KPI's on an Accrual Basis

New Contributor II

Wondering if there is a report or dashboard modual that can be created to show our accounting data on an accrual basis vs cash basis... Our dashboard does not reflect an accurate overview of the business since we have some services that are billed and collected after the time of service. 

Example: One of our technicians reported very high revenue yesterday, but it was not actually the case. Payments were collected yesterday for jobs that were completed last week. Is there a report to run on the cash we should be collecting for the day? 

** We would like a general overview of our job types and services, as well as revenue by technician.


ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Our dashboard reports revenue based on completed invoices, not payments collected (accrual). Maybe there's a config your CSM needs to change to get that?

Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions