Technician Performance Board (M) Report GuideLast updated on 03/22/2022

Purpose of the Technician Performance Board (M) Report:
Common uses for this report:
How to find this report:
Report filters
View or download the report

Purpose of the Technician Performance Board (M) Report:

This report provides a high level overview of technician performance. 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 completes, close rates (conversion rate), job average, average count of invoice items for jobs, year to date sales, and other data.

How to find this report:

Click Reports > Search Technician Performance Board Report (M) > 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.

Technician

Filter by technician. This report can be run by a single technician or all technicians.

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)

Tech	Technician name.
B. Unit	Business Unit.
Goal	The technician’s revenue goal for the duration of the report date range. Calculation - Goal: [Daily revenue goal] x [Number of days within the report date range] How to Configure - Goal: The technician’s daily revenue goal is configured in Settings > Technicians > Edit Technician > Daily Goal.
Goal %	Percentage of revenue goal met by technician within the report date range. Calculation - Goal %:[Total revenue for all jobs completed by the technician] / [Goal] * 100%
Revenue	Actual revenue for all jobs completed by the technician within the report date range, based on invoice subtotals. Calculation - Revenue:[Sum of invoice subtotals for all jobs completed by technician]. If there are splits, the technician will be credited for the percentage of the split: [Job total] x [Technician split]. For example, two technicians work on a job and each is given a 50% split. The job total is $1,000.00. Each technician will be credited with $500.00 in the Revenue total.
Close Rate	The technician’s conversion rate within the report date range. Calculation - Close Rate: [Sold Jobs] / [Convertible Jobs]

(Report columns continued)

Job Avg	The average invoice subtotal for all jobs completed by the technician within the report date range. Calculation - Job Avg: [Revenue] / [Closed Jobs]
TPC	Tasks per call. Average count of invoice items for each job completed by the technician, within the report date range.
Closed Jobs	Total number of jobs completed by the technician within the report date range. Calculation - Closed Jobs: [Total number of jobs]. If there are splits, the job total will be calculated with the percentage of the split. Example: Technician A completes 2 jobs and is given a 50% split on each job. Technician A completes 1 additional job by himself. The total jobs for Technician A is 2 (0.5 + 0.5 + 1).
Est	Total number of estimates (unsold jobs) within the report date range. Calculation - Est:[Total number of estimates]. An estimate is a completed job that falls below the sold threshold. How to Configure - Est: The default sold threshold is $50.00 (the standard fee for a technician call). To adjust your default sold threshold, contact your success or implementation manager / Onboarder to configure your account.
On Hold	Total number of jobs that have a status of Hold within the report date range.
Cross Sale Group	If any technician sold an item in a Cross Sale Group, Cross Sale Group columns will appear on the report. Under the Cross Sale Group name, you will see the quantity of items sold by the technician (#), and the subtotal of these items ($). Technician splits are applied. How to Configure - Cross Sale Group: Navigate to Settings > Pricebook > Services > Edit Service. Use the Cross Sale Group field to assign the item to a Cross Sale Group, then click Save. You may name your Cross Sale Groups in any way you choose. You may enter only one Cross Sale Group for each item. To assign a Cross Sale Group to an equipment item, navigate to Settings> Pricebook > Equipment > Edit Equipment and follow the same steps.
Ytd	Total revenue for all jobs completed by the technician from the start of the year to the end of the report date range.

Explanation of Technician Performance Board Report (M) Totals

(Report totals)

Total Goal %	Total percentage of revenue goal met within the report date range. Calculation - Total Goal %: [Total Revenue] / [Total Goal] * 100%
Total Close Rate	Total conversion rate for all technicians within the report date range. Calculation - Total Close Rate: [Total Closed Jobs] - [Total Est] / [Total Closed Jobs] * 100%
Total Job Avg	The average invoice subtotal for all jobs completed by all technicians within the report date range. Calculation - Total Job Avg.: [Total Revenue] / [Total Closed Jobs]
Total TPC	Total tasks per call. Average count of invoice items for all jobs completed by all technicians, within the report date range.
All Other Total Amounts	All other total amounts are calculated by taking the sum of the entire column.

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.