Core Product

Custom Dashboard Modules

Create your own modules that you can use with custom dashboards — embed reports, show individual business metrics, and build visual charts based on key performance indicators.

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Custom Dashboard Modules — visualization module example

Product overview

See Custom Dashboard Modules in action

A visualization module displaying a bar chart that compares the sum of subtotals on opportunities and Converted jobs.

Overview

Create your own modules that you can use with custom dashboards. You can embed reports, show individual business metrics, and create visual charts based on key performance indicators from dozens of report templates.

Note: To create or edit dashboard modules, make sure you have the correct dashboard permissions enabled. Contact your account administrator for assistance.

Module types

Report module

Run a custom report on your dashboard.

KPI module

Display up to six key performance indicators (KPIs) from a report template.

Visualization module

Show a graphical representation of KPIs. For example, create a bar chart that compares the sum of subtotals on opportunities and converted jobs.

Requires Access

Creating custom dashboards is dependent on the ServiceTitan package you have. Contact your Customer Success Manager for more information.

Once setup is complete

Create report, KPI, and visualization modules to populate your custom dashboards with the metrics that matter most to your business.