Easy and quick to install in most cases less than 1 minute
Intuitive and easy to use
Will not slow you down or interrupt your work flow.
Gently touches your CW data while it dynamically updates your KPIs.
GREAT BUSINESS INTELLIGENCE APPLICATION
by Forza Technology Solutions
CWDash is FREE to the MSP because it is a sponsored-based business intelligence application that works out of the box with ConnectWise Manage On-Premises or In-the-Cloud. It provides customized dashboards (known as panels) that eliminate time-consuming queries, and opens to your desktop to create a dashboard operating in Real-Time.
Watch CWDash in Action
WHO ARE WE
WHAT WE DO
HOW IT WORKS
SEE THE DATA THAT’S IMPORTANT TO YOU
Customize Your CWDash
We started with just 8 dashboards (now called panels) and have grown to 60 where you can pick and choose the ones you use most, or create your own custom panels with our new Panel Builder.
New Panel Builder
One of the newest features of CWDash is our Panel Builder where you can create an unlimited amount of custom panels with the information you want displayed. Give it a name and the panel will appear on your drop-down menu.
CWDASH PANELS Features
Great way to offer clients monthly or quarterly business reviews. With the client summaries panel, you can see what a client has done in a particular time period, and what used to take hours to compile, now takes seconds. Export the data straight into an Excel file you can print or email your client. Easy to use Three-Step Process:
1) type in client name
2) select date range
3) choose the service boards you want to display for that client or select “All.” Instantly all boards will show up on a single panel.
Instantly track the number of tickets still open for that technician, or how many closed tickets they have. Pull up the information from ConnectWise and drop it into CWDash to organize by the data that is most important to you.
Billable hours vs. their actual hours, choose any date frame-current week, current month, last year or even a particular date.
Enables you to quickly see where problem areas might lay when a ticket has been open way past a deadline or reasonable timeline.
Allows you to see your technicians’ progress in real time, so that you can make sure the client is being attended to in a timely manner.
Renewal, service, reactive, proactive, etc. The bars reflect how many tickets are open for each service board. Click on the bar and a box will appear with the list of open tickets for that particular service board. Here you’ll see the ticket name, company name, summary, and status description.
Blue bar is actual hours worked by members and the red bar is billable hours.
See how many open tickets each company has with the capacity to view all the tickets and their status.
This panel indicates how long it takes to complete a ticket from the time it was opened to the time it closed.
Shows how many tickets have been closed by a particular member of your organization.
Choose which boards you want to display for a slide show in which members of your organization can view in a conference setting. Each service board remains for about 15 seconds, then switches to the next board. Speakers are free to pause the slideshow to go into more depth on any of the service boards.
WE CONTINUALLY IMPROVE CWDASH
For Technology Professionals
Since our inception in 2009, CWDash has reached maturity levels that speak to technology professionals who continually seek more efficient ways to run their businesses and help clients do the same. We’ve undergone the extensive process of beta testing to ensure quality software, and even after our release to the public, have continued to make improvements to offer industry professionals what they want from their technology. Users didn’t want to create their queries, and they just wanted certain information they could see all the time and customize simple-change the date, the company and some other criteria to display the panels they use most. CWDash took what people asked for and gave them what they wanted.
WE EAT OUR OWN DOG FOOD
As a Managed Service Provider ourselves, we knew what we needed and wanted, and decided to develop a system that works with Connect Wise to solve the issues we were having. Now, we can’t imagine our business without it. What started out as a home-grown idea to help improve our own business processes and benefit our staff and clients-turned into something that is helping technology businesses across America!
STILL HAVE QUESTIONS?
We Have Answers
IS CWDASH FOR YOU?
WOULDN’T YOU LIKE REAL TIME DATA YOU CAN UPDATE BEFORE YOUR EYES?
HAVE YOU EVER THOUGHT… “IF ONLY I COULD GET THIS, OR SEE THAT IN A DIFFERENT WAY?
DO YOU NEED A WAY TO GET MORE OUT OF YOUR CONECTWISE MANAGEME INVESTMENT?
DO YOU NEED THE ABILITY TO EASILY OPEN UP, ORGANIZE AND CUSTOMIZE THAT DATA INTO 2D AND 3D VIEWS?
Click here for our FAQ
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