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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
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Resolved! Best way to automatically pull data for analytics.

Does anyone have a good way they have found to automatically pull data from Service Titan that I could then connect to a BI dashboard like Power BI, Tableau, Looker Studio, etc? For example, performance reports that I can have updated automatically w...

rf-devin by New Contributor
  • 3424 Views
  • 2 replies
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Campaign summary reports

We've recently changed marketing companies and updated several numbers associated with our various campaigns. I'm curious how any are using the campaign summary report in monitoring campaigns. If so, have you created a more clean version of the Campa...

mcrowe by New Contributor
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  • 4 replies
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