Campaign Summary report template

Overview

Use the Campaign Summary template to create reports on the performance of your marketing campaigns. In the Campaign Summary report template, you can track campaign:

• Sales performance

• Call volume details

• Booking rates

• Revenue metrics

• and more

Things to know

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

• If a report item is underlined, select it and click Expand to drill down and view additional details.
  

• If you’re unsure which columns you want to include in your report, use the Reporting Dictionary to search for appropriate data fields.

• You can use this template to create as many custom reports as you need. Each report created from the template is independent and can be run or scheduled without needing to recreate it from the original template.

Report examples

• Report on which campaigns have the highest number of incoming calls from new customers. This focuses on call volume details and new customer acquisition.
  

• Schedule regular delivery of reports on marketing campaigns that generate the most revenue. This emphasizes sales performance and revenue metrics.

• Report on campaign performance by technician or employee. This allows for analysis of individual performance metrics like sales, close rates, and booking rates related to specific campaigns.

Create a Campaign Summary report

To create a custom report based on the Campaign Summary template:

1. Go to the navigation bar and click Reports.

2. On the screen that opens, click Create Report.

3. On the Report Builder that opens, select Marketing from the Choose report type side menu.

4. In the Select a report template menu, select Campaign Summary.

5. In the Campaign Summary template that opens, select the columns you want to customize your report by.

6. Click Next, then add the Name, Category, and Description of the new report.

7. When finished, click Save. This takes you to the report details screen. For more, see Create custom reports.

Review the Campaign Summary template

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

• Campaign Name: The name of the marketing campaign.

• Advertised Number: The phone number assigned to the campaign.

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

• Campaigns Basics: Details on the campaign.

• Call Metrics: Counts of different call types.

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

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

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

• Marketing Metrics: Campaign click rates and sent email details.

  Note: You can see this section if you use Marketing Pro.

• Ads Analytics: Ad performance details related to the campaign such as campaign cost, campaign leads, and expense to the income ratio.

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

Run a report

On the Report Details screen, set filters for dates and Business Units (BUs) before running your report:

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 then 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.

     • This Week: From Monday through Sunday of the current week.

     • Week to Date: From Monday through the current date of the current week.

     • Last 7 Days: Previous seven days, including today.

     • Last 14 Days: Previous 14 days, including today.

     • Last 30 Days: Previous 30 days, including today.

     • 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 today.

     • 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 today.

     • Last Year: From January 1 of the previous year to December 31.

   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. Click the Business Unit dropdown, then 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 , select the BU categories you want to include, and click Filter.
     

4. When finished, click Run Report.

Tip: Click Edit Columns to add and remove columns. You can arrange report columns and apply filters for further customization.

Want to learn more?

• See Create custom reports

• See Edit custom reports

• See Run, filter, and export reports