Sales Tracking

We have a sales team that takes in new leads and follows up on them, sends estimates, etc. We also have technicians that are able to upsell on their jobs as well. We are able to track the technicians pretty well. The sales team is proving difficult. ...

seemore by New Contributor II
  • 3 replies
  • 1 kudos

Idea needs votes! Reporting on invoice review status want to be able to schedule a report that will give my department heads a poke that they have invoices that have not been reviewed in transaction hub. Please add this as a KPI on that d...

JessicaSmith by ServiceTitan Certified Administrator
  • 2 replies
  • 3 kudos

Best KPI's for Installs

Good morning!We run job costing for every install and report it to the management team/sales advisor. We run the aggregated job costing report weekly as well. I am looking for input from others...what do you use for best KPI's to get your gross profi...

MirandaMel by ServiceTitan Certified Administrator
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True/Total Income Produced By Tech formula and category missing!

True/Total Income Produced By Tech: On the dashboard I want another category for the technicians that takes the sales number, adds it to the productivity number, looks at the productivity number for jobs that are also sales by this specific tech and ...

evohvac by New Contributor II
  • 4 replies
  • 1 kudos

Resolved! Completed jobs by *creator*

Report help? I'd like a report showing completed jobs and who CREATED the job not just who performed the work. Possible?

ErikaF by New Contributor II
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Resolved! Power BI with API Key

Has anyone created PowerBI dashboards with an API Key? I'm not sure if this is possible so wanted to check here to see if its been done previously. The reporting and custom dashboards are great on the platform but I'd like to tie multiple tables toge...

sanapol by New Contributor
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  • 0 kudos

Resolved! Email Delivery Status Report for Marketing Pro emails

We did an email to our customers using Marketing Pro. These emails do not show up on the Email Delivery Status report. Is there a similar report that we can review for the Marketing Pro emails that are sent out to see the status of these emails?

Tlfrazier by New Contributor II
  • 1 replies
  • 0 kudos