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.
   

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.
   

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.