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Dive Deep into ConnectWise Manage with Microsoft Power BI

Dive Deep into ConnectWise Manage with Microsoft Power BI

What if I told you that you could dive deeper into your Connectwise Manage data? I recently built a Microsoft Power BI connector that allows me to extract critical information from Connectwise Manage. I layered in a series of Power BI reports that present interactive visuals, which allow me to answer questions like:

  • What teams \ territories \ members are generating the most billable revenue?
  • Who has the right skillset to service a customer, and are they available?
  • Which agreements are the most profitable?
  • What are the average hours \ tickets a customer is consuming?
  • Are my members complying with my payroll guidelines?

What is the BTG Manage Connector?

The BTG Manage Connector is a service that connects Power BI to your ConnectWise Manage app. This connector gives you access to your ConnectWise Manage data, including:

  • Customers
  • Agreements
  • Products
  • Boards
  • Tickets
  • Members

The BTG Manage Connector also comes with several interactive reports, which give you deep insights into:

  • Agreement and Customer profitability
  • Payroll oversight
  • Territory Management
  • Member Skills, Certifications and availability

The BTG Manage Connector communicates directly with the latest Manage API, and is compatible with all modern versions of ConnectWise Manage.

Interested in an example of how Microsoft Power BI and the BTG Manage Connector solved a real-world problem for our team? Check out our blog describing our product,  Skills Matrix.

What is Power BI?

Power BI is a collection of Microsoft software services, apps, and connectors that work together to turn your unrelated sources of data into coherent, visually immersive, and interactive reports. Power BI will unify your data, and empower your team to provide actionable insights that drive business results.

What is Connectwise Manage?

Connectwise Manage is a professional service automation (PSA) tool that automates processes for each area of your business: sales, help desk, support, finance, and HR. It allows you to better manage employees, control ticketing and streamline billing.

Contact Beringer Today!

We love to stretch the limit of Microsoft cloud solutions here at Beringer! If you are using Connectwise Manage and want this level of insight, then the BTG Manage Connector is the right solution for you. Reach out to Beringer Technology Group today and how we can maximize the value of your cloud investment.

Beringer Technology Group, a leading Microsoft Gold Certified Partner specializing in Microsoft Dynamics 365 and CRM for Distribution also provides expert Managed IT ServicesBackup and Disaster RecoveryCloud Based Computing, Email Security Implementation and Training,  Unified Communication Solutions, and Cybersecurity Risk Assessment.


theProfessor

theProfessor

I have a passion for developing code, and have been doing so since I was 6 years old. I received my undergraduate in Computer Science, followed by my MBA from Rowan University. My education & experiences have given me a very unique view on effectively integrating technology and business, specifically built on top of the Microsoft platforms and frameworks.