This is the full list of 195+ KPIs that are automatically available when you integrate Autotask + BrightGauge. You can customize them to fit your preferences by filtering for date, technician, status, and more. Or, you can build new KPIs from scratch!
Note: Default KPIs are subject to change over time.
# of Notes by Resource
# of Notes Per Account
# of Opportunities on Sales Stage - Current Month
# of Surveys Received vs. # of Tickets Resolved (Available on Enterprise Plans only)
% 1st Response Resolution - Last 90 Days (Available on Enterprise Plans only)
% 1st Response Resolution - This Week (Available on Enterprise Plans only)
1st Response Resolution - This Week
Account Notes - Current Month
Account Notes - Current Quarter
Account Notes by Action Type
Active Opportunities
Active Opportunities By Stage
Active Opportunities Closing in 30 Days
Active Opportunities by Sales Rep by Stage
Advanced Hours Entered by Tech - Today (Available on Enterprise Plans only)
Aging
Amount ClosingNext 30 Days by Rep
Amount on Invoices 90 Days Past Due
Amount on Invoices Sent This Week
Amount on Open Opportunities
Amount on Open Opportunities by Client
Amount on Opportunities Closing by Day Next 30 Days
Assigned
Average Age of Open Opportunities
Average Time to First Response
Average Time to First Response - Last 90 Days
Average Time to First Response - Trailing 30 Days
Average Time to First Response This Week
Average Time to Resolution
Average Time to Resolution - Last 90 Days
Average Time to Resolution - Trailing 30 Days
Average Time to Resolution Plan - Trailing 30 Days
Average Time to Resolution This Week
Average Time to Response Plan This Week
Breached Resolution
Breached Resolution Plan
Breached Response
Breached SLA Summary Per Resource
Closed Today
Contact Rating Overview
Currently Open Projects
Currently Open Projects Per Client
Currently Open Projects Per Project Lead
Currently Open Projects by Status
Currently Open Projects by Type
Currently Open Tickets by Status
Currently Open Tickets by Type
Customer Satisfaction This Month Leaderboard
Due Today
Estimated Revenue - By Contract Type
Hours Billed Yesterday
Hours Today by Engineer
Hours Worked Last Month by Issue Type
Hours Worked This Week
Hours Worked This Week Leaderboard
Hours Worked Yesterday
Hours Worked by Client - Last 30 Days
Hours Worked by Client - Last Week
Hours Worked by Queue This Week
Hours Worked by Tech - Last Week
Hours Worked by Tech Yesterday
Hours Worked by Work type - Last 30 Days
Hours Worked by Work Type - Last Week
In Progress
Kill Rate % - Today (Available on Enterprise Plans only)
Kill Rate % Last 7 Days (Available on Enterprise Plans only)
Kill Rate % Per Resource - Current Week (Available on Enterprise Plans only)
Kill Rate % Per Resource - Today (Available on Enterprise Plans only)
Kill Rate - Today (Available on Enterprise Plans only)
Most Active Users - Previous Month
Most Active Users - Trailing 30 Days
New
New Led Opportunities
New Service Calls - Current Week
Oldest Ticket List
Open
Open - Client
Open Opportunities Next Step
Open Opportunities Without Next Step
Open Projects
Open Tickets Older Than 14 Days Per Resource
Open Tickets Per Resource
Open by Priority
Open by Tech - Client
Open vs. Closed Tickets - Trailing 30 Days
Opened Today
Opened by Contact Last 14 Days - Client
Opened vs Closed Last 14 Days - Client
Opened vs. Closed Tickets - Previous Month
Opportunities - Status
Opportunities By Stage - All Time
Opportunities By Stage - Current Month
Opportunities By Stage - Last Month
Opportunities Closed Today
Opportunities Closed vs. Notes Added Per Resource - Current Week (Available on Enterprise Plans only)
Opportunities Closing Next 30 Days
Opportunities Created Today
Opportunities by Lead Referral
Overdue
Project Phases - Current Month
Projects Completed - Current Month
Projects Completed - Current Week
Projects Created - Current Week
Projects Ending This Week
Projects Opened vs. Closed - Last 3 Months
Projects Starting This Week
Resolved Today
Resolved Yesterday
Resource Billable Hours Utilization - Current Week (Available on Enterprise Plans only)
Resource Billable Hours Utilization - Today (Available on Enterprise Plans only)
Resource Scorecard This Week (Available on Enterprise Plans only)
Resource Scorecard Today (Available on Enterprise Plans only)
Revenue Closed Last 12 Months Leaderboard
Revenue Closed by Sales Rep Last Week
Revenue Closing Next 30 Days Leaderboard
Revenue Won by Sales Rep Last 30 Days
Revenue Won vs Lost Last 12 Months
SLA Breach in 60 Minutes Per Resource
Same Day Completed % Last 90 Day (Available on Enterprise Plans only)
Service Bundles
Service Call Completion Status
Service Calls Scheduled - Current Week
Service Calls Scheduled to Start - Current Week
Service Calls Scheduled to Start by Resource - Current Week
Service Summary
Services
Stale
Stale Opportunities
Stale Opportunities by Rep
Stale Projects
Stale Service Calls
Stale Tickets Per Resource
Survey Results - Last 30 Days
Surveys Received This Month
Tasks & Project Phases - Current Month
Tasks & Projects Per Phase - Current Month (Available on Enterprise Plans only)
Tickets - Service Calls Scheduled - Current Month
Tickets 3 Days Waiting on Client
Tickets 7 Days with No Activity
Tickets Assigned by Tech (by Client)
Tickets Breaching Resolution Plan Within 60 Minutes
Tickets Breaching Resolution Plan Within 60 Minutes by Resource
Tickets Breaching Resolution Within 60 MInutes
Tickets Breaching Resolution Within 60 Minutes by Resource
Tickets Breaching Response Within 60 Minutes
Tickets Breaching Response Within 60 Minutes by Resource
Tickets Closed Last Month
Tickets Closed Month-to-Date
Tickets Closed This Week
Tickets Closed Today
Tickets Closed Yesterday
Tickets Closed in the Last 30 Days
Tickets Closed in the Last 7 Days
Tickets Completed This Week Leaderboard
Tickets Currently Open
Tickets Due Today Per Resource
Tickets Open by Priority
Tickets Open by Sub-Type
Tickets Opened Last Month
Tickets Opened Month-to-Date
Tickets Opened This Week
Tickets Opened Yesterday
Tickets Opened and Closed - Lasts 14 Days
Tickets Opened by Day of Week - Previous Week
Tickets Opened by Hour - Previous Week
Tickets Opened by Sub-Type - Trailing 30 Days
Tickets Opened by Type - Previous Month
Tickets Opened by Type - Trailing 30 Days
Tickets Opened by Work Type and Sub-Type - Trailing 30 Days
Tickets Opened in the Last 30 Days
Tickets Opened in the Last 7 Days
Tickets Overdue Per Resource
Tickets Per Endpoint MTD (Available on Enterprise Plans only)
Tickets Resolved Per Resource Per Priority - Today
Tickets Resolved Today by Engineer
Tickets Without Config
Tickets Worked On This Week
Tickets Worked On Today Per Resource
Tickets Worked on This Week Leaderboard
Tickets by Client
Tickets by Issue Type Last 14 Days - Client
Tickets in New Status
Tickets with No Resource Assigned
Time Today
Time Yesterday
Total Services in a Contract
Unassigned
Waiting on Customer
Waiting on Customer - Client
Worked On Today
Worked On Yesterday
Amount Closing Next 30 Days by Rep
Amount on Invoice 90 Days Past Due
Amount on Invoices Sent This Week
Amount on Open Opportunities
Amount on Open Opportunities by Client
Amount on Opportunities Closed This Week
Amount on Opportunities Closing by Day Next 30 Days
Estimated Revenue - By Contract Type
Revenue Closed Last 12 Months Leaderboard
Revenue Closed by Sales Rep Last Week
Revenue Closing Next 30 Days Leaderboard
Revenue Won by Sales Rep Last 30 Days
Revenue Won vs Lost Last 12 Months
# of Opportunities on Sales Stage - Current Month
Active Opportunities
Active Opportunities By Stage
Active Opportunities Closing in 30 Days
Active Opportunities by Sales Rep by Stage
Amount on Open Opportunities
Amount on Open Opportunities by Client
Amount on Opportunities Closed This Week
Amount on Opportunities Closing by Day Next 30 Days
Average Age of Open Opportunities
New Lead Opportunities
Open Opportunities Next Step
Open Opportunities Without Next Step
Opportunities - Status
Opportunities By Stage - All Time
Opportunities By Stage - Current Month
Opportunities By Stage - Last Month
Opportunities Closed Today
Opportunities Closed vs. Notes Added Per Resource - Current Week (Available on Enterprise Plans only)
Opportunities Closing Next 30 Days
Opportunities Created This Week
Opportunities Created Today
Opportunities by Lead Referral
Stale Opportunities
Stale Opportunities by Rep
Currently Open Projects
Currently Open Projects Per Client
Currently Open Projects Per Project Lead
Currently Open Projects by Status
Currently Open Projects by Type
Open Projects
Project Phases - Current Month
Projects Completed - Current Month
Projects Completed - Current Week
Projects Created - Current Week
Projects Ending This Week
Projects Opened vs. Closed - Last 3 Months
Projects Starting This Week
Stale Projects
Tasks & Project Phases - Current Month
Tasks & Projects Per Phase - Current Month (Available on Enterprise Plans only)
RESOURCES KPIs
# of Notes By Resource
Advanced Hours Entered by Tech - Today (Available on Enterprise Plans only)
Contact Rating Overview
Customer Satisfaction This Month Leaderboard
Hours Billed Yesterday
Hours Today by Engineer
Hours Worked Last Month by Issue Type
Hours Worked This Week
Hours Worked This Week Leaderboard
Hours Worked Yesterday
Hours Worked by Client - Last 30 Days
Hours Worked by Client - Last Week
Hours Worked by Queue This Week
Hours Worked by Tech - Last Week
Hours Worked by Tech Yesterday
Hours Worked by Work Type - Last 30 Days
Hours Worked by Work Type - Last Week
Kill Rate % Per Resource - Current Week (Available on Enterprise Plans only)
Kill Rate % Per Resource - Today (Available on Enterprise Plans only)
Open Tickets Older Than 14 Days Per Resource
Open Tickets Per Resource
Open by Tech - Client
Opportunities Closed vs. Notes Added Per Resource - Current Week (Available on Enterprise Plans only)
Resource Billable Hours Utilization - Current Week (Available on Enterprise Plans only)
Resource Billable Hours Utilization - Today (Available on Enterprise Plans only)
Resource Scorecard This Week (Available on Enterprise Plans only)
Resource Scorecard Today (Available on Enterprise Plans only)
Revenue Closed Last 12 Months Leaderboard
Revenue Closed by Sales Rep Last Week
Revenue Closing Next 30 Days Leaderboard
Revenue Won by Sales Rep Last 30 Days
SLA Breach in 60 Minutes Per Resource
Service Calls Scheduled to Start by Resource - Current Week
Stale Tickets Per Resource
Survey Results - Last 30 Days
Surveys Received This Month
Tickets Assigned by Tech (by Client)
Tickets Breaching Resolution Plan Within 60 Minutes by Resource
Tickets Breaching Resolution Within 60 Minutes by Resource
Tickets Breaching Response Within 60 Minutes by Resource
Tickets Completed This Week Leaderboard
Tickets Due Today Per Resource
Tickets Overdue Per Resource
Tickets Worked On This Week
Tickets Worked On Today Per Resource
Tickets Worked on This Week Leaderboard
Tickets with No Resource Assigned
Time Today
Time Yesterday
Unassigned
Worked On Today
Worked On Yesterday
New Service Calls - Current Week
Service Bundles
Service Call Completion Status
Service Calls Scheduled - Current Week
Service Calls Scheduled to Start - Current Week
Service Calls Scheduled to Start by Resource - Current Week
Service Summary
Services
Stale Service Calls
Tickets - Service Calls Scheduled - Current Month
Total Services in a Contract
% 1st Response Resolution - Last 90 Days (Available on Enterprise Plans only)
% 1st Response Resolution - This Week (Available on Enterprise Plans only)
1st Response Resolution - This Week
Average Time to First Response
Average Time to First Response - Last 90 Days
Average Time to First Response - Trailing 30 Days
Average Time to First Response This Week
Average Time to Resolution
Average Time to Resolution - Last 90 Days
Average Time to Resolution - Trailing 30 Days
Average Time to Resolution Plan - Trailing 30 Days
Average Time to Resolution This Week
Average Time to Response Plan This Week
Breached Resolution
Breached Resolution Plan
Breached Response
Breached SLA Summary Per Resource
SLA Breach in 60 Minutes Per Resource
Tickets Breaching Resolution Plan Within 60 Minutes
Tickets Breaching Resolution Plan Within 60 Minutes by Resource
Tickets Breaching Resolution Within 60 MInutes
Tickets Breaching Resolution Within 60 Minutes by Resource
Tickets Breaching Response Within 60 Minutes
Tickets Breaching Response Within 60 Minutes by Resource
Tickets Resolved Per Resource Per Priority - Today
Tickets Resolved Today by Engineer
# of Surveys Received v. # of Tickets Resolved (Available on Enterprise Plans only)
% 1st Response Resolution - Last 90 Days (Available on Enterprise Plans only)
% 1st Response Resolution - This Week (Available on Enterprise Plans only)
1st Response Resolution - This Week
Aging
Assigned
Average Time to First Response
Average Time to First Response - Last 90 Days
Average Time to First Response - Trailing 30 Days
Average Time to First Response This Week
Average Time to Resolution
Average Time to Resolution - Last 90 Days
Average Time to Resolution - Trailing 30 Days
Average Time to Resolution Plan - Trailing 30 Days
Average Time to Resolution This Week
Average Time to Response Plan This Week
Breached Resolution
Breached Resolution Plan
Breached Response
Breached SLA Summary Per Resource
Closed Today
Currently Open Tickets by Status
Currently Open Tickets by Type
Due Today
In Progress
Kill Rate % - Today (Available on Enterprise Plans only)
Kill Rate % Last 7 Days (Available on Enterprise Plans only)
Kill Rate % Per Resource - Current Week (Available on Enterprise Plans only)
Kill Rate % Per Resource - Today (Available on Enterprise Plans only)
Kill Rate - Today (Available on Enterprise Plans only)
Most Active Users - Previous Month
Most Active Users - Trailing 30 Days
New
Oldest Ticket List
Open
Open - Client
Open Tickets Older Than 14 Days Per Resource
Open Tickets Per Resource
Open by Priority
Open by Tech - Client
Open vs. Closed Tickets - Trailing 30 Days
Opened Today
Opened by Contact Last 14 Days - Client
Opened vs Closed Last 14 Days - Client
Opened vs. Closed Tickets - Previous Month
Overdue
Resolved Today
Resolved Yesterday
Same Day Completed % Last 90 Day (Available on Enterprise Plans only)
Stale
Stale Tickets Per Resource
Tickets - Service Calls Scheduled - Current Month
Tickets 3 Days Waiting on Client
Tickets 7 Days with No Activity
Tickets Assigned by Tech (by Client)
Tickets Breaching Resolution Plan Within 60 Minutes
Tickets Breaching Resolution Plan Within 60 Minutes by Resource
Tickets Breaching Resolution Within 60 MInutes
Tickets Breaching Resolution Within 60 Minutes by Resource
Tickets Breaching Response Within 60 Minutes
Tickets Breaching Response Within 60 Minutes by Resource
Tickets Closed Last Month
Tickets Closed Month-to-Date
Tickets Closed This Week
Tickets Closed Today
Tickets Closed Yesterday
Tickets Closed in the Last 30 Days
Tickets Closed in the Last 7 Days
Tickets Completed This Week Leaderboard
Tickets Currently Open
Tickets Due Today Per Resource
Tickets Open by Priority
Tickets Open by Sub-Type
Tickets Opened Last Month
Tickets Opened Month-to-Date
Tickets Opened This Week
Tickets Opened Yesterday
Tickets Opened and Closed - Lasts 14 Days
Tickets Opened by Day of Week - Previous Week
Tickets Opened by Hour - Previous Week
Tickets Opened by Sub-Type - Trailing 30 Days
Tickets Opened by Type - Previous Month
Tickets Opened by Type - Trailing 30 Days
Tickets Opened by Work Type and Sub-Type - Trailing 30 Days
Tickets Opened in the Last 30 Days
Tickets Opened in the Last 7 Days
Tickets Overdue Per Resource
Tickets Per Endpoint MTD (Available on Enterprise Plans only)
Tickets Resolved Per Resource Per Priority - Today
Tickets Resolved Today by Engineer
Tickets Without Config
Tickets Worked On This Week
Tickets Worked On Today Per Resource
Tickets Worked on This Week Leaderboard
Tickets by Client
Tickets by Issue Type Last 14 Days - Client
Tickets in New Status
Tickets with No Resource Assigned
Unassigned
Waiting on Customer
Waiting on Customer - Client
Worked On Today
Worked On Yesterday
# of Notes Per Account
Account Notes - Current Month
Account Notes - Current Quarter
Account Notes by Action Type