Delete the original dashboard. My dashboard makes me the undisputed Star Trek geek god at my workplace though, so it was worth wading through the garbage lol: My WIP dashboard Seriously though, for actual work all I've found is Brightgauge as well, and for its price I'd rather just have a giant monitor with like 8 browser windows . If you would like for this section to remain blank, you can remove the token at the top of the body editor or go into your Account Settings panel to update your company logo. An understanding of the Foundational OML Trait - Target Customer Profile (TCP) Learn why a narrowly defined target customer profile is important Best practices for selecting your TCP How to transition existing clients * Note: If you want to learn more about value creation strategy after this webinar, make sure to watch Getting to Goal: Knowing your Value Creation Strategy and Getting to Goal: Putting your Value Creation Strategy into Action We're here to help! We find ourselves looking for the data in BG, rather than in CW or Labtech, simply because you can access the information faster. We've tried other systems but nothing is as easy and as comprehensive as BrightGauge, or as visually appealing for our clients. Only registered users can view documentation.After signing in, we'll redirect you back here. We will also discuss your ownership mode, key profitability metrics, and a few ways you can improve your operational maturity level. Even if you can't attend the live webinar, well still email you the recording. Initially we bought BrightGauge to help us communicate our value proposition to existing and prospective clients and found that it served a very useful role during the sales process. They are continuing to improve the product consistently.. Before using Brightgauge, we were strugling getting any usable KPI and reports from our PSA and RMM. Without a plan and a way to measure success and excellence, its just smoke and mirrors. If you haven't tuned in to the CEO Growth & Profit series yet, the Partner Success team has combined forces with Service Leadership to bring MSP owners, CEOs, and executive leadership teams loads of valuable content across 10 webinars. Business leaders sometimes feel challenged with giving their team members more ownership because projects and responsibilities naturally change as seniority does. You'll also find tons of great example QBR Dashboards and reports on the BrightGauge Templates Page and you can grab additional guidance in this BrightGauge blog post! If you cannot schedule a meeting using the link provided, email us for additional options on how we can help. In January's CEO Growth & Profit webinar, Foundational Excellence: Choosing your Target Customer Profile, Peter Kujawa, VP of Service Leadership and TSP Evangelist, shared how best-in-class MSPs identify their TCPs; which in turn, enables them to create synergy within their organization and across their teams. All rights reserved. and choose to filter each dashboard by clients. Next, you'd want to select Add A Filter from the top right of your dashboard, which will bring up this screen: Name each dashboard for the tech that would be owning it (Rob's Dashboard, Kim's Dashboard, etc.) Retaining employees for a long while just makes that history even stronger. Users can also display data with embeddable gauges on public sites. Make sure to keep an eye out for additional emails and in-app invites from us, and follow @BrightGauge on Twitter for updates. Skip to main content Contact Us Sign In SOLUTIONS Cybersecurity Management As we've dived deeper into the product, BrightGauge has completely transformed our help desk through live dashboards and metrics as well as every department. Dashboards put all your important KPIs in a single pane of glass, giving you a 10,000 foot view of whats going on with your business at any given time. BrightGauge eliminates the data silo, so you can focus on decisions that matter. Now I can spend 2 minutes and tell exactly where we are lacking documentation. The #1 reason we migrated from our previous PSA to ConnectWise was the need for better reporting and metrics. Adding images to dashboards is a lot like adding a text gauge. Now that there is a live dashboard your busy MSP team can see realtime what is happening. Making Service Profitability Decisions the Way the Top Performers Do August 3rd, 1pm Eastern Paul Dippell, Founder, Service Leadership https://bit.ly/service-profitability Making Sales Investment Decisions the Way the Top Performers Do August 25th, 1pm Eastern Rob Bufano, Service Leadership Solutions Director bit.ly/sales-investments Tracking your Financials the Way the Top Performers Do September 22nd, 1pm Eastern Rob Bufano, Service Leadership Solutions Director bit.ly/tracking-financials Key to Success: Knowing your Ownership Mode October 12th, 1pm Eastern Brad Schow, VP, Consulting Services, ConnectWise bit.ly/ownership-mode Getting to Goal: Knowing your Value Creation Strategy November 16th, 12pm Eastern Brad Schow, VP, Consulting Services, ConnectWise bit.ly/value-creation-strategy Getting to Goal: Putting your Value Creation Strategy into Action December 7th, 1pm Eastern Brad Schow, VP, Consulting Services, ConnectWise bit.ly/value-creation-action Foundational Excellence: Choosing your Target Customer Profile January 12th, 2pm Eastern Peter Kujawa, VP, Service Leadership & TSP Evangelist https://bit.ly/target-customer-profile Foundational Excellence: Driving Technology Standards February 15th, 11am Eastern Peter Kujawa, VP, Service Leadership & TSP Evangelist https://bit.ly/technology-standards Foundational Excellence: QBRs as your Scale Engine March 16th, 1pm Eastern Peter Kujawa, VP, Service Leadership & TSP Evangelist https://bit.ly/QBRs-scale Foundational Excellence: Pricing and Packaging April 20th, 1pm Eastern Rob Bufano, Service Leadership Solutions Director https://bit.ly/pricing-packaging To sign up for future episodes in the CEO Growth & Profit series or to watch previous webinar recordings, use the links above or visit our webinars page. You will need these keys to connect the datasource in BrightGauge. Monitor, troubleshoot and backup customer endpoints and data. But youve also got to make sure that youre meeting your team members need to feel ownership. By watching this webinar recording, you'll understand: The basics on OML trait: Quarterly Business Reviews Why effective QBRs are so important vCIO responsibilities and staffing levels What best-in-class include in their QBRs The components to a successful Quarterly Business Review * Note: If you have access to the ConnectWise University, check out the QBR Partner Kit. You know what makes employees feel really good? The user can customize BrightGauge dashboards and sync other business tools in its BI dashboard software for ultimate visibility. Compare price, features, and reviews of the software side-by-side to make the best choice for your business. Get creative here. BrightGauge's ConnectWise Sell integration is not Certified under ConnectWise Invent. In addition to the fantastic product, the Dev & Support teams are fantastic - always providing new updates & following up on enhancement requests. Snapshots is your data warehousing lite solution. NOTE: Spaces are limited. They have been able to help us develop custom queries that we didn't think were even possible. Reserve your place now! This series is dedicated to helping you quickly determine how you're performing on the biggest financial drivers in your business. The first place I send them is to BrightGauge. BrightGauge automatically computes these formulas for you. SmileBack Customer Service Feedback For MSPs After reviewing the why, Peter jumps into the how. Great Product, Great Team, Recommend. As BG has evolved we have taken advantage of the additonal functionaility that has come online. BrightGauge is a data i. Go-Live Checklist Welcome to BrightGauge! Brightgauge provides us with beautiful dashboards, gauges, reports and scorecards which track our KPIs with ease. In last month's CEO Growth & Profit webinar, Foundational Excellence: QBRs as your Scale Engine, Peter Kujawa, VP of Service Leadership and TSP Evangelist, reviewed the components of a successful quarterly business review. Terms. Making Service Profitability Decisions the Way the Top Performers Do August 3rd, 1pm Eastern Paul Dippell, Founder, Service Leadership https://bit.ly/service-profitability Making Sales Investment Decisions the Way the Top Performers Do August 25th, 1pm Eastern Rob Bufano, Service Leadership Solutions Director bit.ly/sales-investments Tracking your Financials the Way the Top Performers Do September 22nd, 1pm Eastern Rob Bufano, Service Leadership Solutions Director bit.ly/tracking-financials Key to Success: Knowing your Ownership Mode October 12th, 1pm Eastern Brad Schow, VP, Consulting Services, ConnectWise bit.ly/ownership-mode Getting to Goal: Knowing your Value Creation Strategy November 16th, 12pm Eastern Brad Schow, VP, Consulting Services, ConnectWise bit.ly/value-creation-strategy Getting to Goal: Putting your Value Creation Strategy into Action December 7th, 1pm Eastern Brad Schow, VP, Consulting Services, ConnectWise bit.ly/value-creation-action Foundational Excellence: Choosing your Target Customer Profile January 12th, 2pm Eastern Peter Kujawa, VP, Service Leadership & TSP Evangelist https://bit.ly/target-customer-profile Foundational Excellence: Driving Technology Standards February 15th, 11am Eastern Peter Kujawa, VP, Service Leadership & TSP Evangelist https://bit.ly/technology-standards Foundational Excellence: QBRs as your Scale Engine March 16th, 1pm Eastern Peter Kujawa, VP, Service Leadership & TSP Evangelist https://bit.ly/QBRs-scale Foundational Excellence: Pricing and Packaging April 20th, 1pm Eastern Rob Bufano, Service Leadership Solutions Director https://bit.ly/pricing-packaging Towatch previous webinar recordings, use the links above or visit our webinars page. For more details on how to create technician dashboards, please visit our Knowledge Base. BrightGauge can be used to take data from CloudRadial and display it in a graph format (this is done via Dropbox as a data intermediary). We have been using BrightGauge for our dispatching and for technician to know how well they are doing individually and as a team. See all you can do with ConnectWise. By watching this webinar recording, you'll gain: A recap of the Foundational OML Trait - Value Creation Strategy. We can get detail on what the reports mean right then and there rather than telling the client we'll get back to them. BrightGauge's ConnectWisePlatform Integration is certified via the ConnectWise Invent Program. Your profit margin is a lot more complicated than just the money youre bringing in. To start you need to log into your BrightGauge account and follow their instructions. Peter also reviewed how to effectively plan and pay for QBRs in a way that will simultaneously strengthen your relationships and improve profitability. N/A. BrightGauge. We now have dashboard and reporting for all service delivery area and we've built great customer reports which as really changed our relationship with them. Score 8.4 out of 10. Open a ticket with BrightGauge support, and they will be able to sync the latest . We will also discuss your ownership mode, key profitability metrics, and a few ways you can improve your operational maturity level. For a long time I struggled with getting reports put together for clients. Sign In SOLUTIONS Cybersecurity Management Everything you need to protect your clients' most critical business assets EDR / MDR Identify, contain, respond, and stop malicious activity on endpoints SIEM This is the single most important reason you need to be using BrightGauge. Select Clone Dashboard and give the new dashboard a new unique name. Monthly reporting for us involved 5+ days per month running reports from ConnectWise & GFI, exporting to Excel, merging into Pivot Tables & then generating graphs. 2020 ConnectWise. Use the image cropping tool to edit and fit your image for display. BrightGauge team is fast, informational and are great business partners! We're here to help! Whether you need to show response-time metrics or machine patch status, its easy to create and send custom ConnectWise reports any time of day or week. The support is phenomenal and responsive. If you need assistance with plugin implementation, please reach out to BrightGauge. Taking it a step further, we also packed each webinar with practical guidance on how to improve sub-optimal business practices by adopting the proven methods of best-in-class. We use it for workflow. The sooner you create a target customer profile, the faster you can tailor your service operations, marketing campaigns, and tech stack to meet their specific needs. Their team is amazing to work with, extremely helpful and astonishingly responsive. They need to show the value of their services and keep it simple and easy to read for even non-technical people. If you haven't tuned in to the CEO Growth & Profit series yet, the Partner Success team has combined forces with Service Leadership to bring MSP owners, CEOs, and executive leadership teams loads of valuable content across 10 webinars. By granting ownership over a piece of the business (in the form of dashboards), your techs will feel like they are an integral part of your team and your clients will also benefit from knowing they have a dedicated technician looking over their systems. BrightGauge is a business intelligence platform that enables IT Service Providers to generate customizable dashboard & performance reports. Paired with BrightGauge dashboards, you'll always have a real-time view of device patch status, configurations, network issues, and more. Highly recommended. Filter for your desired parameters and choose the chart type you like best. We utilized this to pull data from N-Able, CW and Datto to build our monthly client reports into a consistent professional report. This also works for the first page where allowed height is smaller. BrightGauge is a BI tool from ConnectWise that puts essential information in one place, providing visibility for more informed decisions. The administrators and analysts are users coming in and creating dashboards, gauges, and reports, but there is a price for each of those. This container can be resized just like other gauges there. Schedule a confidential 1-hour session with a partner success manager at no cost to walk through creating a basic value creation strategy. Additionally, with BrightGauge you can create powerful, automated ConnectWise reports in just a few minutes so you can easily show your clients how youre stacking up against your SLAs. Automatically, every month. We couldn't recommend it highly enough! By tuning in, you'll receive pointed advise on how to make a QBR productive and profitable, and how to squash any objections to conducting QBRs from your internal teams. BrightGauge is a BI tool from ConnectWise that puts essential information in one place, providing visibility for more informed decisions. Additionally, with BrightGauge you can create powerful, automated. (If you are not already logged into the University, you will need to click the link twice.) Your team may be structured with a mix of junior and senior level roles, but they can all feel like they own their work. You also might want to consider building technician-specific dashboards to see how each tech is performing in terms of billable hours, projects worked on, and more. We will also discuss your ownership mode, key profitability metrics, and a few ways you can improve your operational maturity level. Professional services automation designed to run your as-a-service business. Peter provides tips from the best-in-class on how to employ and update your technology standards. For more details on how to create technician dashboards, please visit our, You also might want to consider building technician-specific dashboards to see how each tech is performing in terms of billable hours, projects worked on, and more. Prior to partnering with BrightGauge we would spend 14 hours a week in reporting . We feel that way, too. We highly suggest you RSVP to each webinar now! Get started with 54 pre-built ConnectWise data gauges, automatically available when you open an account with BrightGauge. We highly suggest you RSVP to each webinar now! For automated reports going to multiple clients, you'll have to customize and individually send to each one separately. It is that simple. From your dashboard, select the image module and upload a new image or choose an existing image from the BrightGauge image uploader. First comes the target customer profile, then comes driving technology standards. BrightGauge is a BI tool from ConnectWise that puts essential information in one place, providing visibility for more informed decisions. As of 2019, we became a part of the ConnectWise platform. By watching this webinar recording, you'll understand: The basics on OML trait: Quarterly Business Reviews Why effective QBRs are so important vCIO responsibilities and staffing levels What best-in-class include in their QBRs The components to a successful Quarterly Business Review * Note: If you have access to the ConnectWise University, check out the QBR Partner Kit. Here are the other places we will be using BrightGauge. 24/7/365 threat monitoring and response in our security operations center. //ray. We plan to use the reports in quarterly reviews, the ability to click on data to drill down will be a unique offering that I doubt many, if any, of our local competitors are doing. When these quarterly meetings are done right, they'll also enhance your relationship with the right people within your clients' organizations, naturally improving retention. Forget toggling between windows or logging in and out of multiple accounts. The product is great, but the Brightgauge team is what has kept me as a customer. I've had experience with all four BI tools for Connectwise. I'd have to say that if you are another MSP in my area, you should NOT use this product as it degrades our competitive advantage :-). Dig deeper into your data by adding, subtracting, multiplying, and dividing one metric against another. BrightGauge business intelligence dashboards update in real-time with data from PSA, RMM, BDR, security, finance, and other tools, eliminating the need to toggle windows or log in and out of multiple accounts. Always very responsive and helpful. Fantastic product and a fantastic team to work with. If youre curious about how BrightGauge and ConnectWise can simplify your day-to-day operations, check out our free whitepaper, How BrightGauge and ConnectWise Partner to Make Sense of Your Data. BrightGauge converts all the data that runs our business into a digestable visual language that helps my team run more efficiently, including alerting the team to items that need addressing, including response time, breaching SLA, etc. Schedule a confidential 1-hour session with a partner success manager at no cost to walk through creating a basic value creation strategy. Great solution to the confusion of trying to report out of several solutions. The BG team is always available to answer any and all questions. Plus, when you link your ConnectWise Automate integration (formerly Labtech integration) and BrightGauge, youll automatically get 4 pre-built dashboards. You will see them move these requests every month. If you haven't tuned in to the CEO Growth & Profit series yet, the Partner Success team has combined forces with Service Leadership to bring MSP owners, CEOs, and executive leadership teams loads of valuable content across 10 webinars. If you want to deliver the best service to your customers and have a completive advantage, you need to identify your KPIs and make them better. Next, youd want to select Add A Filter from the top right of your dashboard, which will bring up this screen: Name each dashboard for the tech that would be owning it (Robs Dashboard, Kims Dashboard, etc.) Advanced quote and proposal automation to streamline your quoting. The sooner you create a target customer profile, the faster you can tailor your service operations, marketing campaigns, and tech stack to meet their specific needs. We will be using reports for sales in the future. Even if you can't attend the live webinar, well still email you the recording. NOTE: Spaces are limited. I've seen a nonstop evolution of the product. We have transformed our Support Desk by adding one gauge to the Dashboard. Having this data at our fingertips takes the guessing game out of where we can improve., See All Cybersecurity Management solutions >>, All Unified Monitoring & Management solutions >>, MSP financial health and early warning score calculator. Make sure to keep an eye out for additional emails and in-app invites to learn about our other webinar series too! The weekly and monthly ticket reports we used to send out of CW now come out of BG, they offer much more detail and look 10x better. However, in order to leverage your tech tack to reduce complexity and improve profitability, you'll need a plan of action! If you have, then you probably understand why one of the most impactful ways to improve your business's operational maturity is to establish a target customer profile (TCP). Since implementing BrightGauge, our environment has radically changed for the better. With that kind of visibility, you can prevent anything from falling through the cracks. All rights reserved. We're here to help! When I submit a support ticket, I get a response and a suggestion or resolution. Even if you can't attend the live webinar, well still email you the recording. and choose to filter each dashboard by clients. View all your business solutions and metrics at once with seamless BI dashboards for easier analyzing and reporting. The support is top notch and they are adding new feature on a constant basis. Installation was a breeze, support answered a couple initial questions immediately and a post-install call was done within 1 day of install to show us around. Product Update: Images in Reports and Dashboards + Your Logo in Reports. Then again, BrightGauge improved and brought us an amazing live dashboard of our metrics so our help desk can keep tabs throughout the day. With Brightgauge, the reports finally look like they aren't from the 90's and they provide actual value. Technical expertise and personalized support to scale your staff. You must be signed in to the ConnectWise University.After signing in, we'll redirect you back here. Without a plan and a way to measure success and excellence, its just smoke and mirrors. Its that simple. Schedule a confidential 1-hour session with a partner success manager at no cost to walk through creating a basic value creation strategy. As always, we love your feedback and your questions, so shoot our success team an email any time! Brightgauge has made a huge difference in our visibility into our service delivery and tech performance. You can upload image files up to 5MB in size. 2023 ConnectWise, LLC. ConnectWise Professional Services - Custom Reports, Dashboards, & Forms. If youre curious about how BrightGauge and ConnectWise can simplify your day-to-day operations, check out our free whitepaper, How BrightGauge and ConnectWise Partner to Make Sense of Your Data. Had experience with all four BI tools for ConnectWise, in order to leverage tech! Reports, dashboards, gauges, automatically available when you link your ConnectWise integration! Partner success manager at no cost to walk through creating a basic value creation strategy change as seniority.! Reviewing the why, peter jumps into the University, you 'll gain: a recap the. Professional report their instructions the support is top notch and they are from. How we can help can focus on decisions that matter via the Invent. 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Kpis with ease each webinar now recording, you will see them these. Desk by adding, subtracting, multiplying, and a few ways you create. Place I send them is to BrightGauge sync other business tools in its BI dashboard for! Dashboard & amp ; performance reports youve also got to make the best choice for your business in size to! And excellence, its just smoke and mirrors minutes and tell exactly where are. Of several solutions place, providing visibility for more details on how we can get detail on the... Service Feedback for MSPs After reviewing the why, peter jumps into the how youll automatically get 4 pre-built.! Using reports for sales in the future to the dashboard the latest your as-a-service.! Dig deeper into your BrightGauge account and follow @ BrightGauge on Twitter for updates four tools... And sync other business brightgauge dashboard login in its BI dashboard software for ultimate visibility monitor, troubleshoot and backup customer and.