ServiceTitan (CRM) logo

CRM integration

ServiceTitan reporting & dashboards

Turn ServiceTitan customers, leads, locations, and bookings into governed CRM reporting for your service business.

What you can do with ServiceTitan in Maven

Maven connects ServiceTitan and models customers, contacts, leads, service locations, and bookings into governed CRM metrics. Track booking volume, lead count, and customer growth, break the pipeline down by stage, lead source, or location, and report your ServiceTitan funnel beside the Google Ads and Facebook campaigns that drove the calls.

What you can measure

31 governed ServiceTitan metrics

Every metric is defined once in Maven’s semantic layer, so ServiceTitan numbers mean the same thing in every dashboard, report, and answer.

Deal Count

CRM deals or franchise-sales leads at deal grain

Deal Amount

CRM deal amount for monetary CRM opportunities; FranConnect lead rows have no amount

Weighted Pipeline

Pipeline amount weighted by stage probability

Won Deals

Deals marked closed-won at the CRM stage outcome

Closed Deals

CRM deals whose stage outcome is won or lost

Avg Days to Close

Average days from creation to close

Win Rate

Closed-won deals divided by all closed deals

Avg Deal Size

Average CRM deal amount calculated from deal amount divided by deal count

Lead Count

CRM leads or contacts at lead/contact grain

Show all 31 metrics

MQL Leads

CRM leads or contacts whose conformed lifecycle stage is marketing-qualified lead

SQL Leads

CRM leads or contacts whose conformed lifecycle stage is sales-qualified lead

Qualified Leads

CRM leads or contacts marked qualified by native or inferred lifecycle evidence

Converted Leads

CRM leads or contacts marked converted by native or inferred lifecycle evidence

Customer-Matched Leads

CRM leads or contacts that resolve to ecommerce customer identity

MQL Rate

Marketing-qualified CRM leads divided by all CRM leads

SQL Rate

Sales-qualified CRM leads divided by all CRM leads

Lead Qualification Rate

Qualified CRM leads divided by all CRM leads

Lead Conversion Rate

Converted CRM leads divided by all CRM leads

Lead Customer Match Rate

CRM leads matched to ecommerce customers divided by all CRM leads

CRM Deal Associations

CRM deal association rows or summary counts

CRM Deal-Contact Associations

CRM deal-to-contact associations where native contact IDs are available

CRM Deal-Account Associations

CRM deal-to-account associations where native account IDs are available

CRM Stage Events

CRM stage/property history events plus current-stage observations

CRM Current Stage Observations

Current-stage snapshot observations in the CRM stage history surface

Open Deals (Snapshot)

Open deals in the pipeline as of each snapshot date

Open Pipeline Value

Open deal amount in the pipeline as of each snapshot date

Weighted Pipeline (Snapshot)

Probability-weighted open pipeline value as of each snapshot date

Won Deals (Snapshot)

Cumulative closed-won deals as of each snapshot date

Lost Deals (Snapshot)

Cumulative closed-lost deals as of each snapshot date

Snapshot Deal Count

Deals in the stage as of the snapshot date.

Snapshot Closed Amount

Cumulative closed deal amount as of the snapshot date.

Questions you can ask

Just ask Maven about ServiceTitan

Maven’s agent answers in plain language with the right metric definitions applied automatically. These are real, verified questions it can run today.

What is our deal pipeline value by stage for deals created in the last 90 days?

Show closed deals by stage

Show average days to close by owner

Show open pipeline by stage

Show won and lost deals in the latest pipeline snapshot by stage

Show closed amount by pipeline in the latest pipeline snapshot

How many ServiceTitan bookings did we get in the last 30 days?

Show ServiceTitan booking value by stage over the last 90 days

How it works

Get ServiceTitan into Maven in minutes

No SQL, no warehouse setup, no data engineer. Connect the source and Maven handles the modeling.

Step 1

Connect ServiceTitan

Authorize or configure Maven from the Data Sources screen, then pick the account and workspace to sync.

Step 2

Maven syncs and models the data

Maven pulls your ServiceTitan data (5 objects) and models it into governed, conformed tables — no SQL, warehouse, or pipeline setup required.

Step 3

Report, ask, and automate

Ask questions in natural language with the Maven agent, drop the metrics into dashboards, set alerts on what matters, and schedule deliveries to your team.

What Maven syncs from ServiceTitan

ServiceTitan customersCustomer contactsLeadsService locationsBookings

Works well with

Report ServiceTitan alongside the rest of your stack

FAQ

ServiceTitan reporting questions

What ServiceTitan metrics can I report on in Maven?

Maven exposes 31 governed ServiceTitan metrics, including Deal Count, Deal Amount, Weighted Pipeline, Won Deals, Closed Deals and Avg Days to Close — each defined once so it means the same thing in every report.

What can I break ServiceTitan performance down by?

You can break ServiceTitan metrics down by Close date, Deal stage, Stage outcome, Pipeline, Owner, Acquisition source, Converted Date and Company, and more.

Can I combine ServiceTitan with other data sources?

Yes. ServiceTitan reports alongside sources like Google Ads, Facebook Ads, Google Analytics 4 and Google Search Console. Maven models every source into one governed layer, so you can blend them in a single dashboard, report, or question.

How often does ServiceTitan data sync to Maven?

Maven syncs ServiceTitan automatically — a fast first pull within minutes of connecting, then scheduled refreshes that keep reports current. The last successful sync time is always visible, so you know the numbers are fresh before you share them.

Can Maven report ServiceTitan bookings and lead sources together?

Yes. Maven models ServiceTitan bookings and leads alongside customer and location, so you can see booking volume by stage or source and trace which acquisition channels produce the jobs that book.

Does Maven report revenue amounts from ServiceTitan?

ServiceTitan feeds Maven the booking and lead pipeline — customers, contacts, leads, locations, and bookings. Monetary job or invoice amounts are not part of this sync, so ServiceTitan reporting focuses on volume, conversion, and source quality; pair it with your accounting or payments integration for revenue.

Is my ServiceTitan data secure with Maven?

Yes. Maven encrypts integration credentials and tokens, scopes access to the workspace, and uses the connection only to sync the reporting data needed for governed analytics.

Ready for marketing data your team can finally trust?

Bring the sources and reports where the numbers do not match. We'll show how Maven gets you to trusted dashboards without a data team.

We'll map your first trusted dashboard

You'll see what Maven handles: sources, definitions, refreshes, and outputs

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