Dashboards and scorecards provide a comprehensive and immediate understanding of your operational health. They offer snapshots of overall business performance, the efficiency of call booking, the effectiveness of call agents, and the geographical distribution of jobs and revenue. This allows you to quickly identify strengths, pinpoint areas needing improvement, and make data-driven decisions.
Setup
What you need to get started and how it works
Dashboards and scorecards help you to monitor your business in real-time. You can check in on daily sales, spot revenue trends, and see how your team's doing all in one place. With tools like customizable KPIs, heat maps, and leaderboards for technicians and CSRs, you'll have everything you need to make smart decisions fast.
To make use of every module and scorecard on the Modular Dashboard:
Ensure that you update your browser to the latest version of Google Chrome to access all dashboard features. The Dashboard supports Google Chrome version 86 and above.
Make sure your business units are set up and mapped to the proper trades or divisions of your business. Many of the dashboards and scorecards use business units for filtering. You should also map business units to Technician Scorecards.
Confirm that your pricebook items are linked to Income general ledger (GL) accounts and have defined sold hours. This ensures you're tracking revenue from pricebook items properly on the dashboards.
Check that you have job types set up with sold thresholds. The sold threshold setting is used to measure sales and job performance on the dashboards.
Make sure you have call reasons set up to track call booking rates, and add marketing campaigns to show call and booking metrics from your campaigns.
Set up job completion surveys. The technician scorecards include customer satisfaction metrics, which come from the surveys.
Required permissions
The Allow view, share and edit all reports and dashboards permission is required to access the dashboards.
For additional dashboard permissions, see Manage global dashboard permissions.
Advanced setup
Step 1: Customize your dashboard settings
Go to the top toolbar and click Settings
.In the side panel, go to Operations > Dashboards.
On the Dashboard Settings screen that opens, click the Modular tab.
Under Modular Dashboard Settings, all setting toggles are turned off by default. Turn a toggle on to enable it.
Step 2: Select who can access and view specific modules
Go to the top toolbar and click Settings
.In the side panel, go to Operations > Dashboards.
On the Dashboard Settings screen that opens, click the Modular tab.
Under Modular Dashboard Access, click Edit for the module you want to manage access to.
Select or deselect View for a company role to enable or disable access to the module.
Note: To set access by individual employee, click Manage by role and select Manage individual users from the dropdown.
When you're finished, click Save Changes. On the confirmation pop-up, click Save to confirm the action.
Note: To apply the new access settings to employees already assigned to that role, select Apply changes to existing users. Otherwise, the new settings only apply to office employees assigned to that role after you save the changes.
See Manage Modular Dashboard settings for more.
Step 3: Create custom dashboards
Go to the navigation bar and click Dashboard.
Click the Modular Dashboard dropdown and select Create Dashboard.
Enter a name for your dashboard in the Dashboard Name field and click Create.
The dashboard editor opens with a new section for you to edit.
Next to the section name, click More
and select Edit Name to rename the section. 
Add additional modules:
Click Add Module.
From the Module Type dropdown, select Modular Dashboard modules.
Note: For custom KPI, report, and visualization modules, see Create and edit custom dashboard modules.
Select a Modular Dashboard module and click Add.
Create additional dashboard sections and add additional modules to the section.
Repeat steps 5 - 7 for as many sections and modules as you want on the dashboard.
When you're finished, click Save.
Step 4: Edit custom dashboards
Go to the navigation bar and click Dashboard.
Click the Modular Dashboard dropdown and select the custom dashboard you want to edit.
Click Edit Dashboard.
To rearrange and edit the dashboard:
Click Drag for a module and drag it to move its place on the dashboard.
Click and drag the lower corner of a module to resize it.
Click Delete for a module to remove it from the dashboard.
Click Add Module to add a module.
Click Add Section to add a dashboard section.
When you're done editing the dashboard, click Save.
Key workflows
Dashboard modules
These dashboard modules offer you a comprehensive and immediate understanding of your operational health. By providing snapshots of overall business performance, the efficiency of call booking, the effectiveness of call agents, and the geographical distribution of jobs and revenue, you can quickly identify strengths, pinpoint areas needing improvement, and make data-driven decisions to optimize resource allocation and enhance customer service.
These are the key modules included in the Dashboard.
Dashboard business metrics: Shows overall company health snapshot such as revenue, trends, and core KPIs.
Dashboard call metrics: Focuses on call booking efficiency and allows reviewing unbooked calls from a list with recordings.
Dashboard CSR metrics: Tracks call agent performance with comparison tables/charts and links to individual agent scorecards.
Dashboard heat map: Displays a geographic map of job/revenue density by ZIP code.
Filter dashboards to narrow them down by business unit or date range.
Scorecards
These scorecards provide you with a powerful suite of tools to drive performance and optimize operations. By offering detailed insights into individual technician performance, enabling direct comparison of marketing campaign effectiveness, and giving technicians on-the-go access to their key metrics, you can foster accountability, make data-driven marketing decisions, and empower your field teams.
These are the key scorecards included in the Dashboard.
Technician Scorecards: Display detailed technician performance, grouped by the job's BU Division.
Marketing Scorecards: Compares marketing campaign results, such as Leads, Revenue, and ROI.
Use the mobile scorecard in the ServiceTitan Mobile app: Provides technicians a view of their key metrics directly within the ServiceTitan Mobile app, filterable by date.
Custom dashboards
Create customized dashboards so that the business metrics most important to you are available in a single view in real-time.
Understand the different custom dashboard modules you can add to custom dashboards.
Manage who can access and view your custom dashboards.
Manage custom dashboard filters to set different default filters for your custom dashboards.
Prebuilt dashboards
These are prebuilt dashboards specific to your business type, such as Commercial or Roofing.
The Commercial Dashboard is a ready-made dashboard for Commercial businesses, providing tailored views of sales, revenue, financials, contracts, and more.
The Construction Dashboard is a ready-made dashboard for Construction businesses, providing tailored view of project information.
The Business Status Dashboard is a specialized dashboard used by Roofing companies to track jobs through key business stages (Leads > Prospects > Backlog > Execution > Completed > Invoicing), identifying workflow bottlenecks.
FAQ
Check out the most frequently asked questions for Dashboards and Scorecards.
How is a KPI calculated?
Each key performance indicator (KPI) on the Modular Dashboard is calculated differently. Click the Information icon at the top of a scorecard or module to view a scrollable list of the reported KPIs that includes:
Equivalent report template and column of the KPI
Brief definition
Calculation of the KPI
Dependencies and additional notes
Why doesn’t my technician scorecard show any data?
Scorecards show technician key performance indicators (KPIs) based on completed jobs whose business unit (BU) is mapped to that scorecard.
If no BUs are mapped to the scorecard, you see the message, Looks like your scorecards need some setting up. To set up your scorecard, or to include additional BUs, map business units to Technician Scorecards.
If there are no completed jobs to report on, you see the message, No data available due to selected filters. Filter the dashboard for a wider date range or additional BUs.
Why can’t I see all my sales metrics on the Sales scorecard?
The Sales scorecard shows KPIs for sales jobs whose BUs are mapped to the scorecard. If a technician sells estimates on a non-sales job, the KPIs appear on that job BU's scorecard in the Sales tab.
Why aren't membership sales appearing on the dashboard?
For a membership sale to appear on the Modular Dashboard, the membership must be sold or renewed on an invoice. Make sure your membership types are configured with membership sale and renewal tasks in your pricebook. For more, see Create membership types.