Mastering ServiceTitan
ServiceTitan Dashboards: Get Your Data in Order
Sep 5, 2024
Matt Kosloski, Vice President at Friend's Plumbing, shares his insights on utilizing ServiceTitan dashboards to drive business growth. He discusses how dashboards help track vital KPIs like sales and booking rates, making data management more manageable. Matt illustrates his family's journey to reach $10 million in revenue, emphasizing the importance of refining workflows and coaching technicians using dashboard analytics. He also offers tips on cleaning up chaotic dashboards for clearer insights and improved operational efficiency.
26:46
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Quick takeaways
- Proper configuration of dashboards is essential for ensuring reliable business performance metrics and enhancing conversion rate assessments.
- Tracking technician performance through specific metrics enables focused coaching efforts that drive sales growth and improve overall service quality.
Deep dives
The Importance of Proper Dashboard Setup
Setting up dashboards correctly is crucial for ensuring accurate conversion rates and business performance metrics. Without proper configuration of job types and thresholds, the data may become unreliable, leading to fluctuating conversion rates that hinder the ability to assess overall business performance. For instance, if small jobs lead to low conversion counts, understanding the correlation between job types and sales becomes essential for recognizing and addressing issues within the operation. This structured approach allows for a clearer analysis of technician performance and ultimately drives better business outcomes.
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