Overview
This report provides a high level overview of technician performance. Data is based on job completion dates.
Use this report to view revenue goal, actual revenue, total number of jobs completes, close rates (conversion rate), job average, average count of invoice items for jobs, year to date sales, and other data.
Who uses this feature
Administrators and managers
Things to know
We recommend using the Technician Performance Board (M) built-in report for enhanced customization, consistent KPIs, and improved scheduling and filtering options.
Click Reports > Search Technician Performance Board Report (M) > Click the report name. Then you will be able to set filters and run the report.
Tip: You can also schedule the report by clicking Schedule next to the report name
Report filters
Business Unit
Filter by business unit. This report can be run by a single business unit or all business units.
Technician
Filter by technician. This report can be run by a single technician or all technicians.
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:
Tech | Technician name. |
|---|---|
B. Unit | Business Unit. |
Goal | The technician’s revenue goal for the duration of the report date range. Calculation - Goal: [Daily revenue goal] x [Number of days within the report date range] How to Configure - Goal: The technician’s daily revenue goal is configured in Settings |
Goal % | Percentage of revenue goal met by technician within the report date range. Calculation - Goal %:[Total revenue for all jobs completed by the technician] / [Goal] * 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 $500.00 in the Revenue total. |
Close Rate | The technician’s conversion rate within the report date range. Calculation - Close Rate: [Sold Jobs] / [Convertible Jobs] |
Job Avg | The average invoice subtotal for all jobs completed by the technician within the report date range. Calculation - Job Avg: [Revenue] / [Closed Jobs] |
|---|---|
TPC | Tasks per call. Average count of invoice items for each job completed by the technician, within the report date range. |
Closed Jobs | Total number of jobs completed by the technician within the report date range. Calculation - Closed Jobs: [Total number of jobs]. If there are splits, the job total will be calculated with the percentage of the split. Example: Technician A completes 2 jobs and is given a 50% split on each job. Technician A completes 1 additional job by himself. The total jobs for Technician A is 2 (0.5 + 0.5 + 1). |
Est | Total number of estimates (unsold jobs) within the report date range. Calculation - Est:[Total number of estimates]. An estimate is a completed job that falls below the sold threshold. |
On Hold | Total number of jobs that have a status of Hold within the report date range. |
Cross Sale Group | If any technician sold an item in a Cross Sale Group, Cross Sale Group columns will appear on the report. Under the Cross Sale Group name, you will see the quantity of items sold by the technician (#), and the subtotal of these items ($).
How to Configure - Cross Sale Group: Navigate to Settings > Pricebook > Services > Edit Service. Use the Cross Sale Group field to assign the item to a Cross Sale Group, then click Save. You may name your Cross Sale Groups in any way you choose.
|
Ytd | Total revenue 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 (M) Totals
Total Goal % | Total percentage of revenue goal met within the report date range. Calculation - Total Goal %: [Total Revenue] / [Total Goal] * 100% |
|---|---|
Total Close Rate | Total conversion rate for all technicians within the report date range. Calculation - Total Close Rate: [Total Closed Jobs] - [Total Est] / [Total Closed Jobs] * 100% |
Total Job Avg | The average invoice subtotal for all jobs completed by all technicians within the report date range. Calculation - Total Job Avg.: [Total Revenue] / [Total Closed Jobs] |
Total TPC | Total tasks per call. Average count of invoice items for all jobs completed by all technicians, within the report date range. |
All Other Total Amounts | All other total amounts are calculated by taking the sum of the entire column. |