--- title: "Business Status Dashboard" slug: "business-status-dashboard-overview" tags: ["Area - Dashboards, Scorecards", "Focus - Construction", "Focus - Service Replacement", "Role - Owner Admin", "Type - Commercial", "Type - Residential"] updated: 2026-03-27T18:40:57Z published: 2026-03-27T18:40:57Z --- > ## 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 Status Dashboard ## 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](/v1/docs/business-status-dashboard-overview#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](/v1/docs/business-status-dashboard-overview#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. 1. On the *Business Status Dashboard* screen, click **Settings**![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png)****. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/business-status-dashboard-overview-image-vybmao1d.png) > **Note:** You can also go to the top toolbar and click **Settings**![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png) . In the side panel, go to **Operations > Dashboards**. 2. On the *Dashboard Settings* screen that opens, click on the **Business Status Dashboard** tab. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/business-status-dashboard-overview-image-fibi0qw2.png)On the *Business Status Dashboard* settings screen, you can: 1. 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. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/business-status-dashboard-overview-image-dtfcxp9a.png) 2. Use the toggle to turn each stage on or off. By default, the stages are turned on and visible on the dashboard. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/business-status-dashboard-overview-image-v2msv6lv.png) > **Note:** You must have at least one stage turned on for the dashboard to populate data. 3. Use the dropdown menus to select BUs for a stage. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/business-status-dashboard-overview-image-4a0h7zr0.png) > **Note:**The Leads stage doesn’t require BUs to be mapped. 3. When finished, click **Save Changes**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/business-status-dashboard-overview-image-5vrc43vn.png) ## 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. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/business-status-dashboard-overview-image-q3816l31.png) 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. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/business-status-dashboard-overview-image-hn2iuixe.png) 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](/v1/docs/business-status-dashboard-overview#view-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. ### ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/business-status-dashboard-overview-image-7ap4t4lh.png) ### Filter by Business Unit 1. Click the **Business Units** dropdown. 2. Select which BUs you want to report on. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/business-status-dashboard-overview-image-7rre3ibs.png) 3. When finished, click **Apply**. The dashboard refreshes with data from the selected BUs. ### Filter by Job Types 1. Click the **Job Types** dropdown. 2. Select which job types you want to report on. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/business-status-dashboard-overview-image-raqwu2yv.png)The dashboard refreshes with data from the selected job types. ### Filter by technician 1. Click the **Technician**dropdown. 2. Select which technicians you want to report on.![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/business-status-dashboard-overview-image-colzqtyv.png)The dashboard refreshes with data from the selected technicians. ### Set dashboard refresh rate 1. Click the **Refresh**dropdown. 2. Select the refresh rate you want for the dashboard. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/business-status-dashboard-overview-image-tg7xp248.png) ## 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. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/business-status-dashboard-overview-image-txcfxjv2.png) The *Pipeline Value* chart shows the total revenue value for stages that include revenue. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/business-status-dashboard-overview-image-tckugj94.png) > [!TIP] > **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. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/business-status-dashboard-overview-image-o0a3j1ug.png) ## 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. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/business-status-dashboard-overview-image-bu6ojxfl.png) ### ### 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. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/business-status-dashboard-overview-image-fnfelu9y.png) ### ### 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. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/business-status-dashboard-overview-image-eqbphgi4.png) ### 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. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/business-status-dashboard-overview-image-r883nq7a.png) ### 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. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/business-status-dashboard-overview-image-dclig7f3.png) ### 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. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/business-status-dashboard-overview-image-js0vmg96.png) ## ## Want to learn more? - See [Filter dashboards](/v1/docs/filter-dashboards-1) - See [Add and edit business units](/v1/docs/add-and-edit-business-units)