Business Unit Performance report templateLast updated on 02/22/2023
The Business Unit Performance template reports on high level metrics of your business. You can view job details, timesheets, sales and revenue figures, and more from the perspective of your business units (BUs). Each line in the report represents a BU.
Example use cases:
Compare the percentage of zero dollar jobs of your BUs
Schedule delivery of weekly reports to your managers to track revenue pacing
Things to know
Reported revenue KPIs are based on the BU of the invoice item. Item BU is listed on invoices.
Invoice items default to the job BU unless:
You assign BUs to items in your pricebook
The item BU is manually updated
You update the BU on the job and your account is not configured to automatically update invoice item BUs
Note: These features require account configuration. Contact Technical Support for details.
Create a Business Unit Performance report
Follow the steps to create a custom report based on the Business Unit Performance template and select the columns to include in your report.
The Business Unit Performance template has the following columns selected by default:
Name: Business unit name
Completed jobs: Count of completed jobs within the date filters. BU filters correspond to invoice item BU.
Opportunity: Count of completed jobs within the date filters that aren’t marked as No charge. No charge jobs with an invoice subtotal greater than or equal to the sales threshold are also included. BU filters correspond to invoice item BU.
Completed Revenue: Sum of prices of income items on invoices of jobs completed within the date filters. BU filters correspond to invoice item BU. Adjustment invoices are not included.
You can customize the report by selecting additional columns from these sections:
Business Unit Basics: Details about the BU and revenue pace metrics
Business Unit Job KPIs: Job-related metrics
Business Unit Timesheets: Hourly pay details for technicians who worked on completed jobs. BU filters correspond to job BU.
Business Unit Opportunities KPIs: Count of types of opportunities
Business Unit Revenue KPIs: Revenue-related metrics
Business Unit Sales KPIs: Estimate sales details
Business Unit Lead Generation: Lead setting and conversion metrics
Business Unit Performance KPIs: Billable hour details, customer satisfaction, and other performance metrics
Business Unit Membership KPIs: Membership-related details
Commercial and construction sales and revenue KPIs
To capture sales and revenue KPIs for commercial and construction business types:
Select Non-Job Estimate Sales to capture sales metrics on estimates not linked to a job. This is helpful for commercial and construction business types who may be using estimates not related to a job, such as project estimates.
Select Non-Job Revenue to capture revenue metrics on invoices not linked to a job. This is helpful for commercial and construction business types who may be using invoices not related to a job, such as project invoices or progressive invoicing.
Run a report
Before you run your report, set filters to focus your results:
Click the From - To field to set date filters. You can:
Use the calendar to select a specific date range and click Apply.
Use the left menu to select a preset date range:
Today: From 12:00 AM to the current time
Yesterday: Previous day, from 12:00 AM to 11:59 PM
Last 7 Days: Previous seven days, including the current date
Last 14 Days: Previous 14 days, including the current date
Last 30 Days: Previous 30 days, including the current date
Month to Date: From the first of the current month to the current day
Last Month: Entire month before the current month. For example, if the date is February 5, the entire month of January.
Last 90 Days: Previous 90 days, including the current date
This Quarter: Current quarter, including future dates. For example, if the date is April 25, from April 1 - June 30.
Last Quarter: Entire quarter before the current quarter. For example, if the date is April 25, from January 1 - March 31.
Quarter to Date: From the first day of the current quarter to the current day
Year to Date: From January 1 of the current year to the current day
Last 365 Days: Previous 365 days, including the current date
Note: How date filters are applied depends on the KPI. Hover over a column header in the report to open a tooltip explaining how filters are applied.
From the Invoice Item Business Unit dropdown, select the invoice item BUs you want to report on. By default, the report runs for all BUs. You can filter your report by business units or business unit categories:
Click the dropdown to select individual BUs assigned to an invoice item.
Click Filter to select BU categories and click Filter.
Select Include Inactive to include inactive BUs in your report results.
When you're finished setting your filters, click Run Report.
Tip: Click Edit Columns to add and remove columns. For further customization, you can arrange and filter your results.
Drill down in reports
You can drill down in reports to get additional details:
Click an underlined entry you want to drill down into. For example, click an entry in the Completed Revenue column. The entry is highlighted.
In the highlighted entry, click Expand . A table opens in the report showing details for that entry including job and invoice numbers, relevant dates, and more.
Tip: Click a job or invoice number to open the corresponding record in a new tab.
Want to learn more?
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.