How to Deliver KPI Dashboards for Your ServiceTitan Clients

If you’re a consultant or tech advisor working with ServiceTitan operators, you’ve probably spent more hours than you’d like to admit wrangling spreadsheets or building dashboards from scratch.

Every new client means another round of CSV exports, data cleanup, and dashboard configuration, time that could be spent coaching or driving strategic improvements. What if you could cut that setup time by 90 percent and get straight to delivering insights?

Let’s walk through how you can speed up KPI dashboard delivery without writing custom scripts or hiring a developer.

Why dashboard delivery slows you down

Your time as a ServiceTitan consultant is precious; it’s too precious to spend days building and delivering custom dashboards to clients. There are numerous areas where you can make a significant difference and add value to your clients’ operations. But if you’re manually exporting reports or relying on fragmented workflows, dashboard creation becomes a bottleneck.

• Each client is a custom job: No two home service businesses track performance the same way. This change from one client to another requires constant adjustment and slows you down.

• Limited tools: Many home service companies rely on spreadsheets as a data source, which are useful but not scalable for reporting purposes. Unifying data from spreadsheets and sending it to BI tools can be a real challenge for consultants lacking the proper tool for the job.

• Drain on resources: Building dashboards diverts scarce engineering resources from other productive and possibly more urgent tasks. Your consulting business should focus on unlocking efficiencies for clients, rather than creating dashboards.

The result? Slower onboarding, limited insight in early engagements, and less time for high-impact coaching.

What ServiceTitan consultants actually need

To move faster and serve more clients, consulting firms need a better approach that’s scalable, flexible, and easy to manage across engagements. Here’s what that looks like:

• Live data from ServiceTitan flowing into your reporting tools without manual exports.

• Support for popular BI platforms like Power BI, Looker Studio, and Metabase.

• Multi-client management from a single workspace.

• Repeatable workflows that you can adapt and reuse across clients.

And crucially, you need all this without adding developer overhead or building a custom data pipeline.

How Peaka speeds up dashboard delivery

Peaka isn’t a dashboard builder. It’s the layer that gets your clients’ data from ServiceTitan, joins it with data from other tools like QuickBooks, Zero Accounting, or Sage Intacct, and pushes this consolidated data into the tools you already use to build dashboards.

Here’s how it works:

• Direct integrations with ServiceTitan: As an official ServiceTitan partner, Peaka readily integrates with this platform, enabling you to skip manual exports and automatically sync your clients’ data to your BI environment.

• Multi-client support: Peaka allows you to manage multiple ServiceTitan accounts from a single platform, which is a lifesaver for consultants juggling 5, 10, or even 50 clients.

• BI tool flexibility: Thanks to Peaka’s ready-made connectors for popular data visualization tools such as Power BI, Looker Studio, Metabase, or Tableau, you can push data to whichever platform your clients prefer to see their KPIs.

• No-code setup: Peaka removes the need for engineering teams, letting you configure data flows and transformations yourself. With Peaka, you’re not just delivering data faster; you're also building a repeatable system that saves hours per client.

Real-world scenario: Streamline your onboarding with instant BI dashboards

Let’s say you’re onboarding five new ServiceTitan clients this month. Each one wants a monthly KPI dashboard covering job profitability, technician performance, and booking trends.

Without Peaka, consultancy firms face an uphill battle to onboard clients:

• 2–3 days per client to collect, clean, and structure the data

• Logging in and out of different tools for hours to repeat the same steps

• Increased risk of errors or versioning issues with spreadsheets

• Automated manual exports to keep the dashboards updated

The result is a messy onboarding that fails to deliver the “aha!” moment to wow clients. Peaka revolutionizes this entire process, simplifying how you unify data scattered across different platforms, visualize, and update it:

• Connect each client’s ServiceTitan account once

• Retrieve client’s data from QuickBooks, Zero Accounting, Sage Intacct, or Google Sheets

• Push cleaned, structured data into Power BI, Looker Studio, or Metabase

• Generate real-time reports and dashboards without manual exports or copying and pasting

Total time saved? Days per engagement. Multiply that across your client base, and the ROI is immediate.

Faster dashboards, happier clients, increased revenue

When you deliver dashboards faster, the benefits go far beyond time savings.

• Accelerated onboarding: Show value in week one, not week four, which is a big boost to your retention figures.

• Stand out from competitors: Make live dashboards a staple offering in your consulting package.

• Unlock new revenue: Consider bundling reporting as a premium add-on or monthly subscription.

• Improve retention: Use live KPIs in your recurring coaching sessions to demonstrate impact and ROI.

Key takeaways

• For ServiceTitan consultants, delivering dashboards can be a significant hurdle when onboarding new clients weekly.

• Despite its challenges, fast dashboard delivery can be a source of competitive edge as it allows ServiceTitan consultants to reduce time-to-value, make a strong first impression, and improve retention.

• Peaka automates data flow from ServiceTitan into BI tools, eliminating the need for CSV downloads and manual data replication.

• By using Peaka’s infrastructure for data visualization, ServiceTitan consultants can channel their engineering resources to creating more value for clients.

Ready to supercharge your dashboard delivery?

Manual data exports and custom dashboard builds are no longer the price of doing business with ServiceTitan clients. With Peaka, you can unify and deliver the right data to the right BI tools without writing code, hiring engineers, or repeating the same work across clients.

Whether you’re serving 5 clients or 50, Peaka helps you deliver insights faster, scale your services, and reclaim your time.

To get started with instant BI dashboards for your clients, sign up to Peaka for free today.

Book a quick demo and see how you can accelerate dashboard delivery for your ServiceTitan clients with Peaka.