IntegrationsServiceTitan

ServiceTitan Reporting Tool

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

Start Your Free Trial View Template

ServiceTitan Reporting Dashboard Example

Bring ServiceTitan data into focus

Transform complex metrics into clear, client-friendly reports that reveal what's working and where to improve.

Start Free Trial

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.

Easily combine data from over 80 other platforms to show which campaigns you’re actively running and communicate precisely which marketing efforts are moving the needle.

Explore the Marketing Report Template

ServiceTitan Jobs Funnel Report Widget Examples

Explore the Marketing Report Template

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

ServiceTitan Call Tracking Metrics Report Example

ServiceTitan Top Agents Report Widget Examples

ServiceTitan White Labeled Report Example

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.

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.

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.

Nico de Jong, CEO

Forward Marketing

WithAgencyAnalytics,weheadedintoaneweraofreporting.Itisnolongerseenasdreadfulwork,wesavelotsoftime,andourreportshavebecomewaymorevaluabletoourcustomers.Wekeepgrowing,andourreportingneedstogrowwithus.

Read Case Study

Turn ServiceTitan data into professional, fully branded dashboards and reports that highlight the value of your marketing efforts. From call performance to campaign updates, present insights in a way your clients understand—and that reflects your agency’s professionalism.

With custom logos, domains, and styling, white labeling keeps your agency in the spotlight and your client experience polished.

See White Label Options

An example of how to white label marketing agency dashboards and client reports

Discover the white label reporting tool trusted by 7,000+ marketing agencies.

Start Your Free Trial

Combine ServiceTitan insights with data from 80+ platforms in one easy-to-understand dashboard. Create clean, visual reports that highlight marketing impact, operational trends, and campaign progress—without the need for complex BI tools.

Help clients stay focused on what’s driving calls, bookings, and business growth.

Visualize Client Success

Examples of marketing data visualizations

Rob Johnson, Agency CEO

Wayne Media

I’velookedateverysingleagencydashboardcompany…andthereisn’tabetteronethanAgencyAnalytics.

FAQs About ServiceTitan Reporting for Marketing Agencies

Seeking clarity on service operations and call tracking without extra manual work? These answers explain which ServiceTitan KPIs to showcase, how to automate reporting, apply agency branding, and scale insights across multiple clients.

In a ServiceTitan report, agencies track metrics that highlight operational efficiency and lead quality. Core metrics include Leads, Jobs Funnel progression (Booked Jobs, Sold Jobs, Ran Jobs), Call counts (total, inbound, outbound), Booked calls, and Call Duration. Top-performing Campaigns and Agent rankings offer deeper insight into what's driving bookings. These metrics are built into the ServiceTitan reporting tool for a comprehensive view.

Yes—agencies automate ServiceTitan reporting using scheduled delivery, templated layouts, and automated data syncs. This eliminates manual updates and ensures clients receive frequent, accurate insights into calls, bookings, and campaign performance—with minimal effort.

Agencies white label ServiceTitan reports by embedding their logo, brand colors, and custom layouts into both dashboards and scheduled reports. Whether sharing an on-demand dashboard link or a PDF report, every touchpoint reflects the agency’s professionalism.

To build a custom ServiceTitan report, start from a dashboard template or build one from scratch using drag‑and‑drop widgets. Highlight priority metrics like Call Volume, Jobs Funnel stages, or Agent performance. Customize charts or tables, add annotations and goals to align with each client's operational priorities.

Agencies report on ServiceTitan metrics across multiple clients by organizing dedicated dashboards and automating scheduled updates. Teams track Leads, Booked Jobs, Call Duration, and Agent performance across client accounts while keeping data segmented and secure—all within a scalable ServiceTitan reporting tool.

More integrations