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Trade
Market
Count by
Key Metrics — Today
Revenue
—
—
Forecast
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Projected revenue
MTD Revenue
—
— of quota · — jobs
Jobs completed
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Excl. no-charge
Avg job value
—
For selected day
Techs working
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Dispatched
Leads this month
—
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
OpenConvertedDismissed
Target vs Actual
Quota
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Daily target
—
MTD
—
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
—
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
—
—
Actual
—
—
% to budget
—
—
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
—
Outgoing
Answered
—
Connected
Abandoned
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Hung up unanswered \u00b7 tracked team
Abandon rate
—
abandoned \u00f7 unanswered \u00b7 Dialpad defn
Avg hold time
—
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
Quota pace
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Credited to each job's Sold By in ServiceTitan (Sales Rep/CSR field as fallback) \u00b7 jobs with neither 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
—
Across all techs
Avg revenue / tech
—
Average
Check average
—
Revenue / sold jobs
Technician
Trade
Region
Function
Jobs
Revenue
Sales (sold by)
Check avg
Close rate (sold/dispatched)
Total hrs
Efficiency (actual/scheduled)
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Revenue per tech
Today
Jobs by trade
Completed
ST Sales Report (estimate-based) — Today
Technician
Sales opps
Total sales
Close rate
Closed avg sale
Options / opp
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ServiceTitan's native Sales report (technician-dashboard #278) \u2014 opportunity and close-rate logic is ST's own, based on estimates. Compare against the \u00b0 attributed numbers above; company-wide (global filters don't apply here).
Fleet — Last 30 days
Active vehicles
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In Fleetio
Total fuel cost
—
Period
Total miles
—
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