Custom Reports, Dashboards, and Business Insights
Bring your metrics into focus with NexNow Business Intelligence Services
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.
Custom reports change your relationship to your data
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.
The case for custom reporting
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.
A built-in report is not always the best option:
- Partners use ConnectWise differently. Even with best practice standards, users’ individual choices impact how information is stored in the system. And information that is stored differently must be reported on differently.
- Partners are trying to answer different questions. And every partner faces a unique set of challenges that reflect the way his/her business operates.
- ConnectWise reports can get you most of the way there, but sometimes lack a key piece of information essential to the analysis you want/need.
Business solutions,
built just for you
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.
Replace complicated workarounds with a solution that was built just for you
A custom report from NexNow can:
- Pull the information you need, quickly and easily.
- Combine data from multiple data sources for more in-depth analysis.
- Leave out extraneous data you don’t have time to sort through.
- Give you a more detailed overview of specific areas of your business.
- Improve your day-to-day processes.
Successful report formats include:
- Power BI with PowerView and PowerPivot
- Dashboards
- SQL Services Reporting Services (SSRS)
- Excel
- Gadgets
We can also transfer data from ConnectWise to your company’s favorite cloud platform like Tableau, Chartio, Pentaho, DOMO, and others.
What we’ve built that partners love
- Agreement Profitability reports
- Client Financial dashboards
- Employee Utilization reports
- Sales Commission reports
- Products Sold data tools
- Sales Activity and Funnel Analysis
- Renewals Management
- Opportunity Trend Analysis
- SLA measurement and trends
Our straightforward process looks like this
- Consult: You introduce us to your company’s business requirements, workflow, and implementation of ConnectWise.
- Design: We scope the project, then develop the SQL queries and other code required to retrieve the data.
- Build and Test: We create and test the report in the specified reporting platform.
- Integrate: We integrate the approved report into ConnectWise.
- Train and Verify: We train you on how to access and use the report, then work closely with you to review, test, and validate its functionality.
- Document: We provide documentation about how the report works so you always have all necessary details at hand.
Why Us?
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.