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Posts

Close Rate Calculation

Hello, I noticed in the report that the close rate is showing as 60% for a case where I have 14 Total Jobs Booked and 8 Opportunities Booked. Based on logic, the Close Rate should be calculated as:function calculateCloseRate(closedOpportunities, sale...

Jibbran by New Contributor
  • 89 Views
  • 0 replies
  • 0 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?

Projects Dashboard Edit Project Status

Please vote for this idea!COMMUNITY-I-4942We'd love to be able to edit a projects status directly from the Project Dashboard instead of having to click into each project individually.

codybumpus by New Contributor III
  • 2235 Views
  • 3 replies
  • 7 kudos

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
  • 4671 Views
  • 4 replies
  • 0 kudos

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
  • 1622 Views
  • 1 replies
  • 0 kudos

Resolved! Revenue Goals on Dashboard

So the owner of our company assigns us revenue goals for each month. I was wondering if there was a way to capture this on service titan so our technicians can see how we are doing getting to that goal. I'm sure it is a custom field but was not sure ...

user_f54 by New Contributor II
  • 4417 Views
  • 5 replies
  • 1 kudos

Why are there not team metrics??????

Stupid Question?? Since the dispatch board is organized by teams set on the technician's profile, Why are there no team filters on the dashboards and reports?????Wouldn't that be an obvious and useful way to view your metrics? After all the group is ...

blutz by Valued Contributor
  • 3246 Views
  • 2 replies
  • 3 kudos