Dashboard call metricsLast updated on 03/22/2022
The Call Metrics section of the Modular Dashboard displays your call booking rate and lets you review calls dated within the dashboard reporting range.
Things to know
By default, the Modular Dashboard shows metrics for the current day and all business units (BUs). You can filter the dashboard for specific date ranges.
BU filters apply to booked jobs. Calls and leads are unaffected.
Inbound Call Booking Rate
The Call Metrics section displays a chart of your inbound call booking rate, filtered by call date. Inbound call booking rate is the percent of call leads that are booked into jobs. A call lead is an incoming call that lasts at least 60 seconds or is marked Is Lead.
The total numbers of call leads and jobs booked from leads displays below the chart.
Unbooked and Abandoned Calls
The Call Metrics section also displays a chronological table of all incoming unbooked and abandoned calls within the reporting date range.
Each call includes the following details:
Caller phone number
Office employee who answered the call
Click a call to listen to a recording of it in the Call Playback pop-up.
Here, you can perform additional actions:
Click Download to download an MP3 copy of the call.
Click the customer name to open their customer record.
Click the Tags field to attach tags to the call. Click the Disk icon to save your changes. Tip: You can tag noteworthy calls for training and coaching purposes. Later, you can search for calls by tag.
Click Correct to confirm that the call was correctly classified by ServiceTitan. To reclassify the call, click I’d like to reclassify the call. For more, see Reclassify and edit calls.
Want to learn more?
Visit ServiceTitan Academy to enroll in Modular Dashboard
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.