1Start
2Upload
3Review & modify
4Publish
Goals
Do you already have goals set for your key performance metrics?
Things like revenue, average ticket, or booking rate. Tell us where you're starting from so we can set you up the fastest way possible.
Option 1 · Spreadsheet upload
Upload your goals spreadsheet
We track goals by Division — your work type (Install or Service) crossed with your trade — across year, month, week, and day.
We currently support these metrics. Upload whatever you have, however it's laid out; anything outside this list just won't be tracked for now:
We currently support these metrics. Upload whatever you have, however it's laid out; anything outside this list just won't be tracked for now:
Revenue
Leads
Booking Rate
Average Ticket
Drag & drop your spreadsheet here
or click to browse · .xlsx, .csv, or .numbers
Reading your spreadsheet…
The upload assist agent is parsing your file and matching it to ServiceTitan's goal tracking.
Review & modify
Here's what we're about to track
Everything below is editable — click any number to change it before you publish.
All 5 questions confirmed. Duct Cleaning was mapped to its own Business Unit per your latest restructure, and average ticket will use ServiceTitan's standard definition.
Annual by Division
Monthly / Weekly / Daily Pacing
| Division | Revenue | Leads | Booking Rate | Avg. Ticket |
|---|
Goals published
Your targets are live and tracking now shows up across Workspace — hero metrics, pacing, and recommendations will all reference these goals going forward.