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The BrightGauge Blog

How BrightGauge Can Help Remote Teams Work Efficiently

The global workforce as we know it is undergoing a major shift. More employees than ever before are working remotely or looking for that option from their employer.    In fact, a survey conducted by ...
The global workforce as we know it is undergoing a major shift. More employees than ever before are working remotely or looking for that option from their employer.    In fact, a survey conducted by Global Workplace Analytics found that over the last 10 years, remote work has grown more than 90%, a figure that will undoubtedly continue to increase.    There’s no denying that telecommuting is here to stay - it’s better for the environment, it is said to have a positive impact on productivity, and it makes people happy given the work-life balance we’re always chasing.    For any number of reasons, including COVID-19, you may currently be shifting to a remote work state, but may be wondering how it will affect company goals or the ability to manage individual team members.    BrightGauge is a tool that can help your remote teams be successful and remain on the same page.   Managing data is critical for remote teams   The best way to align team members, whether they are remote or in a traditional workspace, is to keep your eye on data. How do numbers paint a picture of what’s going on in your organization?    You can’t manipulate or hide numbers. Data is rooted in truth, so it’s a powerful way to build transparency and trust in business relationships. Data shows exactly what is going on with anything from ticket statistics, sales opportunities, customer satisfaction, revenue, and more and takes the guesswork out of whether or not you’re on track to hit goals.    And the best way to manage data is to choose the metrics and KPIs that matter most to your bottom line and then automate how you’re consuming that information.    With BrightGauge dashboards and reports, you’ll pull in data from tools you’re already using (like ConnectWise, Autotask, QuickBooks, Customer Thermometer, and more) and view it all on a single pane of glass, keeping things organized and more visible to all team members. BrightGauge data updates in real-time, so there’s no need to worry about being misinformed or out of the loop.    Let’s put this in a real-world example.    Suppose you’re managing a remote service desk. This is a critical team, as customers interact with your support department probably more than anybody else in your company. On one BrightGauge dashboard, you might view: How many tickets were opened versus closed today Average response time for tickets  Support team leaderboard This shows a ranking of your team members based on parameters you set - perhaps most tickets closed today  Customer satisfaction scores  Stale tickets  Tickets opened versus Negative reactions    As this data constantly updates throughout the day, you’ll never find yourself wondering what your different technicians are up to. Take it one step further by setting thresholds for certain KPIs - for example, be alerted anytime average response time goes above 30 minutes - so that you can take course corrective action immediately.    BrightGauge partner Josh Weiss of LA Creative Technologies has been managing a remote support team for quite some time now and finds that BrightGauge helps his service desk run seamlessly. Though his support team is based in Mumbai, a BrightGauge ticket processing dashboard allows his techs to triage and resolve tickets placed by clients all the way in Los Angeles, with no disruption in response time.    Eric Hoffmeister of Innovative Computing Systems already works with a mostly remote engineering team. Given the circumstances surrounding COVID-19, the helpdesk is now 100% remote and managers are learning how to cover work as normal. Through BrightGauge dashboards, admin time per tech is being tracked on an automated, real-time basis. A daily dashboard lets Eric keep a pulse on the team by showing who’s on vacation, whether or not projects are on track, what each engineer’s workload is, and so on, which means time is being utilized properly and efficiently.  General tips for remote teams    - Use tools like Slack or Microsoft Teams to keep the lines of communication open  - Managers and employees should have regular check-ins to talk about progress, roadblocks, and strategy - Follow a structured workday that keeps you in a productive groove  - Manage expectations - over communicate what is expected from one another - Stick to deadlines  - Be honest with yourself and your team about what can get done    To learn more about how BrightGauge can improve visibility for your remote teams, schedule a live one-on-one demo with us today.   
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Dashboard of the Month - Client Success Overview

We say this over and over - when it comes to building long-term client relationships, transparency is key. You need to show your client the value that you’re bringing to their business so that they understand what their investment is worth and are never left to question why they are paying you.    A great way to do this is by sending consistent reports to key stakeholders. Another option made possible by BrightGauge is to share a real-time dashboard with your client.    That’s exactly what Peter Kardel, co-founder of Clever Ducks, puts into practice.    Clever Ducks is an MSP out of San Luis Obispo, California, focused on serving clients who see tech as a strategic weapon, or something central to their success. Their clients want to cut costs with IT, not on IT.    As part of their client retention strategy, Peter and team share a Client Success Overview dashboard that allows them to manage relationships in a proactive way.    For example, when it comes to a planning and QBR process, a lifecycle of client’s hardware and software all up and down the stack is established. That way, Clever Ducks can proactively replace gear once it reaches the end of its lifecycle rather than waiting for that equipment to fail.    “Something like this makes our operations much less reactive and it’s a much better outcome for the client because, as we all know, downtime is expensive,” says Peter.    Peter has found that setting color-coded thresholds on the Client Success Overview dashboard makes the data more compelling and more likely for a client to take notice.    “People just know that green is go, yellow means you may want to hit the brakes, and red is bad,” says Peter. “After a while, a client looks at a dashboard, sees red, and wants to take immediate action. It’s an amazing way to support their success and help them prioritize.”    In general, the Client Success Overview is a good way to ensure that everyone is on the same page.    *View this sample Client Success Overview Dashboard here   Included is the client’s ticket trend, which is a nice visual way to tell a story of what’s going on without hiding anything. It provides an opportunity to look at trends and understand what changes need to be made to influence the direction of that trend.    With this dashboard, Peter and team avoid bogging clients down with nitty gritty details. Instead, they get right to the point of showing clients that their business is safe and can show where there are opportunities to take advantage of in order to be successful.    An interesting KPI they include in the overview is how the clients are rating Clever Ducks. The dashboard is often being seen by C-suites, so these CSAT scores show how team members are (or are not) happy with Clever Ducks’ service. It’s a nice boost for that C-suite person to know that their people are confident in their technology.    These days, your workforce won’t tolerate IT that’s confused or unreliable, so having confidence in leadership is becoming ever more important.    Finally, a Client Success Overview dashboard makes meeting with clients way more efficient. Instead of bringing a stale report that was printed out before the account manager meets with a client, Peter and team can literally open the dashboard in front of the client during the meeting and look at real-time information, allowing them to get down to business and problem-solving right away.    For instances when team meetings are not occurring face-to-face, clients still have access to their important data, day or night.    Check out the links below to replicate this type of dashboard for your own clients.   Link to Client Success Overview Dashboard   Link to Dashboard Recreation Key   Please feel free to reach out to success@brightgauge.com with any questions you have!

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The IT Nation: A Professional Community That Helps You Grow

Have you ever been a part of a professional community or peer group or considered joining one? In such groups, many business leaders turn to their peers for advice on how to grow, both professionally and personally.   You’ve likely heard of The IT Nation, ConnectWise’s professional community, but maybe are not familiar with the various events offered by The IT Nation and how they may be useful to you.    Here, we’ll introduce you to The IT Nation and all that it encompasses, as well as guidance on which events may be best suited to your specific needs.     What is The IT Nation? What does being a member of The IT Nation actually mean? Who’s included in The IT Nation? What’s the difference between The IT Nation and IT Nation Connect?   The IT Nation is a global community of technology professionals working to push each other and the industry to new heights. By working collaboratively, sharing best practices, and listening to thought leaders, members can make this industry better and stronger.    Members of The IT Nation live all around the world and have different business models and technology stacks to run their companies. The IT Nation is open to any technology solution provider, whether they use ConnectWise solutions or not. By fostering a sense of ‘co-opetition’, all can learn from and alongside each other to navigate the ever-change technology landscape.    So how do you get involved in The IT Nation? With events throughout the year and advice from the community available on demand, there are several ways to maximize your experience within The IT Nation.    Listen WHO THIS IS FOR: Anybody looking to gain more business insights! With the Stories from The IT Nation podcast series, you’ll hear members of The IT Nation community share advice based on personal experiences running their businesses. Learn how to attract top talent to your organization (including how to appeal to the millennial crowd), identify when it’s time to fire customers, stay relevant to your customers and more.  Share WHO THIS IS FOR: ConnectWise partners who want to learn to use the products even better. IT Nation Share user groups are regional, one-day product trainings offered free of charge to ConnectWise partners. Meet other technology providers in your area and get answers directly from ConnectWise product experts on to help you learn how to better use your ConnectWise solutions.     Explore WHO THIS IS FOR: ConnectWise partners seeking deeper, in-depth training on all products.  Need more than one day of product training? Want training on the full ConnectWise platform, including BrightGauge, Continuum, and IT Boost? Join us in Orlando this summer for IT Nation Explore. This annual three-day product conference will feature over 100 breakout sessions, labs, and panels so every member of your organization can get the training they need to increase efficiency in their daily operations.     Connect WHO THIS IS FOR: Business leaders wanting to make their organizations better and stronger. For business owners and leaders who need to know what’s coming next in the industry—and how to prepare their business for the changes that lie ahead—IT Nation Connect offers thought leadership and business building content over three days. Learn from experts in the industry on how to navigate M&A conversations, cybersecurity challenges, how to find and retain top talent, and more. As the largest and longest-running IT conference in the channel, it’s a can’t-miss event every year. This year’s event takes place in Orlando November 11-13.    Evolve WHO THIS IS FOR: Specifically for members who have applied and been accepted who want to have honest conversations about work and building legacy.  At IT Nation Evolve, business owners can share experiences, engage with peers, and get the resources they need to build their legacy. Members attend events each quarter where they meet with their peers and share progress—as well as hold each other accountable to work toward personal and professional goals.   Want to be in the loop on everything that’s happening in The IT Nation? Stay connected through social media to get updates on our events, podcast opportunities, and more. 

[WEBINAR] Using Dashboard Playlists to Track Team Activity

As a team or business manager, how are you keeping an eye on what your various departments or team members are doing? While no one likes to micromanage, it does make sense to have an awareness of what's going on across the board and how it's impacting the organization's bottom line.    With BrightGauge dashboards, it's easy to automate this and kind of take a hands-off approach to monitoring your team's activity.    Dashboards give a 10,000 foot view of what's going on in your business, so taking a quick glance at your boards can give you all in the info you need in just a moment's time. Basically, no need to go around asking your team what they're working on, because that information will be accessible to you whenever you want it.    Join our webinar to learn more  In our experience, it always helps to see how others are putting dashboards and other features to practice, so please join us for the next installment of our User Showcase webinar series.   Benjamin Pearce, president and CEO of ACP Technologies will share how he has set up dashboard playlists that inform on team activity across departments. Each day, 5 different dashboards rotate on his screens, so he can easily see what sales and support are working on.   Benjamin will give you a live overview of these boards and will also cover important KPIs, like: Activities Ahead vs Overdue Long-term Revenue Opportunities Service Activity   This webinar takes place on Wednesday, March 11th, at 3:00pm EST. Save your seat now! Even if you can't make it, be sure to RSVP so we can send you a recording of the webinar. 

New Integration: OneDrive

Announcing the latest integration to launch at BrightGauge: OneDrive. OneDrive, a Microsoft product, is a cloud storage solution that allows you to save your files and photos and access them from anywhere that suits you.    You may be familiar with Dropbox as an integration option with BrightGauge, but perhaps you prefer using OneDrive. No worries! You now have both options available to you.    The basic premise of this integration is that if you have a .CSV file uploaded into OneDrive, you will be able to visualize the data on BrightGauge dashboards and reports.    How to Connect to OneDrive   To connect to OneDrive, click on the green ‘Add a new Datasource’ button, found on your BrightGauge overview page. Find OneDrive under the ‘All’ category, click on it, and follow all the prompts. Within a few minutes, you should be good to go.    If you need further instructions, check out our OneDrive support doc.    Not yet a BrightGauge customer? Contact us today and we’ll be happy to schedule a live one-on-one demo.    What do I get out of the box?   If you’re a BrightGauge partner, you know that when you connect to our datasources, your account will be pre-loaded with KPIs and dashboard and report templates, so you can get right to your data.    OneDrive (and Dropbox) are unique integrations in this respect. Since this integration relies on custom data, there aren’t any pre-built dashboards, gauges, or reports included.   Basically, as long as you’ve got a .CSV file with data, you can display it within BrightGauge, so your possibilities here are plentiful.    For more details on how to create a dataset from a CSV, including some CSV requirements, read this.   We love hearing from you, so let us know how you’re using OneDrive + BrightGauge to view your data!   Anytime you’ve got a question about OneDrive + BrightGauge, please submit a support request or contact us and we’ll be ready to help.   

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Key metrics and accompanying formulas to help MSPs skyrocket growth and success!

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How Network People Built Legitimacy Through BrightGauge

In 1996, wife-and-husband duo Kelly and Nate Freeman realized their vision of opening up an IT shop in Clearwater, Florida. It started as a small MSP but really began picking up around 2002. Today, Network People is an MSP+, with 15 employees and a great internal system, providing IT and security services to close to 300 clients.    A BrightGauge partner for several years now, the tool is a big part of their daily operations. We spoke to Joe Somerville, Integrator + Director of Operational Development to learn more.    How Network People got its start     Network People has always had a mission to deliver the best tech services in the Tampa Bay area, and one of the ways they’ve done that is by spending a lot of time with their clients.    Maintaining a strict customer-focused attitude is something they believe has set them apart from many other MSPs in the industry.    “It’s important to us to go above and beyond for our clients, regardless of our agreement level,” says Joe. “That way, mom and pop shops are being treated the exact same way as our larger corporate companies.”    This level of care has allowed Network People to grow and build a reputation as a trusted partner for SMBs in the municipalities, health practices, law, and architectural sectors, amongst others.    When it comes to taking on new clients, the Network People team gravitate towards companies that are community-driven, have a good culture, and are operating calmly and in an organized manner.    Making sure the client relationship is one that jives has allowed Network People to really focus on that personal touch and spend more time with clients.    “Doing the right thing is a top priority for us,” says Joe. “We’re spending time, effort, and money on constantly developing, getting things built to a level we’re happy with, and figuring out where we can consistently improve for the benefit of our clients.”    As an example, Joe and team discovered that they had clients who weren’t monitoring their backups correctly, consequently putting their companies and sites at risk. Undoubtedly, an issue like this requires the right tools in place to properly take action and be proactive. Which is exactly where a tool like BrightGauge comes into play.   Becoming a BrightGauge partner   After attending an HTG meeting (now known as IT Nation Evolve), the owner and president of Network People brought BrightGauge into their stack of tools, seeing value in being able to get to data quickly and automate processes.    Since then, BrightGauge has been a key player in daily operations at Network People.   “BrightGauge is the best way to see data,” says Joe. “It’s allowed us to do what we want in an efficient way with our clients and lets us put data in front of our clients when we’re talking to them.”    Joe estimates that he and his team use BrightGauge dashboards for 3 hours a day, every single day.    “I can’t even imagine running our business without this,” says Joe.    In addition to using the dashboard and reporting features, Joe says that BrightGauge support is some of the best he’s experienced, furthering the value of the tool even more.    What BrightGauge has helped the Network People team accomplish   When it comes to monitoring client’s backups, BrightGauge helps in intelligence gathering and due diligence, which has aided in their client retention efforts.    More than that, BrightGauge dashboards are the primary way the Network People team share data with clients.    “We deliver VCIO meetings through BrightGauge dashboards,” says Joe. “And part of our onboarding process is building out a client dashboard specific to that client.”    We love this part of Network People’s onboarding and the tips they gave for bringing data to clients: - They assign their clients as a viewer to their own client dashboard - They use a templated dashboard and add a filter for that client, so that the whole process takes 3-4 minutes to set up - During onboarding, they hold a 10-15 minute training, taking clients through their gauges, what the data should mean to them, what they should keep an eye on, and in what instances they should reach out to Network People for more support/clarity   Genius!   “Anytime we get clients to understand what we do and why we do it, we strengthen the partnership and build a lot of legitimacy into what we do on a monthly basis,” says Joe. “We’re protecting them; we’re sharing numbers open and honestly; and we’re only able to do this because of custom datasets in BrightGauge.”    As security issues become more serious and our industry becomes more vulnerable, Joe is proud that Network People still has a client-first focus and that they are spending time figuring out how to provide enough service to keep their clients secure, no matter their budget.    “We are always taking care to work with a client’s environment so we fit into them instead of them fitting into us,” says Joe. “It may not be the most profitable mentality, but it is so important to us.”   That’s definitely something to admire. We’re proud to have you as a partner, Network People!   Most-used datasources: ConnectWise Manage and Automate, and Liongard Roar (Joe says he is most excited about building this out)   Top KPIs: Tickets Per Engineer; SLA Per Ticket; Billable Time Goals; CSAT; Department Hourly Goals   Notable Dashboards: Centralized Services; Service Manager Review; Client Board; Finance Board; CSAT Board; Inventory Board

Report of the Month - Internal Weekly Service

Do you send reports on a consistent basis? We’re big fans of reports because they’re a reliable source of truth. They show your clients or your internal teams exactly what you’ve been working on and the results of that work and, because of that, they’re great for building a solid foundation of trust.    We love seeing how our partners are using BrightGauge reports as a business growth strategy and as a way to keep teams accountable. This month, we’re sharing an Internal Weekly Service Report, as used by Joe Ensalaco of JT Global Enterprise, a systems integrator operating worldwide with offices in the UK and the US and specializing in Unified Communications, Customer Engagement, Digital Transformation, and Smart Retail.   Joe, the Service Operations Manager, built this report as a way to keep track of what his team did the previous week (he actually built this within 2 weeks of becoming a BrightGauge partner - impressive!).    “By looking at certain metrics on a weekly basis, we’re able to understand the circumstances around an influx in tickets, or a lack of support, so we can be proactive about preventing service issues in the future,” explains Joe.    His Internal Weekly Service Report focuses on both customer metrics and service desk metrics.  *This is a sample report for illustrative purposes only; not an actual report prepared by JT Global.   On the customer end, Joe and team are looking at who the busiest customers of the week were, how many tickets they opened versus closed, and what type of tickets are being opened. Knowing who their most active customers are helps drive cost management decisions and also indicates whether JT Global should train their customers in how to self-solve repeat issues (for example, building out phone extensions).    On a service desk side, Joe’s looking at what the whole support team is doing in general. Key identifiers include Ticket Kill Rate, Average Time to Resolution and Acknowledgement, SLA Stats by Priority, and Planned Works & Change Requests.    “For each metric we look at, we’re setting goals and thresholds so we can hold ourselves accountable to a specific benchmark,” says Joe. “For example, SLAs for most of our customers are 30 to 60 minutes, so we look at these numbers each week to make sure we’re on track.”    For Joe and the JT team, BrightGauge has enabled them to automate 90-95% of what was previously in their manual reports, obviously saving them a ton of time and letting them get back to focusing on their business.    Interested in setting up an Internal Weekly Service Report for your team? Check out our Report Key to recreate it yourself or feel free to reach out to success@brightgauge.com and we’ll be happy to help.   Thank you to Joe and JT Global for sharing your insights!   Link to Sample Report Link to Report Recreation Key

3 Tips for MSPs Selling Security-as-a-Service

If you’re like most MSP owners, you’re constantly thinking about how to generate more revenue for your business while continuing to provide unique and differentiating value to your customers.    These days, everybody is talking about security. It’s a hot topic because everyone needs more of it and they are willing to pay to ensure they’re protected. In fact, surveys have shown that 93% of SMBs would switch their MSP if another MSP would offer the ‘right’ security services.    So, as an MSP, how can you use this urgent need for security as an opportunity to bring more money into your organization?    Just ahead, we share 3 points to remember when thinking about monetizing your security offerings.     Cybersecurity as a key initiative    The current reality is that MSPs are more vulnerable to security attacks than ever before, forcing the conversation around security to happen on a regular basis. It’s time to get honest about where you stand from a security point of view, both for your own benefit and that of your client’s.    Cybersecurity is now a ‘must-have’ versus a ‘nice-to-have’, so if you’re not already working it into your customer agreements, you should be.    When it comes to offering security-as-a-service, we recommend keeping the following in mind:   Educate your customers. You likely have customers in all types of industries, and they may not all be aware of the importance of being secure. And that’s okay. As a trusted partner, they turn to you to consult and advise them on business best practices. So go ahead and show them why security matters.  Do a dark web scan of your client and show them the results so they understand what information is accessible.  But don’t stop there. Also educate them on how you’re currently protecting them and which of your services they can add to become even more secure.  Remember, you should be a trusted partner, not just another vendor, so show them why their investment in you is worthwhile. Make buy-in easy. Keep things simple for your customers so that their decisions are no-brainers. One way to do this is to roll security-as-a-service into your ‘all-in’ price, so that it’s automatically included in the packages you offer.  Remember to be upfront and honest about exactly what your packages include. Show your customers what coverage looks like and make it clear what level of protection you offer. Your goal is to provide your client with a solution to their issues in a way that they can’t turn down. Properly onboard your customers. This ties back into the education component. Establish policies and procedures around your security offerings and train your customers on those procedures during your onboarding process. Making them part of the security process will reinforce the importance of it and get them more willing to play their part in keeping their business secure.  Quick note: if your point of contact is not a decision-maker, ensure that he or she understands how to properly communicate the reasoning for a security package to those decision-makers. This is essential for buy-in.   Want to explore more specific ways to monetize security? In this webinar brought to you by ConnectWise, hear from partners who have added over 1 million dollars to their annual revenue by selling security services: 

A Simple Framework MSPs Can Use to Set KPIs

Here’s some food for thought: If you’re not constantly reflecting on your business priorities and goals and redefining how you’re measuring success, how do you know where to go? And how can you tell if you’re headed in the right direction?    In order for an organization to grow and succeed, there needs to be a constant focus on improving upon what you’re doing.   Year over year (or even more often than that), executive leaders need to measure and analyze performance metrics to figure out if results align with the direction the business should be going in.    How do you assess that? It all stems from setting the right goals and identifying the metrics that match those goals.    What we’re talking about is Key Performance Indicators (KPIs). Just ahead, we’ll introduce a simple framework for setting KPIs in your business.    Why are KPIs so important?   Business schools teach that you can’t manage what you don’t measure, right? So, identifying relevant metrics is a critical first step of a growth plan. If you are measuring what matters, you’re on the right path to growth and scalability.    KPIs help decision-makers track and monitor progress and see where there may be opportunities for improvement. KPIs act as a north star that help teams stay focused on their mission to succeed.    Perhaps the strongest argument for running a business based on KPIs is that data is neutral and keeps everyone on the same page. In other words, a culture built on data means that decisions will always be backed by the numbers versus being driven by emotions.    Identifying the metrics that matter   It’s easy to understand why KPIs are necessary but it’s harder to put into practice. We’ve developed a framework for setting and implementing KPIs that’s simple and easy to follow.    But first, you must identify which areas of the business are important to your bottom line. While every business has different priorities, they are all generally looking to evaluate their performance in the following areas:   Finance Customers Sales Marketing Operations Internal Teams   Don’t make the mistake of overanalyzing data or placing an importance on areas of the business that aren’t significant for you. For example, if you don’t have a robust sales team, it doesn’t make sense to use manpower to evaluate sales data that ultimately won’t be used. Instead, shift that focus to your finance metrics or some other area of your business.    Once you know which areas to focus on, determine which metrics paint the most clear picture. Here, quality over quantity is the name of the game. This is where the framework we’ve developed can help you make sense of the KPI process.   The IDEAS framework   Introducing IDEAS. This simple, but effective framework can help you define success on YOUR terms with the right metrics that are specific to you.  Identify the problem What is the problem that you want to solve? Or what do you want to prevent from happening? By starting here, you can tie metrics directly to your desired outcomes. Determine what solves the problem Now that you’ve identified your issues, what are the indicators that might mean progress towards a solution? For example, if you’re looking to improve CSAT scores, maybe Average Time to Response is a metric that’ll help you make progress. Establish your KPIs  Knowing your issues and what can help you solve them is how you’ll determine the KPIs that are right for your business. At this point, consider where you’ll find the data you need (i.e. what tools can help you track your data?).  Analyze the results  Now that your data is in, it’s time for a gap analysis. How do your actual results compare against benchmarks you’ve set? Where can you fill in the gaps? Perhaps you need a change in processes or to invest in additional training for your team members.  Start from the beginning The process of setting and tracking KPIs is ongoing. On a regular basis, you should assess your results, see what you can learn, and then start the process over.     Once you get in the habit of following this framework, there’s no turning back. Constantly defining (and redefining) and implementing KPIs means you’ll have your priorities in order and be in a position to succeed.    Your organization’s specific teams each play a significant role in your overall success, so make sure you’re measuring metrics from all corners of the business.    For more on implementing KPIs in your business - including some example KPIs for each of your teams - check out our whitepaper, ‘How KPIs Can Improve Your MSP Business’. 

How BrightGauge Differs From Other Dashboard Tools

As the owner or manager of an MSP, you may be looking for tools that can help you visualize your data, report on metrics, and make data-driven business decisions. When it’s time to make a purchasing decision, you may be overwhelmed by the number of different tools on the market. How do you choose one over the other? How do you know which one is best for your needs? In an effort to help you avoid analysis paralysis, we’re offering a quick comparison of BrightGauge amongst similar tools on the market. Factors to consider Before you commit to using any one tool, there are a few things you should always take into consideration. First and foremost, know your budget. Be realistic and honest about this number. The business tool you use should help you manage a better organization in the long run, but it should never break the bank.   Second, establish a goal. What’s your desired outcome by using this software? What expectations are you setting for your executive team? What benchmarks will you set and how often will you evaluate them to determine whether this tool is working for your needs? Third, what features are most important to you? Do you want to create powerful client reports? Do you want to see all your KPIs in one place by using dashboards? Do you want a software that integrates with the PSA or RMM you’re already using? For example, are you specifically looking to create seamless ConnectWise reports and dashboards? Finally, figure out how many team members and/or clients you want to give software accessibility to. Some tools charge extra for viewer licenses, so you need to take that into account. Weigh your options Once you have a game plan and end goals in mind, then you can start narrowing down your options. If you need buy-in from your executive team, we suggest putting together a comparison chart that outlines the features of each business dashboard tool you’re interested in using. Luckily for you, we’ve gone head and done that dashboard tools comparison research for you! Check out how BrightGauge stacks up against other dashboard tools on the market, like Klipfolio and Power BI.     BrightGauge Klipfolio Power BI  Integrates with ConnectWise ✓ 𝖷 ✓ Unlimited Admin Licenses 𝖷 ✓ 𝖷 Unlimited Viewer Licenses ✓ ✓ 𝖷 Unlimited Dashboards ✓ 𝖷 ✓ Automated Reports ✓ 𝖷 𝖷* *available with Power BI Premium Pre-built KPIs, Dashboards, + Reports per Integration ✓ 𝖷 ✓ Snapshots (trend analysis) ✓ ✓ 𝖷 Public Dashboards for Internal/External Use ✓ ✓ ✓ Embeddable Gauges ✓ 𝖷 𝖷 Goal-setting System ✓ 𝖷 𝖷 Requires Office 365 𝖷 𝖷 ✓ White Glove Onboarding + Support Included ✓ 𝖷 𝖷 Free Data Customization ✓* *up to 25 gauges, major projects will be billable 𝖷  𝖷  Price $259 per month (Standard Plan) $199 per month (Team Plan) $9.99 per user per month (Power BI Pro Plan) Why choose BrightGauge? While many business tools on the market allow you to create impressive dashboards that give you a real-time view of your important metrics, BrightGauge users love that we’ve made client reporting a simple task. BrightGauge reports convert the metrics you’re tracking into customizable, interactive reports that you can share with your clients on the date and time you choose. You can set up a report one time, save it as a template, and schedule it to go out on a recurring basis, and that automation has simplified the lives of many of our users. Specifically, the ability to create powerful ConnectWise reports is a big draw for our users (especially now that we are a ConnectWise solution). A task that could take up to 8 hours a week in the past is now simplified to just a few minutes. Custom ConnectWise reports allow our users to remain transparent with their clients and report on the metrics that impact business decisions. Additionally, BrightGauge offers its users a proprietary goal-setting feature, which works really well in fostering a sense of accountability within teams. Each individual team member can create goals each quarter and check-in on a weekly basis to track progress, keeping everyone aligned to overall company KPIs and working towards success. To learn more about how BrightGauge compares to other dashboard tools, please contact our team! We’re happy to chat with you.

VIDEO: Tips for Getting the Right BrightGauge Data on Day One

  New BrightGauge user? We're sure you are eager to get access to your data immediately and we're excited for you to do so!   Before you get started, we wanted to share some tips and tricks that'll help you see your custom data right out of the gate.    This video covers: Where to find default metrics, commonly used filters, and best practices within the gauge builder (watch from start - 5:00) How to customize dashboards (starting at 5:03) Where to find resources for self-learning (starting at 6:42)   After you watch this video, you may find it helpful to learn how to add dashboard filters, how to add client mappings, or how to send client reports.    If you need some extra help or have any questions, no sweat. We're always here for you. Just reach out to our support team.   Happy gauge-building!  

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