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- Sign up with MSPbots and log in.
- Link your PSA account software. To connect your PSA, select the link to your PSA above or view the List of integrations with setup instructions.
- Assign the consultant role to the person who will access the Team GPS dashboards. Refer to the article Consultant Management Feature for instructions on how to add a consultant.
- In the MSPbots app, go to Apps and open the Team GPS Package app.
- Navigate to the Dashboard menu to and select the type of KPI data you want to view. This could be time entries or tickets.
Note Only admins and users with the consultant role have access to the dashboards. Refer to the article Consultant Management Feature for instructions on how to add a consultant.
- Select an employee from the Technician dropdown list and a date range from the Date slicer.
- Now, go to the dashboards to validate if the values in the widgets are consistent with the your PSA's data. If the values do not meet your expected results, update the KPI settings.
For more information on the dashboards, read the section on What are the Team GPS dashboards?
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To update the KPI settings, go to Settings > Team GPS KPI Setting, then adjust the settings until the values shown in the dashboards display the correct values.
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The Team GPS dashboards in MSPbots have widgets that let you validate results for KPIs and time entries. Below is an example of a dashboard.
These are the available dashboards and the widgets for eachfor the Team GPS app in MSPbots.
Dashboards | Widgets | Widget Description |
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Team GPS KPI Time Entries - Connectwise Manage | Team GPS - Average Billable Hours Last 7 Days | Shows a detailed breakdown of billable hours last 7 days per member |
Team GPS - Productive Time - Last 7 Days | Team GPS - Productive Time - Last 7 Days | |
Team GPS Late Time Entry Count Last 7 Days | This report shows the number of late time entries for each member over the past 7 days. Late time entries are calculated as the difference between the start time and the date_entered time of the time entries | |
Team GPS - Billable Utilization Last 7 Days | Shows billable utilization per member last 7 days. | |
Team GPS Unscheduled Leave Last 7 Days | Count unscheduled leave for the last 7 days per member. Count if the time entry charge or work role is as selected as PTO in the settings. | |
Team GPS Ticket KPI - ConnectWise Manage | Team GPS - Same Day Close Ticket Details Last 7 Days | Same Day Close Ticket Details for your team with our intuitive widget. This gauge displays the number of tickets closed on the same day they were opened, per member resources. |
Team GPS - Member First Touch Resolution Last 7 Days Ticket Details | Member Details with Drill through for ticket id, board name, summary resolved by, resolved date, and time_entry count. Shows a count of tickets resolved by a member that has equal to or less than 1-time entries. | |
Team GPS - Resolved Tickets Last 7 Days | Member Details with Drill through for ticket id, board name, summary resolved by, and resolved date | |
Team GPS - P1 Response SLA Compliance Ticket Details - Last 7 Days | Priority 1 SLA Compliance for each team member over the last 7 days. Gain insight into individual performance with a clear and concise visual representation of compliance levels. | |
Team GPS - P1 Resplan SLA Compliance Ticket Details Last 7 Days | Priority 1 SLA Compliance for each team member over the last 7 days. Gain insight into individual performance with a clear and concise visual representation of compliance levels. | |
Team GPS - P1 Resolution SLA Compliance Ticket Details Last 7 Days | Priority 1 SLA Compliance for each team member over the last 7 days. Gain insight into individual performance with a clear and concise visual representation of compliance levels. | |
Team GPS - P2 Response SLA Compliance Ticket Details - Last 7 Days | Priority 2 SLA Compliance for each team member over the last 7 days. Gain insight into individual performance with a clear and concise visual representation of compliance levels. | |
Team GPS - P2 Resplan SLA Compliance Ticket Details Last 7 Days | Priority 2 SLA Compliance for each team member over the last 7 days. Gain insight into individual performance with a clear and concise visual representation of compliance levels. | |
Team GPS - P2 Resolution SLA Compliance Ticket Details Last 7 Days | Priority 2 SLA Compliance for each team member over the last 7 days. Gain insight into individual performance with a clear and concise visual representation of compliance levels. | |
Team GPS - P3 Response SLA Compliance Ticket Details Last 7 Days | Priority 3 SLA Compliance for each team member over the last 7 days. Gain insight into individual performance with a clear and concise visual representation of compliance levels. | |
Team GPS - P3 Resplan SLA Compliance Ticket Details Last 7 Days | Priority 3 SLA Compliance for each team member over the last 7 days. Gain insight into individual performance with a clear and concise visual representation of compliance levels. | |
Team GPS - P3 Resolution SLA Compliance Ticket Details Last 7 Days | Priority 3 SLA Compliance for each team member over the last 7 days. Gain insight into individual performance with a clear and concise visual representation of compliance levels. | |
Team GPS Ticket KPI - Kaseya BMS | Team GPS - Same Day Close Ticket Details Last 7 Days | Kaseya BMS | Same Day Close Ticket Details for your team with our intuitive widget. This gauge displays the number of tickets closed on the same day they were opened, per member resources. |
Team GPS - Member First Touch Resolution Last 7 Days Ticket Details | Kaseya BMS | Member Details with Drill through for ticket id, board name, summary resolved by, resolved date, and time_entry count. Shows a count of tickets resolved by a member that has equal to or less than 1-time entries. | |
Team GPS - Resolved Tickets Last 7 Days | Kaseya BMS | Member Details with Drill through for ticket id, board name, summary resolved by, and resolved date | |
Team GPS -P1 Response SLA Compliance Ticket Details - Last 7 Days | Kaseya BMS | Priority 1 SLA Compliance for each team member over the last 7 days. Gain insight into individual performance with a clear and concise visual representation of compliance levels. | |
Team GPS -P1 Resolution SLA Compliance Ticket Details - Last 7 Days | Kaseya BMS | Priority 1 SLA Compliance for each team member over the last 7 days. Gain insight into individual performance with a clear and concise visual representation of compliance levels. Priority is based on the settings on the Team GPS settings. | |
Team GPS -P2 Response SLA Compliance Ticket Details - Last 7 Days | Kaseya BMS | Priority 2 SLA Compliance for each team member over the last 7 days. Gain insight into individual performance with a clear and concise visual representation of compliance levels. | |
Team GPS -P2 Resolution SLA Compliance Ticket Details - Last 7 Days | Kaseya BMS | Priority 2 SLA Compliance for each team member over the last 7 days. Gain insight into individual performance with a clear and concise visual representation of compliance levels. Priority is based on the settings on the Team GPS settings | |
Team GPS -P3 Response SLA Compliance Ticket Details - Last 7 Days | Kaseya BMS | Priority 3 SLA Compliance for each team member over the last 7 days. Gain insight into individual performance with a clear and concise visual representation of compliance levels. | |
Team GPS -P3 Resolution SLA Compliance Ticket Details - Last 7 Days | Kaseya BMS | Priority 2 SLA Compliance for each team member over the last 7 days. Gain insight into individual performance with a clear and concise visual representation of compliance levels. Priority is based on the settings on the Team GPS settings. | |
Team GPS KPI Time Entries - Kaseya BMS | Team GPS - Average Billable Hours Last 7 Days | Kaseya BMS | Shows a detailed breakdown of billable hours last 7 days per member |
Team GPS - Productive Time - Last 7 Days | Kaseya BMS | Shows Productive Time per member last 7 days. | |
Team GPS Late Time Entry Count Last 7 Days | Kaseya BMS | This report shows the number of late time entries for each member over the past 7 days. Late time entries are calculated as the difference between the start time and the date created time of the time entries. | |
Team GPS - Billable Utilization Last 7 Days | Kaseya BMS | Shows Billable Time per member last 7 days. | |
Team GPS Unscheduled Leave Last 7 Days | Kaseya BMS | Count unscheduled leave for the last 7 days per member. | |
Team GPS Alternative Unified CSAT Member KPI | Team GPS CSAT Score | Team GPS CSAT daily scores in the last 90 days Computation : |
Team GPS Daily CSAT Response Rate | Team GPS daily CSAT Response Rate in the last 90days Computation : | |
Team GPS CSAT Score per Tech | Team GPS CSAT Scores per resource/technician in the last 90 days Computation : | |
Team GPS Daily CSAT Response Rate per Tech | Team GPS daily CSAT Response Rate per resource/technician in the last 90 days Computation : |