Client Excel Dashboard now in BETA Release

The Autotask Client Workbook went to BETA release on Friday Sept 13th. Our new Client Workbook was designed to provide performance analysis reports to your end customer.

What this Client Workbook can do for you?

  • Drives your conversation with clients to improve service delivery and generate new sales
  • Validates the value of your managed service offering by highlighting all the work you do
  • Deliver a professional report that differentiates you from your competition
  • Access these client reports for internal analysis

Take a look at the preview video …

Would this type of client reporting be beneficial to you?

I would love to hear from you.

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