The Pivotal Crew App helps Managed Service Providers (MSPs) proactively monitor 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 App's features and settings.
What's on this page:
The Pivotal Crew Proactive Audit Dashboard for ConnectWise PSA is an essential tool that enables users to assess their business setup against critical Pivotal Crew Practices. It helps companies stay on top of their business by proactively identifying issues like the following:
This dashboard is available to users with the following:
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.
These are the monitored areas of your MSP and the corresponding widgets for each in the dashboard.
Area | Widgets and Metrics | What can I use the data for? | Parameters Used for Calculation |
---|---|---|---|
Members | # of API Members with Admin security role | Establish custom security roles for each to ensure proper access control and alignment with best practice | Count |
# of Regular/Sub/StreamlineIT Members with Admin | Minimize users with full admins and create custom security roles for members based on what access they need | Count | |
# of Active Regular/Sub/StreamlineIT Members that | Deactivate inactive users | Count | |
# of Active Regular/Sub Members with hire date in last 120 days | Create more accurate profitability reporting based on hourly cost | Count | |
Finance | # of open/unsent invoices older than 90 days | Minimize potential revenue loss from outstanding/unsent invoices | Count |
# of active additions with $0 cost | Ensure the accuracy of agreement gross profit reporting | Count | |
# 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 | Count WHERE (addition_cost - addition_price) < 0 | |
# of active agreements with negative a margin in the last | 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 | Count WHERE ((agreement_time_cost + agreement_Expense_cost + agreement_product_cost)-agreement_invoiced_revenue)<0) | |
Procurement | # of Products with Negative On Hand Count | Minimize product setup issues arising from a negative on-hand count | Count |
# of active products in the 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. | Count | |
Sales | # of Opportunities with closed date in the past | Initiate cleanup and process review | Count |
# of Opportunities with $0 revenue | Focus on opportunities that have a revenue amount that will impact forecast reporting | Count | |
# of open Sales Orders older than 180 days | Initiate cleanup and process review | Count | |
Service | # of Open Tickets that have not been updated in more than 90 days | Review service processes for improvements | Count |
# of Open Tickets that have more than 8 hours entered | Review escalation processes or identify service requests that could be turned into projects | Count | |
Project | # of Open Projects with 0 budget hours | Set project budget hours to ensure profitability stays on track | Count |
# of Open Projects that are over budget | Review and adjust the scope of projects exceeding the allocated budget | Count | |
# of Open Projects that are past the estimated end date | Review and update the estimated due dates of open projects | Count | |
Time and Expense | # of Missing Time Sheets older than 30 days | Initiate improvements on the timesheet approval process | Count |
# of Missing Expense Sheets older than 30 days | Initiate improvements on the expense sheet approval process | Count | |
# of Submitted/Unapproved Time Sheets older than 30 days | Initiate improvements on the timesheet approval process | Count | |
# of Submitted/Unapproved Expense Sheets older than 30 days | Initiate improvements on the expense sheet approval process | Count |
Do the following to filter data on a specific widget only:
You can edit the dashboard settings to change the data in the Members, Service and Project, and Procurement and Finance sections of the Pivotal Crew - Quarterly Proactive Audit dashboard. Edit the settings with the following steps:
Modifications done on the Pivotal Crew Settings page affect data in all widgets on the dashboard. If you want to modify the settings of a particular widget only, refer to Applying filters to specific widgets. |