N O T I C E
MSPbots WIKI is moving to a new home at support.mspbots.ai
to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!
N O T I C E
MSPbots WIKI is moving to a new home at support.mspbots.ai to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!
The Pivotal Crew Dashboard helps Managed Service Providers (MSPs) proactively monitor their performance on key metrics for finance, procurement, sales, and service, among others. You can filter the values on the widgets and perform drill-throughs to show the most relevant data. This article gives a walkthrough of the Pivotal Crew Dashboard features and settings.
What's on this page:
Why should I use the Pivotal Crew Dashboard?
The Pivotal Crew Dashboard is beneficial in evaluating performance in the following areas:
- Maintaining cost-effectiveness with efficient profitability monitoring
- Ensuring accurate financial analysis and decision-making
- Inventory reconciliation
- Service and process improvements
- Project budget and timeline review
Who can use the Pivotal Crew Dashboard?
This dashboard is available to users with the following:
- Pivotal Crew subscription
- ConnectWise Manage integration with MSPbots
- Admin role for editing the dashboard settings
- User role for viewing the dashboard
Accessing the Pivotal Crew Dashboard
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.
What data is available in the dashboard?
These are the monitored areas of your MSP and the corresponding widgets in the dashboard for each.
| Area | Widgets and Metrics | What can I use the data for? |
|---|---|---|
| Members | # of API Members with Admin security role | Establish custom security roles for each to ensure proper access control and alignment with best practice |
| # of Regular/Sub/StreamlineIT Members with Admin security role | Minimize users with full admins and create custom security roles for members based on what access they need | |
| # of Active Regular/Sub/StreamlineIT Members that have not logged into CW in more than 90 days | Deactivate inactive users | |
| # of Active Regular/Sub Members with hire date in last 120 days that are missing hourly cost | Create more accurate profitability reporting based on hourly cost | |
| Finance | # of open/unsent invoices older than 90 days | Minimize potential revenue loss from outstanding/unsent invoices |
| # of active additions with $0 cost | Ensure the accuracy of agreement gross profit reporting | |
| # of active additions with negative margin | Prevent additions with a negative margin resulting in inaccuracies in listed costs or prices, potentially affecting agreement gross profit reporting | |
| # of active agreements with negative a margin in the last quarter | Prevent incorrect pricing, unexpected high costs, and other financial discrepancies. It's essential to address and rectify these situations to ensure accurate financial analysis and decision-making | |
| Procurement | # of Products with Negative On Hand Count | Minimize product setup issues arising from a negative on-hand count |
| # of active products in product catalog that have not been invoiced in more than 1 year | Plan for a product catalog cleanup to inactivate products that have not been used in over a year. | |
| Sales | # of Opportunities with closed date in the past | Initiate cleanup and process review |
| # of Opportunities with $0 revenue | Focus on opportunities that have a revenue amount that will impact forecast reporting | |
| # of open Sales Orders older than 180 days | Initiate cleanup and process review | |
| Service | # of Open Tickets that have not been updated in more than 90 days | Review service processes for improvements |
| # of Open Tickets that have more than 8 hours entered | Review escalation processes or identify service requests that could be turned into projects | |
| Project | # of Open Projects with 0 budget hours | Set project budget hours to ensure profitability stays on track |
| # of Open Projects that are over budget | Review and adjust the scope of projects exceeding the allocated budget | |
| # of Open Projects that are past the estimated end date | Review and update the estimated due dates of open projects | |
| Time and Expense | # of Missing Time Sheets older than 30 days | Initiate improvements on the timesheet approval process |
| # of Missing Expense Sheets older than 30 days | Initiate improvements on the expense sheet approval process | |
| # of Submitted/Unapproved Time Sheets older than 30 days | Initiate improvements on the timesheet approval process | |
| # of Submitted/Unapproved Expense Sheets older than 30 days | Initiate improvements on the expense sheet approval process |
Modifying the dashboard settings
Content will be available when the dashboard settings in the app are already available.
Related Topics
Overview
Content Tools
N O T I C E
MSPbots WIKI is moving to a new home at support.mspbots.ai to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!