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...
As a business owner, I think it would be cool to get a text on my phone telling me the total revenue for that day. For me personally, I would have the text be sent every weekday at 6:45pm. I don't necessarily want the whole revenue report sent. I jus...
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 ...
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...
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 ...
So each day I do an end of day report. I've created a few reports that I run so that the boss has an idea of where we were yesterday, where we are now, and what to expect tomorrow. Also, he loves seeing if Estimates have been written and sent by tech...
We have tried various ways, and it takes too long to find something so simple, we must be doing it wrong. Right now we have to export to Excel an account owner's client list from a previous year, and then export a current one, then sort and find out ...
Is there a way to combine campaigns by category? For example, is there a way to add all of our magazine campaigns under the "Printing Advertising" category? If not, does anyone have recommendations to organize (clean up) our campaigns without getting...
Please go vote on my "IDEA" - COMMUNITY-I-2658 THE MEMBERSHIP CONVERSION RATE KPI/METRIC IS FLAWED. This metric is meant to show the percentage of membership opportunities that a technician converted to a membership. The calculation would be the numb...
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...
