If you need help, the BrightGauge team is responsive, friendly and knowledgeable. That's why top performing MSPs have mastered the art of conducting value-driven QBRs. As always, we love your feedback and your questions, so shoot our success team an email any time! Dashboards put all your important KPIs in a single pane of glass, giving you a 10,000 foot view of whats going on with your business at any given time. Please reach out directly to BrightGauge for integration implementation and/or support. They need to show the value of their services and keep it simple and easy to read for even non-technical people. Score 8.4 out of 10. An understanding of the Foundational OML Trait - Target Customer Profile (TCP) Learn why a narrowly defined target customer profile is important Best practices for selecting your TCP How to transition existing clients * Note: If you want to learn more about value creation strategy after this webinar, make sure to watch Getting to Goal: Knowing your Value Creation Strategy and Getting to Goal: Putting your Value Creation Strategy into Action We're here to help! I've not seen anything else that makes it so easy to create reports for clients or internal use. Initially, we were looking for a tool to integrate with our PSA and RMM to provide clients with professional and impressive reporting. Especially when working in a service industry like ours, its kind of a necessity to build a history with clients and know that history in an effort to provide better service. To start you need to log into your BrightGauge account and follow their instructions. 2023 ConnectWise, LLC. BrightGauge Your Data. Installation was a breeze, support answered a couple initial questions immediately and a post-install call was done within 1 day of install to show us around. Absolutely fantastic experience so far! We have metrics that pull data from CW, LT, and our phone system. You must be signed in to the ConnectWise University.After signing in, we'll redirect you back here. Taking it a step further, this series also provide practical guidance on improving sub-optimal business practices by adopting the proven methods of best-in-class. helps hold us accountable. BrightGauge converts all the data that runs our business into a digestable visual language that helps my team run more efficiently, including alerting the team to items that need addressing, including response time, breaching SLA, etc. As of 2019, we became a part of the ConnectWise platform. These guys are awesome!! Enter a Client Name (e.g., BrightGauge). If you have the opportunity I would also highly recommend attending their onsite training sessions. With a well-defined TCP, you will be better positioned to develop, adopt, and enforce technology standards with your clients. Schedule a confidential 1-hour session with a partner success manager at no cost to walk through creating a basic value creation strategy. However, in order to leverage your tech tack to reduce complexity and improve profitability, you'll need a plan of action! After a while, youll be able to look at your Snapshot gauge and identify any patterns or issues. Feeling a true sense of ownership in their role. BrightGauge is a BI tool from ConnectWise that puts essential information in one place, providing visibility for more informed decisions. Snapshot gauges automatically take a daily, weekly, or monthly picture of your metrics - like end-of-day ticket count - and pin it onto a chart. I ran into a bug where a report did not display exactly how I wanted, they had it fixed how I wanted by the following day. They'll do it for you! Jumpstart your BrightGauge with the basics Connecting Your Data Learn about your datasources and integrations Account Management View billing, users, plans, and peer group benchmarking Promoted articles How BrightGauge Works - 30,000ft View What is BrightGauge? They have been able to help us develop custom queries that we didn't think were even possible. They enable MSPs to deliver the highest value by becoming an active player in the IT budget planning. Taking it a step further, Peter also provides suggested solutions for common pain points around constructing and maintainingthose standards. Whether youre planning your first managed services agreement, or youre ready to overhaul your existing version, we've got you covered! By watching this webinar recording, you'll understand: The basics on OML trait: Quarterly Business Reviews Why effective QBRs are so important vCIO responsibilities and staffing levels What best-in-class include in their QBRs The components to a successful Quarterly Business Review * Note: If you have access to the ConnectWise University, check out the QBR Partner Kit. Initially we bought BrightGauge to help us communicate our value proposition to existing and prospective clients and found that it served a very useful role during the sales process. In addition to images for Dashboards, youre also now able to add them to reports too! You know what makes employees feel really good? Their product works well and gives you usable data in a convenient way. Make sure to keep an eye out for additional emails and in-app invites from us, and follow @BrightGauge on Twitter for updates. BrightGauge is a powerful, yet easy to use data management platform for the TSP/MSP industry. For MSPs, quarterly business reviews provide a opportunity to truly become their clients' strategic technology advisors. Even if you can't attend the live webinar, well still email you the recording. Then the BrightGauge team improved their product even more by allowing us to create internal reports to measure our help desk. Even if you can't attend the live webinar, well still email you the recording. Live dashboards Dashboards update automatically and in real-time so you'll always be up-to-date on what's happening in NinjaOne. With the Snapshot tool, metrics are turned into charts automaticallygiving your customers more transparency into your work and freeing up time for you to focus on other tasks. Lists Featuring This Company Edit Lists Featuring This Company Section Display your data with embeddable gauges on public sites to show your prospects how quickly you respond to tickets and more. Items that split between multiple pages, such as Tables, will still continue to be dynamic. Professional services automation designed to run your as-a-service business. Choose More from the top right corner of the page. NOTE: Spaces are limited. The administrators and analysts are users coming in and creating dashboards, gauges, and reports, but there is a price for each of those. Making Service Profitability Decisions the Way the Top Performers Do August 3rd, 1pm Eastern Paul Dippell, Founder, Service Leadership https://bit.ly/service-profitability Making Sales Investment Decisions the Way the Top Performers Do August 25th, 1pm Eastern Rob Bufano, Service Leadership Solutions Director bit.ly/sales-investments Tracking your Financials the Way the Top Performers Do September 22nd, 1pm Eastern Rob Bufano, Service Leadership Solutions Director bit.ly/tracking-financials Key to Success: Knowing your Ownership Mode October 12th, 1pm Eastern Brad Schow, VP, Consulting Services, ConnectWise bit.ly/ownership-mode Getting to Goal: Knowing your Value Creation Strategy November 16th, 12pm Eastern Brad Schow, VP, Consulting Services, ConnectWise bit.ly/value-creation-strategy Getting to Goal: Putting your Value Creation Strategy into Action December 7th, 1pm Eastern Brad Schow, VP, Consulting Services, ConnectWise bit.ly/value-creation-action Foundational Excellence: Choosing your Target Customer Profile January 12th, 2pm Eastern Peter Kujawa, VP, Service Leadership & TSP Evangelist https://bit.ly/target-customer-profile Foundational Excellence: Driving Technology Standards February 15th, 11am Eastern Peter Kujawa, VP, Service Leadership & TSP Evangelist https://bit.ly/technology-standards Foundational Excellence: QBRs as your Scale Engine March 16th, 1pm Eastern Peter Kujawa, VP, Service Leadership & TSP Evangelist https://bit.ly/QBRs-scale Foundational Excellence: Pricing and Packaging April 20th, 1pm Eastern Rob Bufano, Service Leadership Solutions Director https://bit.ly/pricing-packaging To sign up for future episodes in the CEO Growth & Profit series or to watch previous webinar recordings, use the links above or visit our webinars page. This container can be resized just like other gauges there. Its that simple. You will see them move these requests every month. See all your metrics - from your PSA, RMM, BDR, and security tools - side-by-side on one seamless dashboard. SmileBack Customer Service Feedback For MSPs within the gauges, each dashboard owner can immediately jump into action if they are alerted to a client experiencing an issue, like being disconnected from a server. How each team member can own a BrightGauge dashboard. If you cannot schedule a meeting using the link provided, email us for additional options on how we can help. Free guides for improving business operations and more, Recordings offering best practices and how-to sessions, Evaluate your sales team to identify areas to improve, A quick survey that grades your service team. Before I switched, I did my research. They welcome input and take action! and choose to filter each dashboard by clients. I am super excited to see how next months reports will look with all the new info we want to add. And so on and so forth. View your data as its happening Dashboards make it simple to see whats happening live. BrightGauge complements ConnectWise by putting the metrics you monitor most often side-by-side into a seamless dashboard. Rather than going to the RMM tool and getting some reports out of its engine, and making some out of connectwise, then, lets be honest, those reports aren't great. The engagement with the customers is much better. Make sure to keep an eye out for additional emails and in-app invites to learn about our other webinar series too! When employees have a real, actual stake in what theyre doing - versus going through the motions based on what someones telling them to do - it motivates them to work harder and do what they can to hit their goals. When these quarterly meetings are done right, they'll also enhance your relationship with the right people within your clients' organizations, naturally improving retention. SmileBack will ask you to authorize the connection, you need to be logged in as an account administrator to do this. If you didn't have a chance to tune in to the CEO Growth & Profit series live, the Partner Success team combined forces with Service Leadership to bring MSP owners, CEOs, and executive leadership teams loads of valuable content across 10 webinars. NOTE: Spaces are limited. In this CEO Growth & Profit webinar, Peter showcased how narrowly defined technology standards launch a domino effect of improved efficiencies. If you've got questions about Dashboards or want to see Dashboards in action. Announcing the newest tool for teams to customize their BrightGauge: Images for Dashboards & Reports plus some long requested additions to the report builder. And to Eric and the teams' credit, the support and communication is excellent and theres a steady stream of improvements. Got more than one business solution? Dig deeper into your data by adding, subtracting, multiplying, and dividing one metric against another. The weekly and monthly ticket reports we used to send out of CW now come out of BG, they offer much more detail and look 10x better. Automatically capture and input data points into charts to quickly identify and analyze patterns and trends. Here, you'd select the 5 clients assigned to Rob. Click the account link to log in to BrightGauge. And being valued in that way would make anyone proud to be part of their team. We will be using reports for sales in the future. I landed on BrightGauge and found how easy it was to gather data from both systems to get great looking reports for our clients. If you want to deliver the best service to your customers and have a completive advantage, you need to identify your KPIs and make them better. If you are not using BrightGauge, you should be. BrightGauge is a BI tool from ConnectWise that puts essential information in one place, providing visibility for more informed decisions. Next, you'd want to select Add A Filter from the top right of your dashboard, which will bring up this screen: Name each dashboard for the tech that would be owning it (Rob's Dashboard, Kim's Dashboard, etc.) A quarterly business review (QBR) is a recurring meeting between a company and its clients where they discuss service delivery, satisfaction, and future expectations. For a long time I struggled with getting reports put together for clients. Even if you can't attend the live webinar, well still email you the recording. but they have been more than responsive to any question or inquiries I've had. For more details on how to create technician dashboards, please visit our, You also might want to consider building technician-specific dashboards to see how each tech is performing in terms of billable hours, projects worked on, and more. The tool is easy to use and can reach not only into Connectwise, but into many other data sources. Peter also shares how to approach changing your target customer profile, and he provides tips on managing relationships with current clients who may no longer fit in your TCP. We recently signed up with BrightGauge to utilize their service to generate monthly Network Health reports for our clients. By granting ownership over a piece of the business (in the form of dashboards), your techs will feel like they are an integral part of your team and your clients will also benefit from knowing they have a dedicated technician looking over their systems. The ConnectWise platform makes it easier to run your business, deliver your services, and secure your clients. Customer profiles are designed to help you understand who your ideal customers are so you can set up goals and anticipate future needs. Add the Datasource New Account From the account Overview page click on the Add a Datasource button Existing Account Click on the Data menu at the the top right-hand corner of the screen, and select Datasources from the drop down After implementing Brightgauge(BG) anyone in my team can use it. To register the application: Log in to your Kaseya VSA account. Make sure to keep an eye out for additional emails and in-app invites from us, and follow @BrightGauge on Twitter for updates. We've already locked ourselves into a four year contract. This series is dedicated to helping you quickly determine how you're performing on the biggest financial drivers in your business. If you cannot schedule a meeting using the link provided, email us for additional options on how we can help. With Snapshots, store data your PSA, RMM, or other systems wont. Identify patterns and trends more accurately with Snapshots - gauges that automatically capture a data point for you and plot it onto a chart you can easily analyze. Each department has TV's mounted to wall with their department brightgauge board. Awesome product, awesome team! We're here to help! Make sure to keep an eye out for additional emails and in-app invites from us, and follow @BrightGauge on Twitter for updates. Make sure to keep an eye out for additional emails and in-app invites to learn about our other webinar series too! If you take advantage of gauge and dashboard filters, individual tech dashboards wont require a huge time commitment at all. This can come in the form of performance bonuses and raises, company outings, promotions, flexible work hours, employee stock options, etc. Snapshot gauges are now available in BrightGauge. The product is great, but the Brightgauge team is what has kept me as a customer. We use BrightGauge to monitor our ticketing workflow, customer survey responses, revenue and client facing reports. The support is phenomenal and responsive. I've cut down the time it takes to do our reporting from 30 hours per month to 4 and i've doubled the clients i do the reporting for. Automatically add, subtract, multiply, and divide one metric against another, so you know your numbers are always accurate. //ray. In Connectwise (CW) I would create custom SQL reports and then I started using the built-in report writer, but it just takes too long. At Stack Advisors, we help them tune the systems, integrate LabTech with Connectwise and make sure data that is properly collected. And show off your data with embeddable gauges on public sites. After reviewing several options, we picked BrightGauge due to their versatility with reporting. However, in order to leverage your tech tack to reduce complexity and improve profitability, you'll need a plan of action! If you have yet to upload a logo to your account, we'll prompt you to do so. Schedule a confidential 1-hour session with a partner success manager at no cost to walk through creating a basic value creation strategy. This series is dedicated to helping you quickly determine how you're performing on the biggest financial drivers in your business. in just a few minutes so you can easily show your clients how youre stacking up against your SLAs. If you cannot schedule a meeting using the link provided, email us for additional options on how we can help. You will need these keys to connect the datasource in BrightGauge. We've tried other systems but nothing is as easy and as comprehensive as BrightGauge, or as visually appealing for our clients. Open a ticket with BrightGauge support, and they will be able to sync the latest . We will also discuss your ownership mode, key profitability metrics, and a few ways you can improve your operational maturity level. BrightGauge. With Client Reporting capabilities, you can customize and send Connectwise reports any time of day or week. Make sure to keep an eye out for additional emails and in-app invites from us, and follow @BrightGauge on Twitter for updates. This was a combination of utilizing ConnectWise data and Excel. Optimize your business operations through curated packages designed to streamline, standardize, and automate your business processes. If youre curious about how BrightGauge and ConnectWise can simplify your day-to-day operations, check out our free whitepaper, How BrightGauge and ConnectWise Partner to Make Sense of Your Data. We have been working with BrightGauge for the past year and are delighted with the results so far. Whether you need to show response-time metrics or machine patch status, its easy to create and send custom ConnectWise reports any time of day or week. It's quick and easy. Even setting up my excel reports or SSRS, i then have to copy and paste all that info into a word document and format it properly for the clients. All the data from various sources (CW, SmileBack and Automate) are in one tool and we use it effectively for decision making and process improvements. by putting the metrics you monitor most often side-by-side into a seamless dashboard. Company culture is a priority to us and to our peers because were people people. BrightGauge automatically computes these formulas for you. Their support is the best I have ever worked with in any industry. IT Documentation by ITBoost Centralized, intuitive IT documentation. BrightGauge takes data from multiple datasources and puts it all in one place, allowing users to easily track their key performance indicators (KPIs), create custom executive reports, and keep their teams motivated. We couldn't recommend it highly enough! Since then, more than 1,900 customers around the globe trust BrightGauge - a ConnectWise solution - to drive growth through real-time dashboards, automated reporting, and goal management. How the Integration Works: Brightgauge reporting has made a huge difference for us. I would recommend them to anyone who is looking for a better reporting tool. Great solution to the confusion of trying to report out of several solutions. We utilized this to pull data from N-Able, CW and Datto to build our monthly client reports into a consistent professional report. Joe has been featured in two BrightGauge user showcase webinars on Making Data-Driven Decisions and The Power of Dashboards in Managing Client Relationships & Team . You can also move images around and remove them from the report too. ConnectWise Professional Services - Custom Reports, Dashboards, & Forms. A Dashboard For Every Member of the Team to Own. By watching this webinar recording, you'll gain: A recap of the Foundational OML Trait - Value Creation Strategy. 2023 ConnectWise, LLC. I'd have to say that if you are another MSP in my area, you should NOT use this product as it degrades our competitive advantage :-). We have started using it as a front end for ConnectWise when I need to work tickets even. Get this, plus much more, with our Enterprise Plan. BrightGauge is so impressive in how it assembles that data that any MSP using it now has a great tool in their arsenal to show clients the value of their MSP services. Additionally, with BrightGauge you can create powerful, automated ConnectWise reports in just a few minutes so you can easily show your clients how youre stacking up against your SLAs. Using that NOC/Operations center as an example, heres a really simple way to assign each of your techs a ConnectWise Automate-specific dashboard that he or she can own completely. Reserve your place now! When I submit a support ticket, I get a response and a suggestion or resolution. We will also discuss your ownership mode, key profitability metrics, and a few ways you can improve your operational maturity level. Depending on the ConnectWise Automate metrics you watch out for most, each dashboard can consist of gauges like: By utilizing performance thresholds within the gauges, each dashboard owner can immediately jump into action if they are alerted to a client experiencing an issue, like being disconnected from a server. The new dashboard feature is very nicely done. Taking it a step further, we also packed each webinar with practical guidance on how to improve sub-optimal business practices by adopting the proven methods of best-in-class. 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