ServiceTitan - Management Overview Package

This package is Part 3/3 of ServiceTitan dashboard templates.

Install this package after you have installed the 3-Day Call Dashboard & General Package with ServiceTitan.

The Management Overview Package gives you high-level insights for a comprehensive overview of your ServiceTitan metrics.

Install for free

Requirements

ServiceTitan - Jobs - Job Start Date

ServiceTitan - Calls

ServiceTitan - Jobs - Job Completion Date

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Package contents

Plecto Template - ServiceTitan - Management Overview
Plecto Template - ServiceTitan - Total Revenue
Plecto Template - ServiceTitan - Number of Calls
Plecto Template - ServiceTitan - Number of Booked Calls
Plecto Template - ServiceTitan - Booking rate
Plecto Template - ServiceTitan - Number of Scheduled Jobs
Plecto Template - ServiceTitan - Number of Completed Jobs
Plecto Template - ServiceTitan - Number of Converted
Plecto Template - ServiceTitan - Number of Opp
Plecto Template - ServiceTitan - Closing Rate

Related packages

Install

ServiceTitan - 3-Day Call Board Package

This package is Part 1/3 of ServiceTitan dashboard templates.

Download and set up this package first. The Filters Overview Dashboard it contains will make configuring formulas for other ServiceTitan dashboards much easier.

Install

ServiceTitan - General Package

This package is Part 2/3 of ServiceTitan dashboard templates.

Install this package after you have installed the 3-Day Call Board package with ServiceTitan.
The General Package focuses on your CSM metrics, revenue, and technician overview.

Back to overview

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