--- title: "Create custom clusters in Benchmark+" slug: "create-custom-clusters-in-benchmark" updated: 2026-10-15T03:40:36Z published: 2026-10-15T03:40:36Z canonical: "help.servicetitan.com/create-custom-clusters-in-benchmark" excludeFromSearch: true excludeFromExternalSearch: true --- > ## 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 custom clusters in Benchmark+ ## Overview Custom clusters let you build your own peer groups in [Benchmark+](/roofing/docs/benchmark-overview) so comparisons reflect the markets and businesses that matter to you. Define clusters by primary trade, type, number of technicians, and region, then use them to benchmark KPIs against similar companies, track initiatives by market, and share consistent views across your team. --- ### #### Who uses this feature - Business owners and company leaders - Primarily for Residential Service business types #### Feature configuration - This feature is currently in Private Preview and available for specific accounts. It is subject to change. If you want to enable this feature for your account, please reach out to your Customer Success Manager (CSM). - The *View Benchmark+* permission is required to use this feature. Please contact the account administrator on your team. ## ## ## View clusters in Benchmark+ 1. [Sign in to Enterprise Hub](http://enterprise-hub.servicetitan.com/) using your username and password. 2. Click **Benchmarks**. ![Overview of benchmarks for analyzing key metrics and identifying improvement areas.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-custom-clusters-in-benchmark-image-crjrtpbh.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A48Z&se=2026-11-01T20%3A49%3A48Z&sr=c&sp=r&sig=6%2FqxphKnNgo%2F6Etk97DgOVdrF2MnYqV2IcuA%2BUuRDAE%3D) 3. In the side menu, go to **Comparison Group Definition. ![User clicks on 'Comparison Group Definition' in the Benchmark+ menu options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-custom-clusters-in-benchmark-image-w5pbvdnh.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A48Z&se=2026-11-01T20%3A49%3A48Z&sr=c&sp=r&sig=6%2FqxphKnNgo%2F6Etk97DgOVdrF2MnYqV2IcuA%2BUuRDAE%3D)** 4. The *Comparison Group Definition* screen opens displaying the following details: 1. **Total Tenants:** Number of tenant accounts included in the comparison group. 2. **Active Clusters:** Number of clusters that have been created and are currently active. 3. **Primary Trade:** Number of trades considered when running comparisons. 4. **Regions:** Number of regions represented in the group. ![Overview of tenant clusters with total tenants, active clusters, primary trade, and regions.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-custom-clusters-in-benchmark-image-3603udcf.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A48Z&se=2026-11-01T20%3A49%3A48Z&sr=c&sp=r&sig=6%2FqxphKnNgo%2F6Etk97DgOVdrF2MnYqV2IcuA%2BUuRDAE%3D) 5. In the *Your Clusters* section, you can see all clusters you’ve created with the following details: 1. *Primary Trade* 2. *Type* 3. *Number of Techs* 4. *Region ![Overview of tenant clusters and benchmarking groups for HVAC companies in various regions.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-custom-clusters-in-benchmark-image-30n9222q.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A48Z&se=2026-11-01T20%3A49%3A48Z&sr=c&sp=r&sig=6%2FqxphKnNgo%2F6Etk97DgOVdrF2MnYqV2IcuA%2BUuRDAE%3D)* ## Create custom clusters in Benchmark+ 1. [Sign in to Enterprise Hub](http://enterprise-hub.servicetitan.com/) using your username and password. 2. Click **Benchmarks. ![Overview of benchmarks for analyzing key metrics and identifying improvement areas.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-custom-clusters-in-benchmark-image-eel6gzmb.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A48Z&se=2026-11-01T20%3A49%3A48Z&sr=c&sp=r&sig=6%2FqxphKnNgo%2F6Etk97DgOVdrF2MnYqV2IcuA%2BUuRDAE%3D)** 3. In the side menu, go to **Comparison Group Definition.** 4. On the *Comparison Group Definition* screen that opens, click **+Create Custom Cluster**. ![Overview of tenant clusters with options to create a custom cluster.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-custom-clusters-in-benchmark-image-oonr7yww.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A48Z&se=2026-11-01T20%3A49%3A48Z&sr=c&sp=r&sig=6%2FqxphKnNgo%2F6Etk97DgOVdrF2MnYqV2IcuA%2BUuRDAE%3D) 5. On the *Create Custom Cluster* side panel that opens, add the details for the cluster. 1. **Cluster Name:** Enter a name for the comparison group. 2. **Primary Trade:** Select one or more trades to compare with similar companies. > [!TIP] > **Tip:** Select the business type that matches your companies. You can select both if applicable. 1. *HVAC* 2. *Plumbing* 3. *Other* 4. *Electrical* 5. *Garage Door* 6. *Water Treatment* 1. *>85% Residential* 2. *>15% Commercial* 3. **Number of techs:** Select the number of unique technicians who were assigned at least one job in the selected period. 1. *24 or more* 2. *6 to 23* 3. *5 or fewer* 4. **Region:** Select one or more climate-based regions so benchmarks and rankings reflect those markets. > [!TIP] > **Tip:** Regions follow climate groupings used in Benchmark+. See the region map to confirm which states belong to each region. *![Map showing U.S. regions with states categorized by geographical areas for easy identification.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-custom-clusters-in-benchmark-image-p1tdtd1j.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A48Z&se=2026-11-01T20%3A49%3A48Z&sr=c&sp=r&sig=6%2FqxphKnNgo%2F6Etk97DgOVdrF2MnYqV2IcuA%2BUuRDAE%3D)* 6. Select the **Set as default cluster for benchmarking** option to make cluster the default comparison group across Benchmark+. > [!NOTE] > **Note**: You can change or clear it anytime from the Clusters filter. 7. When finished, click **Create**. ![Form for creating a custom cluster for HVAC companies in the Southeast region.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-custom-clusters-in-benchmark-image-m2758l5u.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A48Z&se=2026-11-01T20%3A49%3A48Z&sr=c&sp=r&sig=6%2FqxphKnNgo%2F6Etk97DgOVdrF2MnYqV2IcuA%2BUuRDAE%3D) ## Edit, remove or set a default cluster 1. On the *Comparison Group Definition* screen, under the *Your Clusters* section, select the cluster you want to edit. 2. Click **More** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A48Z&se=2026-11-01T20%3A49%3A48Z&sr=c&sp=r&sig=6%2FqxphKnNgo%2F6Etk97DgOVdrF2MnYqV2IcuA%2BUuRDAE%3D) and select **Edit**. ![Overview of HVAC clusters with editable options for residential and commercial categories.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-custom-clusters-in-benchmark-image-bvkp9gwz.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A48Z&se=2026-11-01T20%3A49%3A48Z&sr=c&sp=r&sig=6%2FqxphKnNgo%2F6Etk97DgOVdrF2MnYqV2IcuA%2BUuRDAE%3D) 3. Update the fields you want, then click **Edit** to save. ![Form for editing Residential HVAC cluster details and selecting options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-custom-clusters-in-benchmark-image-hgaqydaq.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A48Z&se=2026-11-01T20%3A49%3A48Z&sr=c&sp=r&sig=6%2FqxphKnNgo%2F6Etk97DgOVdrF2MnYqV2IcuA%2BUuRDAE%3D) ## Want to learn more? - See [View quadrant details in Benchmark+](/roofing/docs/view-quadrant-details-in-benchmark) - See [View tenant details in Benchmark+](/v1/docs/view-tenant-details-in-benchmark-1) - See [Use the 4-Quadrant View in Benchmark+](/v1/docs/use-the-4-quadrant-view-in-benchmark-1) Benchmark+ chart showing where a business sits vs. peers on growth and market share across four color-coded quadrants. **What it does:** Plots market position relative to peer companies so owners can see whether they're growing efficiently and holding competitive share. **Tags:** ServiceTitan Max [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)