---
title: "What reports show revenue and conversions for specific departments?"
slug: "what-reports-show-revenue-and-conversions-for-specific-departments"
updated: 2026-10-15T01:22:27Z
published: 2026-10-15T01:22:27Z
canonical: "help.servicetitan.com/what-reports-show-revenue-and-conversions-for-specific-departments"
---

> ## 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.

# What reports show revenue and conversions for specific departments?

## Problem

You need a report to track HVAC department performance including revenue, Converted jobs, and individual job values.

## Solution

### Workflow Summary

Use the Technician Performance Report or Business Unit Performance Report. Both reports show converted jobs and revenue data.

### Create a Technician Performance Report

1. Go to **Reports** in the main navigation menu.
2. Click **Create Report**.
3. Under *Choose report type*, select **All**.
4. Under *Select a report template*, select **Technician Performance**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/what-reports-show-revenue-and-conversions-for-specific-departments-image-zpvrsk4x.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A48%3A48Z&se=2026-10-31T04%3A48%3A48Z&sr=c&sp=r&sig=M4o8IIZ9S9hba7BmAqIiCgdrUy5%2BS4FfHOfVx0D97L0%3D)
5. In the *Columns to be displayed in the report* section, add the following column:
  1. **Completed Revenue:** This shows the Split-adjusted sum of prices of all income items from invoices on completed jobs assigned to the technician.
  2. **Converted Jobs:** This shows the count of jobs the technician is assigned to where the status is completed and the invoice subtotal is equal to or above the sales threshold.
  3. **Total Sales:** This shows the sum of all subtotals from estimates sold by a technician on a job.
6. Add or remove additional columns from your report, then click **Next**.
7. Give the report a name, select the category where the report displays on the main Reports screen, and provide an optional description for the report.
8. When you're finished, click **Save**.
9. Use the filters to select which type of date you want to filter on, a time frame for the report, and if you want to filter the report by business unit. Then click **Run Report**.

### Create a Business Unit Performance report

1. Go to **Reports** in the main navigation menu.
2. Click **Create Report**.
3. Under *Choose report type*, select **All**.
4. Under *Select a report template*, select **Business Unit Performance**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/what-reports-show-revenue-and-conversions-for-specific-departments-image-lk1tirsj.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A48%3A48Z&se=2026-10-31T04%3A48%3A48Z&sr=c&sp=r&sig=M4o8IIZ9S9hba7BmAqIiCgdrUy5%2BS4FfHOfVx0D97L0%3D)
5. In the *Columns to be displayed in the report* section, add the following column:
  1. **Completed Revenue:** This shows the split-adjusted sum of prices of all income items from invoices on completed jobs assigned to the technician.
  2. **Converted Jobs:** This shows the count of jobs the technician is assigned to where the status is completed and the invoice subtotal is equal to or above the sales threshold.
  3. **Total Sales:** This shows the sum of all subtotals from estimates sold by a technician on a job.
  4. **Total Revenue:** This shows the sum of all income items earned.
6. Add or remove additional columns from your report, then click **Next**.
7. Give the report a name, select the category where the report displays on the main Reports screen, and provide an optional description for the report.
8. When you're finished, click **Save**.
9. Use the filters to select which type of date you want to filter on, a time frame for the report, and if you want to filter the report by business unit. Then click **Run Report**.

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)

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)