for ConnectWise

Dashboard Catalog

Report Menu Description
Eng DashboardDashboardsProvides a wide variety of information panels designed to be displayed on a large LCD screen in your facility. Information is automatically updated (frequency of updates varies based on the type of information panel selected). Drill-down to underlying details provided by clicking the 'underlined' metric. Screenshot
Lobby DashboardDashboardsProvides a wide variety of information panels designed to be displayed on a large LCD screen in the lobby of your facility. Information is automatically updated (frequency of updates varies based on the type of information panel selected). Drill-down to underlying details provided by clicking the 'underlined' metric. Screenshot
RESET CxO DashboardDashboards|RESET DashboardsIf there is a problem with the dashboard layout and parameters you have configured which causes it to be unable to open, this screen allows you to 'reset' the dashboard back to its default setting.
RESET Eng DashboardDashboards|RESET DashboardsIf there is a problem with the dashboard layout and parameters you have configured which causes it to be unable to open, this screen allows you to 'reset' the dashboard back to its default setting.
RESET Lobby DashboardDashboards|RESET DashboardsIf there is a problem with the dashboard layout and parameters you have configured which causes it to be unable to open, this screen allows you to 'reset' the dashboard back to its default setting.
RESET Sales DashboardDashboards|RESET DashboardsIf there is a problem with the dashboard layout and parameters you have configured which causes it to be unable to open, this screen allows you to 'reset' the dashboard back to its default setting.
Sales DashboardDashboardsProvides a recap of sales funnel status designed to be displayed on a large LCD screen in the sales area of your facility. Information is automatically updated (frequency of updates varies based on the type of information panel selected). Drill-down to underlying details provided by clicking the 'underlined' metric. Screenshot
Avg Daily Billable Hrs By Mo (Lobby Dashboard)Dashboards|Lobby_DashboardShows average billable hours per day for each month over the timeframe you specify.Screenshot
Billable Hours Chart (Eng Dashboard)Dashboards|Eng_DashboardGraphically shows if each engineer has entered their time, what their billable percentage goal is, and how they are performing against that goal. (PTO time is accounted for so as to not skew the billable percentage goal performance.)Screenshot
Inside Sales (Sales Dashboard)Dashboards|Sales_DashboardAllows you to show the responsivness and follow-up of your Inside Sales team by doing a read-out of tickets placed on the Inside Sales board(s) (that you designate).Screenshot
Is Your Time In (Eng Dashboard)Dashboards|Eng_DashboardShows a list of engineers (you select) and the time they have entered for each of the last 5 days, the last 7 days in total, and the last 28 days. Custom color-coding is available to highlight performance.Screenshot
Most New Tickets By Client (90 Days) (Lobby Dashboard)Dashboards|Lobby_DashboardShows which clients opened the most tickets over the last 90 days period.Screenshot
New Clients (Lobby Dashboard)Dashboards|Lobby_DashboardShows your most recent new clients.Screenshot
Open Tickets By Engineer (Eng Dashboard)Dashboards|Eng_DashboardShows number of OPEN tickets for the engineer(s) you select on the service board(s) you select. Allows drill-down to ticket detail.Screenshot
Open Tickets By Priority (Eng Dashboard)Dashboards|Eng_DashboardShows number of OPEN tickets in the priority(s) you select on the service board(s) you select. Allows drill-down to ticket detail.Screenshot
Open Tickets By Status (Eng Dashboard)Dashboards|Eng_DashboardShows number of OPEN tickets in the status(es) you select on the service board(s) you select. Allows drill-down to ticket detail.Screenshot
Operations KPIs by Engineer (Eng Dashboard)Dashboards|Eng_DashboardProvides a wide variety of KPI measurements for your engineering team, including how they are handling tickets, projects, schedules, billable time, timesheets, survey results, configurations (created or attached to tickets) and more.Screenshot
Pipeline Open (or Closed Last 30 Days) (Sales Dashboard)Dashboards|Sales_DashboardShows each opportunity which is currently open or has closed in the last 30 days. Shows revenue, gross margin, opportunity age and days in each stage. Drill-down to detail on an opportunity-by-opportunity basis available via a single click.Screenshot
Tickets By Board (Eng Dashboard)Dashboards|Eng_DashboardShows number of tickets on each board. Also shows details on the OLDEST ticket on that board, including its age and what engineer it is assigned to. Allows drill-down to ticket detail.Screenshot
Tickets By Company (Eng Dashboard)Dashboards|Eng_DashboardShows tickets for each company you designate as of the current time, including if they have been touched, reopened or in-progress more than 3 days. Also lists the OLDEST open ticket for this company, including its age and who it is assigned to. Allows drill-down to ticket-detail.Screenshot
Tickets By Engineer (Eng Dashboard)Dashboards|Eng_DashboardShows tickets for each engineer you designate, including total number today, how they have been handled, how many are closed (including 'closed in 1 step'), as well as showing the 'oldest ticket' for each engineer.Screenshot
Tickets By Team (Eng Dashboard)Dashboards|Eng_DashboardShows tickets for each team you designate as of the current time, including if the tickets have been touched, reopened or in-progress more than 3 days. Allows drill-down to ticket-detail.Screenshot
Tickets Closed Today (Eng Dashboard)Dashboards|Eng_DashboardShows the number of tickets closed today on the boards you select. Also shows the number of those tickets that were closed on one-step. Allows drill-down to ticket detail.Screenshot
Tickets In Status(es) (Eng Dashboard)Dashboards|Eng_DashboardShows number of tickets in the status(es) you select on the service board(s) you select. Allows drill-down to ticket detail.Screenshot
Tickets Open GT 3 Days (Eng Dashboard)Dashboards|Eng_DashboardShows the number of tickets that have been open more than 3 days on the boards you select. Allows drill-down to ticket detail.Screenshot
Tickets Opened Today (Eng Dashboard)Dashboards|Eng_DashboardShows the number of tickets opened today on the boards you select. Allows drill-down to ticket detail.Screenshot
Tickets Unassigned (Eng Dashboard)Dashboards|Eng_DashboardShows the number of tickets on the boards you select that have no resources assigned to them. Allows drill-down to ticket detail.Screenshot
TimeSheets (Eng Dashboard)Dashboards|Eng_DashboardShows if each engineer (you select) submitted their timesheet on-time. Allows you to adjust the 'deadline' for timesheet submission in case your ConnectWise calendar setup is misconfigured (since you can only change that setting once per year).Screenshot
Total Billable Hrs By Mo (Lobby Dashboard)Dashboards|Lobby_DashboardShows the total number of billable hours for each month over the timeframe that you select and for the engineers that you select.Screenshot
Total Mgd Clients By Mo (Lobby Dashboard)Dashboards|Lobby_DashboardShows total number of Fully Managed clients you serviced each month over the timeframe you specify.Screenshot
Total Mgd Revenue By Mo (Lobby Dashboard)Dashboards|Lobby_DashboardShows total Fully Managed revenue for each month over the timeframe you specify.Screenshot