A ConnectWise dashboard is a necessity for MSPs wanting to maximize efficiency, improve client satisfaction, and grow their business. Utilizing MSPbots' custom dashboards can offer a game-changing, data-driven approach to managing operations. ConnectWise custom dashboards are a game-changer for MSPs who desire to enhance clarity and control in their service business. While normal views don't allow for selective highlighting of the most important KPIs and metrics, custom dashboards enable you to emphasize the very metrics that matter most to your business. These include resolution time for tickets, technician utilization, SLA attainment, and profitability of agreements.
Designing impactful ConnectWise custom dashboards involves more than just selecting widgets. It demands an intimate knowledge of your business workflows, objectives, and data repositories. Bering McKinley helps MSPs craft dashboards that are not only aesthetically pleasing but also foster accountability and performance.
Coupled with Bering McKinley consulting services, you can even elevate your dashboards with extra customizations, creating an unmatched white-glove experience.
But what if you’re just getting started? Don't worry. Below, we'll walk you through five essential ConnectWise Manage dashboards that every MSP must have to ensure success and scalability.
You might already be falling behind if you’re not tracking ticket priorities in real time. The ConnectWise Tickets by Priority dashboard ensures that urgent issues get the attention they deserve.
This dashboard is invaluable for MSPs seeking clarity on high-priority tasks. It can help allocate resources to pressing challenges and improve client response times.
If you’re aiming to spot trends or identify patterns over time, this dashboard provides unmatched flexibility for analyzing past activity. Offering a date range slicer, allows for customized timeframes to analyze ticket statuses and performance.
This tool offers a long-term view that’s critical for refining strategies and improving service delivery. Don’t just solve problems; learn from them.
Understanding ticket activity is critical for long-term operational success. The ConnectWise Service Tickets Review dashboard consolidates key metrics, helping you identify ticket management patterns and uncover workflow optimization opportunities.
This dashboard gives you a real-time pulse on your team's workload and responsiveness, enabling smarter prioritization.
Sometimes, you just need a straightforward overview of how your team is performing within a single day. The Tickets Summary Today dashboard focuses on providing an at-a-glance view of current operations.
Gain deeper insights into your daily progress with widgets like Ticket Closed Rate Today to ensure bottlenecks are identified and resolved early.
Accurate time entry is vital for billing efficiency, reporting accuracy, and client transparency. The Late Time Entry Report – Team dashboard ensures your team stays on top of time tracking.
1. What is a custom dashboard in ConnectWise?
A custom dashboard in ConnectWise is a personalized graphical representation of important data metrics, including tickets, time, and revenue, that is customized to the unique reporting requirements of your MSP.
2. Why should MSPs utilize custom dashboards within ConnectWise PSA?
Custom dashboards assist MSPs in obtaining greater insight into operations, monitoring KPIs, discovering bottlenecks, and enhancing overall service delivery. They are necessary for proactive management, goal tracking etc.
3. What types of data can I show on a ConnectWise custom dashboard?
Answer based on article and ConnectWise general knowledge: You are able to show different data concerning service tickets (status, priority, age), time entries, sales activities, project statuses, etc., as emphasized by the suggestions such as "Tickets by Priority" and "Late Time Entry Report.