Technician Performance report template

Overview

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

• 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.

• If you’re unsure which columns you want to include in your report, use the Reporting Dictionary to search for appropriate data fields.

• You can use this template to create as many custom reports as you need. Each report created from the template is independent and can be run or scheduled without needing to recreate it from the original 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.

Sales Opportunity Reporting

Use As Of sales opportunity metrics to measure sales effectiveness beyond the estimate’s sold-on date. Looking at the Sales Opportunity metric as an example, the date filter of the report corresponds to the job’s completion date if the job is not sold. However, if an estimate has been sold, the Sales Opportunity date filter corresponds with the estimate’s sold-on date.

This can pose a challenge for measuring sales effectiveness in the following example:

• In January, technician Bob created an estimate for a job in a Sales business unit (BU). The job’s completion date is January 1st.

• On February 1st, the estimate Bob created is sold. The sold-on date of the estimate is February 1st.

• If sales reporting is run for Bob with the date range set for January 1st–31st, the report will show Bob’s Close Rate is 0% and will not report that job as a sales opportunity within that date range. This is because the estimate’s sold-on date of February 1st is outside the date range of January 1st–31st. If the date range is set between February 2nd–February 28th, the close rate is also zero because the estimate’s sold-on date is not included in the date range.

With As Of sales metrics you can measure the effectiveness of your BUs based on the timeframe the jobs were completed. This is because As Of metrics use the job’s completion date exclusively, even if an estimate has been sold on the job.

• Sales Opportunity As Of: Sales opportunities as of job completion date.

• Closed Opportunity As Of: Closed opportunities from sales opportunities As Of.

• Close Rate Rolling: [closed opportunities] / [sales opportunities As Of]

• Close Rate As Of: [closed opportunities As Of] / [sales opportunities As Of]

When we revisit the example with the As Of metrics:

• In January, technician Bob created an estimate for a job in a Sales business unit. The job’s completion date is January 1st.

• On February 1st, the estimate Bob created is sold. The sold-on date of the estimate is February 1st.

• If sales reporting is run for Bob with the date range set for January 1st–31st, the report will show Bob’s Close Rate is 0%. This is because the estimate’s sold-on date of February 1st is outside the date range of January 1st–31st. However, Bob’s Close Rate As Of is 100% and will report as both a Sales Opportunity As of and Closed Opportunity As Of. This is because the job was completed January 1st and is included in the date range.  

These new metrics allow you to measure historical sales performance based on job completion date regardless of when an estimate is sold.

Run a report

Before running the report, set filters to narrow your results:

1. Click the From - To field to set date filters. You can:

   • Use the calendar to select a specific date range and then 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.

     • This Week: From Monday through Sunday of the current week.

     • Week to Date: From Monday through the current date of the current week.

     • Last 7 Days: Previous seven days, including today.

     • Last 14 Days: Previous 14 days, including today.

     • Last 30 Days: Previous 30 days, including today.

     • 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 today.

     • 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 today.

     • Last Year: From January 1 of the previous year to December 31.

   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.
   

2. 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.
     

     Note: How BU filters are applied depends on the key performance indicator (KPI). Hover over a column header for details.
     

3. Select Include Inactive Technicians to include inactive technicians who worked on jobs during the date range.

4. When you’re done setting your filters, click Run Report.
   

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