--- title: "Technician Performance Board Legacy Report" slug: "technician-performance-board-legacy-report" updated: 2026-10-15T01:21:51Z published: 2026-10-15T01:21:51Z canonical: "help.servicetitan.com/technician-performance-board-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. # Technician Performance Board Legacy Report ## Overview This report provides a high level overview of technician performance. Data is based on job completion dates. > **Note:** A technician must have either non-$0 YTD Revenue and/or non-$0 WIP Revenue to appear in this report. Common uses for this report: - Use this report to view revenue goal, actual revenue, close rate (conversion rate), service average, replacement average, job average, year to date sales, and other data, unless otherwise noted. --- ### #### Who uses this feature - Administrators and managers ## Things to know - We recommend using the **Technician Performance Board** built-in report for enhanced customization, consistent KPIs, and improved scheduling and filtering options. ## How to find this report: Click **Reports** > Search *Technician Performance Board*>Click the report name. Then you will be able to set filters and run the report. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/technician-performance-board-report-guide-image-n10ie58v.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A45Z&se=2026-10-31T01%3A42%3A45Z&sr=c&sp=r&sig=CsxJUuBizL6zqw920P%2BMc86G4eVfh65L7JJIVbZOChw%3D) ## > [!TIP] > **Tip:** You can also schedule the report by clicking **Schedule** next to the report name ## Report filters ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/technician-performance-board-report-guide-image-cq7q0xvm.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A45Z&se=2026-10-31T01%3A42%3A45Z&sr=c&sp=r&sig=CsxJUuBizL6zqw920P%2BMc86G4eVfh65L7JJIVbZOChw%3D) ### Business Unit Filter by the business unit of the technician. 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. Data is based on job completion dates, unless otherwise noted. ## View or download the report Click **Run** to view the report. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/technician-performance-board-report-guide-image-krqhs1bc.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A45Z&se=2026-10-31T01%3A42%3A45Z&sr=c&sp=r&sig=CsxJUuBizL6zqw920P%2BMc86G4eVfh65L7JJIVbZOChw%3D) > **Note:** Once run, this report gives the option to Auto-Refresh. If selected, the report data refreshes every 15 minutes. The report can be downloaded in three different formats: - **Download PDF** - **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**) ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/technician-performance-board-report-guide-image-aieiuxuw.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A45Z&se=2026-10-31T01%3A42%3A45Z&sr=c&sp=r&sig=CsxJUuBizL6zqw920P%2BMc86G4eVfh65L7JJIVbZOChw%3D) ## Explanation of report columns ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/technician-performance-board-report-guide-image-5pvjd0l6.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A45Z&se=2026-10-31T01%3A42%3A45Z&sr=c&sp=r&sig=CsxJUuBizL6zqw920P%2BMc86G4eVfh65L7JJIVbZOChw%3D) The report includes the following columns: | **Tech** | Technician name. | | --- | --- | | **Business Unit Name** | The business unit assigned to the technician. | | **Goal %** | Percentage of revenue goal met by technician within the report date range. **Calculation - Goal %:** [[Total revenue for all jobs completed by the technician in the report date range] / ([Daily revenue goal] x [Number of days within the report date range]) * 100% | | **Revenue** | Actual revenue for all jobs completed by the technician within the report date range, based on invoice subtotals. **Calculation - Revenue:**[Sum of invoice subtotals for all jobs completed by technician] If there are splits, the technician will be credited for the percentage of the split: [Job total] x [Technician split]. For example, two technicians work on a job and each is given a 50% split. The job total is $1,000.00. Each technician will be credited with $500.00 in the Revenue total. | | **Jobs** | Total number of convertible jobs completed by the technician within the report date range. Convertible jobs are jobs (including *No Charge* jobs) whose total meets the sold threshold. **Calculation - Jobs:** [Total number of jobs] x [Technician Split/100]. For example, Technician A completes 2 jobs and earns a 50% split on each job. Technician A completes 1 additional job by himself. The total jobs for Technician A is (0.5 + 0.5 + 1) = 2. | | **Estimates** | Total number of estimates (completed jobs with an invoice totals less than the sold threshold) within the report date range. Excludes No Charge jobs. Splits are applied. **Calculation - Estimates:**([Total number of jobs whose total does not meet the sold threshold] - [No Charge jobs]) x [Technician Split/100]. **How to Configure - Sold Threshold:** The default sold threshold is $0.00. To adjust your sold threshold, navigate to **Settings** > **Job Types**. Click **Edit** and adjust the Sold Threshold. Click **Save**. | | **Close Rate** | The technician’s conversion rate within the report date range. In other words, the ratio of completed, converted jobs out of completed, convertible jobs. Convertible jobs are jobs (including *No Charge* jobs) whose total meets the sold threshold. **Calculation - Close Rate:** ([Jobs] - [Estimates]) / [Jobs] | | **S. Avg.** | The job average of completed jobs whose total surpasses the sold threshold, but falls below the Service/Replacement threshold. Splits are applied. **Note:** The default Service/Replacement threshold is $3000. Please contact your Success or Implementation Manager to change this default. **Calculation - S. Avg.:** [S. Job Revenue] / [S. Jobs] [S. Jobs] = Split adjusted count of jobs completed within the selected date range with a total > sold threshold and total < Service/Replacement threshold [S. Job Revenue] = Split adjusted sum of income items from [S. Jobs] | | --- | --- | | **R. Avg** | The job average of completed jobs whose total surpasses both the sold threshold and the Service/Replacement threshold. Splits are applied. This is a counterpart of [S. Avg.] in respect to Service/Replacement threshold. **Note:** The default Service/Replacement threshold is $3000. Please contact your Success or Implementation Manager to change this default. **Calculation - R. Avg:** [R. Job Revenue] / [R. Jobs] [R. Jobs] = Split adjusted count of jobs completed within the selected date range with a total > sold threshold and total > = Service/Replacement threshold [R. Job Revenue] = Split adjusted sum of income items from [R. Jobs] | | **Job Avg** | The total income accrued from completed jobs divided by all completed, convertible jobs. Splits are applied. Includes adjustment invoices. **Calculation - Job Avg:** [Revenue] / [Jobs] | | **Rep. Rate** | The split-adjusted ratio of completed jobs whose total surpasses both the sold threshold and the Service/Replacement threshold, compared to all completed jobs. > **Note:** The default Service/Replacement threshold is $3000. Please contact your Success or Implementation Manager to change this default. **Calculation - Rep Rate:** [R. Jobs] / [Jobs] | | **Hold** | Total number of jobs assigned to the technician that have a status of *Hold* within the report date range. Splits are irrelevant. | | **Cancelled** | Total number of jobs assigned to the technician that have a status of *Cancelled* within the report date range. Splits are irrelevant. | | **Wip** | Work in progress. Total revenue for all jobs assigned to the technician that do not have a status of *Completed* or *Cancelled* within the report date range. Splits are applied. **Calculation - Wip:** [Sum of income items on on all jobs that are not completed or cancelled x [Technician split] For example, two technicians are assigned to a job that is not completed or cancelled, and each is given a 50% split. The sum of income items on the invoice is $1,000.00. Each technician is credited with $500.00 in the Wip column. | | **Ytd** | Sum of income items for all jobs completed by the technician from the start of the year to the end of the report date range. | ## Explanation of Technician Performance Board Report Totals ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/technician-performance-board-report-guide-image-d9xrb4wp.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A45Z&se=2026-10-31T01%3A42%3A45Z&sr=c&sp=r&sig=CsxJUuBizL6zqw920P%2BMc86G4eVfh65L7JJIVbZOChw%3D) | **Total Goal %** | Total percentage of revenue goal met within the report date range. **Calculation - Total Goal %:** [Sum of Revenue for all technicians] / [Sum of goal revenue for all technicians] * 100% | | --- | --- | | **Total Close Rate** | Total conversion rate for all technicians within the report date range. **Calculation - Total Close Rate:** [Total Jobs] - [Total Estimates] / [Total Jobs] * 100% | | **Total S. Avg.** | The job average of completed jobs whose total surpasses the sold threshold, but falls below the Service/Replacement threshold. **Note:** The default Service/Replacement threshold is $3000. Please contact your Success or Implementation Manager to change this default. **Calculation - Total S. Avg.:** [Total S. Job Revenue] / [Total S. Jobs] [S. Jobs] = Split adjusted count of jobs completed within the selected date range with a total > sold threshold and total < Service/Replacement threshold [S. Job Revenue] = Split adjusted sum of income items from [S. Jobs] | | **Total R. Avg.** | The job average of completed jobs whose total surpasses both the sold threshold and the Service/Replacement threshold. > **Note:** The default Service/Replacement threshold is $3000. Please contact your Success or Implementation Manager to change this default. **Calculation - R. Avg:** [R. Job Revenue] / [R. Jobs] [R. Jobs] = Split adjusted count of jobs completed within the selected date range with a total > sold threshold and total > = Service/Replacement threshold [R. Job Revenue] = Split adjusted sum of income items from [R. Jobs] | | **Total Job Avg.** | The total income accrued from completed jobs, divided by all completed, convertible jobs. Includes adjustment invoices. **Calculation - Total Job Avg.:** [Total Revenue] / [Total Jobs] | | **Total Rep. Rate** | Percentage of jobs completed by all technicians that qualify as replacement jobs, within the report date range. **Calculation - Total Rep. Rate:** [Total number of [R. Jobs] completed by all technicians] / [Total Jobs] *100% | | **All Other Total Amounts** | All other total amounts are calculated by taking the sum of the entire column. |