Overview
Tag Conversion Report By Technician report provides a breakdown of the success rate at which a technician converts tagged opportunities. Data in this report is based on tags converted within the report date range.
Who uses this feature
Administrators and Managers
Things to know
Use this report to view the number of opportunities from conversion tags, the number of those opportunities converted, and the success rate of tag conversions for each technician.
A prerequisite for this report is the configuration of conversion tags. For more information, see Create conversion opportunity tags.
Click Schedule next to the name of the report to automatically receive the Tag Conversion Report By Technician report on a regular basis.
Run the report
Click Reports in the main navigation menu.
On the Reports screen that opens, click Legacy Reports.
In the Search field, search for Tag Conversion Report by Technician.
Click the report name.
Filter the report for the following components:
Business Unit: narrows opportunity conversions by job. Business units help you keep track of the different business sectors to which your business caters.
From and To: these dates will confine information in the report within the time you set and correspond to the completion date of jobs with conversion tags.
Click Update. Optionally, click Download PDF to download a .pdf file of the report or click the dropdown arrow to download the report in CSV or Excel formats.
Read report results
The following Key Performance Indicators (KPIs) measure the efficiency of tag conversions by a technician.
KPI | Description |
|---|---|
# of Opportunities | Total number of conversion tag opportunities. A conversion tag opportunity is a job with a conversion tag attached. |
# of Converted | Total number of converted tag opportunities. A converted tag opportunity is a job with a conversion tag attached that also has an item on its invoice with the same conversion tag attached. |
% Success | Success rate of tag conversions. This is the percentage of tags a technician successfully converts, out of the total number of tag opportunities. |
Rows in this report represent the technicians being measured. The number in parentheses next to the technician is the technician ID. Refer to this number when two or more technicians with the same name appear in the same report.
Want to learn more?
See Reports