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Commissions Report

Use the Commissions Report to view commission costs and sales performance by employee over time.

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Written by James N
Updated over a week ago

Overview

After assigning employees to line items and tracking commissions on jobs, the Commissions Report provides a breakdown of:

  • Total commission cost per employee

  • Line item sales data

  • Conversion rates and job count performance


How to Access the Commissions Report

  • Click the Reporting tab in your top navigation bar.

  • Select Jobs from the menu on the left.

  • Click Commissions under the Employee section.

You’ll see:

  • Commission Cost: The total payout amount assigned to each employee.

  • The report includes full customization tools to tailor the data view.


Report Features

Customize your report using these tools:

  • Date range – Use the top-left dropdown to filter by date.

  • Action date – View data by job created, scheduled, or completed date.

  • Filters – Use the Filter button to narrow your results.

  • Group by – Click Edit columns (bottom right) to group by:

    • Employee

    • Job type

    • Business unit

    • Tags, lead source, and more

  • Metric toggle – Switch between views using the dropdown in the top-right of the graph.

  • Save view – Click the Save button to store a custom report setup.


On Job Sales by Employee Report

For a more detailed sales breakdown by team member:

  • Click the Reporting tab in your top navigation bar.

  • Select Jobs from the menu on the left.

  • Select On job sales by employee under the Employee section

You'll see these metrics:

  • Total Sales – Total value of all line items assigned to each employee

  • Average Sale – Total sales value ÷ number of sales

  • Sales Count – Total number of items the employee sold

  • Job Count – Number of jobs the employee was dispatched to

  • Jobs with Sale – How many jobs included at least one sale by that employee

  • Conversion Rate – % of jobs where the employee made a sale out of all jobs dispatched to

Click any row to view the full list of line items sold.


Having trouble finding what you need?

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via the Blue Chat Bubble in your Housecall Pro account, or

contact our Phone Support team at (858) 842-5746.

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