Your data will sync 10 minutes before a report. Fantastic product and a fantastic team to work with. SmileBack will ask you to authorize the connection, you need to be logged in as an account administrator to do this. The engagement with the customers is much better. CW does well at collecting the data, but as anyone that has tried to use report writer knows, reporting is not a CW strength. If you need help, the BrightGauge team is responsive, friendly and knowledgeable. BrightGauge Dashboards put all your important data in one place, so you can make faster, sharper decisions. When employees have a real, actual stake in what theyre doing - versus going through the motions based on what someones telling them to do - it motivates them to work harder and do what they can to hit their goals. This series is dedicated to helping you quickly determine how you're performing on the biggest financial drivers in your business. We will also discuss your ownership mode, key profitability metrics, and a few ways you can improve your operational maturity level. 2023 ConnectWise, LLC. 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. With your ConnectWise Manage integration, you can create your own custom dashboards or select from our 10+ pre-built dashboards. Built for MSPs, BrightGauge simply provides a simpler way to get faster, stronger data insights. By watching this webinar recording, you'll understand: What technology standards are and why they're so important The impact your technology standards have on staffing costs How to implement your tech stack Ways to maintain your standards during supply chain issues * Note: If you want to learn more about Technology Stack Standardization after this webinar, check out this great article from Service Leadership! Here are the other places we will be using BrightGauge. Reserve your place now! After a while, youll be able to look at your Snapshot gauge and identify any patterns or issues. In last month's CEO Growth & Profit webinar, Foundational Excellence: QBRs as your Scale Engine, Peter Kujawa, VP of Service Leadership and TSP Evangelist, reviewed the components of a successful quarterly business review. Use the image cropping tool to edit and fit your image for display. Check out all of the webinars in this series: CEO Growth & Profit Topic Date/Time Expert Register/Watch Now! 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. Taking it a step further, this series also provide practical guidance on improving sub-optimal business practices by adopting the proven methods of best-in-class. 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. Its your data - see it in a way that makes the most sense for your business. Reserve your place now! Only registered users can view documentation.After signing in, we'll redirect you back here. 2023 ConnectWise, LLC. You'll also find tons of great example QBR Dashboards and reports on the BrightGauge Templates Page and you can grab additional guidance in this BrightGauge blog post! Make your own for maximum geek levels, but keep in mind n-Central's API is kind of garbage. Keep up the great work. If youre curious about how BrightGauge and ConnectWise can simplify your day-to-day operations, check out our free whitepaper, How BrightGauge and ConnectWise Partner to Make Sense of Your Data. BrightGauge is a data i. Go-Live Checklist Welcome to BrightGauge! Your team may be structured with a mix of junior and senior level roles, but they can all feel like they own their work. Rather than going to the RMM tool and getting some reports out of its engine, and making some out of connectwise, then, lets be honest, those reports aren't great. BG is truly our business partner! Response times get better because your techs already know what theyre dealing with and can likely reach a solution more quickly. These tech-specific dashboards can make, 1:1s a lot more productive and efficient. The user can customize BrightGauge dashboards and sync other business tools in its BI dashboard software for ultimate visibility. 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. Depending on the ConnectWise Automate metrics you watch out for most, each dashboard can consist of gauges like: By utilizing performance thresholds 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. I would highly recommend BrightGauge and their team to any MSP looking to take their business to the next level. The support is top notch and they are adding new feature on a constant basis. We work directly out of brightgauge. Building upon that previous webinar, this month we met up with Peter Kujawa again for Foundational Excellence: Driving Technology Standards. Here, youd select the 5 clients assigned to Rob. They go above and beyond expectations. Keep your clients at ease with backup and disaster recovery you can trust. If you've got questions about Dashboards or want to see Dashboards in action. 2020 ConnectWise. Here, you'd select the 5 clients assigned to Rob. 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. We will be using reports to show tech utilization in the future. There's no going back. NOTE: Spaces are limited. The #1 reason we migrated from our previous PSA to ConnectWise was the need for better reporting and metrics. Brightgauge reporting has made a huge difference for us. Company culture is a priority to us and to our peers because were people people. However, in order to leverage your tech tack to reduce complexity and improve profitability, you'll need a plan of action! If you have, then you probably understand why one of the most impactful ways to improve your business's operational maturity is to establish a target customer profile (TCP). BrightGauge. Their support is the best I have ever worked with in any industry. David Wertz Increase shareholder value and profitability. We will also discuss your ownership mode, key profitability metrics, and a few ways you can improve your operational maturity level. You know what makes employees feel really good? Enter a Client Name (e.g., BrightGauge). After implementing Brightgauge(BG) anyone in my team can use it. - The tool has a clean and easy interface and getting what you want in an attractive format is simple. All rights reserved. The Brightgauge team is outstanding and they provide the very best customer service. Schedule a confidential 1-hour session with a partner success manager at no cost to walk through creating a basic value creation strategy. We've already locked ourselves into a four year contract. They are super excited as we have never had that kind insight without manually checking. Taking it a step further, we also packed each webinar with practical guidance on how to improve sub-optimal business practices by adopting the proven methods of best-in-class. 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. Business leaders sometimes feel challenged with giving their team members more ownership because projects and responsibilities naturally change as seniority does. Monthly reporting for us involved 5+ days per month running reports from ConnectWise & GFI, exporting to Excel, merging into Pivot Tables & then generating graphs. Paired with BrightGauge dashboards, you'll always have a real-time view of device patch status, configurations, network issues, and more. Using that NOC/Operations center as an example, heres a really simple way to assign each of your techs a ConnectWise Automate-specific dashboard that he or she can own completely. The dashboard is going to be fantastic for our NOC. After a night of struggling with developing reports from Kaseya and ConnectWise, I searched for a better solution. Make sure to keep an eye out for additional emails and in-app invites from us, and follow @BrightGauge on Twitter for updates. Peter provides tips from the best-in-class on how to employ and update your technology standards. To start you need to log into your BrightGauge account and follow their instructions. Their dashboard solution is only going to make their platform even more critical to our on going business operations. We will also discuss your ownership mode, key profitability metrics, and a few ways you can improve your operational maturity level. In Kims dashboard, youd filter by the 5 clients assigned to her. Score 8.4 out of 10. They care not just about the dashboards, but about my business. 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. They enable MSPs to deliver the highest value by becoming an active player in the IT budget planning. 29 Default KPIs Unlimited Dashboards Unlimited Reports First comes the target customer profile, then comes driving technology standards. The ConnectWise platform makes it easier to run your business, deliver your services, and secure your clients. 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. In Kim's dashboard, you'd . Their product works well and gives you usable data in a convenient way. They need to show the value of their services and keep it simple and easy to read for even non-technical people. We plan to use the reports in quarterly reviews, the ability to click on data to drill down will be a unique offering that I doubt many, if any, of our local competitors are doing. You can upload image files up to 5MB in size. If you have, then you probably understand why one of the most impactful ways to improve your business's operational maturity is to establish a target customer profile (TCP). With Client Reporting capabilities, you can customize and send Connectwise reports any time of day or week. As BG has evolved we have taken advantage of the additonal functionaility that has come online. If you cannot schedule a meeting using the link provided, email us for additional options on how we can help. Business intelligence solutions like BrightGauge aim to help business managers make sense of their data. I would recommend them to anyone who is looking for a better reporting tool. Highly recommended. Your profit margin is a lot more complicated than just the money youre bringing in. We will be using reports for sales in the future. We have been working with BrightGauge for over two years now. In last month's CEO Growth & Profit webinar, Foundational Excellence: Choosing your Target Customer Profile, Peter Kujawa, VP of Service Leadership and TSP Evangelist, shared why and how to define your target customer profile (TCP). Advanced quote and proposal automation to streamline your quoting. Retaining employees for a long while just makes that history even stronger. - They have experience as us having run a successful MSP so they can see things from our perspective Each department has TV's mounted to wall with their department brightgauge board. They enable MSPs to deliver the highest value by becoming an active player in the IT budget planning. How each team member can own a BrightGauge dashboard. 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. Users can also display data with embeddable gauges on public sites. Forget toggling between windows or logging in and out of multiple accounts. Automatically, every month. Use this calculator to estimate your potential for financial risk during an economic downturn and get suggested actions to prepare your business for survival. 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 Towatch previous webinar recordings, use the links above or visit our webinars page. 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. Even if you can't attend the live webinar, well still email you the recording. From your dashboard, select the image module and upload a new image or choose an existing image from the BrightGauge image uploader. Taking it a step further, we also packed each webinar with practical guidance on how to improve sub-optimal business practices by adopting the proven methods of best-in-class. 2023 ConnectWise, LLC. 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. You can choose to convert your dashboard into a report where images will automatically stack to fit the format of the report. Recommended Method: Clone Existing Dashboards. 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. N/A. Customer profiles are designed to help you understand who your ideal customers are so you can set up goals and anticipate future needs. In this CEO Growth & Profit webinar, Peter showcased how narrowly defined technology standards launch a domino effect of improved efficiencies. BrightGauge is a BI tool from ConnectWise that puts essential information in one place, providing visibility for more informed decisions. BrightGaugehelps hold us accountable. Want to show your prospects how quick you are to respond to tickets? Once you have chosen your image it will appear on your dashboard filling the entire image container . Network Operation Center: For automated reports going to multiple clients, you'll have to customize and individually send to each one separately. If you need assistance with plugin implementation, please reach out to BrightGauge. NOTE: Spaces are limited. If you cannot schedule a meeting using the link provided, email us for additional options on how we can help. Highly recommended! Alternatives to BrightGauge When Using Kaseya VSA/BMS We've recently switched from ConnectWise Automate & Manage to Kaseya VSA & BMS (SaaS). By watching this webinar recording, you'll understand: What technology standards are and why they're so important The impact your technology standards have on staffing costs How to implement your tech stack Ways to maintain your standards during supply chain issues * Note: If you want to learn more about Technology Stack Standardization after this webinar, check out this great article from Service Leadership! Documentation Compliance in ConnectWise: Only registered users can write reviews.After signing in, we'll redirect you back here. After reviewing several options, we picked BrightGauge due to their versatility with reporting. If you have yet to upload a logo to your account, we'll prompt you to do so. BrightGauge's ConnectWise Sell integration is not Certified under ConnectWise Invent. A quarterly business review (QBR) is a recurring meeting between a company and its clients where they discuss service delivery, satisfaction, and future expectations. For MSPs, quarterly business reviews provide a opportunity to truly become their clients' strategic technology advisors. Its that simple. Users can also display data with embeddable gauges on public sites. Filter for your desired parameters and choose the chart type you like best. Items that split between multiple pages, such as Tables, will still continue to be dynamic. With the ability to upload a photo for more context(or just for fun! Solve staffing issues with managed services to support your team and clients. IT Documentation by ITBoost Centralized, intuitive IT documentation. BrightGauge is a BI tool from ConnectWise that puts essential information in one place, providing visibility for more informed decisions. Users can also display data with embeddable gauges on public sites. Now, all reports include a token to pull your company logo to the header of the email. Score 8.4 out of 10. I believe it was Peter Drucker who said What gets measured gets improved. You will see them move these requests every month. MSPs turn to BrightGauge dashboards, reports, and goals to get their teams to run more efficiently and productively and to make more impactful business decisions. We recently signed up with BrightGauge to utilize their service to generate monthly Network Health reports for our clients. And show off your data with embeddable gauges on public sites. If you cannot schedule a meeting using the link provided, email us for additional options on how we can help. If you cannot schedule a meeting using the link provided, email us for additional options on how we can help. BrightGauge Menu Bar The top menu bar provides quick access to all of your BrightGauge resources and settings and is available on every screen within BrightGauge. You will need these keys to connect the datasource in BrightGauge. Your KPIs. If you take advantage of gauge and dashboard filters, individual tech dashboards wont require a huge time commitment at all. Users can also display data with embeddable gauges on public sites. I am super excited to see how next months reports will look with all the new info we want to add. Before I switched, I did my research. Now that there is a live dashboard your busy MSP team can see realtime what is happening. The new dashboard feature is very nicely done. BrightGauge Your Data. I'd have to say that if you are another MSP in my area, you should NOT use this product as it degrades our competitive advantage :-). I am proud to have them as colleagues and a vendor partner. helps hold us accountable. SmileBack Customer Service Feedback For MSPs 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. 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. With dashboards, youll see whats happening as its happening, so youll always know what needs immediate attention. Now, BrightGauge allows us to have a constant live view of our business! And to Eric and the teams' credit, the support and communication is excellent and theres a steady stream of improvements. Series: CEO Growth & Profit Topic Date/Time Expert Register/Watch now take their business to the next level dashboard is! Feature on a constant live view of our business their clients ' strategic technology advisors filter by the clients... Reports will look with all the new info we want to show the value of their data for Excellence! Peter Drucker who said what gets measured gets improved non-technical people team responsive... Day or week quote and proposal automation to streamline your quoting feature on a live. Prompt you to authorize the connection, you & # x27 ; s is... A long while just makes that history even stronger quick you are to respond to tickets are. Business operations logging in and out of multiple accounts network Health reports for our NOC times get better your. 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