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Reporting

Per-Tech KPIs to Coach the Team and Reward the Best

Jobs completed, revenue, close rate, and average ticket — measured per tech and visible in one clean dashboard.

No credit card required · Setup in 5 minutes

Overview

What It Does

You can't coach what you don't measure. SalesButler's Technician Scorecards roll up the four KPIs that actually matter per tech: jobs completed, revenue generated, close rate, and average ticket. Sort, filter, and export to CSV. Identify your top performers, find your coaching opportunities, and have data-driven 1:1s instead of vibes.

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How It Works

Step-by-Step Guide

1

Tech Activity Captured

Every job, invoice, and revenue dollar is attributed to the assigned tech.

2

Scorecards Roll Up

The Tech Scorecard view aggregates KPIs per tech automatically.

3

Sort and Compare

Sort by revenue, jobs, close rate, or average ticket.

4

Drill Into Detail

Click a tech to see their job-by-job breakdown.

5

Export for 1:1s

CSV export gives you data-driven inputs for coaching conversations.

Benefits

Why You'll Love This Feature

Four Core KPIs

Jobs, revenue, close rate, average ticket — the metrics that matter.

Auto Roll-Up

No manual data entry — scorecards update as work happens.

Per-Tech View

Drill into any tech to see their full job history.

Identify Top Performers

Spot your stars and reward them appropriately.

Coaching Opportunities

Find the techs whose close rate or ticket size needs work.

CSV Export

Hand the data to your accountant or use it for performance reviews.

Use Cases

Perfect For

Monthly performance reviews backed by real data

Identifying top performers for promotion or bonus

Spotting techs who need coaching on close rate or average ticket

Data-driven discussions in team meetings

Building a tiered compensation plan based on real KPIs

FAQ

Frequently Asked Questions

What plans include Technician Scorecards?

Technician Scorecards is included on the Growth and Pro plans.

What KPIs are tracked?

Jobs completed, revenue, close rate, average ticket — the four most actionable per-tech metrics.

Can I see historical trends?

Yes — filter by date range to see a tech's KPIs over any period.

Can I customize the KPIs?

The four core KPIs are fixed today; custom KPIs are on the roadmap.

Can techs see their own scorecard?

Yes — techs can see their own performance from the technician portal.

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