MSPBots WIKI : Autotask Public Dashboards
These Autotask dashboards in published and alpha versions are ready for use.
In total, there are 51 publish/alpha dashboards
| Name | Description | Created Date | Last updated |
|---|---|---|---|
| Next Ticket For AutoTask Rule Report | Next Ticket For AutoTask Rule Report | Aug 02, 2022 | Aug 02, 2022 |
| Autotask Stale Project and Support Tickets | This dashboard consists of widgets that shows stale and aging project and support tickets, sorted by queue slicer. | Sep 07, 2022 | Dec 10, 2022 |
| Autotask Stale Tickets | A dashboard showing widgets on stale tickets for Autotask. | Jan 26, 2022 | Dec 10, 2022 |
| Peer Group KPI | A summary report of total invoices open, average resolution of ticket, ration of tickets, and a chart of the percentage of the closed ticket by priority and month. | Apr 26, 2022 | Dec 10, 2022 |
| Month-to-Date Dashboard - Current Month | This dashboard shows the utilization and how many tickets have been worked on for every tech for the current month. | Aug 03, 2022 | Dec 10, 2022 |
| Today KPI Dashboard | A summary report showing the widget of today's KPI. | Jul 27, 2022 | Dec 10, 2022 |
| Yesterday KPI Dashboard | A summary report that shows the count of tickets yesterday. | Jul 25, 2022 | Dec 10, 2022 |
| Monthly User Audit | A summary report showing the count of active contact by client. | Jul 25, 2022 | Dec 10, 2022 |
| Autotask Tickets Report | A dashboard containg certain card numbers and column charts for the ticket counts and sum of actual hours in different categories. The date period is current week. This also containes a queue name slicer. | Aug 25, 2022 | Dec 10, 2022 |
| Autotask Hours Worked For Client Board | A dashboard showing the hours worked for clients at different time ranges. This includes a queue name slicer. | Sep 02, 2022 | Dec 10, 2022 |
| Autotask Tickets Opened By Time Of Day | This dashboard contains all the widgets where tickets are opened in the last 30 days, last 3 months, and the last 12 months. | Aug 31, 2022 | Dec 10, 2022 |
| Autotask Tickets Summary | A dashboard containing the card numbers for tickets opened and closed for today and yesterday, as well as certain bar charts that show ticket counts and sum of actual hours per technician. | Aug 29, 2022 | Dec 10, 2022 |
| Autotask Tickets Opened By Contact | A dashboard containing the column charts for the count of opened tickets per contact in the last 14, 30, 90, and 365 days. | Sep 22, 2022 | Dec 10, 2022 |
| Autotask Resource Productivity For Last 7 Days | A report showing the table for the number of hours worked by each technician per day in the current week. | Aug 31, 2022 | Dec 10, 2022 |
| Autotask 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. | Mar 08, 2023 | Apr 13, 2023 |
| Autotask Hours Worked Monitoring Board | A dashboard showing certain widgets for the number of hours worked at different periods llike today, this week, and last 30 days. This also contains some widgets for ticket counts. This includes a queue name slicer. | Sep 06, 2022 | Dec 10, 2022 |
| Autotask 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. | Feb 02, 2023 | Mar 08, 2023 |
| Autotask 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. | Feb 08, 2023 | Mar 12, 2023 |
| Autotask Team Utilization - Summary | The Summary dashboard shows key team metrics and highlights the 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. | Jan 26, 2023 | Mar 19, 2023 |
| Autotask Team Utilization - Weekly Chart | Dashboard Template | Feb 09, 2023 | Mar 27, 2023 |
| Autotask Team Utilization - Work Category | This dashboard shows recorded hours for each Work Category and Business Unit on a per team/technician level. | Feb 24, 2023 | Mar 27, 2023 |
| Autotask Team Utilization - Non-Billable Time | This dashboard gives a complete breakdown of time entries tagged as Do Not Bill on a per team and technician level. Also shows proportion of non billable time recorded against customer and internal teams. | Feb 06, 2023 | Mar 10, 2023 |
| Ticket Labor Analysis - Autotask | This dashboard compares the total ticket count with the total labor hours on a per company, queue, and subtype level. It also shows their monthly trend for the selected date range. | Mar 13, 2023 | Apr 14, 2023 |
| Autotask 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. | Jan 31, 2023 | Apr 19, 2023 |
| Autotask 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. | Mar 14, 2023 | Apr 15, 2023 |
| Autotask 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). | Feb 10, 2023 | Mar 26, 2023 |
| Autotask 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 | Feb 08, 2023 | Mar 27, 2023 |
| Autotask 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. | Mar 07, 2023 | May 11, 2023 |
| Autotask Project Completion | This dashboard shows an overview of project completion by dividing active projects based on number of days before scheduled completion date. | Feb 03, 2023 | Apr 19, 2023 |
| Autotask 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. | Feb 03, 2023 | Apr 19, 2023 |
| Autotask Ticket KPIs | This dashboard shows the monthly trend of relevant KPIs for open and closed tickets (non-child and non-internal) such as Ave. Time to Respond and Ave. Time to Resolve. All of these are also shown per customer for easy investigation. | Mar 29, 2023 | Apr 29, 2023 |
| Financial Dashboard - Effective Rate | This dashboard shows effective rates per customer and contract classification with breakdown of billed, addition costs, and labor hours. | Nov 29, 2022 | Aug 10, 2023 |
| Financial Dashboard - Contract Detail | This dashboard shows a breakdown of the same key metrics from the Summary Dashboard but on a per contract-company level. It also contains graphs that show the trend of the following: labor hours vs the target, profit margin %. | Nov 21, 2022 | Aug 10, 2023 |
| Financial Dashboard - Margin Review | The Margin Review dashboard contains a table that displays all companies under each contract classification with their monthly margins. This allows users to see the trend and determine which companies should be looked into. | Nov 29, 2022 | Aug 10, 2023 |
| Team GPS Ticket KPI - Autotask | Dashboard Template - Team GPS Ticket KPI - Autotask | Jul 28, 2023 | Sep 25, 2023 |
| Team GPS KPI Time Entries - Autotask | Dashboard Template | Jul 27, 2023 | Aug 28, 2023 |
| Financial Dashboard - Contract Profitability Summary | This summary dashboard shows total billed, margin, effective rate, contribution rate, and profit per Contract classification. It also contains graphs showing the monthly trend for these KPIs. | Nov 29, 2022 | Nov 22, 2023 |
| Autotask Sales Opportunities | A dashboard showing the status of opportunities | Apr 06, 2021 | Sep 23, 2022 |
| Autotask Service Ticket KPIs | A dashboard showing card number widgets on tickets opened and closed today, new tickets, assigned tickets, unassigned tickets, and pie charts of open tickets broken down by priority and type. | Mar 30, 2021 | Jul 19, 2022 |
| Autotask Next Ticket App Usage Dashboard | Track the Next Ticket App usage to be able to identify how many among the tickets updated by techs are dispatched through the app | Jan 17, 2022 | Feb 13, 2023 |
| Autotask Service Desk Leaderboard | A dashboard showing a collection of leaderboard and card number widgets on completed tickets, tickets worked on, and hours worked | Mar 11, 2021 | Dec 10, 2022 |
| Autotask Time Worked Per Client | A dashboard showing the total time worked for each client in the last 30 days. | Mar 24, 2021 | Dec 10, 2022 |
| Autotask Ticket by Time of the Day | A dashboard showing the count of created tickets by the time of day in the last 30 days, last 3 months, and last 12 months | Mar 03, 2022 | Dec 10, 2022 |
| Sales Reps - Autotask | A dashboard showing the opportunity status by sales reps. | Apr 06, 2021 | Dec 10, 2022 |
| Autotask SLA Dashboard | A dashboard showing the count of tickets breaching response, resolution plan, and resolution. | Apr 05, 2021 | Dec 10, 2022 |
| Sales Leaderboard - Autotask | A dashboard showing a collection of leaderboard on sales | Apr 06, 2021 | Dec 10, 2022 |
| Autotask Projects Overview | A dashboard showing the status of projects for Autotask. | Apr 06, 2021 | Dec 10, 2022 |
| Tech Dashboard | A dashboard displaying widgets on ticket statistics and time entries. | Apr 26, 2022 | Dec 10, 2022 |
| Team Capacity | This is a count of tickets with no completed date or resolved date, but has set the SLA status of resolution plan | Apr 27, 2022 | Dec 10, 2022 |
| Autotask Client Dashboard Template - Clients | A client portal template dashboard containing widgets for Autotask | Jun 09, 2022 | Aug 15, 2023 |
| IT Haven - Ticket KPIs_clone_2023-06-30T16:46:41.14Z | This dashboard shows the monthly trend of relevant KPIs for open and closed tickets (non-child and non-internal) such as Ave. Time to Respond and Ave. Time to Resolve. All of these are also shown per customer for easy investigation. | Jun 30, 2023 | Jun 30, 2023 |