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The Technology Marketing Toolkit app helps you gauge and monitor your company's performance with insightful widgets and Key Performance Indicator (KPI) functions that allow you to devise data-driven initiatives to boost your company's financial health, revenue, and growth. This app is available for ConnectWise PSA, Autotask, and Kaseya BMS users. Initially designed for Robin Robins, this app is now available to everyone who wants to secure success for their MSP and company.
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| PSA | Marketing | Financial |
|---|---|---|
| ConnectWise PSA | Keap | Quickbooks Online |
| Autotask | Quickbooks On-Premise | |
| Kaseya BMS | Xero |
Map your account to Technology Marketing Toolkit
The KPI values and data in your dashboards are generated from your datasets once . These become available after your account is successfully mapped.
To map your account, go to Settings > Account Mapping and map to the Technology Marketing Toolkit template.
Configuring your KPI widgets
To configure your widgets:
Validating your dashboards and widgets
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After mapping your accounts, you are ready to view your dashboards. Check if the data and values shown in the dashboard and widgets are correct. You can edit the KPI widgets to reconfigure them until they show the correct data. Do this using Step 3 as a guide.
Start benchmarking
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