Visionary 360 Blog

Free Dashboard Display | ConnectWise Manage

Dashboards can be instrumental in delivering metrics to your team, however third party tools such as BrightGauge might not fit some budgets.

ConnectWise has built four dashboards into the Manage PSA product which could be of value to many.  Today we will show how to access these dashboards for instant use.

Access:  To display using a separate machine, use the Read Only option for Manage.  This will allow displaying the dashboards using a standalone pc; possibly connected to monitors hung on the wall.  The Read Only option removes the requirement of purchasing a login just to display the dashboards.

Activate the display:  These dashboards can be found by navigating to Service Desk > Service Reports > Report Name:  Dashboard – Name…  or navigating to System > All Reports > Service Desk > Report Name:  Dashboard – Name…

  Add the dashboards to your Today Screen for quick access.  Select the dashboard, then select Add to My reports.  This function is available for any favorite reports.

Each dashboard has parameters which will need to be set prior to their use.  With this capability a dashboard’s settings can be saved using the  Add to My Reports function.  This gives the ability to run the same dashboard simultaneously with different settings.

The following Dashboards are included for instant use:

  • Service – Current
  • Service – In Progress
  • Service – Resolution
  • Service by Member

Service – Current

Use:  SLA metrics, Surveys, and Ticket Volume

See the University KB for available parameters for this dashboard.

 

 


Service – In Progress

Use:  Member ticket counts and Ticket Specs by Service Boards

See the University KB for available parameters for this dashboard.

 

 


Service – Resolution

Use:  Analyze the rate of resolved to opened tickets.  Current backlog, future backlog and open vs resolution trends.

See the University KB for available parameters for this dashboard.

 

 


Service by Member

Use:  Service related KPI’s for team members.  Survey averages, resolved tickets, and customer updated tickets.  This can display service tickets, project tickets or both.

See the University KB for available parameters for this dashboard.

 

While these dashboards are far from BrightGauge’s reporting capabilities, they are a great way to get started in metrics.  We hope these be of use for your company.

 


About Visionary 360

Visionary 360 is a team of veteran coaches focused on the technology sector, mainly IT Service Providers, helping to successfully implement their tools more effectively with a financial focus.

We are problem solvers who love helping people, doing the impossible while having fun doing it.  We engage with our clients like they are family.  We love working with them, watching their companies grow.  There is no greater reward than seeing our clients prosper.   To learn more about Visionary 360, visit our website at www.visionary360.com or setup an introductory meeting to discuss your needs.


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