Overview

The team productivity report provides a view into your team’s performance, making it easier than ever to track how productive your team is. With insights into job revenue, completed visits, and tracked time, this report breaks down each team member’s contributions so you can celebrate top performers and spot opportunities for growth. Whether you’re looking to reward productivity or balance workloads more effectively, this report helps you make data-driven decisions with confidence.

To navigate to the team productivity report:

  1. Select Insights from the side navigation.
  2. Select Reports.
  3. Under Work reports, select Team productivity.

The team productivity report is available to admin users or users with these user permissions:

  • ✅ Reports
  • ✅ Show pricing
  • ✅ Jobs: View jobs + Show jobs on their Jobber menu
  • ✅ Timesheets: View, record, and edit everyone’s

Customize the date range of the team productivity report

You can narrow down the team productivity report by date. Visits, and time tracked against visits, are filtered by each visit’s scheduled date. General time, and time tracked on a job without a visit, are filtered by the date the time was recorded. 

To filter your report by date, select the Date filter dropdown, then select a date range. Your options are:

  • Last week
  • Last 30 days
  • Last month 
  • This year
  • Last 12 months
  • All time
  • Custom range

Customize the columns on the team productivity report

Columns in the team productivity report can be customized by selecting the Columns button, then selecting the columns for the report from the columns list.

The options for columns that can be added to the report are:

  • Name: This is the team member’s name
  • Visits: The number of visits assigned to the team member within the report’s date range
  • Job revenue ($): The job revenue is calculated as the sum of:
    • the value of one-off jobs with a last visit within the date range that have been assigned to this team member; PLUS
    • the value of recurring jobs with per visit billing assigned to this team member within the report’s date range; PLUS
    • the value of any visits with custom line items that differ from the line items on the job, assigned to this team member within the report’s date range.

Note

If multiple team members are assigned to a visit, revenue per team member is calculated based on the time each person tracked during the visit.

  • If all team members track time, revenue is distributed proportionally based on their tracked hours. For example, if a job is worth $300 and one team member logs 2 hours while another logs 1 hour, the revenue is split accordingly: $200 to the first team member and $100 to the second.
  • If no time is tracked, revenue is split equally among assigned team members. For example, if a job is worth $600 and three team members are assigned but none log any time, each receives an equal share of $200.
  • If only one team member tracks time, they receive the full revenue allocation. For example, if a job is worth $100 and one team member logs time while another does not, the full $100 is attributed to the team member who tracked time, and $0 to the other.

Manually added time entries are attributed to the job, not the visit, while revenue is attributed to each visit and the users assigned to it. Time tracked against a job without a visit still counts in Time tracked on jobs, but doesn’t earn a share of any visit’s revenue, so it lowers Job productivity.

  • If a user has manual time entries on a job but is not assigned to it, their hours will appear in the team productivity report, but the job’s revenue will not be attributed to them.
  • If multiple users are assigned to a visit, but only one has tracked time while another has manual time entries, the first user will have all the visit’s revenue attributed to them, while the second user will have no revenue attributed, though both users’ hours will be included in the report.
  • Time tracked on jobs: This is the time the team member logged against visits they were assigned to that were scheduled within the report’s date range, whenever that time was recorded, plus any time they logged on a job without a visit during the date range. This is tracked in hours and minutes. Because of this, a report for a single day can include hours your team recorded on other days, and daily totals may not match the Timesheets report for the same days. 
  • General time tracked: This is the total of general timesheet entries for the team member within the report’s date range. This is tracked in hours and minutes. 
  • Total time tracked: Total time tracked, includes both general and job time. This is tracked in hours and minutes. 
  • Job productivity: This is the value of revenue assigned to the team member / number of hours of job timesheets. 
  • Overall productivity: This is the value of revenue assigned to the team member / total time tracked.

Export the team productivity report

At this time, the team productivity report cannot be exported as a CSV.