It’s pretty hard to keep a group of employees motivated and focused day in and day out, especially in this day and age. With so many shiny distractions surrounding us at all times, it’s easy to lose sight of the task at hand. While you can’t be on top of your team all day - and realistically, we all need a short break from time to time - there are tactics you can employ to wrangle their attention back to what matters. One such tactic is to make it a point to consistently send custom weekly reports to your team. Having important metrics at their fingertips will remind employees of their goals and targets and will keep them all walking on the same path. Reports are a powerful way to drive productivity and they take almost no time to set up within BrightGauge, so the payoff is big. Why send weekly reports? In a word, transparency. We believe that transparency is essential for success, whether it be with your employees or your clients. Disclosing the ins and outs of your business by sending reports will cause your team members to feel like they’re stakeholders in your company and will create a strong sense of purpose around the work they do. The truth is, everything trickles down from the top, so what your leadership preaches, your team will practice. Weekly reports put transparency into practice at all times. When all employees have visibility into the hard data that drive your operations, it’s empowering. They’ll get clarity into where things stand: are there areas where the business is excelling? What could use improvement? Are we meeting the numbers that’ll keep us on track with our KPIs? What’s our projected revenue looking like? Having answers to these questions (and so many more) leaves no room for speculation. Just think about the power in that. Speculation can lead to gossiping or rumors or feelings of uncertainty about one’s performance and position… in other words, speculating is super distracting. Those weekly reports will refocus team members and motivate them to work hard on being successful (a much more valuable use of time). What should I include in weekly reports? This is going to vary from team to team, but you want to include metrics that are relevant to each team member’s role. We should note that each team lead should make an effort to generate these for their direct reports. For instance, if you’re the service team lead, your weekly report should probably focus on the previous week’s ticket stats. You might include data like: service team leaderboard (which looks at how each individual’s performance stacked up against the rest of the team), tickets opened, tickets closed, average response time, and customer satisfaction scores. If you head up the sales team, weekly reports might include: opportunities won, deals closed, sales pipeline, dials made, and monthly recurring revenue. Regardless of team, it’s also a good idea to include some general company metrics that all employees could benefit from seeing, such as revenue to date, progress on goals, total number of clients, etc. Pro tip: make sure these reports are impactful, but easy to digest. They’re meant to refocus your employees, but you don’t want to take too much time away from their to-do lists. They should be able to analyze these reports in just a few minutes, while still coming away with important insights. When should I send weekly reports to my team? We should point out that we’re recommending weekly reports, but if you feel it’s better to send them on a daily or monthly basis, that’s cool! Trust your judgment. In any case, we generally like sending reports at the same time each time because it creates a sort of routine. If you send your reports every Monday at 8AM, your team will come to expect that report in their inbox and it can set the tone for the remainder of the week. How do I create these weekly reports? A lot of decision makers and business managers are apprehensive about reports because they take way too much time to generate. That’s only true if you’re using Excel or doing everything manually. But if you use a business intelligence tool like BrightGauge, you can create really powerful reports in just a few minutes. Once you set up your report the first time, you can save it as a template and schedule it to automatically send out to the recipients you want on the date and time you choose. Here’s how it’s done: Step 1: Create a new report Step 2: Select ‘For My Company’ Step 3: Choose to start from scratch or from a template (templates will depend on what datasources you have connected); both are so easy! Step 4: Populate your report with text/image modules, gauges, a title, descriptive context, etc. You can even choose landscape or portrait orientation, whatever you prefer! Step 5: Since you plan on sending this report every week, make sure to save it as a template (this way, you can avoid steps 1-4 in the future)! Step 6: Review your email and set the schedule (recipients can’t see who else is copied on the email, so don’t worry about that) Step 7: Send Report (and smile) The struggle is eliminated on your end. It’ll take you 5 minutes to create these reports instead of 10 hours. And the alignment, motivation, and productivity you get in return is priceless! Want more guidance on choosing the right metrics to share with your team? Download our free white paper, Internal Metrics That Matter.
Get ready to bust out your happy dance. Some of you have been waiting a long time for this and we’re excited to finally let you know: QuickBooks On-Premise is here. When you integrate BrightGauge and QuickBooks On-Premise, you’ll have access to crucial financial data, right at your fingertips. You’ll know where you stand financially while focusing more time on revenue-generating tasks. QuickBooks On-Premise is now available for you to connect with and start pulling data from. How to connect to QuickBooks On-Premise It takes just a few steps to get started with QuickBooks On-Premise. After you add QuickBooks On-Premise from your datasources list in BrightGauge, you'll need to configure the settings. It should take about 5-10 minutes total to connect to this datasource. Step-by-step instructions can be found in our onboarding document. What do I get out of the box? We always want you to start viewing your data as soon as you connect to a new datasource, because every moment counts. There are certain KPIs that matter to mostly everyone and based on those KPIs, we pre-build gauges, dashboards, and reports for every datasource, made available to you as soon as you connect. With QuickBooks On-Premise, you’ll have access to 35 pre-built gauges, 4 default dashboards, and 4 reports. If you’re looking for a complicated custom build-out or have any questions about custom fields, our Support Team is on hand to help you out. Gauges As you’d expect, all QuickBooks On-Premise default gauges take a close look at your financial metrics. Gauges include Accounts Payable Aging Summary, Accounts Receivable Aging Summary, Cash Balance, EBITDA Performance by Month, Outstanding Invoices, Profit & Loss Performance, Revenue by Category, and more. Dashboards Four dashboards help you categorize your gauges into separate buckets right off the bat: COGS Detail, Expenses Detail, Financial Overview, and Revenue Detail. Reports Money is a sensitive topic, so it’s something stakeholders are going to want to know about on a frequent basis. It’s really simple to create custom, impactful client reports in just a few minutes in BrightGauge, but we help you get started with 4 templates: Financial Overview, Monthly Expense Report, Quarterly P&L Review, and Weekly Account Review . By the way, even though these are templates, you are still free to customize them to your liking. Goals We’re big, huge fans of setting and tracking goals and if you have yet to use this feature, you might consider giving it a shot. Having a goal that’s tied to finances is a powerful way to keep your team motivated and accountable. Some ideas are: Nothing Over 90 Days Past Due; X Amount Cash in Bank; X Invoices Delivered, etc. Get creative and remember to keep it fun. Goals should be challenging, but they shouldn’t be the sole determiner of salary bumps and promotions. Are you ready to see what BrightGauge can do with your QuickBooks On-Premise data? Contact us today to get started.
Building transparency and trust amongst clients is a priority for many business leaders, as it should be. Without a strong foundation, there’s less of a chance that clients will stick around for the long-run, which would be bad news for business. Client reports are a powerful way to maintain a steady relationship because they show everything that you as a service provider are working on, whether it’s good or bad. Reports are a way to show your value and prove that you’re accountable to your SLA. In this post, we’re going to take a look at how you can use BrightGauge and your data from Datto to build reports that really pack a punch. Default Datto data within BrightGauge Whenever you connect to any datasource within BrightGauge, you’re going to have access to pre-built gauges, dashboards, and reports that will help you start viewing your data on day one. Even though you’ll also build your own custom dashboards and reports, these defaults are going to give you important insights in the meantime. With Datto, you’ll get 16 gauges, 1 dashboard, and 1 report to kick things off. (Note: we also integrate with Datto RMM, which comes with 29 default gauges, 2 dashboards, and 1 report) Datto default gauges are going to tell you what’s going on with the machines you’re monitoring with metrics like # of Servers with Datto Backup, # of Workstations with Datto Backup, Datto Agents in Backup Error, Datto Devices 90% Full, and Datto Devices Warranty Expiring Next 90 Days. Your pre-built dashboard is going to give you a bird’s eye view of all your machines and their statuses. Finally, your 1 default report template gives a weekly summary of your device statistics. Sending this standard report to your client each and every week is a great way to start building rapport around what you and your team are busy working on every week. Using custom Datto data to create new reports You may have clients who want more granular details about their agents and workstations, or perhaps they prefer daily or monthly reports. That’s great! In BrightGauge, you can create new Datto reports in just a few minutes. Before doing so, just make sure you have a clear reporting strategy for each of your clients. Ask yourself these simple questions: Who should I send Datto reports to? Definitely your main point of contact, but it’s also a good idea to send reports to their boss and to the person who cuts your checks. That way, everyone understands your worth, and should your main point of contact leave the company, there’s still someone there who knows your history. What should I include in my Datto reports? Choosing the right metrics for your reports largely depends on what is laid out in your SLA and what you’ve discussed with your client. When should I send Datto reports? Again, this depends on your SLA and your conversations. But, we do recommend automating your reports to go out on the same day and time each time (i.e., every Monday at 8AM), which you can do with BrightGauge. Why should I send Datto reports? Trust, transparency, accountability, value, more business (aka more $$) in the long-run. Need we go on? How do I create a Datto report? We’re about to cover that! Once you’ve built your custom Datto gauges and determined how often you’ll send reports, you can start generating them, which takes just a few minutes. Quick note: make sure you’ve got your client mappings properly set up, as this is going to save you lots of time. Step 1: Create a new report Step 2: Select your clients (this is where client mappings will be really handy) Step 3: Choose to start from scratch or use a pre-built template (this would be the Datto Weekly Summary) Step 4: Populate your report with Datto gauges, a title, and your logo (or your client’s) Step 5: If you plan on sending this same report on a regular basis, make sure to save it as a template (this way, you can avoid steps 1-4 in the future)! Step 6: Review your email Choose recipients; when you set up your client mappings, you should have added recipients to each group (i.e., your point of contact, their boss, and the person who cuts your checks). Remember how you chose clients in Step 2? Now, if you choose ‘All Client Recipients’ in your ‘To:’ field, it will send your email to all the recipients you added for that group. Easy peasy. And don’t worry, recipients can’t see anybody else’s email address. Revise your subject line/body if you’d like to, add your company logo, and choose to attach as a PDF if you wish (pro tip: BrightGauge reports are interactive, so your clients can click into the gauges to get more detailed information) Set your schedule and send it off! In the future, your reports will automatically generate and send on the scheduled day and time that you set it for. Sweet. Taking the time to set up your Datto reports and make sure they’re being sent out on a regular basis is going to pay off in the long-term. Clients will appreciate that you’re serious about making sure their agents and workstations are up and running properly and they’ll notice how proactive you are in catching issues before they become disasters. Business practices like this one show you as more than just a service provider - you become a trusted partner that clients don’t need to think twice about continually investing in. For a closer look at the power of reports, watch our free webinar ‘Client Reporting Best Practices’.