ServiceTitan Executive KPI Dashboards

The owner doesn't lack numbers. There are too many versions of them.

The core metrics, defined

Starting definitions. Every company adjusts some of them, and the adjustments are written into the dashboard so the number on the screen and the definition behind it never drift apart.

Revenue (invoiced)

Sum of invoice totals dated in the period, before sales tax, including adjustment invoices dated in the period. $0 invoices (warranty, recalls, goodwill) count toward jobs but add nothing to revenue. Whether membership fees count is a choice you make once.

Data needed: Invoices and invoice items (Accounting). Tax and membership treatment depend on how your invoices and pricebook are set up in ServiceTitan.

Completed jobs

Jobs marked completed with a completion date in the period. Canceled jobs are excluded. Recalls and warranty visits are counted on their own line so they don't inflate production.

Data needed: Jobs and job types (Job Planning & Management). Depends on how your team marks recalls and warranty work: by job type, tag or business unit.

Average ticket

Invoiced revenue from completed jobs divided by completed jobs with an invoice above $0. Excluding $0 invoices is a choice; including them shows what warranty work does to the average. Service and install are shown separately because one blended figure hides both.

Data needed: Jobs and their linked invoices. Jobs with no invoice yet are left out until invoiced, and the screen says how many.

Open estimates

Count and total value of estimates neither sold nor dismissed, created within a window you choose (often 90 days). Older ones are shown separately, not silently dropped. Where a job has several option estimates, one rule decides which counts.

Data needed: Estimates (Sales & Estimates): status, created date, amount and job. Only as accurate as the office's habit of dismissing dead estimates.

Booking conversion

Jobs booked divided by qualifying inbound leads in the period. Qualifying excludes wrong numbers, vendors, spam and follow-ups on existing jobs, using classifications your CSRs already record. Calls and web leads are shown together and separately.

Data needed: Calls (Telecom), leads and bookings (CRM), and jobs. Depends on calls running through ServiceTitan and on CSRs recording outcomes consistently.

Revenue by business unit

Invoiced revenue split by business unit. If an invoice's business unit can differ from its job's in your setup, one rule is chosen and applied on every screen.

Data needed: Invoices, jobs and business units (Settings).

Trend and comparison

Each metric against the prior period to the same day, the same period last year, and a trailing twelve-month line. Comparing the 15th of this month to all of last month is the most common way a dashboard misleads.

Data needed: The same sources for earlier periods, re-read from ServiceTitan on refresh or kept as summaries in a design agreed with ServiceTitan's storage rules in mind.

What makes the screen worth opening

• Targets you set

  Monthly goals by business unit, entered in the dashboard. The card shows actual, target and where the month should be by today, so the 12th of the month isn't judged against a full month's goal.

• One comparison per card

  Each card states what it's compared to. Seasonal trades usually want same-month-last-year as the default and prior month as the second look.

• A phone view

  Owners read this on a phone in a truck or a parking lot. The mobile layout stacks the cards in priority order and keeps charts readable without pinching.

• Drill-down to the record

  Every total opens into the list behind it: the invoices, the open estimates, the unbooked calls, with job numbers to look up in ServiceTitan.

• What's deliberately left off

  If a figure doesn't change a decision, it goes on a detail page instead. Technician rankings, campaign tables and job costing each have their own screens.

How the defaults shift by trade

• HVAC

  Seasonality dominates. A July compared to June always looks good; July against last July is the honest comparison. Service and replacement are separate cards because one $14,000 system swap moves the blended average ticket more than forty tune-ups.

• Plumbing

  High job counts and small tickets on drain and repair work, with water heater replacements as the swing. Booking conversion is often the figure to watch, since emergency callers who don't book call the next company.

• Roofing

  Sold and invoiced can be weeks apart, and monsoon or hail season compresses everything. Open estimate value and the backlog of sold work usually matter more than this month's invoiced revenue.

• Multi-trade

  Revenue by business unit is the backbone. The definitions must agree across trades, so an electrical service call and a plumbing service call are counted the same way.