Overview
The Business Status Dashboard gives you visibility into the health of your business across your key customer stages. This end-to-end dashboard allows you to identify any area in sales and/or production processes operating well or missing expectations. It provides a high-level view of the results in each stage and enables you to drill down to get more details and inform your actions and follow-up conversations.
Who uses this feature
Business Owners, Operations Managers
Primarily for Residential Roofing Companies
This feature is currently in closed beta and available for specific accounts. Please contact your Customer Success Manager (CSM) for details.
Things to know
You must turn on at least one stage to use the Business Status Dashboard. For more, see Map business units to business status stages.
Viewing the dashboard in real time gives the most up-to-date information.
Viewing the dashboard at a specific point in time (PIT) gives you information on that date.
Note: PIT view may make some of the data unavailable.
You can drill down into specific metrics for each stage of the dashboard. For more, see View additional metrics.
Benefits of using this feature
Reduce the likelihood of missing sales and revenue goals by being able to course correct faster
Improve sales and production cycle times
Better positioned for merger and acquisition (M&A) opportunities
Business Status Dashboard stages
Leads
The Leads stage captures all unbooked inbound and/or outbound leads that require follow-up. This stage allows you to follow up with the best and highest-value leads quickly.
Leads enter this stage:
A lead record is created
Leads exit this stage:
The lead record is closed/dismissed or converted into a sales job
Prospects
The Prospects stage captures all booked sales jobs and all completed sales jobs with an open estimate and no sold estimates. This stage helps you gauge potential sales and follow up with open opportunities quickly.
Prospects enter this stage:
A sales job is scheduled
Prospects exit this stage:
The sales job status is Completed with at least one sold estimate. The job then moves to the next stage in the pipeline.
The sales job status is Completed without an estimate The job then drops from the pipeline.
The sales job status is Canceled. The job then drops from the pipeline.
The sales job status is Completed with all dismissed estimates. The job then drops from the pipeline.
Backlog
The Backlog stage captures all sold estimates on completed sales jobs within a project that haven’t been executed. The backlog gives you insight into your company’s sales. It also represents your production jobs for which teams are preparing.
This stage helps you know how much revenue you have waiting to be earned. It helps you identify if there are any hold-ups and focus your time on the outstanding items that need to be completed.
Jobs enter this stage:
The project status is Pending Scheduling.
The job status is Completed with at least one sold estimate.
Jobs exit this stage:
The project status changes to Scheduled or In Progress. The job then moves to the next stage in the pipeline.
The project status changes to Canceled. The job then drops from the pipeline.
Note: If you don’t use project statuses on the project page, the default status will be considered Pending Scheduling.
Execution
The Execution stage captures all projects that are in progress and have unfinished production jobs, for example, the job status is Scheduled, In Progress, or Hold. This stage gives you visibility to move production jobs to invoicing as quickly as possible.
Jobs enter this stage:
The project or job status is Scheduled.
Jobs exit this stage:
The project or job status is Completed. The job then moves to the next stage in the pipeline.
The project or job status is Canceled. The job then drops from the pipeline.
Completed
The Completed stage captures all completed production jobs inside completed projects. This stage gives you visibility into the number of production jobs, such as revenue-earning jobs, that have been completed. It can help you see how many production jobs can be completed in a given day.
Jobs enter this stage:
The project or job status is Complete.
Jobs exit this stage:
The date the project or job statuses are marked Complete fall outside the date filter when using point-in-time view.
Invoicing
The Invoicing stage captures all unpaid and/or partially paid invoices attached to completed production jobs. This stage helps you collect invoice balances promptly.
Jobs enter this stage:
The job is a completed production job with an unpaid invoice within a project.
The job status is Complete.
Jobs exit this stage:
The job has a fully paid invoice.
Map business units to business status stages
To see data in the Business Status Dashboard, you must first map Business Units (BUs) to a stage. For example, mapping sales BUs to the Prospects stage.
On the Business Status Dashboard screen, click Settings
.
Note: You can also go to the top toolbar and click Settings
. In the side panel, go to Operations > Dashboards. On the Dashboard Settings screen that opens, click on the Business Status Dashboard tab.
On the Business Status Dashboard settings screen, you can:Use Default Mapping to map BUs to stages automatically. Default mapping looks at your business unit names and selects BUs that best fit the different stages. For example, if you need to map the Prospects stage, it automatically selects any BU with Sales in the name. Click Default Mapping to automatically map your BUs to stages. You can save the default mapping results or discard them by exiting the page.
Use the toggle to turn each stage on or off. By default, the stages are turned on and visible on the dashboard.
Note: You must have at least one stage turned on for the dashboard to populate data.
Use the dropdown menus to select BUs for a stage.
Note: The Leads stage doesn’t require BUs to be mapped.
When finished, click Save Changes.
Filter the Business Status Dashboard
By default, the Business Status Dashboard displays key performance metrics in a real-time view across all active BUs. You can filter the dashboard for specific BUs, job types, and technicians and change the view from real-time to a particular point in time. You can also set a refresh rate for the dashboard.
Note: In ServiceTitan, technicians is a generic word that can refer to your salespeople in the field or install labor.
Filter by time
The Business Status Dashboard defaults to the real-time view to display the most up-to-date business metrics. To see business performance on a specific day in the past, you can change the view to Point in Time (PIT). Turn on the PIT toggle to change the view to point in time.
After turning on PIT view, you can filter the dashboard to a specified day with the Date Filter.
Note: The Date Filter isn’t available in real-time mode.
With PIT view, some of the information provided in the drill-downs might be outdated and irrelevant compared to the real-time data. Some additional metrics are also unavailable with the PIT view.
When PIT is selected, there is a new State column added to the stage tables under Additional Metrics. The State column shows whether the lead is still in or out of the stage as of the current day. For example, if you view the Leads stage using PIT mode and set the date selector to a past date, a lead with Out in the State column is no longer in the Leads stage as of today. So, if you click on the Lead to view it in a new tab, the lead details on the tab may be different than how they appear in the Leads stage table on the Business Status Dashboard.
Filter by Business Unit
Click the Business Units dropdown.
Select which BUs you want to report on.
When finished, click Apply.
The dashboard refreshes with data from the selected BUs.
Filter by Job Types
Click the Job Types dropdown.
Select which job types you want to report on.
The dashboard refreshes with data from the selected job types.
Filter by technician
Click the Technician dropdown.
Select which technicians you want to report on.
The dashboard refreshes with data from the selected technicians.
Set dashboard refresh rate
Click the Refresh dropdown.
Select the refresh rate you want for the dashboard.
Sales and Production overview
The top section of the Business Status Dashboard displays top-level pipeline metrics in bar charts to give a quick visual representation of the state of your business.
The Pipeline Quantity chart shows the total count in each pipeline stage.
The Pipeline Value chart shows the total revenue value for stages that include revenue.
Tip: Hovering over a stage on each chart shows a total count or total revenue for that stage.
The totals for each stage represented in the charts are displayed below the bar charts. 
View additional metrics
The Additional Metrics section provides a deeper view into the data that comprise each stage of your business. Click the tab to view details for that stage.
Note: Some of the additional metrics are unavailable when using PIT view.
Leads
The Leads tab displays information about open and unbooked leads. Click the card to view details about the following:
Leads #: The number of leads with Open status.
# of Unworked Leads: The number of leads with Open status and ‘0’ in # of Follow Ups field.
# of Overdue Lead Follow-Ups: The number of leads with Open status that have a past date in Next Follow Up Date.
# of Engaged Leads: The number of leads with Open status and ‘1’ or more in the # of Follow Ups field.
# of Converted Leads: The number of leads with a Converted status.
# of Dismissed Leads: The number of leads with a Dismissed status.
Average Time in Stage: The average amount of time, in days, an individual lead is in the Leads stage divided by the total number of leads.
Click the Lead # to open the lead in a new tab.
Prospects
The Prospects tab displays information about booked sales jobs and all completed sales jobs with an open estimate and no sold estimates.
Note: Sales jobs are jobs attached to sales business units. Business units are counted as sales when mapped to the Prospects stage in Dashboard Settings.
Click the card to view details about the following:
Prospects #: The number of sales jobs (in Scheduled, In Progress, or Hold status); and, count of sales jobs (in Completed status) with an estimate created, but not sold.
# of Booked Sales Jobs: The number of booked sales jobs in Scheduled, In Progress, or Hold status.
# Unassigned Booked Sales Jobs: The number of sales jobs without assigned technicians in Scheduled or Hold status.
# of Cancelled Booked Sales Jobs: The number of sales jobs with a Canceled status.
# of Open Estimates on Completed Jobs: The number of estimates in Open status on completed sales jobs with no sold estimates.
$ of Open Estimates on Completed Jobs: The total dollar amount of all estimates in Open status from completed sales jobs with no sold estimates.
Average # of Estimates per Sales Job: The number of all estimates from sales jobs that are in progress, scheduled, or on hold and completed jobs with no sold estimates divided by the number of all sales jobs that are in progress, scheduled, or on hold and completed jobs with no sold estimates.
Average $ of Estimates per Sales Job: The dollar amount of all estimates from sales jobs that are in progress, scheduled, or on hold and completed jobs with no sold estimates divided by the number of all sales jobs that are in progress, scheduled, or on hold and completed jobs with no sold estimates.
Average Days Estimates are Open: The number of days from today’s date to the created on date for all estimates from sales jobs that are in progress, scheduled, or on hold and completed jobs with no sold estimates divided by the number of all estimates from sales jobs that are in progress, scheduled, or on hold and completed jobs with no sold estimates.
Average Time in Stage: The average amount of time, in days, an individual sales job is in the Prospects stage divided by the total number of sales jobs.
In the table, you can:
Click the Job Number to open the job in a new tab.
Click the Customer Name to open the Customer Record in a new tab.
Click the Location Name to open the Location Record in a new tab.
Click the Opportunity # to open the Opportunity Follow-Up in a new tab.
Click the Highest estimate amount or Profit margin for highest estimate amount to open the Estimate in a new tab.
Click the Project Number to open the Project in a new tab.
Backlog
The Backlog tab displays information about all sales jobs within the project that haven’t been executed yet because pre-installation steps need to be completed.
Note: Sales jobs are jobs attached to sales business units. Business units are counted as sales when mapped to the Backlog stage in Dashboard Settings. If you don’t use project statuses on the project page, the default status will be considered Pending Scheduling even though the project page shows status as select status.
Click the card to view details about the following:
Backlog #: The number of sold estimates on completed sales jobs within projects with Pending Scheduling status.
Backlog $: The total dollar amount of all sold estimates on completed sales jobs within the projects with the Pending Scheduling status.
Total Projects #: The number of projects in Pending Scheduling status with a completed sales job with a sold estimate.
Total On Hold Projects #: The total number of projects in Hold status and a completed sales job with a sold estimate.
Total Canceled Projects #: The number of projects in Canceled status and a completed sales job with a sold estimate and no production jobs created.
Average Ticket Size $: The total dollar amount of all sold estimates on a sales job that are attached to a project divided by the number of all projects with the status Pending Scheduling.
Average Time in Stage: The average amount of time, in days, an individual sold estimate is in the Backlog stage divided by the total number of projects.
In the table, you can:
Click the Job Number to open the job in a new tab.
Click the Customer Name to open the Customer Record in a new tab.
Click the Project Number to open the Project in a new tab.
Execution
The Execution tab displays information about all production jobs that are unfinished within projects that are in progress, for example, the project status is Scheduled, In Progress, or Hold.
Note: Production jobs are jobs attached to production business units. Business units are counted as production when mapped to the Execution state in Dashboard Settings.
Click the card to view details about the following:
Execution #: The number of production jobs (in Scheduled, In Progress, or Hold status) within a project (in Scheduled, In Progress, or Hold status) that has a completed sales job with a sold estimate.
Execution $: The total dollar amount of income invoice items from production jobs (with Scheduled, In Progress, or Hold status) within a project (in Scheduled, In Progress, or Hold status) that has a completed sales job with a sold estimate.
Total Cancellations #: The total number of projects in Canceled status with a completed sales job, at least one sold estimate, and production jobs.
Average Time in Stage: The average amount of time, in days, a project that has a completed sales job with a sold estimate and production jobs divided by the number of projects in Scheduled, In Progress, and Hold status that have completed sales jobs with a sold estimate and production jobs created.
In the table, you can:
Click the Job # to open the Job in a new tab.
Click the Customer Name to open the Customer Record in a new tab.
Click the Location Name to open the Location Record in a new tab.
Completed
The Completed tab displays information about all completed production jobs inside completed projects.
Note: Production jobs are jobs attached to production business units. Business units are counted as production when mapped to the Completed stage in Dashboard Settings.
Click the card to view details about the following:
Completed #: The total of all completed production jobs within a project in Completed status.
Completed $: The total dollar amount of income invoice items from completed production jobs within a project in Completed status.
Total Projects #: The total number of projects in Completed status with all production jobs in Completed status.
Average Profit Margin: The average of profit margins of completed production jobs.
Average Job Duration: The average production job durations. Job duration is the difference between job completed date and job scheduled date.
In the table, you can:
Click the Project # to open the Project in a new tab.
Click the Job # to open the Job in a new tab.
Click the Customer Name to open the Customer Record in a new tab.
Click the Location Name to open the Location Record in a new tab.
Click the Invoice # to open the Invoice in a new tab.
Invoicing
The Invoicing tab displays information about all unpaid and/or partially paid invoices that are attached to completed production jobs, according to mapping.
Note: Production jobs are jobs attached to production business units. Business units are counted as production when mapped to the Invoicing stage in Dashboard Settings.
Click on a card to view details about the following:
Invoicing #: The number of invoices on completed production jobs that have Unpaid, Partially Paid, or Overdue status.
Invoicing $: The dollar amount of invoices on completed production jobs that have Unpaid, Partially Paid, or Overdue status.
Total $ of Invoices Overdue: The total dollar amount of invoices on completed production jobs where the invoice status is Overdue.
Total # of Invoices Overdue: The total number of invoices on completed production jobs where the invoice status is Overdue.
Average Age of Invoices: The [sum of aging invoices] divided by [count of not fully paid invoices on completed production jobs].
In the table, you can:
Click the Job Number to open the job in a new tab.
Click the Customer Name to open the Customer Record in a new tab.
Click the Location Name to open the Location Record in a new tab.
Click the Invoice # to open the Invoice in a new tab.
