Peter Drucker was right when he said, “What gets measured, gets managed.” But first you have to decide what, exactly, is worth measuring. And then you have to figure out how you’re going to get that information out of ConnectWise in a format that makes sense for your business.
When it comes to reporting, you want more than a list of records. You want to see the data that matters: like the outliers that require direct action, or the statistics that will provide new insights.
Effectively identifying which data will yield the most meaningful metrics is a challenge. NexNow can help. We use our extensive knowledge of ConnectWise to help you pinpoint the metrics that will have the biggest impact on your business. Then we build you a tool – a report, dashboard, pivot table, or power gadget – so you can measure and manage that data going forward.
ConnectWise offers nearly 125 built-in reports. This doesn’t necessarily mean that it has the report you need, however. Every company’s dataset is unique, and every dataset has specific needs when it comes to reporting.
Things work better when they’re tailored to your specific needs. While similar businesses tend to have similar business models, that doesn’t mean they share the same processes when it comes to billing, fees, and commission.
Say you're a partner who works on a fixed-fee basis, for example. You need a project profitability report that is structured differently than it would be for a partner who works on a time and materials basis.
Or say you want to calculate and pay sales commission based on invoices that have already been paid, but the built-in report doesn’t allow you to collect information from only paid invoices.
And when it comes to things like engineer utilization and productivity, you want to retain your own methodology: which ConnectWise might not support directly.
We can also transfer data from ConnectWise to your company’s favorite cloud platform like Tableau, Chartio, Pentaho, DOMO, and others.
We’re experts when it comes to ConnectWise and data.
Our extensive experience and in-depth knowledge of the data schema and structures means we can help you identify which metrics will have the most meaningful impact.
We started as an MSP, using ConnectWise to streamline our service delivery and business operations, and in 2011 started building tools and solutions for ConnectWise partners. We make sure everything we create is smart, responsive, and, above all, easy to use.
Whether it’s using ConnectWise APIs to get information in and out of the system, or working directly in the database, we have a solution.