Marketing ROI
Which channels produce revenue?
- Key metrics
- Ad spend, attributed revenue, return on ad spend, cost per lead, booking rate
- Typical sources
- Google Ads, Local Services Ads, CallRail, ServiceTitan jobs
- Used by
- Owner, marketing manager
Business intelligence
Clearer numbers. Useful next steps.
Reporting for marketing, management, sales, customer service and collections, built the way I build client dashboards. Change the filters, switch views and export the detail.
Fictional demo data. Every figure below is made up to show how the dashboards behave, not client results.Final metrics depend on your scope and source data
What each dashboard answers
Start from the question, not the chart.
Each view is built around one management question, the metrics that answer it and the people who act on it.
Executive performance
Where does the business need attention?
- Key metrics
- Revenue, completed jobs, average ticket, gross margin, results by business unit
- Typical sources
- ServiceTitan jobs and invoices, accounting
- Used by
- Owner, GM, COO
Estimates & sales
What needs a follow-up?
- Key metrics
- Open pipeline, estimate aging, follow-ups due, close rate, sales by technician
- Typical sources
- ServiceTitan estimates
- Used by
- Sales manager, owner
Customer service
Where are calls falling through?
- Key metrics
- Inbound, answered and missed calls, booking rate, calls by time of day
- Typical sources
- ServiceTitan calls, CallRail or the phone system
- Used by
- CSR manager
Accounts receivable
What needs a collection action?
- Key metrics
- Outstanding balance, aging buckets, overdue share, differences with accounting
- Typical sources
- ServiceTitan invoices, QuickBooks or NetSuite
- Used by
- Controller, office manager
Also within my experience
Technician performance, memberships, commissions, reviews and customer lifecycle reporting.
Tell me which question matters most and we’ll scope the view around it.
Describe your reporting needHow they’re built
Numbers you can trust, or no number at all.
The same conventions run through every dashboard I deliver.
No invented numbers
If a source can’t support a metric yet, the card says so instead of showing an estimate. Nobody acts on a figure that only looks precise.
Labor cost %
—
Awaiting data source
Every metric explained
Each figure has a plain-language definition one hover or tap away: what it counts, where it comes from and what it leaves out.
Close rate
37.5%
Sold ÷ created · try the i
Fair comparisons
Month to date is compared with the same number of days last month, not the full month, so a partial month never looks like a decline.
6.0% vs same days last month
This month, days 1–9 compared with last month, days 1–9.
Sources fail independently
Each data feed loads on its own and reports its status, so one broken export doesn’t take down the whole dashboard, and you can see which one needs attention.
Jobs loadedCalls loaded Reviews: connection failed
How a dashboard project runs
From the question to a view your team uses.
01 / Define
Agree on the question
Define KPIs, source systems and who needs to use the reporting.
02 / Connect
Validate the data
Build connections and reconcile the definitions with operational and financial records.
03 / Deliver
Put it to work
Review the dashboard with your team, document the logic and set up access.
04 / Maintain
Keep it useful
Scheduled refreshes, monitoring and maintenance keep the numbers current.
The standard ServiceTitan dashboard package has fixed pricing (see Pricing). Custom views and extra data sources are scoped and quoted separately.
Let’s find your starting point
What’s getting in the way of better work?
Tell me where your systems or processes are falling short. Your answers build a short brief you can read before anything is sent.