Business Intelligence & Analytics
Business Intelligence & Analytics tools help MSPs make sense of their operational data. They gather information from various sources, then present it in dashboards and reports. You get a clearer picture of your service delivery, client profitability, and team performance. This category includes 50 products.
Look for tools that offer deep dives into specific areas. Some products, like Xima Insights, focus on AI-driven root cause analysis for contact center performance. Others, such as SOTI Stella, provide real-time mobile intelligence. Consider if you need general reporting or specialized analytics for particular workflows.
Integration with your existing PSA is important. SquaredUp Integration, for example, offers dashboards specifically for Halo PSA, giving a unified view of your tools and data. Many products in this category don't list direct PSA integrations. If you use ConnectWise PSA or Autotask PSA, plan on manual data export or custom API work.
Several notable products stand out. CloudRadial ServiceAI uses AI and a public API to enhance service delivery. TekStack offers reporting with MCP support for data-driven decisions. Workflow Optimization Solution from ActivTrak identifies bottlenecks with AI-driven insights. MarketSmart Insights focuses on real-time rate data for field service growth.
Products
50Eracent library of current and legacy IT product data for planning, budgeting, buying and maintaining hardware, software and devices.
An analytics platform purpose-built for MSPs to transform financial and operational data into meaningful, business-driving insights, serving as both a reporting engine and strategic command center.
A dashboard solution that provides key metrics and visualizations to help businesses monitor and manage their data.
Automated weekly status reporting: one live URL per project instead of slide decks.
Analytics solution for IT and CX that provides insights from email data to improve service delivery and customer experience.
NexNow provides custom reports, dashboards, and business intelligence solutions for ConnectWise users to gain deeper insights into their operations.
ConnectWise business intelligence reporting and dashboards built for MSPs, formerly sold as BrightGauge.
ConnectWise PSA business intelligence turns ticket data into 130+ reports on agreement, client and project profitability.
Business intelligence software for MSPs that turns PSA data into reports on agreement efficiency, engineer productivity and overall profitability.
Salesforce software for quoting, contracts, billing and revenue lifecycle management.
An AI-powered suite of spoken word, sentiment, engagement, and whisper-coach analytical applications to monitor and reconfigure business workflows in real time.
Subscription management app for B2B SaaS that builds CPQ into the sales process and generates invoices and Power BI revenue reports.
ActivTrak's Workflow Optimization Solution helps enterprises prioritize change, guide AI investment, measure impact, and identify workflow bottlenecks for true optimization, leveraging AI-driven insights.
MarketSmart Insights provides real-time rate and availability data to help businesses strategically grow in the field service market.
Coralogix DataPrime Query Engine enables complex queries across various data types.
SOTI Stella is a mobile intelligence platform that provides real-time insights into business operations, helping organizations improve decision-making and optimize performance.
Employee recognition and customer satisfaction platform built for MSPs that collects CSAT feedback, gamifies metrics and rewards a job well done.
Fast, flexible and easy-to-use dashboards for HaloPSA. Integrate with all of your tools and data for a single pane of glass.
DataMaaS metrics-as-a-service that pulls MSP data together and turns it into dashboards, including reporting for Autotask.
Reporting and analytics to uncover opportunities, inefficiencies, and revenue gaps.
MSPCFO financial analytics that turn your PSA data into reports on which clients are profitable and where margins are leaking.
Client-facing, real-time dashboard that MSPs give their clients to see their IT data and tickets, with integrations for Kaseya BMS and VSA.
A feature within CloudOlive that provides a business intelligence dashboard across MRR, predictive billing via smart groupings, and margin trends.
See which of your accounts is profitable and get the answers you need to enhance every customer.
- Microsoft Power BI Pro Microsoft
- Nexera Nexera
- Microsoft 365 Usage Analytics AdminDroid
- Print Analytics DEX Imaging
- Microsoft 365 Reporting AdminDroid
- Automated Bots MSPbots.ai
- Business Intelligence MSPbots.ai
- Sentiment Max MSPbots.ai
- PSA Insights PSA Insights
- Resplendent Data Resplendent Data
- ExpandIQ Gradient MSP
- ActivTrak ActivTrak
- BizRating BizRatings
- Service Leadership Index ConnectWise
- Akixi CX Analytics Akixi
- Sales Dashboards BeeCastle
- Invergence AI Invoco Telecom
- Forethought Discover Forethought
- SquaredUp Dashboards SquaredUp
- UniVoxx Facility Dashboard UniVoxx
- Advanced Open/Close Live Report for Autotask Advanced Global MSP Coaching
- Revenue Analytics BeeCastle
- Reporting TekStack
- Quote Tracking & Reporting MSP Beans
- SOTI XSight Soti
- Process Intelligence Jolera