Here is how the columns in the Technician Leaderboard are calculated:

1) Total Calls
- All Calls assigned to the technician for the time period

2) Total Service Sales
- The total of all invoices that the technician created for the time period.
- Invoice must not be "Estimate"/"Not Authorized"
- Does NOT matter if the invoice was tied to service calls - if the company does not use P3 for dispatching, but the techs create invoices out in the field, this column will populate

- Does NOT include equipment sales but service/repair invoices - regardless of Work Type

3) Average Invoice
- Total Service Sales / Total Calls

4) Average Service Ticket
- All Invoices created by the technician where the Service Call Type has a Work Type of Service (could include invoices that were not part of a service call)
- Divide by the number of Service Calls assigned to the Technician that have a Service Call Type with a Work Type of Service

5) Average Maintenance Ticket
- All Invoices created by the technician where the Service Call Type has a Work Type of Maintenance (could include invoices that were not part of a service call)
- Divide by the number of Service Calls assigned to the Technician that have a Service Call Type with a Work Type of Maintenance

6) # SA Sold
- The service agreements sold or renewed by the technician during the time frame
- NOT tied to service calls, but purely by the "Created By" on the service agreement

7) SA Closing Rate
- We are going to focus this one on Service Calls
- Start with the definition of #SA Sold Above
- Then divide by the number of the Service Calls assigned to the technician where the Service Call Type has a Work Order Type of Service

8) # Diagnostics
- The number of diagnostics created by the technician during the time frame
- NOT tied to the service calls, just simply the created by on the diagnostics

9) # Equipment Sales
- The number of ESM Proposals that have a won status where the technician created the proposal
- NOT tied to the service calls, just checking the Proposal Table
- The date should be the date the proposal was accepted
- For example if the proposal is created in Feb, but accepted in March, then the sale was in March

10) Total Equipment Sales

- This is the dollar value of the ESM Proposals that have a won status where the technician created the proposal
- NOT tied to the service calls, just checking the Proposal Table
- The date should be the date the proposal was accepted
- For example if the proposal is created in Feb, but accepted in March, then the sale was in March

11) # Proposal Created
- The number of ESM Proposals created by the technician for the time period selected
- NOT tied to the service calls, just checking the proposal table

12) Avg Equipment Sales Price

- Total Equipment Sales / # Equipment Sales