--- title: "Technician Dashboard - Revenue report" slug: "technician-dashboard-revenue-report" updated: 2026-10-15T01:19:34Z published: 2026-10-15T01:19:34Z canonical: "help.servicetitan.com/technician-dashboard-revenue-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. # Technician Dashboard - Revenue report ## Overview The Technician Dashboard - Revenue report shows revenue-related metrics for your technicians. Each line in the report represents a technician. The report includes key performance indicators (KPIs) that correspond to Technician Scorecards on the Modular Dashboard so you get a more detailed view of your dashboard metrics. --- ### #### Who uses this feature - Administrators and managers ## ## Things to know - Reported revenue KPIs are based on the BU of the invoice item. Item BU is listed on invoices. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/technician-dashboard---revenue-report-image-jwbz4s3k.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A56Z&se=2026-10-31T01%3A42%3A56Z&sr=c&sp=r&sig=x7Zfb1Oy9TaOsJlu8JOYpeJsY9ATYz9Po1QsdNLIowc%3D) - Adjustment invoices where *Include adjustment invoice amount in technician performance reports* is deselected are not included in *Adjustment Revenue* totals. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/technician-dashboard---revenue-report-image-yrter72q.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A56Z&se=2026-10-31T01%3A42%3A56Z&sr=c&sp=r&sig=x7Zfb1Oy9TaOsJlu8JOYpeJsY9ATYz9Po1QsdNLIowc%3D) - Invoice items default to the job BU unless: - You assign BUs to items in your pricebook - The item BU is manually updated - You update the BU on the job and your account is not configured to automatically update invoice item BUs > [!NOTE] > **Note:** *These features require account configuration. Contact* [Technical Support](https://go.servicetitan.com/#/ask) *for details.* ## Run report 1. Go to the navigation bar and click **Reports**. 2. In the *Technician Dashboard* section, click the **Revenue** report. The report opens. 3. 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=2026-10-31T00%3A42%3A56Z&se=2026-10-31T01%3A42%3A56Z&sr=c&sp=r&sig=x7Zfb1Oy9TaOsJlu8JOYpeJsY9ATYz9Po1QsdNLIowc%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. > **Note:** How date filters are applied depends on the KPI. Hover over a column header in the report to open a tooltip explaining how filters are applied. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/technician-dashboard---revenue-report-image-l79iofg1.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A56Z&se=2026-10-31T01%3A42%3A56Z&sr=c&sp=r&sig=x7Zfb1Oy9TaOsJlu8JOYpeJsY9ATYz9Po1QsdNLIowc%3D) 4. Click the **Business Unit** dropdown and select the business units (BUs) of the invoice items you want to include in the report. By default, the report runs for all BUs. You can filter your report by business units or business unit categories: - Click the dropdown to select individual BUs. ![Dropdown menu showing selected business units including HVAC options and plumbing services.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/bu-filter.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A56Z&se=2026-10-31T01%3A42%3A56Z&sr=c&sp=r&sig=x7Zfb1Oy9TaOsJlu8JOYpeJsY9ATYz9Po1QsdNLIowc%3D) - To report on BU categories such as trade or division, click **Filter** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-filter-alt.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A56Z&se=2026-10-31T01%3A42%3A56Z&sr=c&sp=r&sig=x7Zfb1Oy9TaOsJlu8JOYpeJsY9ATYz9Po1QsdNLIowc%3D), select the BU categories you want to include, and click **Filter**. ![Filter options for Business Unit including Trade and Division selections.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/bu-category-filter.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A56Z&se=2026-10-31T01%3A42%3A56Z&sr=c&sp=r&sig=x7Zfb1Oy9TaOsJlu8JOYpeJsY9ATYz9Po1QsdNLIowc%3D) > **Note:** How BU filters are applied depends on the key performance indicator (KPI). Hover over a column header for details. *![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/new-customers-report-image-zalqx68l.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A56Z&se=2026-10-31T01%3A42%3A56Z&sr=c&sp=r&sig=x7Zfb1Oy9TaOsJlu8JOYpeJsY9ATYz9Po1QsdNLIowc%3D)* 5. Select **Include Inactive Technicians** to include inactive technicians who worked on jobs during the date range. 6. When you’re done setting your filters, click **Run Report**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/technician-dashboard---revenue-report-image-c4xeqq50.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A56Z&se=2026-10-31T01%3A42%3A56Z&sr=c&sp=r&sig=x7Zfb1Oy9TaOsJlu8JOYpeJsY9ATYz9Po1QsdNLIowc%3D) > [!TIP] > **Tip:** Click **Edit Columns** to add and remove columns. For further customization, you can also [arrange and filter your results](/construction/docs/run-filter-and-export-reports#filter-and-arrange-a-report). ## Read report results Each line of the Technician Dashboard - Revenue report represents a technician. The report includes the following columns: - **Name:** Name and profile photo of the technician - **Completed Revenue:** Sum of income items on jobs completed within the date range, adjusted by technician Split > [!NOTE] > **Note:** Income items are pricebook items assigned to an income general ledger (GL) account. - **Opportunity Job Average:** Average revenue from job opportunities, adjusted by technician split > [!NOTE] > **Note:** A Job opportunity is a completed job not marked as No Charge, or is marked as No Charge with an invoice subtotal that meets the job type Sold threshold. - **Opportunity Conversion Rate:** Percent of job opportunities whose invoice subtotal meets the job type sold threshold - **Opportunity:** Total number of job opportunities - **Converted jobs:** Total number of completed jobs whose invoice subtotal meets the job type sold threshold - **Customer Satisfaction:** Average customer satisfaction score from 0 to 5 based on ServiceTitan survey responses - **Adjustment Revenue:** Revenue from adjustment invoices within the date range - **Completed Revenue with Adjustments:** Sum of completed revenue and adjustment revenue ## Drill down in reports You can drill down in reports to get additional details: 1. Click an underlined entry you want to drill down into. For example, click an entry in the *Completed Revenue* column. The entry is highlighted. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/technician-dashboard---revenue-report-image-lwlwis57.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A56Z&se=2026-10-31T01%3A42%3A56Z&sr=c&sp=r&sig=x7Zfb1Oy9TaOsJlu8JOYpeJsY9ATYz9Po1QsdNLIowc%3D) 2. In the highlighted entry, click **Expand** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-keyboard-arrow-right.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A56Z&se=2026-10-31T01%3A42%3A56Z&sr=c&sp=r&sig=x7Zfb1Oy9TaOsJlu8JOYpeJsY9ATYz9Po1QsdNLIowc%3D) . A table opens in the report showing details for that entry including job and invoice numbers, relevant dates, and more. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/technician-dashboard---revenue-report-image-2h72z26s.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A56Z&se=2026-10-31T01%3A42%3A56Z&sr=c&sp=r&sig=x7Zfb1Oy9TaOsJlu8JOYpeJsY9ATYz9Po1QsdNLIowc%3D) > [!TIP] > **Tip:** Click a job or invoice number to open the corresponding record in a new tab. ## Want to learn more? - See [Create custom reports](/construction/docs/create-custom-reports) - See [Run, filter, and export reports](/construction/docs/run-filter-and-export-reports) - See [Schedule reports](/construction/docs/schedule-reports) 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) A job assigned to a technician that could result in a sale; the tech is expected to make the most of it. **It arises two ways:** - A sales tech sold an estimate and the office books the job, assigning a tech to perform the work. - A CSR books an incoming call and assigns a maintenance, install, or service tech directly (no sales tech dispatched). In both cases the opportunity belongs to the tech performing the work. [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The minimum subtotal dollar amount when you consider a job or estimate to be converted. When an invoice subtotal on completed job meets the sold threshold, it's considered a converted job. When an estimate meets the sold threshold, it's considered a closed estimate. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A job with an invoice subtotal greater than or equal to the sold threshold. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)