Recommended Reports
What reports do you use the most? When it comes to revenue/sales, what is the report that gives the best information? Thanks!!
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Posts
Tracking Bookings Tabw/Angi Integration
Has anyone found a way to track manual leads? For instance does anyone know how many leads get dropped into the bookings tab daily vs the ones you actually booked?Ex: We booked 5 out of 15 leads dropped in today. THANKS!!
Resolved! How to turn Revenue off on the dashboard
There's got to be a way? We don't want everyone seeing the business' revenue.
Scheduled reports haven't sent since Thursday
Anyone else notice this issue?
**VOTES NEEDED** Include non-job events on Emergency Outage Dispatch Report
We need to see all activities scheduled for a technician. This includes non-job events. Please vote for COMMUNITY-I-3002 to see an option added to the Emergency Outage Dispatch Report that would allow non-job events to be included in this report.
Resolved! Best way to automatically pull data for analytics.
Does anyone have a good way they have found to automatically pull data from Service Titan that I could then connect to a BI dashboard like Power BI, Tableau, Looker Studio, etc? For example, performance reports that I can have updated automatically w...
CSR Scorecard Report
Is there a report available that will allow me to export the information from the CSR Scorecard?
Help Wanted for a BCN Video
I'm working on a video about reporting, and I want to build out an example custom report as part of it. If you have an idea for a custom report you'd like to see built, put it in the comments! The more detail you can give me about what the report's p...
Main Zone vs All Zones
Found a weird data set that makes no sense. We rely heavily on Zones as we serve a very large area. Technicians cross over regularly. Reporting is centralized to three markets and so I appreciate the ability in a technician profile to differentiate a...
Conversion and Revenue by Job Type
Hi everyone - We are having inside sales do lead setting on replacement opportunities where the technician did not turn it over (set the lead). I want to see how those jobs perform compared to our marketing leads or technician turnovers .My idea is t...
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Titan Intelligence
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Unanswered Topics
| Subject | Author | Posted |
|---|---|---|
| 10-11-2024 07:12 AM | ||
| 09-27-2024 12:33 PM | ||
| 09-24-2024 12:19 PM | ||
| 08-01-2024 12:13 PM | ||
| 07-23-2024 06:26 AM |
