Overview
Breezy’s revenue attribution system tracks which technicians are responsible for generating revenue on a job — both through selling the work and completing the work.
This ensures accurate commissions, performance metrics, and transparent credit for everyone involved.
Revenue attribution happens at the line-item level and only after the invoice is paid.
Breezy tracks two types of technician revenue:
Sold Revenue → Who sold the work
Earned Revenue → Who completed the work
Each type serves a different purpose in performance reporting and commission calculation.
🔵 Sold Revenue (Who Sold the Work)
What It Is?
Sold Revenue is the revenue credited to the technician who sold, upsold, or otherwise secured the work with the customer.
Commission calculations in Breezy are based on Sold Revenue.
How It Works?
After a job is completed and the invoice is paid:
Breezy reviews each invoice line item
Identifies which technician sold/upsold that item
Attributes the value of the line item as Sold Revenue to that technician
Sold revenue is not shared — it belongs only to the tech who sold the item.
Used For:
Commission calculation
Sales performance metrics
Leaderboards & rankings
Coaching on conversion and upselling
Example
Tech A sold a $3,000 system replacement.
→ Tech A receives $3,000 sold revenue.
→ Commission is calculated from this amount.
🟩 Earned Revenue (Who Performed the Work)
What It Is?
Earned Revenue is the revenue credited to technicians who completed the work — whether one tech or multiple techs were involved.
This credit reflects job participation, not sales activity.
Earned Revenue does not generate commissions.
How It Works?
After the invoice is paid:
Breezy identifies all technicians assigned to the job
For each line item, it credits earned revenue to every tech who worked on that item
Multiple technicians can receive full credit for the same line item
Earned revenue captures the “who delivered the work” side of performance.
Used For:
Technician performance dashboards
Workload and dispatch insights
Team comparisons
Trend analysis
Coaching and efficiency reviews
Example
Tech A and Tech B both worked on a $5,000 installation.
→ Tech A earns $5,000 earned revenue
→ Tech B earns $5,000 earned revenue
(both get full credit)
🟣 Sold vs Earned Revenue: Side-by-Side Comparison
Category | Sold Revenue | Earned Revenue |
Purpose | Sales credit | Work performed credit |
Who Receives Credit? | The tech who sold or upsold the item | All techs who worked the job |
Commission Impact | ✔ Yes — commissions come from sold revenue | ✖ No — for performance only |
Based On | Selling activity | Job participation |
Level of Tracking | Per line item | Per line item |
Multi-Tech Jobs | Credit goes to one tech | Credit can go to multiple techs |
Editable? | Yes | Yes |
🧩 How Attribution Flows Through Breezy
Job is completed
Invoice is marked paid
Revenue attribution runs
Sold & earned revenue are recorded
Sold revenue → commission calculations
Earned revenue → performance dashboards
Both appear in technician performance history
Historical attribution is stored indefinitely for reporting and audits.
⚙️ Requirements
Revenue attribution activates only when:
Technician Performance is enabled in Company Settings
Jobs have assigned technicians
Invoices are fully paid
Items exist on the invoice (estimates do not count)
Attribution is not calculated retroactively for jobs completed before the feature was enabled.
🟦 Summary
Breezy’s revenue attribution system provides clear, fair credit across your technician team by tracking both:
Sold Revenue → Who sold the work (used for commissions)
Earned Revenue → Who performed the work (used for performance)
This dual system ensures technicians are recognized for both their sales performance and their technical contributions.