connectwise reporting tools overview
TRANSCRIPT
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Reporting 301:
Formula for Success
Dave KellerFounder and Chief Consulting Officer
New Haven Technologies, LLC
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Agenda
• Introduction• YOUR Agenda• Why “Reporting”?• Formula for Success• Word from Our Sponsor• Q&A
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Dave KellerIntroduction
• Eli Lilly & Co. (7 yrs) – Recombinant DNA Mfg
• Apple Inc. (12 yrs) – Eng, Sales, Sales Mgt
• Symantec (6 yrs) – Enterprise Sales
• Spectrum Technology (6 yrs) – COO
• New Haven Technology (3 yrs) – ConnectWise BI
• B.S. Computer Science• MBA in Marketing & Management
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YOUR Agenda
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Why “Reporting”?Our Job as Leaders of MSPs
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Our Job as Leaders of MSPsLogistics
Goal• Accurate Information• Timely Manner• Better Decisions• Influence the Future
• Working “on” the business• Not “in” the business• Driven by Information
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Agenda
• Introduction• YOUR Agenda• Why “Reporting”?• Formula for Success• Word from Our Sponsor• Q&A
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Formula for SuccessReporting
Reporting Tools+
Technical Expertise+
ConnectWise Expertise+
Business Acumen+
Guiding Principles
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Reporting ToolsFour Categories
1. Built-In2. End-User3. Power-User4. Services & Outsourcing
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Built-InReporting Tools
• ConnectWise reports
Always start here. If you’ve got it, use it!
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End-UserReporting Tools
• Excel• Crystal Reports• ConnectWise Report Writer
Good for simple reports - or -
Sophisticated reports that do not change
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Excel SettingsReporting Tools
Provider=SQLOLEDB.1;Integrated Security=SSPI;
Persist Security Info=True;Initial Catalog=cwwebapp_mycompany;
Data Source=SQLSvr_Name;Current Language=us_english;Use Procedure for Prepare=1;
Auto Translate=True;Packet Size=4096;
Workstation ID=MYWORKSTATION_ID;Use Encryption for Data=False;
Tag with column collation when possible=False
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ConnectWise Report WriterReporting Tools
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ConnectWise Report WriterReporting Tools
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ConnectWise Report WriterReporting Tools
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ConnectWise Report WriterReporting Tools
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ConnectWise Report WriterReporting Tools
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Power-UserReporting Tools
• Microsoft SQL Server Reporting Services– Free with SQL Server
• BrightGauge• ConnectSmart• CWDash• qvWise• QlikView
May requireConnectWise database
expertise as well as potentially
SQL expertise
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Microsoft SQL Server Reporting Serviceshttp://Your_SQL_Server/Reports
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Microsoft SQL Server Reporting ServicesSSRS Report Builder
Visual tool for report authoring.Limited debug/troubleshooting capability.
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Microsoft SQL Server Reporting ServicesSSRS Report Builder > Query Builder
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Microsoft SQL Server Reporting ServicesResources
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Services & OutsourcingReporting Tools
• New Haven Technologies– Executive Briefing Service– RaaS (Reporting as a Service)
• Custom Report Consultants
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Formula for Success
Reporting Tools+
Technical Expertise+
ConnectWise Expertise+
Business Acumen+
Guiding Principles
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Technical ExpertiseSQL Books
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Technical Expertisewww.W3Schools.com/SQL
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Technical Expertisehttp://msdn.microsoft.com
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ConnectWise ExpertiseFormula for Success
• 12,333 Fields• 857 Tables• Know ConnectWise• Know CW Database
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ConnectWise ExpertiseQuery for a List of Fields
SELECT INFORMATION_SCHEMA.COLUMNS.TABLE_CATALOG As Table_Catalog, INFORMATION_SCHEMA.COLUMNS.TABLE_SCHEMA As Table_Schema, INFORMATION_SCHEMA.COLUMNS.TABLE_NAME As Table_Name, INFORMATION_SCHEMA.COLUMNS.COLUMN_NAME As Column_Name
From INFORMATION_SCHEMA.COLUMNS
Order By INFORMATION_SCHEMA.COLUMNS.COLUMN_NAME
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Business AcumenFormula for Success
• Are you asking the right questions?
• “Little things mean a lot…”– 5 engineers @ $100/hr– Record 1 hr/wk (12 min/day) more accurately– $26,000 in additional profit this year
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Guiding PrinciplesFormula for Success
• Don’t Reinvent the Wheel– Start with what’s available– Move “up” only when you have to
• Trust, but Verify– Validate calculation results via component parts
• Is this Really the Best Use of Your Time?– Are you paid to write reports? Or make decisions?
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A Word from Our Sponsor
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New Haven TechnologiesExecutive Briefing Service
• ConnectWise On-Premise Reporting Service• Provides info you need to run your business• $299/mo on a month-to-month basis• Custom ConnectWise reports included• A quick tour…
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CxO X-Ray ReportEverything on One Screen
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CxO X-Ray ReportEverything on One Screen
Overall Summary for
your entire MSP business
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CxO X-Ray ReportEverything on One Screen
Summary of your Fully Managed contracts
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CxO X-Ray ReportEverything on One Screen
Summary of Block Time contracts
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CxO X-Ray ReportEverything on One Screen
Summary of T&M and Project work
(including Internal Projects)
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CxO X-Ray ReportEverything on One Screen
Summary of Hardware and Software
Sales
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CxO X-Ray ReportEverything on One Screen
What you have (or will) invoice this month…
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CxO X-Ray ReportEverything on One Screen
Where you will finish THIS month…
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CxO X-Ray ReportEverything on One Screen
What’s “Past Due” and needs to be collected?...
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CxO X-Ray ReportEverything on One Screen
What has Sales promised to close this month?...
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CxO X-Ray ReportEverything on One Screen
What is Engineering working on this month?...
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CxO X-Ray ReportEverything on One Screen
Does Dispatch have work “teed up” for engineering?...
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Where will you FINISH the month?CxO X-Ray Report
Projected End of month
What you earn per hour worked:
So far this month
On what’s been invoiced
Before and AFTER you
pay your Engineers
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How PROFITABLE is “Fully Managed”?CxO X-Ray Report
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CxO X-Ray ReportDrill to Details and Verification
Drill-Down to more detail via the blue underlined hyperlinks….
Trust, but Verify
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CxO X-Ray ReportDrill to Details and Verification
Drill-Down to more detail via the blue underlined hyperlinks….
Companies that have been invoiced….
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CxO X-Ray ReportDrill to Details and Verification
Drill-Down to more detail via the blue underlined hyperlinks….
Invoices for THIS Company….
Companies that have been invoiced….
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CxO X-Ray ReportDrill to Details and Verification
Drill-Down to more detail via the blue underlined hyperlinks….
Invoices for THIS Company….
Hours spent on this FULLY MANAGED contract this month….
Companies that have been invoiced….
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CxO X-Ray ReportDrill to Details and Verification
Detail entries for each day and time entry….
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CxO X-Ray ReportDrill to Details and Verification
Broken out by day or by engineer….
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Profitability by ClientStack Rank & Compare on Total Client Return
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Profitability by ClientDrill and Focus for Verification
Profitability by Agreement plus more drill-down….
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MRR Over TimeAnalyze MRR Trends by Client
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Real-Time DashboardsInfluence Behavior throughout the day
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Executive-Level Perspective:
Billboard Reports
• Morning Briefing• Quick check• Managers get THEIR copy• In your inbox (offline)
• Will you be profitable?
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Executive-Level Perspective:
Billboard Reports
• Morning Briefing• Quick check• Managers get THEIR copy• In your inbox (offline)
• Are engineers:– Reporting time?– Billable enough?– Scheduled for future jobs?
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Executive Briefing Service• $299/month• Month-to-month• Includes Custom ConnectWise Reporting• Free 2-week trial on your network
www.NewHavenTech/Trial
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Reporting 301:Formula for Success
Summary
• “Built-In” is always your first choice• Microsoft has free tools available• Trust, but verify• Focus on the right questions• There is NO “one size fits all” answer
Stop Guessing.Start
Knowing.
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Q&Awww.NewHavenTech.com/Trial
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New Haven TechnologiesResources
• www.NewHavenTech.com• [email protected]
• www.YouTube.com/NewHavenTech• www.LinkedIn.com/NewHavenTech• www.FaceBook.com/NewHavenTech • www.SlideShare.net/NewHavenTech• www.ConnectWise.com/Marketplace• @NewHavenTech