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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