Business Intelligence (BI) is a required strategic tool in today's data-driven world. Everyday your company generates valuable data that can be harnessed to drive efficiency, improved customer satisfaction, and business growth. MSPbots will transform your data into meaningful insights through tools like dashboards, reports, and visualizations, enabling you to anticipate trends, identify opportunities, mitigate risks, and make data-driven decisions.
This document contains onboarding videos for using MSPbots BI tools to combine data from different sources and utilize prebuilt dashboards and reports to create actionable insights for your MSP.
Prerequisites
- Functional integrations of your PSA, RMM, and other business systems with MSPbots. You can go to the Integrations page for instructions on setting up your integrations.
- Admin role for creating dashboards, reports, schedules, and widgets
Introduction to MSPbots Business Intelligence
Cloning Template Dashboards
Creating Custom Dashboards
Creating a Report
Sharing Your Dashboards and Reports
Creating a Schedule for Sending Your Reports
How to Create a Line Chart Widget for Your Dashboard or Report
How to Create a Card Number Widget for Your Dashboard or Report
How to Add a Custom or Template Slicer to Your Dashboard or Report