Service Titan Knowledge Base

Campaign Summary report templateLast updated on 11/28/2022

The Campaign Summary template reports on the performance of your marketing campaigns. In the Campaign Summary template reports you can include call volume details, booking rates, revenue metrics, and more. Each line in the report represents a campaign.

Example Campaign Summary reports:

  • Report on which campaigns have the highest number of incoming calls from new customers

  • Schedule regular delivery of reports on marketing campaigns that generate the most revenue


Things to know

  • Walk-ins, repeat customers, and referrals can be considered marketing campaigns. For more, see Add marketing campaigns in ServiceTitan.

  • If a report item is underlined, select it and click the Expand icon-carat-right.png to drill down and view additional details.


Create a Campaign Summary report

Follow the steps to create a custom report based on the Campaign Summary template and select the columns to include in your report. For more information, see Create custom reports.

The Campaign Summary template has the following columns selected by default:

  • Campaign Name: Name of the marketing campaign

  • Advertised Number: Phone number assigned to the campaign

You can customize the report by selecting additional columns from the following sections:

  • Revenue and Sales Performance: Sales, conversion rates, lead details, and revenue for jobs booked from the campaign

  • Campaigns Basics: Details on the campaign

  • Marketing Metrics: Campaign click rates and sent email details Note: You can see this section if you use Marketing Pro.

  • Call Metrics: Counts of different call types

  • Job Totals: Job and conversion details related to the campaign

  • Technician and Employee Performance: Top performers in sales, close rates, revenue, and booking rates for the campaign

Note: If you use Marketing Pro, your report displays additional default columns.


Run a report

Before running your report, set filters for dates and business units (BUs).

  1. Use the From and To calendar fields to set a range of dates to run the report on.

    • 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

    Note: Date filters are applied depending on the report column. Hover over a column header to view details.

  2. Select Include Inactive to include inactive campaigns in your report results.

  3. From the Business Unit dropdown, select the BUs you want to report on. By default, the report runs for all BUs. Note: BU filters are applied depending on the report column. Hover over a column header to view details. You can filter your report by business units or business unit categories:

    • Click the dropdown to select individual BUs.

    • To report on BU categories such as trade or division, click Filter icon-filter.png, select the BU categories you want to include, and click Filter.

  4. When you're done setting your filters, click Run Report.

Tip: Click Edit Columns to add and remove columns. For further customization, you can also arrange and filter your results.




Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.