Technician Performance Board Report GuideLast updated on 03/22/2022

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

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)

Tech	Technician name.
Business Unit Name	The business unit assigned to the technician.
Goal %	Percentage of revenue goal met by technician within the report date range. Calculation - Goal %: [[Total revenue for all jobs completed by the technician in the report date range] / ([Daily revenue goal] x [Number of days within the report date range]) * 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.
Jobs	Total number of convertible jobs completed by the technician within the report date range. Convertible jobs are jobs (including No Charge jobs) whose total meets the sold threshold. Calculation - Jobs: [Total number of jobs] x [Technician Split/100]. For example, Technician A completes 2 jobs and earns a 50% split on each job. Technician A completes 1 additional job by himself. The total jobs for Technician A is (0.5 + 0.5 + 1) = 2.
Estimates	Total number of estimates (completed jobs with an invoice totals less than the sold threshold) within the report date range. Excludes No Charge jobs. Splits are applied. Calculation - Estimates:([Total number of jobs whose total does not meet the sold threshold] - [No Charge jobs]) x [Technician Split/100]. How to Configure - Sold Threshold: The default sold threshold is $0.00. To adjust your sold threshold, navigate to Settings > Job Types. Click Edit and adjust the Sold Threshold. Click Save.
Close Rate	The technician’s conversion rate within the report date range. In other words, the ratio of completed, converted jobs out of completed, convertible jobs. Convertible jobs are jobs (including No Charge jobs) whose total meets the sold threshold. Calculation - Close Rate: ([Jobs] - [Estimates]) / [Jobs]

(Report columns continued)

S. Avg.	The job average of completed jobs whose total surpasses the sold threshold, but falls below the Service/Replacement threshold. Splits are applied. Note: The default Service/Replacement threshold is $3000. Please contact your Success or Implementation Manager to change this default. Calculation - S. Avg.: [S. Job Revenue] / [S. Jobs] [S. Jobs] = Split adjusted count of jobs completed within the selected date range with a total > sold threshold and total < Service/Replacement threshold [S. Job Revenue] = Split adjusted sum of income items from [S. Jobs]
R. Avg	The job average of completed jobs whose total surpasses both the sold threshold and the Service/Replacement threshold. Splits are applied. This is a counterpart of [S. Avg.] in respect to Service/Replacement threshold. Note: The default Service/Replacement threshold is $3000. Please contact your Success or Implementation Manager to change this default. Calculation - R. Avg: [R. Job Revenue] / [R. Jobs] [R. Jobs] = Split adjusted count of jobs completed within the selected date range with a total > sold threshold and total > = Service/Replacement threshold [R. Job Revenue] = Split adjusted sum of income items from [R. Jobs]
Job Avg	The total income accrued from completed jobs divided by all completed, convertible jobs. Splits are applied. Includes adjustment invoices. Calculation - Job Avg: [Revenue] / [Jobs]
Rep. Rate	The split-adjusted ratio of completed jobs whose total surpasses both the sold threshold and the Service/Replacement threshold, compared to all completed jobs. Note: The default Service/Replacement threshold is $3000. Please contact your Success or Implementation Manager to change this default. Calculation - Rep Rate: [R. Jobs] / [Jobs]
Hold	Total number of jobs assigned to the technician that have a status of Hold within the report date range. Splits are irrelevant.
Cancelled	Total number of jobs assigned to the technician that have a status of Cancelled within the report date range. Splits are irrelevant.
Wip	Work in progress. Total revenue for all jobs assigned to the technician that do not have a status of Completed or Cancelled within the report date range. Splits are applied. Calculation - Wip: [Sum of income items on on all jobs that are not completed or cancelled x [Technician split] For example, two technicians are assigned to a job that is not completed or cancelled, and each is given a 50% split. The sum of income items on the invoice is $1,000.00. Each technician is credited with $500.00 in the Wip column.
Ytd	Sum of income items 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 Totals

(Report totals)

Total Goal %	Total percentage of revenue goal met within the report date range. Calculation - Total Goal %: [Sum of Revenue for all technicians] / [Sum of goal revenue for all technicians] * 100%
Total Close Rate	Total conversion rate for all technicians within the report date range. Calculation - Total Close Rate: [Total Jobs] - [Total Estimates] / [Total Jobs] * 100%
Total S. Avg.	The job average of completed jobs whose total surpasses the sold threshold, but falls below the Service/Replacement threshold. Note: The default Service/Replacement threshold is $3000. Please contact your Success or Implementation Manager to change this default. Calculation - Total S. Avg.: [Total S. Job Revenue] / [Total S. Jobs] [S. Jobs] = Split adjusted count of jobs completed within the selected date range with a total > sold threshold and total < Service/Replacement threshold [S. Job Revenue] = Split adjusted sum of income items from [S. Jobs]
Total R. Avg.	The job average of completed jobs whose total surpasses both the sold threshold and the Service/Replacement threshold. Note: The default Service/Replacement threshold is $3000. Please contact your Success or Implementation Manager to change this default. Calculation - R. Avg: [R. Job Revenue] / [R. Jobs] [R. Jobs] = Split adjusted count of jobs completed within the selected date range with a total > sold threshold and total > = Service/Replacement threshold [R. Job Revenue] = Split adjusted sum of income items from [R. Jobs]
Total Job Avg.	The total income accrued from completed jobs, divided by all completed, convertible jobs. Includes adjustment invoices. Calculation - Total Job Avg.: [Total Revenue] / [Total Jobs]
Total Rep. Rate	Percentage of jobs completed by all technicians that qualify as replacement jobs, within the report date range. Calculation - Total Rep. Rate: [Total number of [R. Jobs] completed by all technicians] / [Total Jobs] *100%
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.