Technician Performance Board Report GuideLast updated on 03/22/2022
Purpose of the Technician Performance Board Report:
This report provides a high level overview of technician performance. Data is based on job completion dates.
Note: A technician must have either non-$0 YTD Revenue and/or non-$0 WIP Revenue to appear in this report.
Common uses for this report:
Use this report to view revenue goal, actual revenue, close rate (conversion rate), service average, replacement average, job average, year to date sales, and other data, unless otherwise noted.
How to find this report:
Click Reports > Search Technician Performance Board>Click the report name. Then you will be able to set filters and run the report.
Report filters
Business Unit
Filter by the business unit of the technician. 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. Data is based on job completion dates, unless otherwise noted.
View or download the report
Click Run to view the report.
Note: Once run, this report gives the option to Auto-Refresh. If selected, the report data refreshes every 15 minutes.
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 Technician Performance Board Report Totals
(Report totals)
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.