ServiceTitan Reporting Tool

Bring ServiceTitan data into focus
Transform complex metrics into clear, client-friendly reports that reveal what's working and where to improve.
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
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 All Available ServiceTitan Metrics
- 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.

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

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


Rob Johnson
Wayne Media
More integrations
Everything your agency needs

Automated Reports

White Label Dashboard

Client & Staff Access

Connect Your Data

AI Powered

Goal & Budget Tracking
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