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Page History
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- Pivotal Crew subscription
- ConnectWise Manage integration with MSPbots
- Admin role for editing the dashboard settings
- User role for viewing the dashboard
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Accessing the Pivotal Crew
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Dashboard
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The Pivotable Crew Dashboard is accessed from the MSPbots app by navigating to Dashboards > Template Dashboards. More content will be available when the dashboard is in the app already.
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These are the areas and the corresponding widgets for each.
Area | Widgets and Metrics |
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Members | # of API Members with Admin security role |
# of Regular/Sub/StreamlineIT Members with Admin security role | |
# of Active Regular/Sub/StreamlineIT Members that have not logged into CW in more than 90 days | |
# of Active Regular/Sub Members with hire date in last 120 days that are missing hourly cost | |
Finance | # of open/unsent invoices older than 90 days |
# of active additions with $0 cost | |
# of active additions with negative margin | |
# of active agreements with negative margin for last quarter | |
Procurement | # of Products with Negative On Hand Count |
# of active products in product catalog that have not been invoiced in more than 1 year | |
Sales | # of Opportunities with closed date in the past |
# of Opportunities with $0 revenue | |
# of open Sales Orders older than 180 days | |
Service | # of Open Tickets that have not been updated in more than 90 days |
# of Open Tickets that have more than 8 hours entered | |
Project | # of Open Projects with 0 budget hours |
# of Open Projects that are over budget | |
# of Open Projects that are past the estimated end date | |
Time and Expense | # of Missing Time Sheets older than 30 days |
# of Missing Expense Sheets older than 30 days | |
# of Submitted/Unapproved Time Sheets older than 30 days | |
# of Submitted/Unapproved Expense Sheets older than 30 days |
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Modifying the dashboard
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settings
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Content will be available when the dashboard is in the app already.
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Overview
Content Tools