For most Managed Service Providers, sales is the cornerstone of growth. As such, developing a solid sales pipeline for stable recurring profit is paramount. As part of a proactive process for a well-managed sales pipeline, you need good data entry practices and good data visibility. This is where dashboards come in! Creating a sales pipeline dashboard can help you analyze lead quality, sales success rates, and enable you to provide valuable data for reviewing and improving your process. For the May Dashboard of the month, we have featured a Company Sales Pipeline dashboard inspired by May's user showcase webinar, Powerful Dashboards to Grow your Sales Pipeline with D.J. Hanen, the senior director at Five Star Technology Solutions. The Company Sales pipeline dashboard is designed for the sales manager and should be checked weekly or biweekly and used in team meetings. This dashboard can also be cloned and filtered for individual sales representatives so each sales rep can better manage their own pipeline. Company Pipeline - view here. Here are some featured metrics: Deals in the Pipeline - This snapshot gauge can track trends related to how many leads your team is bringing in over time. Sales Funnel - This gauge tracks leads as they move through the customer journey. It usually covers several sales stages that equate to your prospects' awareness, interest, decision-making, and action stages. A healthy pipeline resembles a funnel where a larger amount of qualified leads are at the top portion of that funnel. Past Due and Missing Revenue - This set of gauges is all about keeping good data by managing past due activities and opportunities, and making sure opportunities past the lead stage have an estimated revenue set. Won vs Lost Opportunities - Tracking what percentage of your leads are lost can help you fine tune your lead generation process, better determine your ideal client profile, and help you implement different sales techniques where needed. Company Pipeline Gauges - Across several gauges looking at different time frames, these metrics look at the sales funnel in a more granular way. They include the number of opportunities, the amount of revenue, and the margin in each sales stage. Thank you, D.J., for collaborating with us and sharing insights on your sales process and how you've managed to improve that process to get better sales data overall. Recreate in your BrightGauge Company Sales Pipeline Dashboard (public view link) Company Sales Pipeline Dashboard Buildout Key Make sure to visit our library of more report and dashboard templates and please feel free to reach out to firstname.lastname@example.org with any questions!
The client onboarding process is an opportunity for you to instill trust and confidence in your services to your new clients. Even though a successful onboarding can lay the groundwork for a positive, long-term relationship, many MSPs find themselves struggling with unforeseen mishaps and miscommunications. With such a high stakes moment in your client relationship, you'll want to ensure your business shines by setting up a system that predicts and avoids major pitfalls altogether! One of the best things an MSP can do to set themselves up for success during this critical time is to check, double check, and audit their work. For the April Report of the month, we have featured an onboarding audit report inspired by April's user showcase webinar, Motivating your Teams to Meet Company Objectives with Anne Schoolcraft, President at a Couple of Gurus and a professional EOS implementer. A Couple of Gurus is an award-winning IT services company that helps world-changing organizations with Managed IT services, managed cybersecurity, cloud solutions, IT consulting, and more. And as a professional EOS implementer, Anne helps entrepreneurs get more of what they want from their businesses, by helping them implement a system of simple, practical tools. The onboarding audit report was designed to be run at the tail end of the onboarding period and works as a proactive assessment so your team can double check their work before they've completed the onboarding process. This will help you identify potential problem areas like critical items that your team may have missed and items your customers should address before onboarding is completed. Onboarding Audit - view here. Here are some featured metrics: All Managed Machines - By seeing how many machines are being reported on in your RMM tool, you can cross check what you quoted the client and ensure they are set up to be billed properly. You can also make sure all devices are reported on as configurations in your PSA. Anti Virus protection audit - Allows you to check whether antivirus was successfully enabled on all devices. Configuration Expiration details - Use these metrics to ensure you have the warranty expiration dates for all devices. Next, review the warranties that are expired or are about to expire. These should be prioritized and you can set that discussion to take place before the onboarding process is over. After Hours Access and Software criticality Configuration Q&A - You can set up custom configurations in ConnectWise Manage to ask your clients questions on how you should handle emergency situations and after hour access to their offices. You can also use configurations to help identify the most business critical software for each of your clients. NOC and Security Tickets - Make sure alert tickets are properly configured and reporting to the right board in your PSA. Thank you, Anne, for collaborating with us and sharing your invaluable insight on setting up a simple and practical report to audit the onboarding process! Recreate in your BrightGauge Onboarding Audit Report (public view link) Onboarding Audit Report Buildout Key Make sure to visit our library of more report and dashboard templates and please feel free to reach out to email@example.com with any questions!
A dispatchers job is to maximize the utilization of the service team. In essence, they need to keep resources busy and ensure every ticket that comes in gets scheduled out and attended to properly. When you're juggling all the nuanced differences across teams and agreements while also making sure to check every field entry for accuracy, things can inevitable fall through the cracks. Having a ticket dispatch dashboard in BrightGauge can help your dispatcher easily pick up the missing pieces and "paint tomorrow green." By using a simplistic design and simplifying your service KPIs, you'll help your dispatcher works as efficiently as possible. For the March Dashboard of the month, we have featured a ticket dispatch board inspired by March's user showcase webinar, Simplifying Service KPIs to Support Rapid Growth with Ken Smith, Chief Operating Officer at 2W Technologies. Ticket Dispatch - view here. The ticket dispatch dashboard is broken out into 3 parts. The first section takes a manage to zero or manage to green approach focusing on priority tickets and important ticket fields that can get overlooked like type, agreement, and configuration. The second section focuses on process and scheduling. A text box is used to provide the steps to take for triaging, dispatching, and escalating tickets. Next, information on upcoming schedules, current ticket assignments, hours worked, and information on whose out of the office proves the perfect supplement for ConnectWise Manage's dispatch portal. The last section provides some high-level metrics to help further understand ticket volumes and gauge the utilization of the team. It includes metrics like same-day resolution percentage, average time to resolution, and tickets per endpoint. Thank you, Ken, for collaborating with us and sharing your straightforward technique to building dashboards to improve operational efficiencies! Recreate in your BrightGauge Ticket Dispatch Dashboard (public view link) Ticket Dispatch Dashboard Buildout Key Make sure to visit our library of more report and dashboard templates and please feel free to reach out to firstname.lastname@example.org with any questions!