--- title: "Create and edit KPI modules for custom dashboards" slug: "create-and-edit-kpi-modules-for-custom-dashboards" updated: 2026-03-27T18:41:18Z published: 2026-03-27T18:41:18Z --- > ## 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. # Create and edit KPI modules for custom dashboards ## Overview Use KPI modules to view up to six key performance indicators (KPIs) from a report template on custom dashboards. This lets you keep valuable business metrics on your dashboard, updated in real time. --- ### #### Who uses this feature - Office employees - This feature is available in the ServiceTitan Works package. Things to know - To create or edit a dashboard module, make sure you have the correct [dashboard permissions](/v1/docs/manage-global-dashboard-permissions) enabled. Contact your account administrator for help. ## Create a KPI module 1. While creating or editing a custom dashboard, click **Add Module**. 2. Under *Module Type*, click the dropdown and select **KPI**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-kpi-modules-for-custom-dashboards-image-o4qt8q09.png) 3. Click the **Template** dropdown and select the report template you want to build your module on. > [!TIP] > **Tip:** Use the search bar to find a specific template by name. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-kpi-modules-for-custom-dashboards-image-pro6f3i4.png) 4. Under *Select existing KPIs*, select the KPIs to include in the module. You can select up to six. 5. Click **Next**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-kpi-modules-for-custom-dashboards-image-vgsebrvf.png) 6. Edit the module settings as needed: 1. Enter a name for your module in the **Module Name** field. 2. Select **Hide module title row** to hide the module name and filters from view on the dashboard. 3. Under *Selected KPIs*, drag and drop KPIs to change their order. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-kpi-modules-for-custom-dashboards-image-6yjnobtu.png) 4. To change how you want to calculate the KPI in the module, next to *Aggregation method*, click **Expand**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-keyboard-arrow-down.png) and make a selection: 1. **Count:**Total number of entries 2. **CountDistinct:**Total number of unique entries 3. **Sum:**Sum of values 4. **Average:**Sum of values divided by the number of entries 5. **Minimum:**Smallest numerical value 6. **Maximum:**Largest numerical value ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-kpi-modules-for-custom-dashboards-image-9z8teqns.png) > **Note:** Available options depend on the KPI. For example, *Sum* and *Average* are not available for date-based KPIs. 7. When you’re finished, click **Add**. The module layout displays in the dashboard editor. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-kpi-modules-for-custom-dashboards-image-mckv5q1b.png) 8. If all looks good, click **Save** or, if you want to make further changes, you can [edit the KPI module](/v1/docs/create-and-edit-kpi-modules-for-custom-dashboards#edit-a-kpi-module). ## Edit a KPI module 1. Go to the navigation bar and click **Dashboard**. 2. Click the **Modular Dashboard** dropdown and select the dashboard with the module you want to edit. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-kpi-modules-for-custom-dashboards-image-z597oqx9.png) 3. Click **Edit Dashboard**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-kpi-modules-for-custom-dashboards-image-z3ri1csh.png) 4. Edit the KPI module as needed: 1. To edit the module name and KPIs, 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 module header. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-kpi-modules-for-custom-dashboards-image-i4554tnz.png) 2. To edit the default report filters, click **Filter**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-filter-alt.png)****. > **Note:** Some date range and business unit filters are set by the dashboard’s custom filters and cannot be edited unless you [exclude them from the custom filter](/v1/docs/manage-custom-dashboard-filters). For details on how filters are applied to a report template, see the corresponding [report template guide](/v1/docs/custom-reports). 3. To delete the module, click **Delete**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-delete.png)****. 5. When you’re finished editing the module, click **Save**. Want to learn more? - Visit ServiceTitan Academy to enroll in [Modular Dashboard](https://servicetitan.docebosaas.com/academy/learn/courses/320/Modular-Dashboard) - See [Create custom reports](/v1/docs/create-custom-reports)