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 26 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
18
Octopus Cloud View automates and simplifies Microsoft SPLA usage reporting, reducing manual work and improving efficiency.
Simplify your QBR process with the #1 sales focused vCIO platform. Replace your QBR solution with vCIO Hero™. Your intelligent ICT Audit, Recommendations and Roadmap solution. Use the power of Good, Better, Best to improve your sales conversion - every time.
Humanize IT Framework is designed to simplify client communication for MSPs. It provides a structured approach to client management, focusing on assessment, recommendations, proposals, and roadmaps to increase client engagement and sales. The platform aims to help MSPs move beyond presentations and foster meaningful conversations with their clients.
Fast, flexible and easy-to-use dashboards for HaloPSA. Integrate with all of your tools and data for a single pane of glass.
S1ATC – Techdata StreamOne Autotask Connector Compulab is a company with management committed to excellence, which is why it brings together a solid team of professionals and constantly invests in its
Optimize for Autotask Use Optimize for Autotask to enhance your ability to gather, analyze, and act on critical data. If you’re currently utilizing Autotask for your managed services, imagine if you c
Busy MSPs who need to focus on their core business objectives will appreciate this time saving integration. The key objectives of the integration are to: Minimize duplicate data entry for MSPs Automat
MSPCFO provides powerful financial analytics that allows you to leverage your ConnectWise data into actionable intelligence. With over 50 reports, key members of your organization including C-suite, o
ServicePulse is dedicated to bringing insight to MSP service delivery by applying cutting edge technology to discover actionable data within MSP service delivery systems. ServicePulse integrates with
Captain's Chair is a platform that helps MSPs give their clients a full understanding of the value they receive by delivering an integrated dashboard that identifies the proactive services being perfo
qvWise is designed to help you easily extract key indicators of your business’s health from ConnectWise Manage data, and view metrics in ways that allow you to more effectively manage your business, s
With the ConnectWise Manage-Reputada integrated micro-feedback solution, get actionable customer feedback in real-time.
CoreConnex helps small businesses save time and money by accessing a clearer picture of financial performance using the Corelytics financial dashboard and predictive analytics.
CloudRadial’s Unified Client Portal and CSA Platform enables MSPs to deliver an Amazon-like client experience. With on-demand reporting, real-time insights, and automation, MSPs can support clients efficiently and at scale.
Strategy Overview is a vCIO/QBR automation software that standardizes your stack with a clean assessment report, updates your asset warranties, and gives your clients direct access to a fully white labeled portal to manage their digital transformation strategy, IT plan, asset list, managed user list, tickets, Office 365 licenses, billing & more powered by Arya the world's first vCIO agent
Our platform helps you create and deliver standard QBR materials to all your clients. As a result, using our library of IT Review Checklist templates, we help you map your review to the client contract and create your meeting deliverable quickly and easily. Our client strategy tool helps you get in the mind of your customer and make IT recommendations that supports their organizational goals. Furthermore, the recommendations engine ties proposed solutions to the asset of impact and the business goal or challenge your customer is facing.
A dashboard engine with dashboards and customizable reporting around all metrics that are important to operate an MSP, with unlimited Admins, snapshots, public dashboards, dataset mashup, and calculated metrics features.