Service Opportunity Percentage reports

Overview

The Service Opportunity Percentage reports help track how often technicians create potential sales opportunities during appointments. The metrics can be analyzed across various time periods. Each report measures the percentage of service calls that resulted in opportunities and can highlight peak performance times or areas for improvement in opportunity identification.

You can create the following Service Opportunity Percentage reports:

• Service Opportunity Percentage By Hour: Shows an hour-by-hour breakdown of the Service Opportunity Percentage on a selected day of the week

• Service Opportunity Percentage By Day Of Week: Shows the Service Opportunity Percentage for every day in a selected week

• Service Opportunity Percentage By Month: Shows the Service Opportunity Percentage for every month of a selected year

• Service Opportunity Percentage By Quarter: Shows the Service Opportunity Percentage for every quarter in a selected year

• Service Opportunity Percentage By Week of Year: Shows the Service Opportunity Percentage for every week in a selected year

Create the reports

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 which template you want to use to create the report:

   1. Service Opportunity Percentage By Hour

   2. Service Opportunity Percentage by Day of Week

   3. Service Opportunity Percentage by Month

   4. Service Opportunity Percentage by Quarter

   5. Service Opportunity Percentage by Week of Year
      

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 the following for the report name, depending on which template you selected:

      1. Service Opportunity Percentage By Hour

      2. Service Opportunity Percentage by Day of Week

      3. Service Opportunity Percentage by Month

      4. Service Opportunity Percentage by Quarter

      5. Service Opportunity Percentage by Week of Year

   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.
   

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 reports

1. Go to the navigation bar and click Reports. 

2. In the Search field, enter the name of the report you want to run. For example, enter Service Opportunity Percentage By Day of Week.
   

3. Click on the report card to open it. 

4. On the report screen that opens, use the Day filter to set the selected timeframe for the report:
   

   1. Service Opportunity Percentage By Hour: Select the day you want the report to filter on

   2. Service Opportunity Percentage by Day of Week: select a day in the week you want the report to filter on

   3. Service Opportunity Percentage by Month: Select a day in the month you want the report to filter on

   4. Service Opportunity Percentage by Quarter: Select a day in the quarter you want the report to filter on

   5. Service Opportunity Percentage by Week of Year: Select a day in the year you want the report to filter on

5. When you’re finished, click Run Report. 

Understand Report KPIs

Want to learn more?

• See Set up Service Opportunity Manager Metrics

• See Run, filter, and export reports

• See Schedule reports