Dashboard & Report Templates with Buildout Keys

Check back each month for our latest dashboard or report template. These also get shared on our Blog and from our monthly User Showcase webinar.

How to use: View the public dashboard link, then reference the buildout key to recreate these in your own BrightGauge. 

Note: Some field names displayed in the keys may vary across datasources (ex: date_opened vs date_entered, board_name vs ticket_current_board) as well as datasets (ex: Ticket Statistics vs Ticket Statistics Last 240 Days). These items, though named differently, should show the same relevant data. Any questions on converting between PSAs, reach out to success@brightgauge.com.

 

NEW! Client Account Overview Dashboard (March 2021) - This dashboard is ideal for lower touch customers, it's a quick way to get an overview of their account details. It contains basic MSP information for the client like number of servers and workstations, links to open a ticket, make an order, or pay their bill as well as their account manager contact details: Buildout Key

 

Reports

Goals and EOS Tracking Weekly Report (Nov 2020) - A weekly check-in on where the team stands with their goals, what's being done to meet their core values, tasks currently in the works, open projects, overdue tickets and tasks, and known issues to address. Review this buildout key to recreate in your account: Buildout Key

Quarterly Business Review (September 2020 RoTM) - Comprehensive report that will showcase all of the behind-the-scenes work your client may not have have visibility into. Highlight the value of your services by showing off your hard work! Follow these steps to build in your account: Buildout Key

Engineer Audit Monthly Report (July 2020 RoTM)- Send this to your technicians each month to review their billable %, scorecard, time tracking, CSAT, and more over the last 6 months. View the original here, and rebuild this in your BrightGauge following these instructions: Buildout Key

Internal Weekly Service Report (February 2020 RoTM) - Our go-to report for keeping the team in the loop. Follow these steps to build in your account: Buildout Key

Agreement Performance Report (November 2019 RoTM) - A high-level view of how fixed-fee Agreements are performing. Track your revenue, cost, and margins. Follow these steps to build in your account: Buildout Key

Team Huddle Dashboard (February 2021) - A dashboard overview of the day's action items for your support team. Drive daily meetings' agenda by providing insight into open tickets, daily schedules, and any past due items. Review this buildout key to recreate in your account: Buildout Key

Internal PSA Dashboards

Engineer Dashboard for Self-Triaging - Filter for an individual tech to see what's on their plate for today, where there's room for them to pick up work on other tickets, and their stats for the last week: Buildout Key

Support Team Dashboard - Track ticket statuses and team average. Follow these steps to build in your account: Buildout Key

Team Capacity Dashboard (January 2020 DoTM) - Another way of tracking utilization. See if your techs are meeting capacity. Follow these steps to build in your account: Buildout Key

Tech Dashboard (Webinar Highlight) - Track individual progress, ranking, and time logged. Follow these steps to build in your account: Buildout Key

Service Desk KPI's - We're big fan's of this dashboard; built off of Connectwise's top recommended service KPIs. Follow these steps to build in your account: Buildout Key

Manage to Zero - An essential board for the folks always working to get inbox to 0. These are the golden metrics that require action. Follow these steps to build in your account: Buildout Key

Manage to Green - You always want to end your day in green. Setup and follow these KPIs to ensure you're in good standing. Follow these steps to build in your account: Buildout Key

SLA & Tickets plus some Machine Stats - We recreated this user's dashboard that tracks open vs closed tickets, SLAs, machine stats, and top active users. Follow these steps to build in your account: Buildout Key

Daily Service Delivery Board (July DoTM) - Provide up to date information on tickets, hours entered, SLA stats, and survey responses. Follow these steps to build in your account: Buildout Key


Client-Facing Dashboards

Client Overview Dashboard - A great update to the metrics shared in our default client boards - share your CSAT, ticket, and SLA stats with your clients. Follow these steps to build in your account: Buildout Key

Client Dashboard (Webinar Highlight) - For the hands-on customer that loves getting into the KPIs, build this and share your ticket stats. Follow these steps to build in your account: Buildout Key

Client Success Overview (March DoTM) - This Automate-based shares your workstation, PC, and project stats. Set up for your clients, filter, and share. Follow these steps to build in your account: Buildout Key 

Client End of Month Report - A great monthly recap of the metrics that matter most to your clients -  ticket stats, asset management, and computer health. Follow these steps to build in your account: Buildout Key

Quarterly Business Review Dashboard (August DoTM) - A fresh take on the classic QBR report to highlight the services you provide. Set up filters, clone, and share with your clients for visibility into your operation; they will appreciate the transparency! Buildout Key

Client Account Overview Dashboard (March 2021) - This dashboard is ideal for lower touch customers, it's a quick way to get an overview of their account details. It contains basic MSP information for the client like number of servers and workstations, links to open a ticket, make an order or to pay their bill as well as their account manager contact details : Buildout Key


Financial/Leadership Dashboards

NEW!Financial Health Dashboard (January 2021 DoTM) - Keep track of your most important high level financial metrics like EBITDA (Earnings Before Interest, Tax, Deprecation & Amortization), MRR, Margin %, Churn % and get insight into the potential total revenue each of your customers can bring with Customer Lifetime Value gauge: Buildout Key

Leadership KPI's (December 2019 DoTM) - Get an overhead view of the health of your company with stats on income, gross profit, and performance. Follow these steps to build in your account: Buildout Key

Finance KPI's - This board offers a breakdown of distributed revenue by client, hourly rates, and margins. Follow these steps to build in your account: Buildout Key

MSP Overview Dashboard - See high level financial and service metrics on a single board. This dashboard shows some important financial KPI's together with the average response and resolution time stats over the past months and the total number of managed users and endpoints: Buildout Key


Sales Dashboards

Sales Management Dashboard (September 2019 DoTM) - Compare your profits with revenue, margins, and and what's in the pipeline. Follow these steps to build in your account: Buildout Key

Sales Team KPI's - A clean view of these golden sales metrics: revenue in pipeline, opportunities, revenue won, and other sales activities. Follow these steps to build in your account: Buildout Key

Sales Leadership KPI's - A different view of your sales health: total revenue, agreements by product and service, won & lost, opportunities by rep and stage. Follow these steps to build in your account: Buildout Key

 

Project Management Dashboards

Project Management Dashboard - Set up this board to track time spent across projects, revenue yet to be collected, projects over budget, and project revenue forecasting. Follow these steps to build in your account: Buildout Key

 

Operational Maturity Dashboards 

Watch the May 2020 Webinar, and recreate one of the dashboards below to match where you are in your operational maturity.

Metric Journey – Phase 2
 
Metric Journey – Phase 3
 
Metric Journey – Phase 4
 
Metric Journey – Phase 5
Was this article helpful?
11 out of 14 found this helpful

Comments

0 comments