Technician Performance by Business Unit Report GuideLast updated on 03/22/2022
Purpose of the Technician Performance by Business Unit Report:
This report provides an overview of technician sales performance and revenue, broken down by business unit. This report allows you to accurately track the conversion rate for technicians, if you have technicians who should be credited for generating leads for sales technicians.
Common uses for this report:
Use this report to view the number of convertible jobs, sold jobs, close rate, actual revenue, job average, leads, sales revenue from leads, and other data.
How to find this report:
Click Reports > Search Technician Performance by Business Unit > 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
(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.
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.