Is there a way to pull a report on closing rates per technician?

Is there a way to pull a report on closing rates per technician?

Yes, the best way to do this is to utilize the Estimate Report.

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How to Find Closing Rates

To find the closing rate for each technician, you can configure the Estimate Report to show the necessary information:

1. Navigate to the Estimate Report; access the report.

2. Group By function; select Creator to organize the report by the technician who created each Estimate.

3. Add a column for Converted; this column will indicate whether an Estimate was “converted” into a job or invoice, which is a key metric for a successful closing.

By grouping your report this way, you can easily see each technician’s estimates and how many of them resulted in a closed sale.

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Have additional questions?

Contact us at [e-mail] or use the chat feature in the bottom right corner of your screen.

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