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Description |
| Eng Dashboard | Dashboards | Provides 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 Dashboard | Dashboards | Provides 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 Dashboard | Dashboards|RESET Dashboards | If 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 Dashboard | Dashboards|RESET Dashboards | If 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 Dashboard | Dashboards|RESET Dashboards | If 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 Dashboard | Dashboards|RESET Dashboards | If 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 Dashboard | Dashboards | Provides 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_Dashboard | Shows average billable hours per day for each month over the timeframe you specify. | Screenshot |
| Billable Hours Chart (Eng Dashboard) | Dashboards|Eng_Dashboard | Graphically 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_Dashboard | Allows 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_Dashboard | Shows 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_Dashboard | Shows which clients opened the most tickets over the last 90 days period. | Screenshot |
| New Clients (Lobby Dashboard) | Dashboards|Lobby_Dashboard | Shows your most recent new clients. | Screenshot |
| Open Tickets By Engineer (Eng Dashboard) | Dashboards|Eng_Dashboard | Shows 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_Dashboard | Shows 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_Dashboard | Shows 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_Dashboard | Provides 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_Dashboard | Shows 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_Dashboard | Shows 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_Dashboard | Shows 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_Dashboard | Shows 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_Dashboard | Shows 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_Dashboard | Shows 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_Dashboard | Shows 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_Dashboard | Shows 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_Dashboard | Shows the number of tickets opened today on the boards you select. Allows drill-down to ticket detail. | Screenshot |
| Tickets Unassigned (Eng Dashboard) | Dashboards|Eng_Dashboard | Shows 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_Dashboard | Shows 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_Dashboard | Shows 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_Dashboard | Shows 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_Dashboard | Shows total Fully Managed revenue for each month over the timeframe you specify. | Screenshot |
