Dashboard & Report Templates with Buildout Keys

This is a growing list of dashboard and report templates built out for you. View the public dashboard, 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

Internal PSA Dashboards

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

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

Internal Weekly Service Report (February RoTM) - Our go-to report for keeping the team in the loop. 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


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 


Financial/Leadership Dashboards

Leadership KPI's (December 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


Sales Dashboards

Sales Management Dashboard (September 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

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