Data Analysis, Reporting, Service Spotlight
From raw ServiceTitan data to real-time visibility.
Field services companies running ServiceTitan have no shortage of data. Calls, jobs, technicians, memberships, marketing – it’s all there. The challenge is getting it out of the system and into dashboards that leadership can actually use.
This Service Spotlight shows how one multi-location team moved from manual reporting to automated, real-time visibility in weeks.
THE CHALLENGE
A multi-location field services company running ServiceTitan had data everywhere but answers nowhere. Weekly reporting was manual, consumed hours of staff time, and still left leadership guessing on technician performance, membership health, and marketing ROI.
WHAT WE DELIVERED
The EBM team connected directly to ServiceTitan via API, built a secure data pipeline into our Ontario data lakehouse, and delivered five Power BI dashboards with nightly automated refresh:
- Call Center (booking rates, agent performance)
- Sales and Service (revenue, job counts, conversion)
- Technician Scorecard (billable hours, revenue per tech)
- Memberships (renewal rates, attrition trends)
- Marketing (campaign performance, lead attribution)
All dashboards are accessible via the Catalyst Portal with role-based access, so leadership, ops, and sales each see what’s relevant to them.
THE IMPACT
27+ validated KPIs now update automatically every night. Manual reporting eliminated. Leadership starts each week with one source of truth across all locations and they can now the full-value of their Service Titan investment.
“Our CEO and procurement start their morning with the dashboard. It’s the pulse of the business.”
— Finance Director, Field Services, Multi-location
If your team is running ServiceTitan but still wrestling with manual reporting, we can help.
