Hey guys, I hope everyone is doing well.
There are lots of great reports with ServiceTitan, but for our company, we are really looking for specific KPIs for sales and marketing, for example, we want to see more than just the inbound calls, we want to see the total lead count for the day which includes both inbound calls as well as form submissions.
With that in mind, we are trying to make our own custom dashboard with data, so that we can see everything we need to see every day.
The question: is there a way to automatically pull data every day into a spreadsheet somewhere?
Like can I set up various reports to automatically export every day into a specific spreadsheet?
If I can get different reports to put their data into Google Sheets, then I can do my own tying together of the data and get the dashboard that I want.
From what I can tell, it looks like you have to export all data on your own, and by the time you're done with doing that daily, there's no time saving purpose of having a dashboard, as you have to go to each report individually anyway and you'll see all the KPI data along the way.
Has anyone had any luck automatically exporting report data into a single spreadsheet?
I know you can schedule reports to be emailed either PDF or XLS, but I'm looking for it to go directly into a spreadsheet, and each day, add more data to the same spreadsheet, instead of getting a new report every day, and copying and pasting the data every day manually into the spreadsheet.
Thank you!
