Service Titan Knowledge Base

Create and edit visualization modules for custom dashboardsLast updated on 03/22/2022

Use visualization modules to show a graphical representation of key performance indicators (KPIs) on custom dashboards. You can create multiple styles of charts to get a high-level view of your business performance at a glance.

Things to know

  • To create or edit a dashboard module, make sure you have the correct dashboard permissions enabled. Contact your account administrator for help.

  • Hover over a visualization element to view additional KPI details.

Visualization types

Custom dashboards support multiple visualization types, giving you flexibility in how you display your business metrics. Types include:

  • Donut with legend and totals—A pie chart that breaks down a KPI by another KPI with the total of the second KPI in the center. For example, a chart that shows the sum of sold estimates and the percentage of the total credited to each Sold by technician.

  • Simple bar chart—A bar chart that breaks down a KPI by another KPI. For example, a module that shows the sum of sold estimate subtotals for each Sold by technician.

  • Multiple bar chart—A bar chart that breaks down multiple KPIs by one dimension. For example, a module that shows the averages of sold estimate subtotals, revenue, and costs for each Sold by technician.

  • Horizontal Bars—The same as a simple bar chart except the bars are horizontal instead of vertical.

Create a visualization module

  1. While creating or editing a custom dashboard, click Add Module.Add Module opens.

  2. Under Module Type, click the dropdown and select Visualization.

  3. Select the type of visualization you want to use.

    An interactive example of the visualization opens.

  4. Click Next. Visualization Module Settings opens.

  5. Edit the module settings as needed:

    • Enter a name for your module in the Module Name field.

    • Select Hide module title row to hide the module name and filters from view on the dashboard.

  6. Click the Select Template dropdown and select the report template you want to use.

  7. Click the Select KPI dropdown and select the KPI you want to focus your report on. For example, to measure business unit (BU) job performance, select the BU name.

  8. From the next Select KPI dropdown, select the KPI you want to measure. For example, if you select the BU name in the first dropdown, when you select Completed Revenue in the second dropdown, the visualization shows completed revenue by BU.

  9. From the Aggregation Method dropdown, select how you want to calculate the KPI in the visualization:

    • Count—Total number of entries

    • CountDistinct—Total number of unique entries

    • Sum—Sum of values

    • Average—Sum of values divided by the number of entries

    • Minimum—Smallest numerical value

    • Maximum—Largest numerical value

    Note: Available options depend on the KPI. For example, Sum and Average are not available for date-based KPIs.

  10. When you’re finished, click Add. Or, if you’re building a multiple bar chart and you want to add additional KPIs, click Add New and repeat steps 8 and 9.

Edit a visualization module

  1. Go to the navigation bar and click Dashboard.

  2. Click the Modular Dashboard dropdown and select the dashboard with the module you want to edit.

    The dashboard opens.

  3. Click Edit Dashboard.

  4. Edit the visualization module as needed:

    • To edit the module name and KPIs, clickSettings icon-settings.png in the module header.

    • To edit the default report filters, click Filter icon-filter.png.Note: Some date range and business unit filters are set by the dashboard’s custom filters and cannot be edited unless you exclude them from the custom filter.Tip: For details on how filters are applied to a report template, see the corresponding report template guide.

    • To delete the module, click Delete icon-trash.png.

  5. When you’re finished editing the module, click Save.

Want to learn more?

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

Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.