Core Product

Dashboards & Scorecards

Monitor your business in real-time with customizable dashboards and performance scorecards — covering revenue trends, call booking efficiency, technician performance, and more.

New to Dashboards & Scorecards? Start here Jump to key workflows

Product overview

See Dashboards & Scorecards in action

Watch a walkthrough of the Modular Dashboard, including business metrics, CSR and technician scorecards, heat maps, and custom dashboard creation.

Setup

Dashboards and scorecards help you monitor your business in real-time — check daily sales, spot revenue trends, and track team performance in one place. Before using every module and scorecard, complete the steps below.

Setup checklist

Update your browser to the latest Chrome

The Dashboard requires Google Chrome version 86 or above for full feature access.

Set up and map business units

Many dashboards and scorecards filter by business unit. Also map BUs to Technician Scorecards.

Link pricebook items to GL accounts and add sold hours

Ensures revenue from pricebook items is tracked properly on the dashboards.

Configure job types with sold thresholds

Sold threshold settings measure sales and job performance across dashboards.

Set up call reasons and marketing campaigns

Required to track call booking rates and surface campaign call/booking metrics.

Enable job completion surveys

Technician scorecards include customer satisfaction metrics sourced from survey responses.

Required permissions

The Allow view, share and edit all reports and dashboards permission is required. See Manage global dashboard permissions for additional access options.

Once setup is complete

Access real-time business metrics, CSR and technician scorecards, geographic heat maps, marketing scorecards, and fully customizable dashboards.

Advanced Setup Guide — Dashboards & Scorecards

Step 1: Customize your dashboard settings. Go to Settings > Operations > Dashboards, click the Modular tab, and enable the setting toggles you want under Modular Dashboard Settings. See Manage Modular Dashboard settings for more.

Modular Dashboard Settings screen with toggles.

Step 2: Set module access by role. Under Modular Dashboard Access, click Edit for each module to select which company roles can view it. Select or deselect View for a role to enable or disable access. To manage access by individual employee, click Manage by role and select Manage individual users from the dropdown. Click Save Changes when done — select Apply changes to existing users to apply the new settings to employees already assigned to that role.

Modular Dashboard Access section with Edit buttons per module.

Role access panel with View checkboxes per company role.

Manage individual users dropdown option.

Step 3: Create custom dashboards. From the nav bar, go to Dashboard > Modular Dashboard > Create Dashboard. Name your dashboard and click Create, then add sections and modules from the Module Type dropdown. For custom KPI, report, and visualization modules, see Create and edit custom dashboard modules.

Modular Dashboard dropdown with Create Dashboard option.

Dashboard Name field with Create button.

Module Type dropdown set to Modular Dashboard modules.

Step 4: Edit custom dashboards. Open a custom dashboard and click Edit Dashboard. Drag modules to reorder them, drag the lower corner of a module to resize it, and use Add Module or Add Section to expand the dashboard. Click Delete to remove a module. Click Save when finished.

Edit Dashboard button on a custom dashboard.

Key workflows

Core workflows for monitoring performance and making data-driven decisions in ServiceTitan.

Dashboard modules Scorecards Custom dashboards Prebuilt dashboards

Dashboard modules

Real-time snapshots of business health, call booking efficiency, CSR performance, and geographic revenue distribution.

Dashboard business metrics — overall revenue, trends, and core KPIs

Dashboard call metrics — call booking efficiency and unbooked call review

Dashboard CSR metrics — call agent performance with individual scorecard links

Dashboard heat map — geographic view of job and revenue density by ZIP code

Filter dashboards by business unit or date range

Scorecards

Detailed performance insights for technicians, marketing campaigns, and field teams on the go.

Technician Scorecards — detailed technician performance grouped by BU Division

Marketing Scorecards — compare campaign results including Leads, Revenue, and ROI

Use the mobile scorecard in the ServiceTitan Mobile app

Map business units to Technician Scorecards

Custom dashboards

Build personalized dashboards with the metrics most important to your business, visible in a single real-time view.

Create and edit custom dashboards

Custom dashboard modules — understand the module types available

Manage who can access and view your custom dashboards

Manage custom dashboard filters — set default filters for custom dashboards

Prebuilt dashboards

Ready-made dashboards tailored to specific business types — Commercial, Construction, and Roofing.

Commercial Dashboard — tailored views of sales, revenue, financials, and contracts

Construction Dashboard — tailored view of project information

Business Status Dashboard — track Roofing jobs through key stages to spot bottlenecks

Troubleshooting & FAQ

Quick solutions to common issues and answers to frequently asked questions.

Troubleshooting

Step-by-step guides to resolve the most common issues.

Manage Modular Dashboard settings

Manage global dashboard permissions

Filter dashboards by business unit or date range

Map business units to Technician Scorecards

Frequently Asked Questions

Common questions about dashboards, scorecards, and KPI calculations.

How is a KPI calculated?

Each KPI on the Modular Dashboard is calculated differently. Click the Information icon at the top of a scorecard or module to view a scrollable list of reported KPIs that includes the equivalent report template and column, a brief definition, the calculation method, and any dependencies or notes.

Definition and calculation of average estimates per sales opportunity for technician performance.

Why doesn't my Technician Scorecard show any data?

Scorecards show technician KPIs based on completed jobs whose business unit (BU) is mapped to that scorecard.

If no BUs are mapped, you'll see the message "Looks like your scorecards need some setting up."Map business units to Technician Scorecards to resolve this.

Message indicating scorecards need setup with a button to map business units.

If BUs are mapped but no completed jobs exist for the selected filters, you'll see "No data available due to selected filters."Filter the dashboard for a wider date range or additional BUs.

Technician scorecards display no data due to selected filters; adjust filters for results.

Why can't I see all my sales metrics on the Sales scorecard?

The Sales scorecard shows KPIs for sales jobs whose BUs are mapped to the scorecard. If a technician sells estimates on a non-sales job, those KPIs appear on that job BU's scorecard in the Sales tab rather than the dedicated Sales scorecard.

Why aren't membership sales appearing on the dashboard?

For a membership sale to appear on the Modular Dashboard, the membership must be sold or renewed on an invoice. Make sure your membership types are configured with membership sale and renewal tasks in your pricebook. For more, see Create membership types.

Documentation Index

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