| Number of jobs created within the date range that are not No Charge (the job does not have to be completed): Today, Week-to-Date, Last Week, Month-to-Date, Last Month, Year-to-Date. Service requests are booked convertible jobs (the job does not have to be completed). |
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| Number of jobs scheduled to start in the date range that are now cancelled (excludes No Charge jobs): Today, Week-to-Date, Last Week, Month-to-Date, Last Month, Year-to-Date. |
| Number of jobs completed in the date range (excludes No Charge jobs with $0 subtotal): Today, Week-to-Date, Last Week, Month-to-Date, Last Month, Year-to-Date. |
| Income from jobs in the Jobs Completed row: Today, Week-to-Date, Last Week, Month-to-Date, Last Month, Year-to-Date. Calculation - Revenue: [Sum of income items from [Jobs Completed]] |
| Job average. Average invoice total for completed jobs: Today, Week-to-Date, Last Week, Month-to-Date, Last Month, Year-to-Date. Calculation - Job Avg: [Total invoice totals for [Jobs Completed]] / [Jobs Completed] |
| Job average, excluding estimates. Average invoice total of completed jobs, excluding estimates (completed jobs that fall below the sold threshold): Today, Week-to-Date, Last Week, Month-to-Date, Last Month, Year-to-Date. Calculation - Job Avg No Estimates: [Sum of invoice totals for ([Jobs Completed] - [Estimates])] / ([Jobs Completed] - [Estimates]) How to configure - Sold threshold: By default, sold threshold is set at $0. To adjust your sold threshold, go to Settings > Job Types > Edit Job Type. Enter your threshold in the Sold Threshold field, then click Save. |
| Revenue goal for the date range: Today, Week-to-Date, Last Week, Month-to-Date, Last Month, Year-to-Date. Calculation - Goal: [Daily Goal] x [# of days in the date range] How to configure - Goal: To set your daily revenue goal, navigate to Settings > Business Units > Edit Business Unit. Enter your daily revenue goal in the Goal field, then click Save. |
| Revenue pace: Week-to-Date, Month-to-Date, Year-to-Date. Pace is calculated from prorated current revenue figures. Calculation - Pace, Wtd (Revenue pace, Week-to-Date): ([Wtd Revenue] / [Number of days that have passed in the current week, as of the date of the report]) *7. Calculation - Pace, Mtd (Revenue pace, Month-to-Date): ([Mtd Revenue] / [Number of days that have passed in the current month, as of the date of the report]) *(Number of days in the current month). Calculation - Pace, Ytd (Revenue pace, Year-to-Date): ([Ytd Revenue] / [Number of days that have passed in the current year, as of the date of the report]) *365. |
| Number of completed jobs whose total falls below the sold threshold: Today, Week-to-Date, Last Week, Month-to-Date, Last Month, Year-to-Date. |
| Number of Recall jobs completed in the date range: Today, Week-to-Date, Last Week, Month-to-Date, Last Month, Year-to-Date. |
| Number of No Charge jobs completed in the date range: Today, Week-to-Date, Last Week, Month-to-Date, Last Month, Year-to-Date. |
| Job conversion rate. This percentage will tell you how many jobs were converted by technicians, out of all jobs that were completed. If a technician completes a job whose total that falls below the sold threshold, the job conversion rate will be reduced accordingly. Calculation - Conversion Rate: ([Jobs Completed] - [Estimates]) / [Jobs Completed] * 100 |
| Percentage of jobs with an invoice total greater than $3,000.00. Calculation - Replacement rate:[Jobs Completed whose Total >= 3000] / [Jobs Completed] * 100 |
