QBR & Reporting Tools
QBR & Reporting Tools help you show clients the value of your services and plan their IT strategy. These tools pull data from across your stack to generate reports and dashboards, giving you a clear picture of client environments. This category lists 17 products.
When evaluating these tools, consider how they present data. SquaredUp Integration, for example, provides fast dashboards for Halo PSA, simplifying client reviews. vCIOToolbox offers MCP support for managing client relationships and technology roadmaps, which is great for strategic planning. Look for robust data visualization capabilities that make complex information easy to digest for your clients.
Many products integrate directly with common PSA platforms. MSPBots, MSPCFO, and Strategy Overview all connect with ConnectWise PSA and Autotask PSA, centralizing your data. ApplicationLink | Datawarehouse solution also integrates with Autotask PSA, providing deeper insights. CloudRadial CSA and Unified Client Portal offers a public API for custom data connections, allowing flexible data aggregation.
Products
17Octopus Cloud View automates and simplifies Microsoft SPLA usage reporting, reducing manual work and improving efficiency.
QBR, GRC, and AI readiness platform for MSPs that ties recommendations to business goals and syncs approved initiatives to your PSA.
CRM, project delivery and reporting for MSPs, layered on Autotask, ConnectWise PSA, HaloPSA or Syncro with two-way sync.
QBR and ICT audit platform for MSPs with Good, Better, Best recommendations for clients.
Client engagement platform for MSPs with dashboards and benchmarks for business reviews and roadmaps.
A framework for MSPs that guides client conversations through Assess, Recommend, Propose and Roadmap to support QBRs, vCIO and IT sales.
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.
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.
Client portal for MSPs that connects client interactions to PSA work, with onboarding forms, status updates and on-demand QBRs.
vCIO software for MSPs offering fast IT assessments, QBR automation and asset warranty updating inside a white labeled client portal.
Business intelligence platform for MSPs with MSP-specific dashboards, an agreement profitability app, and scheduled branded client report templates.
Real-time business intelligence dashboards that connect to PSA, RMM and accounting tools.
Susie Q is MSPCFO's monthly executive summary, analyzing an MSP's entire book of business and delivering key financial insights, including flagged unprofitable clients, ticket outliers, and agreement health.
OnPoint vCIO is a suite designed for vCIOs, Account Managers, and Customer Success Professionals to manage client relationships, develop technology roadmaps, and align customer technology with business goals.
IT Asset Lifecycle App for MSP. The App synchronizes your clients IT inventory from CW, looks up warranties and generates a complete IT budget for your QBR meetings. Build custom policies for each cli