%3A46%3A08Z&sr=c&sp=r&sig=G4K3O0I0l7Ixdi7XAlFS5ffNDCmkSQYwQ3pVfhp%2Ffp0%3D) 5. When you’re finished, click **Run Report**. ## Understand Report KPIs | **KPI** | **Description** | **Calculation** | **Example** | | --- | --- | --- | --- | | Opportunity Jobs completed | The number of jobs completed for which equipment is present on the customer’s location and the equipment age exceeds the replacement age set in the pricebook for the applicable type, or where the equipment is within 3 years of reaching replacement age AND there is an estimate exceeding $1,000. The estimate does not have to be sold. | N/A | N/A | | Service Opportunities Installed | The number of resulting installs from all completed opportunities. | N/A | N/A | | Service Opportunity Installed Conversion Percentage | The total number of installs divided by the total number of opportunities. | ([Installed Generated from Service] / [Total Opportunities from Service]) * 100 | Your technicians had 31 completed installs and 40 total opportunities during the selected time frame. The Service Opportunity Installed Conversion Percentage would be 77.5%. | | Score 1-10 | Based on the matrix below, this shows the score associated with the percentage calculated in the *Service Opportunity Installed Conversion Percentage* column. | N/A | Based on the example above, your score would be > 50%, so you would see a 10 in this column. | ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/service-opportunity-installed-conversion-percentage-report-image-c9sec9su.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A46%3A08Z&se=2026-10-31T04%3A46%3A08Z&sr=c&sp=r&sig=G4K3O0I0l7Ixdi7XAlFS5ffNDCmkSQYwQ3pVfhp%2Ffp0%3D) ## Want to learn more? - See [Set up Service Opportunity Manager Metrics](/construction/docs/set-up-service-opportunity-manager-metrics) - See [Run, filter, and export reports](/construction/docs/run-filter-and-export-reports) - See [Schedule reports](/construction/docs/schedule-reports)