Reporting
What will live here
Section titled “What will live here”- The KPIs we watch — revenue by business unit (esp. access control’s share), ticket average per customer, lead-source attribution, campaign ROI.
- Lead-source attribution — how a job in ServiceTitan ties back to the channel that drove it (and where CallRail fits).
- The weekly lead-source snapshot — the quick read you’ll pull each week.
- The monthly performance report — what’s in it, where the data comes from, and how it’s assembled for leadership.
The short version (until this is built out)
Section titled “The short version (until this is built out)”- Our north-star metric is ticket sales per customer. We also watch access control as a share of revenue (a growth area, ~12% today) alongside our core locksmithing and safe work.
- ServiceTitan is the source of truth for jobs and revenue; CallRail attributes phone calls to sources.
- See the funnel KPIs for how these connect to the strategy.