Core KPI Monthly Report
Month/Year (ex. April 2023)
Direct Payroll to Revenue
=Technician Payroll/Revenue Reports - Stats by Week
Bill Rate per Job
=Revenue/Job Count (Report - Stats by Week)
Avg Jobs per Home per Month
=Total Job Count/# of Homes Reports - Stats by Week, Job Counts by Date & Status
Productivity
Allowed Hours/Job Hours Reports - Stats by Week, Employee Stats, Employee Productivity
Skip Rate
=(skipped + lockouts)/Total Job Count (Reports - Job Counts by Date and Status)
Home Count
(Reports - Customer Count)
Attrition per Month
=Recurring Cancelations/Customer Count (Reports - combo of Stats by Week & Sales KPIs)
Efficiency
Job Hours/Clock Hours Reports - Stats by Week, Employee Stats
Technician Turnover per Month
(staff lost/staff count) x100 Reports - Stats by week, Turnover by week, Turnover
Rev per Technician per Day
=Total Revenue/#of Days Worked in Time Period Reports - Employee Stats
Total Technician Count
Absentee Rate
((excused + Unexcused + Time Off)/Total Days Worked)X100 Reports - Employee Stats
Recurring Close Rate %
Total Recurring Sales/Total Quotes Reports - Sales KPIs, Lead Campaign
# of New Recurring Clients
Report Sales KPIs
# of Lost Recurring Clients
Report - Sales KPIs
# of Leads Received
Report - Sales KPIs
Quotes Per Week
Total Quotes/# of Weeks Reports - Sales KPIs, Lead Campaign
Total # of Quotes Received
Report - Sales KPIs
Scorecard Response Rate
Reports - Scorecard Results, Employee Stats
Average Scorecard Score
Reports - Scorecard Results, Employee Stats
#Scorecard Complaints
Reports - Scorecard Results, Employee Stats
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