Posts

Glossary of ST Dashboard Terms?

Is there a glossary that exists that shows all the explanation of the terms used on the modular dashboard? I have the download of the mobile scorecard sheet and it has the ones for that on it, but I am looking for a full glossary.

MirandaMel by ServiceTitan Certified Administrator
  • 162 Views
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DASHBOARD REPORTING

I am looking for a way to build my custom dashboard from a report I am using. The issue I am running into is the way that all of the modules auto generate their calculations from, is not the same way that We calculate the numbers. Therefore, I still ...

ACooper by ServiceTitan Certified Administrator
  • 681 Views
  • 1 replies
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Lead Opportunities Double Counting

Please vote for this idea if you like it and get your friends to upvote it as well!!!COMMUNITY-I-2117When we are looking at company wide close rates and opportunity job averages, jobs created from technician leads double count. It would be nice to be...

AdamCronenberg by ServiceTitan Certified Administrator
  • 2025 Views
  • 4 replies
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Better reporting on Cancelations on Dashboard

Please vote for this idea if you like it and get your friends to upvote it as wellCOMMUNITY-I-2115Not all cancelations are bad cancellations, but it would be nice if the cancelations reasons could be differentiated for those you want to count on the ...

AdamCronenberg by ServiceTitan Certified Administrator
  • 1905 Views
  • 4 replies
  • 2 kudos

KPI's on an Accrual Basis

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 an...

msjewell23 by New Contributor II
  • 1162 Views
  • 1 replies
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Automate Non Opportunity on Sold Jobs

Is it possible to automatically check the non opportunity box when creating a sold job? I thought tagging it with a tag that has the "conversion opportunity" box unchecked would do this, but it doesn't appear to be working. We are looking to have acc...

ryan_cal by New Contributor
  • 1166 Views
  • 1 replies
  • 0 kudos