Two new reports have been added to SuccessWare21: the ‘Invoice Scorecard’ and the ‘Job Scorecard’. These reports can be accessed from the Report Gallery in the Management Section. These reports are different versions of the same report. The Job Scorecard gathers most of its information from the Job Summary. The Invoice Summary, on the other hand, gathers most of its information from the A/R Invoice.
Both of these reports compare a single day to month-to-date figures and can include a detail grouping by Technician (Primary Employee), Department, Job Class, City, Zip, or Zone.
The Invoice Scorecard contains many of the same figures used in the Job Scorecard report. The following chart describes the figures in the Job Scorecard, indicates which figures are the same in the Invoice Scorecard, and describes the figures that are different:
|
Job Scorecard This report includes figures based on jobs completed for the date
ranges. |
Invoice Scorecard This report includes figures based on posted invoices for the date
ranges (based on invoice date). |
||
|
Hours worked |
Total hours from the timecard
where status is not marked as non-productive. |
(same) |
|
|
Billable hours |
Total hours as entered on the job
summary. |
Standard hours |
Sum of standard hours as recorded
on invoice line items. |
|
Billable hour efficiency |
Ratio: billable hours / hours worked. |
Standard hour efficiency |
Ratio: standard hours / hours
worked. |
|
Jobs completed |
Total count of jobs that have been
completed. |
Invoices posted |
Count of invoices posted. |
|
Money jobs |
Total count of jobs where the
“money task count” recorded on the job summary is greater than zero. |
Money invoices |
Count of invoice
that contain money lines. |
|
No-charge jobs |
Total count of jobs that include a
zero Total Ticket amount recorded on the job summary. |
No-charge invoices |
Count of invoices with a zero
total after discount. |
|
Diagnostic only jobs |
Total count of jobs where the “Diagnostic”
checkbox is checked on the job summary and “money task count” is zero. |
Diagnostic only invoices |
Count of invoices that contain
only diagnostic items. |
|
Money job CR |
Ratio: Money jobs / Jobs completed |
Money invoice CR |
Ratio: Money invoices / Invoices
posted. |
|
Total tickets |
Sum of Total Ticket amount as
recorded on the job summary. |
Total sales |
Sum of the invoice totals after
discount. |
|
Average ticket (money jobs) |
Total tickets divided by number of
Money jobs. |
Average sale (money invoices) |
Total sales divided by number of
Money invoices. |
|
Average ticket |
Total Tickets divided by number of
Jobs completed. |
Average sale |
Total sales divided by number of
Invoices posted. |
|
Money tasks (job) |
Sum of “Money task count” as
entered on the job summary. |
Money tasks |
Count of money items on all posted
invoices. |
|
Money tasks per job |
Ratio: Money tasks (job) / Jobs
completed |
Money tasks per invoice |
Ratio: Money tasks / Invoices
posted. |
|
Sales leads generated |
Count of jobs completed where the
lead generated checkbox is checked on the job summary. |
(same) |
|
|
Sales leads per job |
Ratio: Sales leads generated /
Jobs completed. |
(same) |
|
|
Agreement opportunities |
Count of jobs completed where the
Agreement opportunity checkbox is checked on the job summary. |
(same) |
|
|
Aggrements sold |
Count of jobs completed where the
Agreement Sold checkbox is checked on the job summary. |
(same) |
|
|
Aggreement opportunity CR |
Ratio: Agreements sold / Agreement
opportunities. |
(same) |
|
|
Warranty opportunities |
Count of jobs completed where the
Warranty Opportunity checkbox is checked on the job summary. |
(same) |
|
|
Warranties sold |
Count of jobs completed where the
Warranty Sold checkbox is checked on the job summary. |
(same) |
|
|
Warranty opportunity CR |
Ratio: Warranties sold / Warranty
opportunities. |
(same) |
|
|
Callbacks |
Count of jobs completed that were callbacks as indicated on the job form. |
(same) |
|
|
Callbacks per job completed |
Ratio: Callbacks / Jobs completed. |
(same) |
|