--- title: "Technician Performance report template" slug: "technician-performance-report-template" updated: 2026-10-15T01:20:55Z published: 2026-10-15T01:20:55Z canonical: "help.servicetitan.com/technician-performance-report-template" --- > ## 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 report template ## Overview The Technician Performance template lets you build custom reports on your technicians’ business and performance metrics. Each row in the report represents an individual technician. Example use cases: - Run reports on lead setting, close rates, and Sold estimates to identify areas of growth for your sales team. - Schedule delivery of weekly leaderboard reports of technicians with conversion rates higher than 70% to motivate your team. ## --- ### #### Who uses this feature - Administrators, managers, and office employees - Applies to all business types #### Feature configuration - The ability to create custom reports is dependent on your [ServiceTitan Package](https://www.servicetitan.com/pricing). For custom reports access, please contact your Customer Success Manager. ## 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/rd-bu-dash-revenue-invoice-item.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A08Z&se=2026-10-31T00%3A47%3A08Z&sr=c&sp=r&sig=%2FIQwTj54CM4InexLi60nZywgxflneegAbJr%2Fyy%2BH2C0%3D) - Invoice items default to the job BU unless: > **Note:** These features require account configuration. Contact [Technical Support](https://go.servicetitan.com/#/ask) for details. - 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 - Adjustment invoices where *Include adjustment invoice amount in technician performance reports* is deselected are not included in *Adjustment Revenue* totals. To calculate unattributed adjustment invoice metrics, use columns from the *Unattributed adjustment invoices* section of the template. - If you’re unsure which columns you want to include in your report, use the [Reporting Dictionary](/v1/docs/reporting-dictionary) to search for appropriate data fields. - You can use this template to create as many custom reports as you need. Each report created from the template is independent and can be run or scheduled without needing to recreate it from the original template. ## Create a Technician Performance report Follow the steps to [create a custom report](/construction/docs/create-custom-reports) based on the Technician Performance template and select the columns to include in your report. The Technician Performance template has these columns selected by default: - **Name:** Name and profile photo of the technician - **Technician Business Unit:** BU the technician is assigned to - **Completed Jobs:** Count of jobs assigned to the technician completed within the date range - **Completed Revenue:** Sum of income items on jobs completed within the date range, adjusted by technician Split. > **Note:** Income items are pricebook items assigned to an income general ledger (GL) account. You can customize the report by selecting additional columns from these sections: - **Technician Basics:** Fields from the technician’s profile - **Technician Job KPIs:** Key performance indicators (KPIs) related to jobs - **Technician Timesheets:** KPIs related to timesheets - **Technician Opportunities KPIs:** KPIs related to opportunities. - **Technician Revenue KPIs:** KPIs related to job revenue - **Technician Sales KPIs:** KPIs related to estimates sold by the technician - **Technician Lead Generation KPIs:** KPIs related to Leads set by the technician - **Technician Performance KPIs:** KPIs related to job performance, including billable hours, revenue per hour, and customer satisfaction - **Financing:** KPIs related to financing - **Technician Membership KPIs:** KPIs related to membership sales - **Payroll:** Payroll ID of the technician - **Unattributed adjustment invoices:** Totals from adjustment invoices added to job invoices where *Include adjustment invoice amount in technician performance reports* is deselected - **Technician Sales from Tech Generated Leads:** KPIs related to estimates sold by the technician from Technician-Generated Leads - **Technician Sales from Marketing Leads:** KPIs related to estimates sold by the technician from Marketing Leads ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/technician-performance-report-template-image-vkdjfrhe.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A08Z&se=2026-10-31T00%3A47%3A08Z&sr=c&sp=r&sig=%2FIQwTj54CM4InexLi60nZywgxflneegAbJr%2Fyy%2BH2C0%3D) ## Commercial and construction sales KPIs Select **Non-Job Estimate Sales** to capture sales metrics on estimates not linked to a job. This is helpful for commercial and construction business types who may be using estimates not related to a job, such as project estimates. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/technician-performance-report-template-image-cqbo1wgt.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A08Z&se=2026-10-31T00%3A47%3A08Z&sr=c&sp=r&sig=%2FIQwTj54CM4InexLi60nZywgxflneegAbJr%2Fyy%2BH2C0%3D) ## Sales Opportunity Reporting Use *As Of* Sales opportunity metrics to measure sales effectiveness beyond the estimate’s sold-on date. Looking at the *Sales Opportunity* metric as an example, the date filter of the report corresponds to the job’s completion date if the job is not sold. However, if an estimate has been sold, the *Sales Opportunity* date filter corresponds with the estimate’s sold-on date. This can pose a challenge for measuring sales effectiveness in the following example: - In January, technician Bob created an estimate for a job in a Sales business unit (BU). The job’s completion date is January 1st. - On February 1st, the estimate Bob created is sold. The sold-on date of the estimate is February 1st. - If sales reporting is run for Bob with the date range set for January 1st–31st, the report will show Bob’s Close Rate is 0% and will not report that job as a sales opportunity within that date range. This is because the estimate’s sold-on date of February 1st is outside the date range of January 1st–31st. If the date range is set between February 2nd–February 28th, the close rate is also zero because the estimate’s sold-on date is not included in the date range. With As Of sales metrics you can measure the effectiveness of your BUs based on the timeframe the jobs were completed. This is because As Of metrics use the job’s completion date exclusively, even if an estimate has been sold on the job. - **Sales Opportunity As Of**: Sales opportunities as of job completion date. - **Closed Opportunity As Of**: Closed opportunities from sales opportunities *As Of*. - **Close Rate Rolling**: [closed opportunities] / [sales opportunities *As Of*] - **Close Rate As Of**: [closed opportunities *As Of*] / [sales opportunities *As Of*] When we revisit the example with the *As Of* metrics: - In January, technician Bob created an estimate for a job in a Sales business unit. The job’s completion date is January 1st. - On February 1st, the estimate Bob created is sold. The sold-on date of the estimate is February 1st. - If sales reporting is run for Bob with the date range set for January 1st–31st, the report will show Bob’s *Close Rate* is 0%. This is because the estimate’s sold-on date of February 1st is outside the date range of January 1st–31st. However, Bob’s *Close Rate As Of* is 100% and will report as both a *Sales Opportunity As of* and *Closed Opportunity As Of*. This is because the job was completed January 1st and is included in the date range. These new metrics allow you to measure historical sales performance based on job completion date regardless of when an estimate is sold. ## Run a report Before running the report, set filters to narrow your results: 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=2026-10-30T23%3A47%3A08Z&se=2026-10-31T00%3A47%3A08Z&sr=c&sp=r&sig=%2FIQwTj54CM4InexLi60nZywgxflneegAbJr%2Fyy%2BH2C0%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-performance-report-template-image-01te6mcw.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A08Z&se=2026-10-31T00%3A47%3A08Z&sr=c&sp=r&sig=%2FIQwTj54CM4InexLi60nZywgxflneegAbJr%2Fyy%2BH2C0%3D) 2. 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=2026-10-30T23%3A47%3A08Z&se=2026-10-31T00%3A47%3A08Z&sr=c&sp=r&sig=%2FIQwTj54CM4InexLi60nZywgxflneegAbJr%2Fyy%2BH2C0%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=2026-10-30T23%3A47%3A08Z&se=2026-10-31T00%3A47%3A08Z&sr=c&sp=r&sig=%2FIQwTj54CM4InexLi60nZywgxflneegAbJr%2Fyy%2BH2C0%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=2026-10-30T23%3A47%3A08Z&se=2026-10-31T00%3A47%3A08Z&sr=c&sp=r&sig=%2FIQwTj54CM4InexLi60nZywgxflneegAbJr%2Fyy%2BH2C0%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=2026-10-30T23%3A47%3A08Z&se=2026-10-31T00%3A47%3A08Z&sr=c&sp=r&sig=%2FIQwTj54CM4InexLi60nZywgxflneegAbJr%2Fyy%2BH2C0%3D)* 3. Select **Include Inactive Technicians** to include inactive technicians who worked on jobs during the date range. 4. When you’re done setting your filters, click **Run Report**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/technician-performance-report-template-image-22sxnslh.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A08Z&se=2026-10-31T00%3A47%3A08Z&sr=c&sp=r&sig=%2FIQwTj54CM4InexLi60nZywgxflneegAbJr%2Fyy%2BH2C0%3D) > [!TIP] > **Tip:** Click **Edit Columns** to add and remove columns. You can [arrange report columns and apply filters](/v1/docs/run-report#filter-and-arrange-a-report) for further customization. ## 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. ![Table displaying completed revenue for three individuals, with Adam's revenue highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/rd-tech-dash-revenue-select-entry.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A08Z&se=2026-10-31T00%3A47%3A08Z&sr=c&sp=r&sig=%2FIQwTj54CM4InexLi60nZywgxflneegAbJr%2Fyy%2BH2C0%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=2026-10-30T23%3A47%3A08Z&se=2026-10-31T00%3A47%3A08Z&sr=c&sp=r&sig=%2FIQwTj54CM4InexLi60nZywgxflneegAbJr%2Fyy%2BH2C0%3D). A table opens in the report showing details for that entry including job and invoice numbers, relevant dates, and more. ![User Adam's completed revenue and opportunity job average displayed in a table format.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/rd-tech-dash-revenue-expand-entry.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A08Z&se=2026-10-31T00%3A47%3A08Z&sr=c&sp=r&sig=%2FIQwTj54CM4InexLi60nZywgxflneegAbJr%2Fyy%2BH2C0%3D) > [!TIP] > **Tip:** Click a job or invoice number to open the corresponding record in a new tab. Want to learn more? - See [Edit custom reports](/v1/docs/edit-custom-reports) - See [Run, filter, and export reports](/v1/docs/run-report) - See [Schedule reports](/v1/docs/schedule-reports) A sales tech sells an estimate. -or- A service, maintenance, or install tech sells an estimate. -or- A CSR sells an estimate over the phone. Let's say the estimate total is below the sold threshold (the customer wants to schedule the work, but hasn't fully decided). [Learn more →](https://help.servicetitan.com/docs/understanding-estimates-vocab) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) 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) Integration with third-party financing partners (e.g., GreenSky, Wisetack) that lets customers apply for financing on large jobs. **What it does:** Increases average ticket size and close rates by removing price barriers for customers who can't pay upfront. **Also called:** Customer financing, Payment plans **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** Customer Financing A Technician-Generated Lead is when a technician convinces a customer to schedule another job or request an estimate for additional services. For example, if a technician on a service call convinces a customer to get an estimate to replace aging equipment, you set a Technician-Generated Lead on the job record. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** TGL, tech-generated lead A lead created when a CSR books a job and a sales technician is dispatched; the sales technician is assigned the marketing lead. **What it does:** Counts in the Sales section of the dashboard (under # Opps → All Leads and Marketing Leads), attributing sales opportunities to marketing. **Where to find it:** Dashboard › Sales; leads managed in Follow Up. **Also called:** Call lead **Tags:** Core [Learn more →](https://help.servicetitan.com/docs/understanding-sales-vocabulary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A sales technician is dispatched to a marketing lead or technician-generated lead—these are sales opportunities. What this triggers in ServiceTitan When the sales technician creates one or more estimates for the customer, the opportunity appears Follow Ups. The opportunity includes all estimates created for that job. [Learn more →](https://help.servicetitan.com/docs/understanding-sales-vocab) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)