Please join me in the Scribe room at 12:30 or 1:45 PM for some fun with the numbers and a better way to display and work with them from ConnectWise.
ConnectWise has over 80 reports and several management dashboards. Is this enough for you to manage your business? What key performance indicators (KPIs) are you monitoring? How often do you review the numbers? Are they trending up or down?
This session will review the primary KPIs needed to run a successful IT services business and how to get this information graphically using Microsoft Excel Pivot Tables. You can put these pivot tables to immediate use and start making your ConnectWise numbers mean something.
Attendees will gain insight on how to use this approach to evaluate trends not visible by just reviewing ConnectWise reports and/or dashboards. I will review how their firm has used Excel pivot tables linked to their ConnectWise data to analyze all aspects of their business. He will review the specific KPIs they use in their business, how these tables were created and can be modified, and provide all of the Excel spreadsheets they have developed to attendees.
“Robert’s help has given us the ability to trend the effectiveness of our technicians, marketing campaigns, and all aspects of our business beyond the basic ConnectWise reports. Thank you for your Go-Giver attitude.” Cohen Barnes, Vice President – TBC Net, Inc.
“Robert’s Excel pivot tables allowed us to go way beyond what ConnectWise reports deliver, allowing Evolve to get deep insight into our staff usage, billable time, and ticket trends quickly and graphically, enabling us to deliver more service with the same staff.” Dave Sobel, CEO – Evolve Technologies