---
title: "Create and edit visualization modules for custom dashboards"
slug: "create-and-edit-visualization-modules-for-custom-dashboards"
tags: ["Area - Dashboards, Scorecards", "Type - Commercial", "Type - Residential", "Focus - Construction", "Focus - Service Replacement", "Role - Admin"]
updated: 2026-11-02T21:00:25Z
published: 2026-11-02T21:00:25Z
canonical: "help.servicetitan.com/create-and-edit-visualization-modules-for-custom-dashboards"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create and edit visualization modules for custom dashboards

## Overview

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.

---

### 

#### Who uses this feature

- Office employees

#### Feature configuration

- Most new visualization capabilities, including multi-level grouping, target and reference lines, value display modes, and time-series bar charts, are automatically available. Boolean KPI visualization sub-capabilities (average and target lines on boolean KPIs, multi-grouping for boolean KPIs, date-based aggregation for boolean KPIs, and drill-ins) require account configuration. Have an administrator contact Support or your Customer Success Manager (CSM) to enable these features.

## Things to know

- To create or edit a dashboard module, make sure you have the correct [dashboard permissions](/residential-s-r/docs/manage-global-dashboard-permissions) enabled. Contact your account administrator for help.
- Hover over a visualization element to view additional KPI details. ![Donut chart highlights Lance with a $2,095 subtotal average, representing 9.5 percent of sales.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-visualization-modules-for-custom-dashboards-image-j2fyi9p7.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A38%3A11Z&se=2026-11-09T12%3A38%3A11Z&sr=c&sp=r&sig=lvsBreqng1EQROj7Wr8DSDS4mSHroZMeX8ZIiyFEUS0%3D)

## 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. ![Donut chart showing $21,991 total sales, with Lance leading at 9.5% among listed representatives.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-visualization-modules-for-custom-dashboards-image-j6m05wqu.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A38%3A11Z&se=2026-11-09T12%3A38%3A11Z&sr=c&sp=r&sig=lvsBreqng1EQROj7Wr8DSDS4mSHroZMeX8ZIiyFEUS0%3D)
- **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. ![Bar chart shows Frank with highest subtotal, followed by Jeff, Steve, Tony, Lance, and Evan.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-visualization-modules-for-custom-dashboards-image-iclx9t8b.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A38%3A11Z&se=2026-11-09T12%3A38%3A11Z&sr=c&sp=r&sig=lvsBreqng1EQROj7Wr8DSDS4mSHroZMeX8ZIiyFEUS0%3D)
- **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. ![Multiple bar chart compares average subtotal, revenue, and total costs for salespeople Steve, Shawn, and Jeff.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-visualization-modules-for-custom-dashboards-image-9mu8g9q1.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A38%3A11Z&se=2026-11-09T12%3A38%3A11Z&sr=c&sp=r&sig=lvsBreqng1EQROj7Wr8DSDS4mSHroZMeX8ZIiyFEUS0%3D)
- **Horizontal Bars**: The same as a simple bar chart except the bars are horizontal instead of vertical. ![Horizontal bar chart compares salesperson subtotal sales, with Franklin highest and Juan lowest among five representatives.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-visualization-modules-for-custom-dashboards-image-il6jn7or.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A38%3A11Z&se=2026-11-09T12%3A38%3A11Z&sr=c&sp=r&sig=lvsBreqng1EQROj7Wr8DSDS4mSHroZMeX8ZIiyFEUS0%3D)

- **Stacked bar chart**: A bar chart that groups data by two dimensions: a primary grouping on the X-axis and a secondary grouping that segments each bar by color. For example, a chart showing revenue by business unit with each bar segmented by job type. Supported on Simple Bar, Multiple Bar, and Horizontal Bar charts. Pie charts do not support multi-level grouping.

![Stacked bar chart compares health totals across managers, with Liam Anderson and Ray Huntington highest.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/base64-converted-image-1786029732198.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A38%3A11Z&se=2026-11-09T12%3A38%3A11Z&sr=c&sp=r&sig=lvsBreqng1EQROj7Wr8DSDS4mSHroZMeX8ZIiyFEUS0%3D)

- **Time-series bar chart**: A bar chart that visualizes a KPI over time using Daily, Weekly, Monthly, or Yearly time buckets. For example, a chart showing revenue trends over the past 12 months. Use this type to identify trends, seasonality, or performance changes directly on your dashboard.

![Stacked bar chart shows monthly project revenue from January through August 2024, peaking in March.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/base64-converted-image-1786029732214.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A38%3A11Z&se=2026-11-09T12%3A38%3A11Z&sr=c&sp=r&sig=lvsBreqng1EQROj7Wr8DSDS4mSHroZMeX8ZIiyFEUS0%3D)

- **Boolean KPI visualization**: Native chart support for Yes/No KPIs such as *Is Recall* or *Is Warranty* across Bar, Multiple Bar, Pie, and Stacked Bar charts. The default aggregation counts "Yes" values; percentage view shows "Yes" values as a share of total. Requires account configuration. Contact Support or your CSM to enable.

## Create a visualization module

1. While creating or editing a custom dashboard, click **Add Module**.
2. Under *Module Type*, click the dropdown and select **Visualization**. ![Add Module dialog displays module type options including Report, KPI, Visualization, and Modular Dashboard modules.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-visualization-modules-for-custom-dashboards-image-9c3iviq1.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A38%3A11Z&se=2026-11-09T12%3A38%3A11Z&sr=c&sp=r&sig=lvsBreqng1EQROj7Wr8DSDS4mSHroZMeX8ZIiyFEUS0%3D)
3. Select the type of visualization you want to use. ![Add Module screen showing visualization options, including donut, simple bar, multiple bar, and horizontal bar charts.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-visualization-modules-for-custom-dashboards-image-dk1g9thz.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A38%3A11Z&se=2026-11-09T12%3A38%3A11Z&sr=c&sp=r&sig=lvsBreqng1EQROj7Wr8DSDS4mSHroZMeX8ZIiyFEUS0%3D) An interactive example of the visualization opens. ![Bar chart compares revenue metrics across Service, Maintenance, and Install; tooltip highlights Maintenance revenue $230,000.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-visualization-modules-for-custom-dashboards-image-cpifusjh.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A38%3A11Z&se=2026-11-09T12%3A38%3A11Z&sr=c&sp=r&sig=lvsBreqng1EQROj7Wr8DSDS4mSHroZMeX8ZIiyFEUS0%3D)
4. Click **Next**.
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. ![Visualization Module Settings displays the module name Plumbing Sales and an option to hide the title row.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-visualization-modules-for-custom-dashboards-image-dlczj74e.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A38%3A11Z&se=2026-11-09T12%3A38%3A11Z&sr=c&sp=r&sig=lvsBreqng1EQROj7Wr8DSDS4mSHroZMeX8ZIiyFEUS0%3D)
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. ![Business Unit Performance visualization displays the X-axis KPI menu with Name selected among business fields.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-visualization-modules-for-custom-dashboards-image-4gpg2whu.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A38%3A11Z&se=2026-11-09T12%3A38%3A11Z&sr=c&sp=r&sig=lvsBreqng1EQROj7Wr8DSDS4mSHroZMeX8ZIiyFEUS0%3D)
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. *For Simple Bar, Multiple Bar, and Stacked Bar charts:* To add a target or reference line, select **Add Target Line** or **Add Average Line**:
  - **Average line**: Automatically calculated from the selected KPI and rendered as a horizontal line across the chart.
  - **Target line**: A user-defined numeric value rendered as a dotted horizontal line. Enter the target value in the field provided.
10. To allow users to click a chart segment and view filtered underlying records, select **Attach Drill-Ins**. When enabled, clicking any bar, stacked segment, or data point opens a read-only table of the records that make up that segment. Dashboard-level filters and visualization filters are inherited automatically. Drill-in tables for entity-based KPIs (such as Job ID or Invoice ID) include hyperlinks to the individual records.

> [!NOTE]
> **Note:** Drill-ins on boolean KPI charts require account configuration. Contact Support or your CSM to enable.
11. From the **Aggregation Method** dropdown, select how you want to calculate the KPI in the visualization:

> [!NOTE]
> **Note:** Available options depend on the KPI. For example, *Sum* and *Average* are not available for date-based KPIs.
  - **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
12. 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 the steps. ![Visualization settings configure a multiple bar chart using business unit performance and completed revenue summed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-visualization-modules-for-custom-dashboards-image-hejvvo68.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A38%3A11Z&se=2026-11-09T12%3A38%3A11Z&sr=c&sp=r&sig=lvsBreqng1EQROj7Wr8DSDS4mSHroZMeX8ZIiyFEUS0%3D)

## 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. ![Dashboard menu displays multiple options, with CSR Manager Dashboard highlighted and selected.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-visualization-modules-for-custom-dashboards-image-xwo71ulk.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A38%3A11Z&se=2026-11-09T12%3A38%3A11Z&sr=c&sp=r&sig=lvsBreqng1EQROj7Wr8DSDS4mSHroZMeX8ZIiyFEUS0%3D)
3. Click **Edit Dashboard**. ![Locked interface shows an Edit Dashboard button beside a padlock icon, with cursor pointer.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-visualization-modules-for-custom-dashboards-image-r6ifq12t.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A38%3A11Z&se=2026-11-09T12%3A38%3A11Z&sr=c&sp=r&sig=lvsBreqng1EQROj7Wr8DSDS4mSHroZMeX8ZIiyFEUS0%3D)
4. Edit the visualization module as needed:
  - To edit the module name and KPIs, click **Settings** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A38%3A11Z&se=2026-11-09T12%3A38%3A11Z&sr=c&sp=r&sig=lvsBreqng1EQROj7Wr8DSDS4mSHroZMeX8ZIiyFEUS0%3D) in the module header. ![Estimates dashboard showing zero total costs, sold hours, revenue, and subtotal with settings menu highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-visualization-modules-for-custom-dashboards-image-e1zexwos.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A38%3A11Z&se=2026-11-09T12%3A38%3A11Z&sr=c&sp=r&sig=lvsBreqng1EQROj7Wr8DSDS4mSHroZMeX8ZIiyFEUS0%3D)
  - To edit the default report filters, click **Filter** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-filter-alt.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A38%3A11Z&se=2026-11-09T12%3A38%3A11Z&sr=c&sp=r&sig=lvsBreqng1EQROj7Wr8DSDS4mSHroZMeX8ZIiyFEUS0%3D) .

> [!NOTE]
> **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](/residential-s-r/docs/manage-custom-dashboard-filters). For details on how filters are applied to a report template, see the corresponding [report template guide](/residential-s-r/docs/custom-report-template-guides-home).
  - To delete the module, click **Delete** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-delete.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A38%3A11Z&se=2026-11-09T12%3A38%3A11Z&sr=c&sp=r&sig=lvsBreqng1EQROj7Wr8DSDS4mSHroZMeX8ZIiyFEUS0%3D) .
5. When you're finished editing the module, click **Save**.

## Want to learn more?

- Visit ServiceTitan Academy to enroll in [Modular Dashboard](https://servicetitan.docebosaas.com/academy/learn/courses/320/Modular-Dashboard)
- See [Create custom reports](/residential-s-r/docs/create-custom-reports)

A sales tech sells an estimate. -or- A service, maintenance, or install tech sells an estimate. -or- A CSR sells an estimate over the phone. Let's say the estimate total is below the sold threshold (the customer wants to schedule the work, but hasn't fully decided).

[Learn more →](https://help.servicetitan.com/docs/understanding-estimates-vocab) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)