Sales Report with Follow Up Sales

We try to one sit close every job but we have a team inside that follows up on unsold jobs. Our issue is when those jobs sell we are now needing to create a 2nd job, the second job is counting as a new opportunity even when the non op/no charge box i...

Shrinkage Report

Has anyone been able to create a shrinkage report? What I've noticed from the reporting side and dashboards is that there doesn't seem like a lot of great applications for when you are trying to understand your inventory or supply chain. Sure you can...

MGK by New Contributor
  • 3 replies
  • 1 kudos

Operations Cost

Good morning -I am looking for a report that will show daily / weekly / monthly operating costs.Looking for the ability to break down by department and show cost vs income. Any suggestions?

Forecasting Report

I am looking for a way to forecast busy and slow seasons so we can better anticipate how to schedule our office and technicians. Is there a report that can better show comparatives for how many calls came in and how many jobs were attended on a week ...

AmyD by New Contributor
  • 2 replies
  • 0 kudos

Technician Dashboard on Desktop

I have a Comfort Specialist who uses the office version of ST along with the mobile version. I am trying to create a dashboard for him with only his Scoreboard items. Without having to build it from scratch, is there a way that anyone has had success...

MirandaMel by ServiceTitan Certified Administrator
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YOY trends custom dashboard

Am I missing something? When I run the YOY trends -completed revenue report it puts it in a nice graph why when I add it to a custom dashboard am I just getting columns of data? Does anyone know a way around this or do I need to submit an Idea?

Screenshot 2023-10-13 090635.png Screenshot 2023-10-13 090648.png
RandiThompson by ServiceTitan Certified Administrator
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Export Heat Map Data

The data on the Dashboard Heat Map is very helpful when monitoring marketing impact, Geo growth and year over year growth. After talking to Support there is not currently a way to export this data or create a custom report to see tha same data. Can a...

J3 by New Contributor
  • 1 replies
  • 1 kudos

Building Dashboards in Domo

I am wondering if anyone here has any experience with building Domo dashboards or reports by pulling in your info via the API from ServiceTitan? Since Total and Completed Revenue are not fields you cannot directly pull in via the API - so how are you...

RyanGay by ServiceTitan Certified Administrator
  • 2 replies
  • 0 kudos