ServiceTitan Reporting Dashboard

Track, manage, and report on your client's entire pipeline by displaying their primary ServiceTitan KPIs alongside their other key marketing metrics.

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ServiceTitan Reporting Dashboard Example

Monitor Leads

Keep a watchful eye on the number of leads you’re driving for your clients over time

Track Jobs Funnel

Showcase the quality of leads coming in by displaying how many progress to sold jobs and then booked jobs

Report on Call Metrics

Track total, inbound, and outbound call numbers, as well as how many calls led to bookings and which agents are closing more deals

Display Top Campaigns

Visualize which campaigns are top performers in terms of driving the most calls and bookings

AUTOMATED TRACKING & REPORTING

Create a Complete Pipeline Picture

Make it easy for your clients to see how many new leads your agency is driving into their jobs funnel over time. Monitor the quality of leads by displaying how they progress to sold, booked, and ran jobs. Show which campaigns you’re actively running to communicate precisely which marketing efforts are moving the needle.

View the ServiceTitan Template

ServiceTitan Jobs Funnel Report Widget Examples

Metrics Explorer

Explore All Available ServiceTitan Metrics

Add any of these metrics to your client reports and marketing dashboards with ease

Abandoned
Average Duration
Booked
Booked Jobs
Calls
Completed
Date
Excused
Inbound
Jobs
Leads
Not Lead
Outbound
Ran Jobs
Sold Jobs
Total Duration
Unbooked

CALLS, BOOKED, & DURATION

Analyze Your Client’s Call Tracking Analytics

Communicate your clients’ call performance at a glance. Monitor metrics like total calls, booked calls, calls marked not lead, and average call duration. Automatically identify and display top campaigns based on events like total and booked calls. Help your team and clients understand precisely which marketing efforts are making the biggest impact.

ServiceTitan Call Tracking Metrics Report Example

TRACK YOUR TOP AGENTS

Keep Your Call Team on Pace

Include a list of your top agents in your custom dashboard to keep your team on pace with call goals. Track who’s making the most outbound calls, who’s taking the most inbound calls, and most importantly, who’s calls are leading to the highest number of bookings.

ServiceTitan Top Agents Report Widget Examples

LIVE SERVICETITAN DASHBOARD

Give Clients a Custom White Labeled Dashboard

Impress your clients with on-demand access to their live ServiceTitan data—not to mention all of the other marketing data they care about most. Deliver a professional, custom dashboard that offers transparency without data overload, giving your clients the information they need when they need it. Brand it with your logo, color scheme and more for the best experience possible.

ServiceTitan White Labeled Report Example

MARKETING DATA FROM 80+ INTEGRATIONS

Centralize All Your Client’s Data

ServiceTitan is just one facet of tracking your agency’s impact for your clients. No need to punch in your ServiceTitan login details, or keep track of dozens of other account and password details, every time you need to create client reports.

AgencyAnalytics’ powerful reporting platform integrates with more than 80 channels, giving your clients a holistic view of their overall performance. Stop bouncing back-and-forth between platforms. Add data from any available integration to your custom dashboards and reports at no extra cost.

ServiceTitan is just one of the many platforms that matter to your clients.

BOOST PRODUCTIVITY, STREAMLINE CLIENT MANAGEMENT

All-In-One Agency Management Tool

Manage your agency’s clients and staff efficiently with AgencyAnalytics’ comprehensive, user-friendly platform. Create custom login credentials for your team and clients, and set specific access and permissions for each user. Optimize performance by assigning tasks and tracking workflows for each client campaign. Streamline communication by integrating with your current messaging tools and scheduling regular client reports.