Product overview
See Custom Dashboard Modules in action
A visualization module displaying a bar chart that compares the sum of subtotals on opportunities and converted jobs.
Overview
Create your own modules that you can use with custom dashboards. You can embed reports, show individual business metrics, and create visual charts based on key performance indicators from dozens of report templates.
Note: To create or edit dashboard modules, make sure you have the correct dashboard permissions enabled. Contact your account administrator for assistance.
Module types
Report module
Run a custom report on your dashboard.
KPI module
Display up to six key performance indicators (KPIs) from a report template.
Visualization module
Show a graphical representation of KPIs. For example, create a bar chart that compares the sum of subtotals on opportunities and converted jobs.
Requires Access
Creating custom dashboards is dependent on the ServiceTitan package you have. Contact your Customer Success Manager for more information.
Once setup is complete
Create report, KPI, and visualization modules to populate your custom dashboards with the metrics that matter most to your business.
Key workflows
Core workflows for using Custom Dashboard Modules.
Create and manage custom dashboards
Create and manage custom dashboards
Build, filter, configure, and share your custom dashboards.
Create and manage custom dashboard modules
Create and manage custom dashboard modules
Build report, KPI, and visualization modules for your dashboards.