Autotask Sales Excel Dashboard – Changing Groups [VIDEO]

As sales people come and go, you will need to update the grouping on the sales workbook.

The grouping is used in slicers on the explore screens as well as trending graphs. For a step-by-step overview of changing the grouping for a sales workbook, you can watch the below video.

Watch the Video …

Project Excel Dashboard Beta Preview [video]

There has been a lot of interest in the project workbook which is under development. Our Beta Financial Workbook has gone out! The workbook will aggregate project and task data from your Autotask system.

The Project Workbook will provide:

  • Trending of Project and Task performance data
  • Project and Tasks Metrics That Matter
  • Task Explore screen
  • Project Explore screen
  • Overdue Task Explore screen
  • Project and Task Analysis
  • Backlog Analysis for Project Leads and Team Members

Are there other capabilities that you would like to see?

Project Excel Dashboards – What should we include?

I’ve been working on the Project Workbook as we finished the release of Financials.

This new project workbook will follow much of the flow of the service workbook ( Metrics That Matter, Trending and Explore Screens. I’ll be be adding the new Gauges as well.

Here are some of the sections:

Project Activity Trends

Similar to the Service Workbook, it’s helpful to see the trend of activity. A trend of the “New. Completed and Opening Backlog” of tasks is a good indication of volume. But unlike service tickets, the backlog of the of tasks can be less important than the estimated work involved over specified timeframe.

That’s why a trend chart like the “Estimated Hours” chart (above) for tasks due in the next 7, 14, 30 and over 30 days can help. In the below chart, we see that on the week of 1/12 there was a massive increase in the estimated hours for tasks due over 30 days.

The “New, Completed and Opening Estimated Hours” shows us changes in the amount of outstanding work remaining on active projects.

These are a few examples of the ways to monitor activity.

Financial Excel Dashboards are being released today

Sound the trumpets! Raise the Autotask flag! We are sending the emails with the Financial Workbooks to clients today.

The financial workbook providing a portfolio of financial trend charts, new financial gauges and three separate explore screens to drill into renenue, cost of goods, margins and utilization.

You can get an overview of the workbook by Clicking Here.

We also have a full tutorial beginning with our Tutorial on Configuration Setup.

Thanks for your interest in the Financial Workbook and thanks for using Autotask.

Fireworks Image courtesy of Satit Srihin /

Friday Coffee with Autotask: Introducing New Financial Dashboards!

Top Service Providers are using business analytics to make fact-based decisions and grow their business.

Following in the footsteps of our previously released Service, Sales and Client dashboards we are excited to present a new tool specifically targeted towards your financials.

Grab a cup of coffee and take 30 minutes with Director of Product Management, Joe Rourke as he discusses the thought process behind the new dashboards & gives a live demonstration.

Join us if you have any of these questions about your business:

  • What percentage of revenue comes from managed services?
  • Which customers are we losing money on?
  • Is our revenue on plan for the year?
  • Are we prepared for seasonality in our business?
  • Who was our highest billing technician?
  • How are our technicians spending their time?
  • What are the financial performance metrics that matter?
Date: March 14, 2014
Time: 11:00 A.M. (EST)
Event: Friday Coffee with Autotask: Introducing New Financial Dashboards!
Topic: Introducing New Financial Dashboards! (register here)
Public: Private

How to Configure the Metrics That Matter on Service Excel Dashboards

The Service Metrics That Matter screen comes with 10 defaulted service displaying quantitative and qualitative metrics ( backlog, new tickets, survey scores, etc). In the following video, I step through the process on how you can update the Metrics to show what’s most important to you.

Autotask Excel Dashboards – Check your business vitals [Video]

My wife Joanne is a Nurse Practitioner. If you were to visit her office, the first thing they would do is check your vitals.

I’m not a doctor but take a deep breath because there are some business vitals that you should be monitoring every day. If you aren’t then you are putting the health of your business at risk.

Here are some of the vitals you should monitor:

  • Backlog of Open Tickets

    Are the number of open tickets growing? Is the number getting beyond the threshold that you can respond to effectively? At what point do you add more effort?

  • Aged Backlog of Open Tickets

    Are the number of tickets open for over 10, 15 or 30 days been growing? Are your customers concerned that their service requests are not being closed?

  • First Response

    Are you getting better or worse at first response to tickets? What is your average first response time? How many tickets have a response time greater than 1 hour, 2 hours or 4 hours?

What vitals do you think are most important to your business?

The Currency of Trust and our Client Excel Dashboard [video]

I’d like to talk about the currency of trust. Seth Godin – the marketing guru – tells us that there are three types of currencies that we should be focused on.

In this video blog, I discuss the three types of currency, the importance of trust and how our client workbook can build trust with your clients.

For a full transcript of the video blog …