Many field services businesses rely on reporting to help them see how they’re performing. But traditional reports alone lack the ability to present data that’s most important to you in an easily digestible way.
Dashboards give you an at-a-glance, pictorial view of actionable data and relevant KPIs that text-based reporting can’t provide. In addition, many dashboards are flexible, so you can prioritize data you want to see according to your business needs.
If you’re just starting out with dashboards or need a refresher on how to best leverage them at your shop, we’ve got a few useful tips to help you learn how, as well as why dashboards can be a game-changer for your business.
» Want to grow your business? Click here to get a demo.
Use visuals to help tell the story
You’ve heard the phrase, “A picture is worth a thousand words.” Visual presentations greatly aid our understanding of data, which is why you should utilize visuals such as graphs and charts as much as possible in your dashboards.
Remember, data is more meaningful when it’s easier to understand. Visual design elements help paint a clear picture of how your business is doing, making analysis simple and saving you time.
Be consistent in your dashboard displays
Dashboards offer a wealth of information about your business, but to understand that information quickly and easily, we recommend keeping your reporting consistent. This means you should establish which KPIs you want to report on and how you want them displayed in your dashboard.
Pro Tip: Manually pulling reports can cause them to be outdated by the time you’re finished pulling them. Make sure your dashboard is dynamic, so your data updates in real time. This helps you make timely adjustments, so your business stays on the right track.
The #1 newsletter for the trades.
Share dashboard details with your team
If you manage a shop, you know how important transparency is in getting buy-in from your CSRs and technicians, so they’re motivated to perform well. Dashboards make this easy by allowing you to share KPIs with your staff that are relevant to them.
You can share data in a number of ways—via email, in-person meetings or huddles, or even displayed on monitors in your office. The key is to keep your team in the loop, which helps build trust and morale, and encourages them to do their best every day.
Meet your newest business ally—the Modular Dashboard
Reimagine your data with ServiceTitan’s new Modular Dashboard. No more spending hours searching for and tracking important KPIs, or missed improvement opportunities caused by lack of real-time data.
The Modular Dashboard gives you a dynamic, easy-to-understand snapshot of your business that shows you relevant KPIs, as well as tools to help you learn how they were calculated. You’ll save valuable time and be able to more quickly act on your data, so your business continues to grow.
Ready to learn more about this exciting feature? Register below, and save your seat for our upcoming feature release webinar!
