Page History

...

Why should I use the Pivotal Crew App? 

...

The Pivotal Crew Proactive Audit Dashboard for ConnectWise PSA is an essential tool that enables users to assess their business setup against critical Pivotal Practices. It helps companies stay on top of their business by proactively identifying issues like the following: 

• Unresolved tickets - Prevent prolonged service disruptions by quickly addressing unresolved tickets for over eight hours. 
• Vanishing users - Identify member IDs that have been inactive for 90 days and determine potential account or security issues right away. 
• Pending expense reports and time sheets - Manage expense reports and time sheets that have not been submitted or approved for more than 30 days to keep financial records accurate.
• Project limbo - Avoid budget overruns and overdue projects by highlighting cases with no budget, overruns, or overdue dates.
• Aging and unsent invoices - Address aging and unsent invoices to ensure timely billing and revenue recognition.   
• Unutilized products - Manage inventory efficiently by addressing negative on-hand counts and old, unused products.
• Overlooked income opportunities - Optimize sales by addressing opportunities with past close dates or zero revenue and avoid overlooking potential income streams.

Who can use the Pivotal Crew App? 

...

The Pivotable Crew App is accessed from the MSPbots app by navigating to App > Pivotal Crew App. Its dashboard, the Pivotal Crew Quarterly Proactive Audit App, is currently in the BETA stage and can be accessed from Dashboards > BETA Pivotal Crew - Quarterly Proactive Audit App. 

...