Overview
The Modular Dashboard’s heat map displays a color-coded map showing revenue amounts and work order counts by ZIP code for the areas you serve. Click a zone to view a list of work orders for that ZIP code.
Note: Depending on your account's configuration, you might see one or more of the following:
Items and Pricing instead of Pricebook.
Customer instead of Homeowner.
Procurement instead of Inventory.
The names are different, but everything works the same way. For more, see Commercial Personalization Platform - FAQ.
Who uses this feature
Administrators and managers
Things to know
By default, the Modular Dashboard shows metrics for the current day and all business units (BUs). You can filter the dashboard for specific date ranges.
Date filters apply to work order completion date.
The inset in the corner of the map shows a color-coded legend for the levels of revenue amounts and work order counts.
Work orders appear on the heat map when the work order is completed, the location is verified, and the Invoice meets or exceeds the work order type Sold threshold.
If no work orders have been completed, the heat map defaults to display Los Angeles, CA. Once a work order appears on the heat map, the map updates to display around the work order location.
Interact with the Heat Map
The heat map is broken up into Zones where work orders were completed within the date filter. Each zone represents a ZIP code. By default, the map shows revenue details.
Note: Revenue is the sum of income items on completed work order invoices. Income items are Items and Pricing items assigned to an income general ledger (GL) account.
You can interact with the map:
Click the + and - icons on the map to zoom in and out. You can also navigate the map using your mouse and keyboard:
Click and drag or use the arrow keys to move the map.
Use your mouse wheel or touchpad to zoom in and out.
Click the Key icon in the upper corner of the map to hide the legend.
Click the Work Orders and Revenue tabs to change which metric you want to map.
Hover over a zone to view the ZIP code and number of completed work orders or total revenue.
View work order details
You can view work order details within the heat map:
Click a zone to open a list of completed work orders for that ZIP code, including customer name, work order type, and revenue.
Click a work order in the list to open the work order record in a new browser tab.
Want to learn more?
Visit ServiceTitan Academy to enroll in Modular Dashboard