Team Performance Board Report GuideLast updated on 04/15/2023
Purpose of the Team Performance Board Report:
This report provides an overview of technician performance, broken down by team. Data is based on job completion dates.
Common uses for this report:
Use this report to view revenue goal, actual revenue, total number of jobs completed, close rate (conversion rate), job average, customer survey information, and other data.
How to find this report:
Click Reports> Search Team Performance Board> Click the report name. Then you will be able to set filters and run the report.
Report filters
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.
View or download the report
Click Build to view the report.
The report can be downloaded in three different formats:
Download PDF
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)
Explanation of report columns
The report includes the following columns:
(Report columns)
(Report columns continued)
Explanation of report totals
This report includes individual team totals, as well as totals for all teams. Team totals can be found at the bottom of the team section. Totals for all teams can be found at the bottom of the report.
(Report totals)
FAQ
How do I set up teams?
Navigate to Settings > Technicians.
Click the Edit Pencil next to any technician.
The Team field is located under the Profile tab.
Enter the desired team name in the Team field.
If the team already exists, a dropdown will appear with the team name.
If the team does not yet exist, the new team will be created when you save the technician profile.
Click Save. The team will appear on the Dispatch Board. All technicians assigned to the team appear under the team name.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.