--- title: "Service Opportunity Percentage reports" slug: "service-opportunity-percentage-reports" updated: 2026-10-15T01:22:04Z published: 2026-10-15T01:22:04Z canonical: "help.servicetitan.com/service-opportunity-percentage-reports" 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 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 --- ### #### Who uses this feature - Administrators and 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 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** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/service-opportunity-percentage-reports-image-8fumehr9.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A46%3A28Z&se=2026-10-31T04%3A46%3A28Z&sr=c&sp=r&sig=ALTT%2BYkkzfiiG9czWByBOSBCmhbdXFLB7s766ITFTEc%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 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**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/service-opportunity-percentage-reports-image-bgycjral.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A46%3A28Z&se=2026-10-31T04%3A46%3A28Z&sr=c&sp=r&sig=ALTT%2BYkkzfiiG9czWByBOSBCmhbdXFLB7s766ITFTEc%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 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**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/service-opportunity-percentage-reports-image-y66uz9md.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A46%3A28Z&se=2026-10-31T04%3A46%3A28Z&sr=c&sp=r&sig=ALTT%2BYkkzfiiG9czWByBOSBCmhbdXFLB7s766ITFTEc%3D) 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: ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/service-opportunity-percentage-reports-image-dkef99g4.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A46%3A28Z&se=2026-10-31T04%3A46%3A28Z&sr=c&sp=r&sig=ALTT%2BYkkzfiiG9czWByBOSBCmhbdXFLB7s766ITFTEc%3D) 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 | **KPI** | **Description** | **Calculation** | **Example** | | --- | --- | --- | --- | | **All reports:** Employee Name | The name of the employee who sold the estimate on the job that converted this opportunity. | N/A | N/A | | **Service Opportunity Percentage By Hour:** Hours (12 a.m., 1 a.m., etc.) | The percentage of Service Opportunities that occurred during each hour. | [Total Service Opportunities] / [Total Service Calls] * 100 | Technician Chris had 3 service calls on April 2nd, and sold estimates on all 3. His service calls occurred at 9 a.m., 1 p.m., and 4 p.m. His Service Opportunity percentage per hour for those hours is 100%. | | **Service Opportunity Percentage by Day of Week:** Days of Week (Mon, Tues, Wed, etc.) | The percentage of Service Opportunities that occurred during each day of the week. | [Total Service Opportunities] / [Total Service Calls] * 100 | Technician Chris had 3 service calls the week of April 2nd, and sold estimates on all 3. His service calls occurred on Monday, Wednesday, and Thursday. His Service Opportunity percentage for those days is 100%. | | **Service Opportunity Percentage by Month:** Months of the year (Jan, Feb, Mar, Apr, etc.) | The percentage of Service Opportunities that occurred during each month of the year. | [Total Service Opportunities] / [Total Service Calls] * 100 | Technician Chris had 18 service calls in the month of January, 12 in February, and sold estimates on all jobs. His Service Opportunity percentage for those months is 100%. | | **Service Opportunity Percentage by Quarter:** Quarters of the year (Q1, Q2, Q3, Q4) | The percentage of Service Opportunities that occurred during each quarter of the year. | [Total Service Opportunities] / [Total Service Calls] * 100 | Technician Chris had 18 service calls in Q1, 12 in Q2, and sold estimates on all jobs. His Service Opportunity percentage for those quarters is 100%. | | **Service Opportunity Percentage by Week of Year:** Weeks of the year, numbered (1, 2, 3, 4, etc.) | The percentage of Service Opportunities that occurred during each week of the year. | [Total Service Opportunities] / [Total Service Calls] * 100 | Technician Chris had 6 service calls in week 2, 4 in week 3, and 2 in week 5, and sold estimates on all jobs. His Service Opportunity percentage for those weeks is 100%. | ## 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)