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! 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 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 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
Agreement Performance Report (November 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
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
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 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 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!
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 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.