Service Titan Knowledge Base

Find revenue generated by members: recommended workflowLast updated on 05/12/2023

This article explains how to build a report to find revenue generated by customers who were members at the time of the job but may no longer be members.

Things to know

  • The Membership Summary report and Active Member report show information about active members. For historical information about customers who were members at the time but may no longer be members, we recommend using the Business Unit Performance report template.

Workflows

Build the report

Write out the workflow in instruction form/steps:

  1. Create a report using the Business Unit Performance report template.

  2. Include the Job Completion Percent from Members' KPI.

  3. Run the report.

Export the data to Excel

  1. Click the Job Completion Percent from Members KPI for the Business Unit.

  2. Export the drill-down.

  3. Repeat steps 1-2 for each Business Unit.

  4. Compile all data into Excel, so you have it for all Business Units.

  5. Filter “member status” does not equal inactive “not a member”> sum up the “Revenue” column.

This will show the revenue from customers who were a member within the report date range.

Related Content

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.