Sales Tracking Report by Detail GuideLast updated on 03/22/2022

This report provides a detailed summary of the sales performance of your technicians. Each section of this report is based on a different type data (refer to the report sections below for more information).

While a job is in progress

• The job will appear only in the Sold and Left section for the technician who sold the estimate.

• The job will not appear in any other section of the report, for any other technician, until the job is completed.

Once a job is completed

• The job will appear in other sections of the report.

• If the technician who sold the job did perform the work, the job will move from the Sold and Left section to the Sold and Performed section.

• If the technician who sold the job did not perform the work, the job will remain in Sold and Left for that technician. The job will also appear in the Performed Only section for the technician(s) who performed the work.

• Use this report to view revenue from tech-generated leads, number of jobs sold by the technician, number of jobs where the technician performed work only, number of jobs where the technician both sold the job and performed the work.

Click Reports > Search Sales Tracking Report by Detail> Click the report name. Then you will be able to set filters and run the report.

Business Unit

Filter by business unit. This report can be run by a single business unit or all business units.

Date Range

Filter by date range. Use the From and To fields to set a custom date range.

Click Update to view the report.

The report can be downloaded in three different formats:

• Export to Excel (*.xlsx) (click the dropdown arrow next to Download PDF)

• Export to Comma separated (*.csv) (click the dropdown arrow next to Download PDF)

• Download PDF (click on Download PDF)

Sold and Left (Sales Credit)

Your Comfort Advisor is sent to a customer to give them options/proposals. He sells the job, but will not perform any of the work himself, or even that day. He'll get credit for this sale by selling the estimate (Sold and Left credit).

Performed Only (Performing the Work)

Related to the scenario from above, your installers are sent on a job that was already sold by the comfort advisor. The invoice items that the comfort advisor sold are already on their invoice and are linked to the estimate the comfort advisor sold, even though the comfort advisor is NOT necessarily assigned to or listed on this current job/invoice. The installers will only get credit for performing these invoice items (Performed Only credit).

Sold and Performed (Sales Credit and Performing the Work)

The technician goes out to a customer and both sells and performs the work (Sold and Performed credit).

If there is more than one technician working a job (technician splits)

When there are technician splits (multiple technicians assigned to a job), each technician will get credit for his/her percentage of the split. For the technician who sold the job, splits will be handled as follows:

• If the sales tech is part of the job split: The sold by technician will get Sold and Performed credit for his/her split percentage. The sold by technician will also get Sold and Left credit for the remaining percentage of the job, assigned to other technicians. All other technicians will get Performed Only credit, according to their split percentage.

• If the sales tech is not part of the job split: The technician will get 100% sales credit (Sold and Left). All other technicians will get Performed Only credit, according to their split percentage.

Example Scenario - Technician sells an estimate, then performs part of the work:

Joe sells a $1000.00 estimate. He is dispatched to the job with Frank, who helps him with a portion of the job. Joe is given a 75% split on the job, and Frank is given a 25% split. On the Sales Tracking Report, Joe is given $750.00 Sold and Performed credit (the portion of the job where he sold and performed the work). Joe is also given $250.00 Sold and Left credit (this is the portion of the job where Frank helped him - but it was still Joe who sold the job, so Joe gets Sold and Left credit). Frank will be given $250.00 Performed Only credit (for the 25% split where he performed the work).

All Jobs

This section includes:

• All jobs completed by the technician (based on job completion date).

(Report Columns - All Jobs)

TGL (Tech-Generated Leads)

This section includes:

• All jobs created from the technician’s leads (based on job completion date).

(Report Columns - Tech-Generated Leads)

Sold (Sold Tech-Generated Leads)

This section includes:

• Jobs sold from the technician’s leads (based on job created on date).

• Estimates sold from the technician’s leads (based on estimate created on date).

(Report Columns - Sold Tech-Generated Leads)

Tech Generated Leads $ (Tech Generated Leads Revenue)

This section includes:

• Jobs created from the technician’s leads (based on job created date).

(Report Columns -Tech Generated Leads Revenue)

Sold and Left

This section includes:

• Estimates sold by the technician (based on estimate created on date).

• Jobs in progress sold by the technician, whether or not the technician is performing the work (based on job created on date).

• Jobs completed where the technician sold the estimate, but did not perform the work (based on job completion date).

(Report Columns - Sold and Left)

Performed Only

This section includes:

Jobs completed, where the technician performed the work but did not sell the estimate (based on job completion date).

(Report Columns - Performed Only)

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Sold and Performed

This section includes:

• Jobs completed where the technician both sold the estimate, and performed the work (based on job completion date).

• Jobs where the technician added invoice items while at the job site, and immediately performed the work (no estimate was converted).

(Report Columns - Sold and Performed)

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