DataTurk.AI’s Revenue Funnel Report Card for ServiceTitan

DataTurk AI Report Cards for ServiceTitan Marketing Funnel

For $197 a month, DataTurk.ai turns your ServiceTitan data into a done-for-you monthly scorecard that tells you where the money’s leaking, where the time’s being wasted, and where to focus next.

How well is your business turning customer interest into actual sales? Our system grades each step of your funnel, from A to F. This includes marketing leads, lead classification, booking, dispatch, opportunity to sell, conversion, and overall revenue trend; nothing is hidden.

The new DataTurk.ai AI Report Card service shows you how your business is doing in key areas:

  • Marketing Leads – Are you capturing enough calls from potential customers?
  • Lead Classification – Are you correctly sorting real opportunities from dead-end calls?
  • Booking – Are you turning interested callers into booked appointments?
  • Dispatch – Are you getting the right technician to the right job at the right time?
  • Opportunity to Sell – Are you giving your team the best chance to present solutions once they’re on site?
  • Conversion – Are those opportunities turning into paying jobs?
  • Revenue Trend – Is your overall revenue moving in the right direction compared to past performance and our AI’s expected revenues?

Each step in your funnel receives a clear, easy-to-understand grade, similar to those in school, ranging from A to F. There are NO confusing details, just clear ways to boost your sales.

You may see a grade that feels lower than you expected. That’s normal. Remember, this grade isn’t about effort or intentions; it’s based only on measurable outcomes from your ServiceTitan data. (See sample report.)

A lower grade doesn’t mean you’re doing something ‘wrong.’ It means the results coming out of your funnel aren’t as strong as they could be. This makes the report card valuable because it cuts through guesswork and shows you the truth about performance.

Your business is unique, so we can’t tell you exactly which inputs to change, whether that’s marketing spend, sales scripts, or staffing. What we can do is show you how the outputs compare: where the funnel is strongest, where it’s weaker, and how each part contributes to your overall results.

Where it’s useful, we’ll give you an estimate of how much more revenue you might gain by improving certain parts of your business.

Think of this report card as a scoreboard. You see where you stand. You see which part of your game needs attention. Then it’s up to you — or your coach and/or your team — to decide on the best plays to run. DataTurk.ai’s role is to keep the scoring fair and consistent, so you always know the effect of your efforts.

Spots are limited, so join our beta test today and start seeing exactly how to turn more leads into revenue!

DataTurk.ai brings powerful business intelligence to small and mid-sized trade businesses, without the complexity. Unlike traditional business intelligence (BI) tools used by large companies, which require specialized teams to manage and understand them, DataTurk.ai keeps things simple.

We know trade businesses don’t have time to get bogged down in complicated data or fancy visuals. That’s why we handle all the number crunching for you. With AI, we transform complex data into easy-to-understand report cards that clearly show how your business is performing. 

Trusted by trade professionals, coaches, trainers, and financial experts, DataTurk.ai helps you track performance, spot opportunities, and grow your business without the hassle of becoming a data expert.

FAQ

1. What is the Revenue Funnel AI Report Card?

It’s your business’s monthly scoreboard. Using your ServiceTitan data, we grade ((A–F)  each stage of your revenue funnel so you can see what’s working and where opportunities are being missed.

2. What parts of my business are graded?

Every step from the first phone call to the final invoice: Marketing Leads, Lead Classification, Booking, Dispatch, Opportunity to Sell, Conversion, and Revenue Trend

3. How are the grades decided?

We don’t measure effort; we measure outcomes. The grades reflect what actually happened in your business, giving you an honest and consistent picture of performance.

4. Why might my grade feel lower than expected?

That’s common. A lower grade isn’t a criticism; it highlights where improvements can make the most significant difference to revenue.

5. How often do I get a report?

Every month, usually about five days after the month closes, once your ServiceTitan data has settled.

6. How quickly will I see my first report?

Within two business days after you connect your ServiceTitan account.

7. Do I need technical skills?

Nope. The setup is simple, and the report card is written in plain language that anyone on your team can understand.

8. How do I receive my report card?

You’ll get a secure link you can open in your browser. 

9. What should I do with the results?

Think of the report card like a coach’s feedback. It shows where you’re strong, where you’re losing ground, and how much more revenue you could capture by making targeted improvements.

10. How is my feedback used?

Your input helps shape the service. We continually refine the report card to make it more useful for contractors and service businesses like yours.

10. Is my information private?

We respect your privacy. We will not sell it or distribute it. Your can read our privacy policy here: