The TeamLogic IT Starter Pack is a powerful tool that compiles the top dashboards and reports that TeamLogic IT clients utilize for daily operations. It helps keep track of metrics essential for effective performance monitoring and insightful reporting. The app also includes report templates for the monthly Technology Business Review.
Who can use the TeamLogic IT Starter Pack?
- Users with Autotask or NinjaOne integrations can utilize the app.
Why should I use the TeamLogic IT Starter Pack?
Using the TeamLogic IT Starter Pack helps in the following areas:
- Tracking performance and efficiency
- Identifying trends in financial and operational metrics
- Reconciling contracted services with actual managed devices
- Customizing ready-to-use reports
TeamLogic IT Starter Pack dashboards
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Service Delivery KPIs - A starter dashboard for effectively tracking and improving service desk performance and efficiency. It has Queue and Client slicers to filter data and display targeted results. You can also click each widget for a drill-down of each KPI.
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MSP Growth Trend – A dashboard containing target card widgets to capture the monthly trend of your financial and operational metrics alongside team growth.
Target card widgets do not display data right after creation. These widgets need to start capturing snapshots starting on the first day of the next month until it has sufficient records to show data.
The number on the upper left corner of each widget shows live data. For example, the number 19 in the Active Engineers Count per Month widget shows the number of engineers in real time.
To activate the snapshot schedule, add a user in the config part after cloning. Open the widget, go to Config in the widget builder window, and select a user.
The following table displays the data sources for each widget in the MSP Growth Trend Dashboard.
Widget | Source |
MRR per Engineer | MRR = internal currency price from Autotask Contract Engineer = active resource from Autotask Resources |
Active Engineers Count per Month | Engineer Count = ID from Autotask Resources |
Supported Users per Engineer | Supported Users Count = ID from Autotask Contacts Engineer Count = ID from Autotask Resources |
Average Monthly Closed Tickets per Engineer | Closed Ticket = Ticket ID from Autotask Ticket Details – Layered Engineer Count = ID from Autotask Resources |
Customers per Engineer | Client Count= Company Name from Autotask Contacts Engineer Count = ID fromAutotask Resources |
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Autotask Contracts vs. NinjaOne Devices - This dashboard helps billing reconciliation by easily identifying discrepancies between contracted services from Autotask data versus the actual managed devices data from NinjaOne.
The Autotask Contracts vs NinjaOne Devices dashboard includes a slicer for Service Name to allow filtering according to NinjaOne services. Alternatively, you can filter data by editing the widget directly, e.g., click the ellipsis ... button and select Edit.
The value in the Difference column is calculated as NinjaOne data less Autotask data. The cell is green if the difference is positive, red if negative, and white if zero (0).
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Technology Business Review - The TeamLogic IT Starter Pack has three (3) customizable versions of the Technology Business Review report ready for scheduled reporting. To access these dashboards, go to Dashboards and select the TBR report for viewing.
- TeamLogic IT - TBR Report v1 - This report shows data for service overview and agent details.
- TeamLogic IT - TBR Report v2 - This report provides a deep level of insight into your service utilization, major service events and accomplishments, and technology infrastructure health compared to industry best practices.
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TeamLogic IT - TBR Report v3 - This report includes your organization's technological assets, monthly patch management, service overview, and survey reports.
Below is the example of the TeamLogic IT - TBR Report.
How to start using the TeamLogic IT Starter Pack
- Connect Autotask and NinjaOne to the MSPbots app.
- Install the TeamLogic IT Starter Pack app.
- Go to MarketPlace > Apps.
- Search for TeamLogic IT Starter Pack and click it to install.
- Clone the assets.
- Open the dashboard for cloning and click the Design button.
- When the Clone window appears, select the Clone the Associated Widgets option.
- Review the details in the other fields and click Continue to save. The cloned dashboard will appear under the My Dashboards tab.
- Customize your dashboard by adjusting the widget filters or adding more widgets from our available templates.
- Open the dashboard for cloning and click the Design button.
- Set up and send your reports. Cloned reports also appear under the My Dashboards tab.
- Customize your report.
- Send it out to clients using the MSPbots Scheduled Reporting. This will automatically generate and send out the reports at regular intervals.
If your company name varies across PSAs, map these names using the Client Mapping feature. Please raise a support ticket so we can update the slicer used in the report template. We are actively working on improving the Automated Client Mapping feature to make this experience easier for you.