---
title: "Manage Modular Dashboard settings"
slug: "manage-modular-dashboard-settings"
updated: 2026-04-25T01:32:21Z
published: 2026-04-25T01:32:21Z
---

> ## 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.

# Manage Modular Dashboard settings

## Overview

Manage how the Modular Dashboard displays metrics and set viewing access for specific modules.

---

### 

#### Who uses this feature

- Administrators

## Things to know

- Modular Dashboard settings apply across your organization.
- If you have [global permission to view the dashboard](/v1/docs/manage-global-dashboard-permissions) but not a specific module, when you visit the Modular Dashboard, that module is missing from view.
- The billable efficiency setting for the Modular Dashboard also affects billable efficiency in reports and on Custom Dashboards.
- By default, access is enabled for all Modular Dashboard modules.

## Edit Modular Dashboard settings

Use settings to control what’s included on the Modular Dashboard:

1. 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)****.
2. In the side panel, go to **Operations**> **Dashboards**.
3. On the *Dashboard Settings* screen that opens, click the **Modular** tab. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-modular-dashboard-settings-image-fyoitrzk.png)
4. Under *Modular Dashboard Settings*, all setting toggles are turned off by default. Turn a toggle on to enable it. Settings include:
  1. **Exclude inactive divisions from the dropdown on tech scorecards**: Does not include inactive divisions on technician scorecards.
  2. **Hide inactive BUs from BU filter**: Does not include inactive business units (BUs) in the dashboard BU filter. **Note:** *This setting applies to Custom Dashboards as well as the Modular Dashboard.*
  3. **Hide inactive campaigns from marketing scorecards**: Does not include inactive campaigns on marketing scorecards.
  4. **Use Adjustment invoices in revenue calculations in tech scorecards**: Includes adjustment invoices when calculating revenue on technician scorecards.

> **Note:** Modular Dashboard date filters apply to the date of the adjustment invoice.
  5. **Use all invoice items in billable efficiency calculation**: Includes all invoice items when calculating billable efficiency. When off, only income items are used to calculate billable efficiency. Income items are pricebook items mapped to income general ledger (GL) accounts. *![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-modular-dashboard-settings-image-xglhyzn0.png)*

> **Note:** This setting also affects billable efficiency in reports and on Custom Dashboards.

Your new settings apply immediately.

## Set Modular Dashboard access

Manage access to specific modules so office employees with access to the Modular Dashboard only view the modules that are relevant to them.

1. 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) .
2. In the side panel, go to **Operations**> **Dashboards**. *Dashboard Settings* opens.
3. Click the **Modular** tab.
4. Under *Modular Dashboard Access*, click **Edit** for the module you want to manage access to.![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-modular-dashboard-settings-image-2ejqe77i.png)The access settings screen opens.
5. Select or deselect **View** for a company role to enable or disable access to the module![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-modular-dashboard-settings-image-crat7nnq.png)

> **Note:** To set access by individual employee, click **Manage by role** and select **Manage individual users** from the dropdown.*![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-modular-dashboard-settings-image-pb3kd0pk.png)*
6. When you’re finished, click **Save Changes**. A confirmation pop-up opens.
7. 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. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-modular-dashboard-settings-image-xsqc1l9h.png)

## 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) **