From your dashboard, select the image module and upload a new image or choose an existing image from the BrightGauge image uploader. BrightGauge is a BI tool from ConnectWise that puts essential information in one place, providing visibility for more informed decisions. Communication with the team has been great as well. We will also discuss your ownership mode, key profitability metrics, and a few ways you can improve your operational maturity level. Customize BrightGauge dashboards and sync your most-used business tools in a BI dashboard software designed to give you ultimate visibility. If you have yet to upload a logo to your account, we'll prompt you to do so. and choose to filter each dashboard by clients. Its that simple. Without a plan and a way to measure success and excellence, its just smoke and mirrors. Select your existing dashboard template inside of BrightGauge. These tech-specific dashboards can make 1:1s a lot more productive and efficient. Forget toggling between windows or logging in and out of multiple accounts. The first place I send them is to BrightGauge. Advanced quote and proposal automation to streamline your quoting. (By the way, this is just one example. Seamless integrations allow us to see our business in real time, everything from help desk support to back up and disaster recovery to financials. Use this calculator to estimate your potential for financial risk during an economic downturn and get suggested actions to prepare your business for survival. within the gauges, each dashboard owner can immediately jump into action if they are alerted to a client experiencing an issue, like being disconnected from a server. Even setting up my excel reports or SSRS, i then have to copy and paste all that info into a word document and format it properly for the clients. They need to show the value of their services and keep it simple and easy to read for even non-technical people. First comes the target customer profile, then comes driving technology standards. Identify patterns and trends more accurately with Snapshots - gauges that automatically capture a data point for you and plot it onto a chart you can easily analyze. We will also discuss your ownership mode, key profitability metrics, and a few ways you can improve your operational maturity level. The reports that we can now send to clients look 1000% better than anything we were able to do before. Especially when working in a service industry like ours, its kind of a necessity to build a history with clients and know that history in an effort to provide better service. Snapshot gauges are now available in BrightGauge. Your data will sync 10 minutes before a report goes out, keeping things up-to-date. As BG has evolved we have taken advantage of the additonal functionaility that has come online. The ConnectWise platform makes it easier to run your business, deliver your services, and secure your clients. Recommended Method: Clone Existing Dashboards. Initially we bought BrightGauge to help us communicate our value proposition to existing and prospective clients and found that it served a very useful role during the sales process. After a night of struggling with developing reports from Kaseya and ConnectWise, I searched for a better solution. Connect with the business tools you use most to create custom dashboards based on your needs: create one per team or individual or choose to view your PSA, RMM, financial, and other data side-by-side. We use it for workflow. Snapshots is your data warehousing lite solution. - for their customers, Bright Gauge provide a quazi consulting service both through direct contact and their marketing by giving you context and advice on what to measure for what situation BrightGauge is a BI tool from ConnectWise that puts essential information in one place, providing visibility for more informed decisions. This can come in the form of performance bonuses and raises, company outings, promotions, flexible work hours, employee stock options, etc. BrightGauge business intelligence dashboards update in real-time with data from PSA, RMM, BDR, security, finance, and other tools, eliminating the need to toggle windows or log in and out of multiple accounts. Your KPIs. By watching this webinar recording, you'll understand: The basics on OML trait: Quarterly Business Reviews Why effective QBRs are so important vCIO responsibilities and staffing levels What best-in-class include in their QBRs The components to a successful Quarterly Business Review * Note: If you have access to the ConnectWise University, check out the QBR Partner Kit. BrightGauge is a BI tool from ConnectWise that puts essential information in one place, providing visibility for more informed decisions. As always, we love your feedback and your questions, so shoot our success team an email any time! Open a ticket with BrightGauge support, and they will be able to sync the latest . Use the image cropping tool to edit and fit your image for display. Absolutely fantastic experience so far! Here are the other places we will be using BrightGauge. With that kind of visibility, you can prevent anything from falling through the cracks. Like all tools it is what you make of it. N/A. Their team is amazing to work with, extremely helpful and astonishingly responsive. Adding images to dashboards is a lot like adding a text gauge. One of our most important tools. They welcome input and take action! They go above and beyond expectations. If you cannot schedule a meeting using the link provided, email us for additional options on how we can help. BrightGauges ConnectWise Manage Integration is certified via the ConnectWise Invent Program. BrightGauge has empowered us to make decisions and be pro-active in our services than re-active. So go ahead and add a team pic or a client logo. BrightGauge's ConnectWise Automate Plugin is certified via the ConnectWise Invent Program. N/A. Check out all of the webinars in this series: CEO Growth & Profit Topic Date/Time Expert Register/Watch Now! Even if you can't attend the live webinar, well still email you the recording. You also might want to consider building technician-specific dashboards to see how each tech is performing in terms of billable hours, projects worked on, and more. That's why top performing MSPs have mastered the art of conducting value-driven QBRs. Unless you have access to public dashboards with your subscription, a BrightGauge login is required to view a dashboard. Choose More from the top right corner of the page. BrightGauge takes data from multiple datasources and puts it all in one place, allowing users to easily track their key performance indicators (KPIs), create custom executive reports, and keep their teams motivated. Plus, when you link your ConnectWise Automate integration (formerly Labtech integration) and BrightGauge, youll automatically get 4 pre-built dashboards. In addition to customer reporting, Brightgauge has revolutionised our internal reporting - we are now able to track within the last few hours all opened tickets, closed tickets and revenue waiting to be billed. BrightGauge is a BI tool from ConnectWise that puts essential information in one place, providing visibility for more informed decisions. The reasons Bright gauge has my vote is: The user can customize BrightGauge dashboards and sync other business tools in its BI dashboard software for ultimate visibility. The team at BrightGauge is one of the best partners we work with because of both their passion for the software but also their responsiveness to any of our requests. For more details on how to create technician dashboards, please visit our, You also might want to consider building technician-specific dashboards to see how each tech is performing in terms of billable hours, projects worked on, and more. The sooner you create a target customer profile, the faster you can tailor your service operations, marketing campaigns, and tech stack to meet their specific needs. David Wertz How each team member can own a BrightGauge dashboard. (If you are not already logged into the University, you will need to click the link twice.) By tuning in, you'll receive pointed advise on how to make a QBR productive and profitable, and how to squash any objections to conducting QBRs from your internal teams. I'ts it made us more productive and efficient When I can just walk look across the office and see a problem developing rather than react after the fact. ConnectWise Professional Services - Custom Reports, Dashboards, & Forms. Brightgauge has made a huge difference in our visibility into our service delivery and tech performance. Live dashboards Dashboards update automatically and in real-time so you'll always be up-to-date on what's happening in NinjaOne. If you haven't tuned in to the CEO Growth & Profit series yet, the Partner Success team has combined forces with Service Leadership to bring MSP owners, CEOs, and executive leadership teams loads of valuable content across 10 webinars. By watching this webinar recording, you'll gain: A recap of the Foundational OML Trait - Value Creation Strategy. Here, you'd select the 5 clients assigned to Rob. A Dashboard For Every Member of the Team to Own. If you need assistance with creating API members or integration setup please send a note toHelp@ConnectWise.comand the ConnectWise Manage support team can assist. In January's CEO Growth & Profit webinar, Foundational Excellence: Choosing your Target Customer Profile, Peter Kujawa, VP of Service Leadership and TSP Evangelist, shared how best-in-class MSPs identify their TCPs; which in turn, enables them to create synergy within their organization and across their teams. This presents a consistent brand regardless of the solution used. Making Service Profitability Decisions the Way the Top Performers Do August 3rd, 1pm Eastern Paul Dippell, Founder, Service Leadership https://bit.ly/service-profitability Making Sales Investment Decisions the Way the Top Performers Do August 25th, 1pm Eastern Rob Bufano, Service Leadership Solutions Director bit.ly/sales-investments Tracking your Financials the Way the Top Performers Do September 22nd, 1pm Eastern Rob Bufano, Service Leadership Solutions Director bit.ly/tracking-financials Key to Success: Knowing your Ownership Mode October 12th, 1pm Eastern Brad Schow, VP, Consulting Services, ConnectWise bit.ly/ownership-mode Getting to Goal: Knowing your Value Creation Strategy November 16th, 12pm Eastern Brad Schow, VP, Consulting Services, ConnectWise bit.ly/value-creation-strategy Getting to Goal: Putting your Value Creation Strategy into Action December 7th, 1pm Eastern Brad Schow, VP, Consulting Services, ConnectWise bit.ly/value-creation-action Foundational Excellence: Choosing your Target Customer Profile January 12th, 2pm Eastern Peter Kujawa, VP, Service Leadership & TSP Evangelist https://bit.ly/target-customer-profile Foundational Excellence: Driving Technology Standards February 15th, 11am Eastern Peter Kujawa, VP, Service Leadership & TSP Evangelist https://bit.ly/technology-standards Foundational Excellence: QBRs as your Scale Engine March 16th, 1pm Eastern Peter Kujawa, VP, Service Leadership & TSP Evangelist https://bit.ly/QBRs-scale Foundational Excellence: Pricing and Packaging April 20th, 1pm Eastern Rob Bufano, Service Leadership Solutions Director https://bit.ly/pricing-packaging To sign up for future episodes in the CEO Growth & Profit series or to watch previous webinar recordings, use the links above or visit our webinars page. 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