Business Unit Dashboard - Revenue reportLast updated on 09/09/2022
The Business Unit Dashboard - Revenue report shows revenue-related metrics for your business units (BUs). Each line in the report represents a BU. The report includes key performance indicators (KPIs) that correspond to the Modular Dashboard so you get a more detailed view of your dashboard metrics.
Things to know
Reported revenue KPIs are based on the BU of the invoice item. Item BU is listed on invoices.
Invoice items default to the job BU unless:
You assign BUs to items in your pricebook
The item BU is manually updated
You update the BU on the job and your account is not configured to automatically update invoice item BUs
Note: These features require account configuration. Contact Technical Support for details.
Go to the navigation bar and click Reports.
In the Business Unit Dashboard section, click the Revenue report. Tip: To filter the reports listed onscreen, click the Categories dropdown and select Business Unit Dashboard.
The report opens.
Click the From - To field to set date filters. You can:Note: How date filters are applied depends on the KPI. Hover over a column header in the report to open a tooltip explaining how filters are applied.
Use the calendar to select a specific date range and click Apply.
Use the left menu to select a preset date range:
Today—From 12:00 AM to the current time
Yesterday—Previous day, from 12:00 AM to 11:59 PM
Last 7 Days—Previous seven days, including the current date
Last 14 Days—Previous 14 days, including the current date
Last 30 Days—Previous 30 days, including the current date
Month to Date—From the first of the current month to the current day
Last Month—Entire month before the current month. For example, if the date is February 5, the entire month of January.
Last 90 Days—Previous 90 days, including the current date
This Quarter—Current quarter, including future dates. For example, if the date is April 25, from April 1 - June 30.
Last Quarter—Entire quarter before the current quarter. For example, if the date is April 25, from January 1 - March 31.
Quarter to Date—From the first day of the current quarter to the current day
Year to Date—From January 1 of the current year to the current day
Last 365 Days—Previous 365 days, including the current date
From the Invoice Item Business Unit dropdown, select the invoice item BUs you want to report on. By default, the report runs for all BUs. You can filter your report by business units or business unit categories:
Click the dropdown to select individual BUs assigned to an invoice item.
Click Filter to select BU categories and click Filter.
Select Include Inactive to include inactive BUs in your report results.
When you're finished setting your filters, click Run Report.
Read report results
Each line of the Business Unit Dashboard - Revenue report represents a BU. The report includes the following columns:
Name—Name of the BU.
Completed Revenue—Sum of income items on completed job invoices. Note: Income items are pricebook items assigned to an income general ledger (GL) account.
Opportunity Job Average—Average revenue from job opportunities. Note: A job opportunity is a completed job not marked as No Charge, or is marked as No Charge with an invoice subtotal that meets the job type sold threshold.
Opportunity Conversion Rate—Percent of job opportunities with an invoice subtotal that meets the job type sold threshold.
Opportunity—Total number of job opportunities.
Converted Jobs—Total number of completed jobs whose invoice subtotal meets the job type sold threshold.
Customer Satisfaction—Average customer satisfaction score from 0 to 5 based on ServiceTitan survey responses.
Adjustment Revenue—Revenue from adjustment invoices added to jobs.
Total Revenue—Sum of all income items on completed job invoices and non-job invoices.
Non-Job Revenue—Revenue from invoices not tied to a job, including membership billing, counter sales, and progress billing.
Tip: You can arrange report columns and apply filters for further customization.
Drill down in reports
You can drill down in reports to get additional details:
Click an underlined entry you want to drill down into. For example, click an entry in the Completed Revenue column. The entry is highlighted.
In the highlighted entry, click Expand . A table opens in the report showing details for that entry including job and invoice numbers, relevant dates, and more.
Tip: Click a job or invoice number to open the corresponding record in a new tab.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.