The Pulse

Key Metrics — Today

Revenue

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Forecast (today's total)

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Projected revenue

MTD Revenue

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— of quota · — jobs

Jobs completed

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Excl. no-charge

Avg job value

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For selected day

Techs working

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Dispatched

Leads this month

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Open / Converted

Revenue by trade

Month to date

Click a trade row to split Install / Service / Sales / Maintenance

Revenue by region

Month to date

Lead pipeline

Status breakdown — month to date

Open Converted Dismissed

Target vs Actual

Quota

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Daily target

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MTD

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Days left

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Revenue by Channel

Direct to Consumer ▾

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Fast + Warranty

Business to Business ▾

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GHL, PM, Commercial

The Home Depot

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All THD non-commercial

Lowes

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Retail partner · no budget

HD Supply

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Distributor · no budget

Budget vs Actual

Total budget

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Actual

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% to budget

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Daily pace to budget

Bars: daily revenue · Line: cumulative % to budget

<60% 60–90% ≥90%

By trade

Budget vs actual

By region

Water Heater only

Team Quota

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% to monthly quota

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% to quota as of yesterday

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Daily makeup needed

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Today's Sales Team Calls

Calls handled

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By Sell-licensed reps

Inbound

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Incoming

Outbound

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Outgoing

Answered

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Connected

Abandoned

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Unanswered inbound

Abandon rate

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goal: <5%

Avg hold time

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Lower is better

Sales call volume — last 7 days

Calls handled by Sell-licensed reps · today is live

Today's call breakdown

Answered vs abandoned vs outbound

Individual Rep Performance — Today

Rep	Calls handled	Outbound (goal: 30)	Answered	Conv. rate (goal: 35%)	Talk time
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Revenue by Salesperson — Today

Salesperson	Jobs	Sold	Revenue	Avg ticket
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From the "Sales Rep/CSR" field on each ServiceTitan job \u00b7 jobs without it show as Unattributed \u00b7 follows the date range, trade/market filters, and count-by toggle

Technician Scorecard — Today

Function

Techs working

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Dispatched this period

Total jobs

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Completed

Total revenue

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Across all techs

Avg revenue / tech

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Average

Check average

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Revenue / sold jobs

Technician	Trade	Region	Function	Jobs	Revenue	Check avg	Close rate (sold/dispatched)	Total hrs	Efficiency (actual/scheduled)
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Revenue per tech

Today

Jobs by trade

Completed

Fleet — Last 30 days

Active vehicles

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In Fleetio

Total fuel cost

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Period

Total miles

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Period

Fleet MPG

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Weighted average

Miles driven per day

Attributed to fill-up dates — single days can be lumpy; weekly shapes are reliable

Fuel + mileage by driver

Sorted by cost

Driver	Vehicles	Miles	Fuel cost	Gallons	MPG	$/mile	Entries	Matched tech
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