MSPBots WIKI : ConnectWise Manage Public Dashboards
These ConnectWise Manage dashboards in published and alpha versions are ready for use.
In total, there are 103 publish/alpha dashboards
| Name | Description | Created Date | Last updated |
|---|---|---|---|
| Profit Margin Analysis By Company | This dashboard contains a heatmap that displays all companies with their monthly margins. This allows users to see the trend and determine which companies should be looked into. | Sep 22, 2023 | Jan 15, 2024 |
| Agreement Profitability | This dashboard offers a comprehensive view of your business's financial performance, with a focus on key metrics such as monthly trends in total billed, gross revenue, and margin. In addition to tracking these critical indicators, the dashboard also provides leader boards highlighting the top 10 companies with the highest and lowest gross revenue. This valuable information empowers businesses to monitor their financial health, make informed decisions, and identify areas for improvement. | Sep 24, 2023 | Jan 15, 2024 |
| Agreement Profitability by Company | This dashboard displays the profitability for all agreements by company during a specified time period. It also includes trends in Margin Percentage, Contribution Rate, Total Billed by Recurring Type, and Total Actual Hours by Recurring Type. Analyzing these profitability metrics provides a comprehensive view of a company's financial performance, allowing for informed decision-making, cost optimization, and strategies for revenue growth and improved profitability. | Sep 21, 2023 | Jan 15, 2024 |
| Profitability Analysis | The Profitability Analysis dashboard provides a comprehensive overview of the profitability of all agreements within a specified time period. This tool enables businesses to assess their revenue, costs, and profitability across different types of agreements. By utilizing various widgets, users can gain valuable insights into their financial performance and make data-driven decisions to optimize their business strategies. | Sep 20, 2023 | Jan 15, 2024 |
| ConnectWise Manage Procurement V2 | A report containing several widgets showing Sales and Purchase orders as well as product deliverables and accumulated amounts for all orders statuses. | Jan 28, 2022 | Dec 10, 2022 |
| ConnectWise Manage Technician Dashboard 2 | A dashboard containing the counts of tickets that are to be checked by technicians, as well as the details of today's untouched tickets, and the charts for unresolved tickets per status and the sum of actual hours for time entries entered by technician in the last and current week. This contains the board and technician slicers. | Aug 04, 2022 | Dec 10, 2022 |
| ConnectWise Manage Sales Board | A report containing several widgets showing sales and opportunities statuses plus the accumulated revenue from all of these activities. | May 13, 2021 | Dec 10, 2022 |
| ConnectWise Manage Tickets By Priority | This is a dashboard containing the statistics for priority tickets. | Sep 26, 2022 | Dec 10, 2022 |
| Ticket Status and Details | This dashboard shows the status and details of the tickets on different board names using a slicer. | Jul 29, 2022 | Dec 10, 2022 |
| ConnectWise Manage Agreement Invoicing | A dashboard showing the tables for the monthly agreement amount and count, as well as the agreement invoice changes from the previous to the current month. | Jul 29, 2022 | Dec 10, 2022 |
| Project Summary | This dashboard provides an overview of all active projects so that stakeholders can easily monitor their progress and provide timely support. It shows the Cost Performance Index (CPI), % of on track in terms of delivery date and budget hours, and breakdown of projects per status, customer, manager. | Aug 22, 2022 | Jan 23, 2023 |
| Utilization App Settings | Change the setting of the ConnectWise Utilization report and bots. | Jul 19, 2021 | Sep 04, 2022 |
| Next Ticket For CW Rule Report | Next Ticket For CW Rule Report | Aug 02, 2022 | Aug 02, 2022 |
| Team Utilization - Weekly Chart | This dashboard shows the weekly average and trend for the following KPIs: Utilization, Realization, Billable Utilization, Do Not Bill, and No Charge | Aug 16, 2022 | Oct 17, 2022 |
| Team Utilization - Work Category | This dashboard shows recorded hours for each Work Category and Business Unit on a per team/technician level. | Aug 16, 2022 | Oct 17, 2022 |
| Team Utilization - Daily Time Span | This dashboard shows a comparison between the computed Total Daily Span (hours spent by a technician) and Total Labor Hours (hours logged for work by a technician). | Aug 16, 2022 | Oct 17, 2022 |
| Team Utilization - Compare Periods | This dashboard has 2 similar tables showing breakdown of KPIs on a per technician level to allow users to compare an individual's utilization across different periods or against other members. | Aug 12, 2022 | Oct 17, 2022 |
| Tickets Resolved - Technician Efficiency | This dashboard gives an overview on count and daily rate of Tickets Resolved for the selected date range. Also shows the % of tickets resolved by First Line Response. | Jul 25, 2022 | Oct 17, 2022 |
| Ticket Labor Analysis | This dashboard compares the total ticket count with the total labor hours on a per company, board, and subtype level. It also shows their monthly trend for the selected date range. | Jul 25, 2022 | Oct 17, 2022 |
| Tickets Opened-Closed Same Day | This dashboard shows the count and percentage of tickets that were opened and closed on the same day as well as their weekly trend for the selected date range. | Jul 25, 2022 | Oct 17, 2022 |
| Project Details | This dashboard allows users to deep dive on specific projects or customers and see more details that affect the project completion such as % Budget Remaining, Start Date, and Scheduled Date. | Aug 24, 2022 | Oct 17, 2022 |
| ConnectWise Manage Service Desk Dashboard with Date Range | This dashboard contains widgets about ticket statistics e.g. opened, closed, unassigned and etc. for a specific time period though the date range slicer. | Aug 26, 2022 | Dec 10, 2022 |
| ConnectWise Manage Service Board 2 | A dashboard showing card number widgets on tickets opened and closed today, open, new, stale, assigned and unassigned and average response and resolution times within the last 14 days. This includes a board name slicer and utilizes the ConnectWise Manage Cloud. | Sep 06, 2022 | Dec 10, 2022 |
| ConnectWise Manage Open Tickets Overview | A dashboard showing the card numbers for the count of open tickets such as those that are new, high priority, escalated, etc; and charts for open tickets grouped by either status, priority, and ticket owner. This contains a board name slicer. | Sep 28, 2022 | Dec 16, 2022 |
| Active Project Tickets Summary | This dashboard shows the count of active project tickets per board, per status, and per date created. In addition, it gives full visibility of ageing project tickets with respect to Created Date and Last Updated Date. | Aug 31, 2022 | Oct 17, 2022 |
| Team Utilization - Summary | The Summary dashboard shows key KPIs and highlights the resulting Utilization, Realization, and Billable Utilization for the selected date range. It also has column charts that show the monthly trend for these metrics over the last 12 months. | Aug 05, 2022 | Oct 17, 2022 |
| ConnectWise Manage 14-Day Summary | A dashboard containing several widgets showing counts of open or closed tickets/service requests. Included also are the counts of assigned, unassigned, waiting on client, and stale tickets. | Jul 29, 2022 | Oct 17, 2022 |
| Project Completion | This dashboard shows an overview of project completion by dividing active projects based on number of days before scheduled completion date. | Aug 30, 2022 | Oct 17, 2022 |
| Team Utilization - Comparison | This dashboard contains a table that shows a breakdown of key KPIs on a per technician level to allow Managers to review the performance of specific teams/individuals. For a quick view, it also has graphs showing top technicians/teams in terms of utilized and realized hours. | Aug 15, 2022 | Oct 17, 2022 |
| Team Utilization - Compare Teams | This dashboard has 2 similar tables showing breakdown of KPIs on a per team level to allow users to compare a team's utilization across different periods or against other teams. | Aug 19, 2022 | Oct 17, 2022 |
| Team Utilization - Non-Business Hours | This dashboard gives a breakdown of Time Entries under Non-Business Hours on a per technician and date entry level. | Aug 15, 2022 | Oct 17, 2022 |
| Team Utilization - Daily Chart | This dashboard shows the daily average and trend for the following KPIs: Utilization, Realization, Billable Utilization, Do Not Bill, and No Charge | Aug 11, 2022 | Oct 17, 2022 |
| Team Utilization - Non-Billable Time | This dashboard gives a complete breakdown of time entries tagged as Do Not Bill or No Charge on a per team and technician level. Also shows proportion of non billable time recorded against customer and internal teams. | Aug 02, 2022 | Oct 17, 2022 |
| ConnectWise Manage Time Entry Review | A dashboard containing the widgets with information regarding time entries, as well as total hours worked by technicians. This includes a technician and board name slicers. | Aug 29, 2022 | Dec 10, 2022 |
| ConnectWise Tech Dashboard | A dashboard showing card number, column chart, and progress tracker widgets showing technician statistics. | Jul 22, 2022 | Dec 10, 2022 |
| ConnectWise Manage SLA and 7-Day Summary | This dashboard contains the card numbers for ticket count and sum of hours worked in the last 7 days, as well as the SLA statistics in the last 30 days. | Aug 26, 2022 | Dec 10, 2022 |
| ConnectWise Manage Time Entries by Board | This dashboard contains all the widgets needed for the ConnectWise Manage Time Review Board. | Aug 26, 2022 | Dec 10, 2022 |
| ConnectWise Manage Project Dashboard | A report containing several widgets showing projects and tickets statuses as well as accumulated time entry hours per project, tickets and by project managers. | Oct 27, 2021 | Dec 10, 2022 |
| TEA Group SM KPI | Service Manager KPIs for TEA Group Service Managers | Nov 23, 2021 | Dec 10, 2022 |
| Previous Quarter Review | Previous Quarter Review | Apr 19, 2022 | Dec 10, 2022 |
| Ticket Quality | A report showing the benchmark value for Ticket Quality. This dashboard is a combination of nine measures on the ticket data across Contact Recorded, Configuration Attached, Agreement, Type, Subtype, SLA, Time Entry Timeliness, Time Entry Notes and Ticket Re-Opened | Apr 07, 2022 | Dec 10, 2022 |
| SLA | This dashboard displays different widgets for SLA on ConnectWise Manage. | Apr 20, 2022 | Dec 10, 2022 |
| HAL - Project Dashboard | HAL - Project Dashboard displays different widgets that shows project statistics under Heathcote Appliances. | May 09, 2022 | Dec 10, 2022 |
| Agreement KPIs | A dashboard showing the count of agreements; the total revenue, margin, and EHR for the current month; and the agreement performance in the last 3 months. | Jan 26, 2022 | Dec 10, 2022 |
| ConnectWise Manage Sales Reps | A report containing several widgets showing opportunities and revenues both Won and Lost generated by Sales representatives. | May 13, 2021 | Dec 10, 2022 |
| Project Ticket Management | A summary report that contains the count of open project, stale project, project tickets opened/ closed, projects due, lacking budget, unassigned projects, and hours on projects. | Jun 16, 2022 | Dec 10, 2022 |
| ConnectWise Ticket Monitoring This Week - Service Leads | Dashboard showing ticket counts of Resolved, Opened, Closed and Total Hours for Service Delivery Team Leaders | Aug 25, 2022 | Dec 10, 2022 |
| ConnectWise Manage Tickets Summary | A dashboard showing different card numbers and column charts for the count of tickets, as well as the average specific time used working on those tickets. Tickets data is across all boards which could be filtered out via the board name slicer. | Aug 08, 2022 | Dec 10, 2022 |
| Bering McKinley - Dispatch | A dispatch dashboard designed by Bering McKinley | Aug 01, 2022 | Dec 10, 2022 |
| ConnectWise Manage Service and Project Tickets Overview | A dashbooard showing certain tickets counts for the service and project tickets. It also shows the technician efficiency for the current week. This has a board name slicer. | Aug 05, 2022 | Dec 10, 2022 |
| ConnectWise Manage Open Tickets | A dashboard showing the card numbers for the open tickets in different parameters, as well as the column charts for open tickets grouped by type, status, and subtype per owner. | Aug 26, 2022 | Dec 10, 2022 |
| ConnectWise Manage Tickets Management | A dashboard containing certain card numbers for the ticket counts involving SLA monitoring, as well grids for the ticket breakdown and details. | Aug 10, 2022 | Dec 10, 2022 |
| ConnectWise Manage Service Tickets Review | A dashboard containing the count of opened and closed tickets, the average times spent of those, and their partition by type, subtype, and severity in the last 30 days. | Aug 10, 2022 | Dec 10, 2022 |
| ConnectWise Manage Tickets Summary Today | A dashboard showing the summary on opened and closed tickets, SLA statistics, and average times worked on tickets for the current day. | Aug 22, 2022 | Dec 10, 2022 |
| ConnectWise Manage General Dispatch Dashboard | A dashboard showing certain card numbers and charts of ticket counts that are most commonly used in dispatch dashboards This has a board name slicer. | Aug 05, 2022 | Dec 10, 2022 |
| ConnectWise Manage Tickets by Board | A report showing tickets by Board | Aug 25, 2022 | Dec 10, 2022 |
| Time Entry Detail Report | A report containing the details of the time entries for the day | Aug 23, 2022 | Dec 10, 2022 |
| ConnectWise Manage Tickets Review with Date Range Slicer | A dashboard showing the count of opened, unresolved, and stale tickets; the averages of time to response, resolution, and resolution plan, and the count of tickets grouped by type, subtype, and contact. This includes a board name and date range slicer. | Aug 26, 2022 | Dec 10, 2022 |
| ConnectWise Manage Tickets Response Dashboard | This dashboard shows the average response time, resplan time, resolution time, utilization rate, kill rate, SLA metrics, and actual hours per technician. | Aug 26, 2022 | Dec 10, 2022 |
| ConnectWise Manage Dispatch Dashboard | A dashboard showing different card numbers for per priority of tickets and column charts for the count of tickets, as well as the average specific time used working on those tickets. Tickets data is across all boards which could be filtered out via the board name slicer. | Aug 26, 2022 | Dec 10, 2022 |
| ConnectWise Manage Tickets Report | A dashboard showing the certain card numbers that are used to monitor tickets across all boards. It also contains the actual hours per work type in the last 7 days. This has a board name slicer. | Aug 25, 2022 | Dec 10, 2022 |
| ConnectWise Manage Tickets Overall Board | This dashboard shows the open and completed tickets in overall board or per board. | Aug 26, 2022 | Dec 10, 2022 |
| ConnectWise Manage Sales Opportunities | A Dashboard containing several widgets showing sales, stale, and opportunities statuses. | Sep 13, 2022 | Feb 10, 2023 |
| BMK Project Management | Project Manager Dashboard | Mar 01, 2023 | Apr 01, 2023 |
| BMK AGP Trending | BMK AGP Details by Month | Mar 02, 2023 | Apr 02, 2023 |
| Team GPS Ticket KPI - ConnectWise Manage | Shows widget for Ticket Related KPI for Team GPS. | Mar 06, 2023 | May 15, 2023 |
| BMK Agreement Tracking | BMK Agreement Tracking | Mar 02, 2023 | Apr 02, 2023 |
| BMK AGP Monthly | BMK AGP Monthly Report | Mar 02, 2023 | Apr 02, 2023 |
| Team GPS KPI Time Entries - ConnectWise Manage | Shows the time entries related to KPI of Tem GPS. Last 7 days. With member and date slicer. | Mar 13, 2023 | May 15, 2023 |
| CrushBank Dashboard | CrushBank Dashboard - Template | Jun 02, 2023 | Jul 08, 2023 |
| Open AI Analysis For ConnectWise TimeEntry | Dashboard Template | Jun 08, 2023 | Jun 08, 2023 |
| BMK - Project Management | This dashboard is a comprehensive visual display of project-related information for effective project management and monitoring. It offers a centralized view for project managers, team members, and stakeholders to track and manage various aspects of ongoing projects. | Oct 19, 2023 | Oct 23, 2023 |
| BETA - Pivotal Crew - Quarterly Proactive Audit | BETA - Pivotal Crew - Quarterly Proactive Audit [pending] | Nov 21, 2023 | Dec 29, 2023 |
| BMK - Dispatch Management | dashboard template | Oct 19, 2023 | Oct 19, 2023 |
| BMK - Sales Dashboard | A dashboard with sales-specific widgets with member slicer | Oct 19, 2023 | Oct 19, 2023 |
| BMK - Technician Dashboard | dashboard template | Oct 19, 2023 | Oct 19, 2023 |
| BMK - Account Management | dashboard template | Oct 19, 2023 | Oct 19, 2023 |
| BMK Agreement Tracking | dashboard template | Oct 19, 2023 | Oct 19, 2023 |
| Active Tickets Summary | This dashboard shows the count of active tickets (non-child and non-internal) per board, per status, and per date created. In addition, it gives full visibility of ageing tickets with respect to creation date and date of last update. | Aug 30, 2022 | Oct 26, 2023 |
| Team Utilization Suites Settings for App Package | This dashboard contains settings for dashboards under Team Utilization app packages for ConnectWise. | Aug 16, 2022 | Nov 20, 2023 |
| Financial Suite App Settings Form | This dashboard contains forms for setting up the Financial Suite App. | Nov 20, 2023 | Dec 20, 2023 |
| ConnectWise Manage Agreement Type Settings | Set the Agreement Type | Nov 03, 2021 | Dec 28, 2023 |
| BMK AGP Monthly Report Template | Bering McKinley AGP Monthly Report Template. Created By Will Young | Mar 05, 2022 | Mar 05, 2022 |
| ConnectWise Manage Support Performance Dashboard | A report containing several widgets showing support performance metrics for all tickets for ConnectWise. | Aug 03, 2021 | Feb 02, 2022 |
| BMK AGP Trending Details by Month Template | Bering McKinley AGP Details by Month Template, created by Will Young | Mar 05, 2022 | May 24, 2022 |
| ConnectWise Manage Client Dashboard Template | A report containing several widgets showing Client Tickets Progress for ConnectWise | Apr 01, 2021 | Dec 10, 2022 |
| ConnectWise Manage Service Board | A report containing several widgets showing Tickets statuses and Progress for ConnectWise. Included also are the time to resolution hours and average rate of completion that serves as a measure for current services. | Nov 05, 2021 | Aug 02, 2022 |
| ConnectWise Manage Procurement | Procurement | Oct 27, 2020 | Dec 10, 2022 |
| ConnectWise Manage Service Tickets KPIs | A report containing several widgets showing the count of open, closed, or resolved tickets. This also displays the averages of time to acknowledge, to resolution, or to resolution plan. | Mar 31, 2021 | Dec 10, 2022 |
| ConnectWise Manage Technician Dashboard | A dashboard showing widgets that technicians could track to evaluate areas to improve and focus | Apr 27, 2021 | Dec 10, 2022 |
| ConnectWise Manage Service Team KPIs | A dashboard showing the number of tickets closed by engineer, hours today by engineer, and open tickets by status | Apr 27, 2021 | Dec 10, 2022 |
| ConnectWise Manage Service Desk Leaders | A leaderboard showing the following widgets: Tickets Resolved This Week Leaderboard, Tickets Worked On This Week Leaderboard, Hours Worked This Week Leaderboard, Tickets Opened This Week, Tickets Closed This Week, Hours This Week, and Surveys Received This Month. | Mar 08, 2021 | Dec 10, 2022 |
| ConnectWise Late Time Entry Report - Team | A dashboard showing a table ranking the different teams based from their late time entries | Oct 11, 2021 | Dec 10, 2022 |
| Time Entry and Sheets | A dashboard containing widgets for Time Entry and Time Sheets | Mar 24, 2021 | Dec 10, 2022 |
| Procurement | Procurement dashboard showing the count and amount of sales categorize sales order | Apr 18, 2022 | Dec 10, 2022 |
| Projects | A report containing several widgets showing projects and tickets statuses as well as accumulated time entry hours per project, tickets and by project managers. | Apr 19, 2022 | Dec 10, 2022 |
| Member Efficiency | A summary report of the member efficiency. | May 16, 2022 | Dec 10, 2022 |
| ACCT- Client Agreement Dashboard | A dashboarding showing the multiple widgets with information related to financial sourcing from either the ConnectWise Agreement or Invoice data. | Mar 30, 2022 | Dec 10, 2022 |
| Service Desk Leaders | A leaderboard showing the following widgets: Tickets Resolved This Week Leaderboard, Tickets Worked On This Week Leaderboard, Hours Worked This Week Leaderboard, Tickets Opened This Week, Tickets Closed This Week, Hours This Week, and Surveys Received This Month. | May 19, 2022 | Dec 10, 2022 |
| Projects Dashboard | BGS - Projects -Clone | Jan 09, 2022 | Dec 10, 2022 |
| ConnectWise Manage Service Board Dashboard | A dashboard showing card number widgets on tickets opened and closed today and of yesterday, unassigned and stale tickets, and a pie graph of open tickets broken down by status. | Mar 08, 2021 | Dec 10, 2022 |
| ConnectWise Manage SLA | A report containing several widgets showing SLA statuses and Progress including breach status for ConnectWise. | May 11, 2021 | Nov 08, 2023 |
| Bishs RV_clone_2023-09-21T21:00:39.25Z | Dashboard for Bishs Stats | Sep 21, 2023 | Sep 21, 2023 |