--- title: "Create and edit visualization modules for custom dashboards" slug: "create-and-edit-visualization-modules-for-custom-dashboards" updated: 2026-03-27T18:41:13Z published: 2026-03-27T18:41:13Z --- > ## 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 visualization modules for custom dashboards ## Overview Use visualization modules to show a graphical representation of key performance indicators (KPIs) on custom dashboards. You can create multiple styles of charts to get a high-level view of your business performance at a glance. --- ### #### 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. - Hover over a visualization element to view additional KPI details. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-visualization-modules-for-custom-dashboards-image-j2fyi9p7.png) ## Visualization types Custom dashboards support multiple visualization types, giving you flexibility in how you display your business metrics. Types include: - **Donut with legend and totals**: A pie chart that breaks down a KPI by another KPI with the total of the second KPI in the center. For example, a chart that shows the sum of sold estimates and the percentage of the total credited to each *Sold by* technician. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-visualization-modules-for-custom-dashboards-image-j6m05wqu.png) - **Simple bar chart**: A bar chart that breaks down a KPI by another KPI. For example, a module that shows the sum of sold estimate subtotals for each *Sold by* technician. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-visualization-modules-for-custom-dashboards-image-iclx9t8b.png) - **Multiple bar chart**: A bar chart that breaks down multiple KPIs by one dimension. For example, a module that shows the averages of sold estimate subtotals, revenue, and costs for each *Sold by* technician. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-visualization-modules-for-custom-dashboards-image-9mu8g9q1.png) - **Horizontal Bars**: The same as a simple bar chart except the bars are horizontal instead of vertical. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-visualization-modules-for-custom-dashboards-image-il6jn7or.png) ## Create a visualization module 1. While creating or editing a custom dashboard, click **Add Module**. 2. Under *Module Type*, click the dropdown and select **Visualization**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-visualization-modules-for-custom-dashboards-image-9c3iviq1.png) 3. Select the type of visualization you want to use. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-visualization-modules-for-custom-dashboards-image-dk1g9thz.png) An interactive example of the visualization opens. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-visualization-modules-for-custom-dashboards-image-cpifusjh.png) 4. Click **Next**. 5. 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. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-visualization-modules-for-custom-dashboards-image-dlczj74e.png) 6. Click the **Select Template** dropdown and select the report template you want to use. 7. Click the **Select KPI** dropdown and select the KPI you want to focus your report on. For example, to measure business unit (BU) job performance, select the BU name. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-visualization-modules-for-custom-dashboards-image-4gpg2whu.png) 8. From the next **Select KPI** dropdown, select the KPI you want to measure. For example, if you select the BU name in the first dropdown, when you select **Completed Revenue** in the second dropdown, the visualization shows completed revenue by BU. 9. From the **Aggregation Method** dropdown, select how you want to calculate the KPI in the visualization: > **Note:** Available options depend on the KPI. For example, *Sum* and *Average* are not available for date-based KPIs. 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 10. When you’re finished, click **Add**. Or, if you’re building a multiple bar chart and you want to add additional KPIs, click **Add New** and repeat steps 8 and 9. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-visualization-modules-for-custom-dashboards-image-hejvvo68.png) Edit a visualization 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-visualization-modules-for-custom-dashboards-image-xwo71ulk.png) 3. Click **Edit Dashboard**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-visualization-modules-for-custom-dashboards-image-r6ifq12t.png) 4. Edit the visualization 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-visualization-modules-for-custom-dashboards-image-e1zexwos.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)