My Performance

The My Performance dashboard shows your personal stats — what you’ve earned for the business, how many jobs you’ve completed, how on-time you are, and what badges you’ve collected. It’s separate from the team-wide Team Performance page that owners see.

Who Sees This

Every Pro-tier user has access to their own My Performance page. Non-owners who try to visit Team Performance are automatically redirected here.

Privacy: Your numbers are visible to you and to owners — owners can drill into individual team members from Team Performance. Other team members cannot see your numbers (unless your owner has set leaderboard visibility to Full in Team Performance settings).

Where to Find It

Direct link: app.serviceinvoicepro.com/performance/me

If you’re an owner, your Team Performance page links to it; if you’re a team member, the Performance section in the sidebar takes you here automatically.

What’s on the Page

Period selector

Switch between time windows at the top of the page:

• Weekly (default)
• Monthly
• All Time
• Custom — set a specific start and end date via URL parameters (advanced)

All the stat cards and badges below update for the selected period.

Stat cards (four metrics)

Badges

The Badges card has two sub-sections:

• Current Period — badges earned in the selected time window.
• All-time — every badge you’ve ever earned, regardless of period.

There are several badge types automatically awarded based on org-wide ranking:

• Top Earner — most revenue this period
• Most Jobs — most jobs completed this period
• Upsell Champion — highest change-order/upsell value
• Perfect Week — 100% on-time completion rate
• Conversion King — best estimate-to-invoice conversion rate
• Rising Star — fastest-improving performance
• Consistent Performer — sustained results over time

Badges are awarded automatically — there’s no claim button. They unlock when the data passes the threshold for that period.

Crew detail card

If you’re assigned to a crew, this card appears at the bottom showing your crew’s aggregate stats for the same period: crew name, total crew revenue, total crew jobs, on-time rate, and member count.

If you’re not on a crew, this card doesn’t appear.

How the Numbers Are Calculated

Every metric is calculated from data Service Invoice Pro already tracks — there’s nothing you need to log specifically for the dashboard.

• Revenue attribution: When a paid invoice has a job, and you’re an assignee on that job, you get credit. If multiple assignees share the job, the revenue is shared.
• Jobs Completed: counted by endDate falling within the selected period and status being completed.
• On-time %: a job is considered on-time if its updatedAt timestamp (when it was marked complete) is on or before its endDate. Be aware: if you edit a completed job later — even just to fix a note — its updatedAt moves forward and the job may be re-counted as late.

Goals and Targets

The dashboard doesn’t currently support personal goal-setting — there’s no place to set “I want to do 30 jobs this month” and track against it. Goals are implied through ranking and badge thresholds (which are relative to your team, not absolute targets).

If you want explicit goal tracking, the workaround is to set a target externally (a sticky note, a spreadsheet) and use the dashboard to check whether you’re hitting it.

Empty State

If you’re brand new and haven’t completed any jobs yet:

• All four stat cards show 0 (or - for rank).
• The Badges card shows “No badges yet.”
• The Crew card is hidden if you’re not on a crew.

As soon as you finish your first job and an invoice is paid, the numbers start populating.

Mobile

The page works on any device — stat cards stack to 2 columns on phones and 4 across on desktop. Badges flow naturally as pills. No mobile-specific feature is missing.

Tips and Gotchas

The on-time metric can drift over time. Because it uses updatedAt as a proxy for “when was this completed,” editing an already-completed job later will reset that timestamp and may flip the job from on-time to late. Try to make any edits to completed jobs before their endDate.

Your rank can be - even if you’re new. Without revenue data in the selected period, you don’t get a rank. That’s expected — it doesn’t mean anything’s broken. Complete a few jobs and check back.

Badges are org-relative, not industry-relative. “Top Earner” means top earner in your organization, not industry-wide. If you’re a one-person org, you may earn badges easily; in a larger org, badges signal real standout performance.

All-time totals never decrease. Even if you have a slow month, your all-time stats stay at their peak. Use the Weekly or Monthly view to see current trends.

Custom periods are advanced. The Custom period option in the dropdown requires URL parameters (?periodType=CUSTOM&periodStart=2026-01-01&periodEnd=2026-01-07). For most users, Weekly/Monthly/All Time covers what you need.

Related

• Team Performance — the owner-facing view that shows the whole team’s leaderboard
• Performance Overview — performance feature overview
• Timesheets — log hours that feed into utilization (separate from this dashboard)
• Jobs — what gets counted toward your stats