--- title: "Business Unit Dashboard - Revenue report" slug: "business-unit-dashboard-revenue-report" updated: 2026-10-15T01:19:04Z published: 2026-10-15T01:19:04Z canonical: "help.servicetitan.com/business-unit-dashboard-revenue-report" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Business Unit Dashboard - Revenue report ## Overview The Business Unit Dashboard - Revenue report shows revenue-related metrics for your business units (BUs). Each line in the report represents a BU. The report includes key performance indicators (KPIs) that correspond to the Modular Dashboard so you get a more detailed view of your dashboard metrics. --- ### #### Who uses this feature - Administrators and managers ## Things to know - Reported revenue KPIs are based on the BU of the invoice item. Item BU is listed on invoices. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/rd-bu-dash-revenue-invoice-item.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A36Z&se=2026-10-31T02%3A43%3A36Z&sr=c&sp=r&sig=ABgGZJQjSZZvtu78GI8QZk3OtjX5MgkzT2ciaiB5TLw%3D) - Invoice items default to the job BU unless: > **Note:** These features require account configuration. Contact [Technical Support](https://go.servicetitan.com/#/ask) for details. - You assign BUs to items in your pricebook - The item BU is manually updated - You update the BU on the job and your account is not configured to automatically update invoice item BUs ## Run report 1. Go to the navigation bar and click **Reports**. 2. In the *Business Unit Dashboard* section, click the **Revenue** report. The report opens. 3. Click the **From - To** field to set date filters. You can: - Use the calendar to select a specific date range and then click **Apply**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/date-picker.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A36Z&se=2026-10-31T02%3A43%3A36Z&sr=c&sp=r&sig=ABgGZJQjSZZvtu78GI8QZk3OtjX5MgkzT2ciaiB5TLw%3D) - Use the left menu to select a preset date range: - **Today:** From 12:00 AM to the current time. - **Yesterday:** Previous day, from 12:00 AM to 11:59 PM. - **This Week:** From Monday through Sunday of the current week. - **Week to Date:** From Monday through the current date of the current week. - **Last 7 Days:** Previous seven days, including today. - **Last 14 Days:** Previous 14 days, including today. - **Last 30 Days:** Previous 30 days, including today. - **Month to Date:** From the first of the current month to the current day. - **Last Month:** Entire month before the current month. For example, if the date is February 5, the entire month of January. - **Last 90 Days:** Previous 90 days, including today. - **This Quarter:** Current quarter, including future dates. For example, if the date is April 25, from April 1 - June 30. - **Last Quarter:** Entire quarter before the current quarter. For example, if the date is April 25, from January 1 - March 31. - **Quarter to Date:** From the first day of the current quarter to the current day. - **Year to Date:** From January 1 of the current year to the current day. - **Last 365 Days:** Previous 365 days, including today. - **Last Year:** From January 1 of the previous year to December 31. > **Note:** How date filters are applied depends on the KPI. Hover over a column header in the report to open a tooltip explaining how filters are applied. *![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/business-unit-dashboard---revenue-report-image-pd7vb7cr.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A36Z&se=2026-10-31T02%3A43%3A36Z&sr=c&sp=r&sig=ABgGZJQjSZZvtu78GI8QZk3OtjX5MgkzT2ciaiB5TLw%3D)* 4. From the **Invoice Item Business Unit** dropdown, select the invoice item BUs you want to report on. By default, the report runs for all BUs. You can filter your report by business units or business unit categories: 1. Click the dropdown to select individual BUs assigned to an invoice item. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/business-unit-dashboard---revenue-report-image-u7bihbo1.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A36Z&se=2026-10-31T02%3A43%3A36Z&sr=c&sp=r&sig=ABgGZJQjSZZvtu78GI8QZk3OtjX5MgkzT2ciaiB5TLw%3D) 2. Click **Filter** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-filter-alt.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A36Z&se=2026-10-31T02%3A43%3A36Z&sr=c&sp=r&sig=ABgGZJQjSZZvtu78GI8QZk3OtjX5MgkzT2ciaiB5TLw%3D) to select BU categories and click **Filter**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/business-unit-dashboard---revenue-report-image-bgxnq2bj.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A36Z&se=2026-10-31T02%3A43%3A36Z&sr=c&sp=r&sig=ABgGZJQjSZZvtu78GI8QZk3OtjX5MgkzT2ciaiB5TLw%3D) 5. Select **Include Inactive** to include inactive BUs in your report results. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/business-unit-dashboard---revenue-report-image-sq6ta8bc.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A36Z&se=2026-10-31T02%3A43%3A36Z&sr=c&sp=r&sig=ABgGZJQjSZZvtu78GI8QZk3OtjX5MgkzT2ciaiB5TLw%3D) 6. When you're finished setting your filters, click **Run Report**. ## Read report results Each line of the Business Unit Dashboard - Revenue report represents a BU. The report includes the following columns: - **Name**: Name of the BU. - **Completed Revenue**: Sum of income items on completed job invoices. > [!NOTE] > **Note:** Income items are pricebook items assigned to an income general ledger (GL) account. - **Opportunity Job Average**: Average revenue from job opportunities. > [!NOTE] > **Note:** A Job opportunity is a completed job not marked as No Charge, or is marked as No Charge with an invoice subtotal that meets the job type Sold threshold. - **Opportunity Conversion Rate**: Percent of job opportunities with an invoice subtotal that meets the job type sold threshold. - **Opportunity**: Total number of job opportunities. - **Converted jobs**: Total number of completed jobs whose invoice subtotal meets the job type sold threshold. - **Customer Satisfaction**: Average customer satisfaction score from 0 to 5 based on ServiceTitan survey responses. - **Adjustment Revenue**: Revenue from adjustment invoices added to jobs. - **Total Revenue**: Sum of all income items on completed job invoices and non-job invoices. - **Non-Job Revenue**: Revenue from invoices not tied to a job, including membership billing, counter sales, and Progress Billing. > [!TIP] > **Tip:** You can [arrange report columns and apply filters](/construction/docs/run-filter-and-export-reports#filter-and-arrange-a-report) for further customization. ## Drill down in reports You can drill down in reports to get additional details: 1. Click an underlined entry you want to drill down into. For example, click an entry in the *Completed Revenue* column. The entry is highlighted. ![Table displaying HVAC services with completed revenue and opportunities for each service.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/rd-bu-dash-revenue-select-entry.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A36Z&se=2026-10-31T02%3A43%3A36Z&sr=c&sp=r&sig=ABgGZJQjSZZvtu78GI8QZk3OtjX5MgkzT2ciaiB5TLw%3D) 2. In the highlighted entry, click **Expand** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-keyboard-arrow-right.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A36Z&se=2026-10-31T02%3A43%3A36Z&sr=c&sp=r&sig=ABgGZJQjSZZvtu78GI8QZk3OtjX5MgkzT2ciaiB5TLw%3D). A table opens in the report showing details for that entry including job and invoice numbers, relevant dates, and more. ![Table displaying HVAC Install revenue, job numbers, and completion dates for various invoices.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/rd-bu-dash-revenue-expand-entry.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A36Z&se=2026-10-31T02%3A43%3A36Z&sr=c&sp=r&sig=ABgGZJQjSZZvtu78GI8QZk3OtjX5MgkzT2ciaiB5TLw%3D) > [!TIP] > **Tip:** Click a job or invoice number to open the corresponding record in a new tab. ## Want to learn more? - See [Edit custom reports](/construction/docs/edit-custom-reports) - See [Run, filter, and export reports](/construction/docs/run-filter-and-export-reports) - See [Schedule reports](/construction/docs/schedule-reports) A job assigned to a technician that could result in a sale; the tech is expected to make the most of it. **It arises two ways:** - A sales tech sold an estimate and the office books the job, assigning a tech to perform the work. - A CSR books an incoming call and assigns a maintenance, install, or service tech directly (no sales tech dispatched). In both cases the opportunity belongs to the tech performing the work. [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The minimum subtotal dollar amount when you consider a job or estimate to be converted. When an invoice subtotal on completed job meets the sold threshold, it's considered a converted job. When an estimate meets the sold threshold, it's considered a closed estimate. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A job with an invoice subtotal greater than or equal to the sold threshold. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Invoicing customers in stages as specific milestones of a large project are completed rather than in one lump sum at the end. **What it does:** Improves cash flow on large or multi-day roofing and commercial jobs by collecting partial payments throughout the project. **Also called:** Milestone billing, Staged invoicing **Tags:** Roofing / Exteriors [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)