Technician Performance report templateLast updated on 02/22/2023
The Technician Performance template lets you build custom reports on your technicians’ business and performance metrics. Each row in the report represents an individual technician.
Example use cases:
Run reports on lead setting, close rates, and sold estimates to identify areas of growth for your sales team.
Schedule delivery of weekly leaderboard reports of technicians with conversion rates higher than 70% to motivate your team.
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.
Adjustment invoices where Include adjustment invoice amount in technician performance reports is deselected are not included in Adjustment Revenue totals. To calculate unattributed adjustment invoice metrics, use columns from the Unattributed adjustment invoices section of the template.
Create a Technician Performance report
Follow the steps to create a custom report based on the Technician Performance template and select the columns to include in your report.
The Technician Performance template has these columns selected by default:
Name: Name and profile photo of the technician
Technician Business Unit: BU the technician is assigned to
Completed Jobs: Count of jobs assigned to the technician completed within the date range
Completed Revenue: Sum of income items on jobs completed within the date range, adjusted by technician split. Note: Income items are pricebook items assigned to an income general ledger (GL) account.
You can customize the report by selecting additional columns from these sections:
Technician Basics: Fields from the technician’s profile
Technician Job KPIs: Key performance indicators (KPIs) related to jobs
Technician Timesheets: KPIs related to timesheets
Technician Opportunities KPIs: KPIs related to opportunities.
Technician Revenue KPIs: KPIs related to job revenue
Technician Sales KPIs: KPIs related to estimates sold by the technician
Technician Lead Generation KPIs: KPIs related to leads set by the technician
Technician Performance KPIs: KPIs related to job performance, including billable hours, revenue per hour, and customer satisfaction
Financing: KPIs related to financing
Technician Membership KPIs: KPIs related to membership sales
Payroll: Payroll ID of the technician
Unattributed adjustment invoices: Totals from adjustment invoices added to job invoices where Include adjustment invoice amount in technician performance reports is deselected
Technician Sales from Tech Generated Leads: KPIs related to estimates sold by the technician from technician-generated leads
Technician Sales from Marketing Leads: KPIs related to estimates sold by the technician from marketing leads
Commercial and construction sales KPIs
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.
Run a report
Before running the report, set filters to narrow 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.
Click the Business Unit dropdown and select the business units (BUs) of the invoice items you want to include in the report. 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.
To report on BU categories such as trade or division, click Filter , select the BU categories you want to include, and click Filter.
Select Include Inactive Technicians to include inactive technicians who worked on jobs during the date range.
When you’re done setting your filters, click Run Report.
Tip: You can arrange report columns and apply filters for further customization.
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.
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.