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Reporting 301:
Formula for Success
Dave Keller
Founder and Chief Consulting Officer
New Haven Technologies, LLC
Agenda
• Introduction
• YOUR Agenda
• Why “Reporting”?
• Formula for Success
• Word from Our Sponsor
• Q&A
Dave Keller
Introduction
• Eli Lilly & Co. (7 yrs) – Recombinant DNA Mfg
• Apple Inc. (12 yrs) – Eng, Sales, Sales Mgt
• Symantec (6 yrs) – Enterprise Sales
• Spectrum Technology (6 yrs) – COO
• New Haven Technology (3 yrs) – ConnectWise BI
• B.S. Computer Science
• MBA in Marketing & Management
YOUR Agenda
Why “Reporting”?
Our Job as Leaders of MSPs
Our Job as Leaders of MSPs
Logistics
Goal
• Accurate Information
• Timely Manner
• Better Decisions
• Influence the Future
• Working “on” the business
• Not “in” the business
• Driven by Information
Agenda
• Introduction
• YOUR Agenda
• Why “Reporting”?
•  Formula for Success
• Word from Our Sponsor
• Q&A
Formula for Success
Reporting
Reporting Tools
+
Technical Expertise
+
ConnectWise Expertise
+
Business Acumen
+
Guiding Principles
Reporting Tools
Four Categories
1. Built-In
2. End-User
3. Power-User
4. Services & Outsourcing
Built-In
Reporting Tools
• ConnectWise reports
Always start here. If you’ve got it, use it!
End-User
Reporting Tools
• Excel
• Crystal Reports
• ConnectWise Report Writer
Good for simple reports
- or -
Sophisticated reports that do not change
Excel Settings
Reporting Tools
Provider=SQLOLEDB.1;
Integrated Security=SSPI;
Persist Security Info=True;
Initial Catalog=cwwebapp_mycompany;
Data Source=SQLSvr_Name;
Current Language=us_english;
Use Procedure for Prepare=1;
Auto Translate=True;
Packet Size=4096;
Workstation ID=MYWORKSTATION_ID;
Use Encryption for Data=False;
Tag with column collation when possible=False
ConnectWise Report Writer
Reporting Tools
ConnectWise Report Writer
Reporting Tools
ConnectWise Report Writer
Reporting Tools
ConnectWise Report Writer
Reporting Tools
ConnectWise Report Writer
Reporting Tools
Power-User
Reporting Tools
• Microsoft SQL Server Reporting Services
– Free with SQL Server
• BrightGauge
• ConnectSmart
• CWDash
• qvWise
• QlikView
May require
ConnectWise database
expertise as well as
potentially
SQL expertise
Microsoft SQL Server Reporting Services
http://Your_SQL_Server/Reports
Microsoft SQL Server Reporting Services
SSRS Report Builder
Visual tool for report authoring.
Limited debug/troubleshooting capability.
Microsoft SQL Server Reporting Services
SSRS Report Builder > Query Builder
Microsoft SQL Server Reporting Services
Resources
Services & Outsourcing
Reporting Tools
• New Haven Technologies
– Executive Briefing Service
– RaaS (Reporting as a Service)
• Custom Report Consultants
Formula for Success
Reporting Tools
+
 Technical Expertise
+
ConnectWise Expertise
+
Business Acumen
+
Guiding Principles
Technical Expertise
SQL Books
Technical Expertise
www.W3Schools.com/SQL
Technical Expertise
http://msdn.microsoft.com
ConnectWise Expertise
Formula for Success
• 12,333 Fields
• 857 Tables
• Know ConnectWise
• Know CW Database
ConnectWise Expertise
Query for a List of Fields
SELECT
INFORMATION_SCHEMA.COLUMNS.TABLE_CATALOG As Table_Catalog,
INFORMATION_SCHEMA.COLUMNS.TABLE_SCHEMA As Table_Schema,
INFORMATION_SCHEMA.COLUMNS.TABLE_NAME As Table_Name,
INFORMATION_SCHEMA.COLUMNS.COLUMN_NAME As Column_Name
From INFORMATION_SCHEMA.COLUMNS
Order By INFORMATION_SCHEMA.COLUMNS.COLUMN_NAME
Business Acumen
Formula for Success
• Are you asking the right questions?
• “Little things mean a lot…”
– 5 engineers @ $100/hr
– Record 1 hr/wk (12 min/day) more accurately
–  $26,000 in additional profit this year
Guiding Principles
Formula for Success
• Don’t Reinvent the Wheel
– Start with what’s available
– Move “up” only when you have to
• Trust, but Verify
– Validate calculation results via component parts
• Is this Really the Best Use of Your Time?
– Are you paid to write reports? Or make decisions?
A Word from Our Sponsor
New Haven Technologies
Executive Briefing Service
• ConnectWise On-Premise Reporting Service
• Provides info you need to run your business
• $299/mo on a month-to-month basis
• Custom ConnectWise reports included
• A quick tour…
CxO X-Ray Report
Everything on One Screen
CxO X-Ray Report
Everything on One Screen
Overall
Summary for
your entire
MSP business
CxO X-Ray Report
Everything on One Screen
Summary of
your Fully
Managed
contracts
CxO X-Ray Report
Everything on One Screen
Summary of
Block Time
contracts
CxO X-Ray Report
Everything on One Screen
Summary of T&M and
Project work
(including Internal Projects)
CxO X-Ray Report
Everything on One Screen
Summary of
Hardware and Software
Sales
CxO X-Ray Report
Everything on One Screen
What you have (or will) invoice this month…
CxO X-Ray Report
Everything on One Screen
Where you will finish THIS month…
CxO X-Ray Report
Everything on One Screen
What’s “Past Due” and needs to be collected?...
CxO X-Ray Report
Everything on One Screen
What has Sales promised to close this month?...
CxO X-Ray Report
Everything on One Screen
What is Engineering working on this month?...
CxO X-Ray Report
Everything on One Screen
Does Dispatch have work “teed up” for engineering?...
Where will you FINISH the month?
CxO X-Ray Report
Projected End of month
What you earn
per hour
worked:
So far this month
On what’s been invoiced
How PROFITABLE is “Fully
Managed”?CxO X-Ray Report
CxO X-Ray Report
Drill to Details and Verification
Drill-Down to more detail via the blue underlined hyperlinks….
Trust, but Verify
CxO X-Ray Report
Drill to Details and Verification
Drill-Down to more detail via the blue underlined hyperlinks….
Companies that have been invoiced….
CxO X-Ray Report
Drill to Details and Verification
Drill-Down to more detail via the blue underlined hyperlinks….
Invoices for THIS Company….
Companies that have been invoiced….
CxO X-Ray Report
Drill to Details and Verification
Drill-Down to more detail via the blue underlined hyperlinks….
Invoices for THIS Company….
Hours spent on this FULLY MANAGED contract this month….
Companies that have been invoiced….
CxO X-Ray Report
Drill to Details and Verification
Detail entries for each day and time entry….
CxO X-Ray Report
Drill to Details and Verification
Broken out by day or by engineer….
Profitability by Client
Stack Rank & Compare on Total Client Return
Profitability by Client
Drill and Focus for Verification
Profitability by Agreement plus more drill-down….
MRR Over Time
Analyze MRR Trends by Client
Real-Time Dashboards
Influence Behavior throughout the day
Executive-Level Perspective:
Billboard Reports
• Morning Briefing
• Quick check
• Managers get THEIR copy
• In your inbox (offline)
• Will you be profitable?
Executive-Level Perspective:
Billboard Reports
• Morning Briefing
• Quick check
• Managers get THEIR copy
• In your inbox (offline)
• Are engineers:
– Reporting time?
– Billable enough?
– Scheduled for future jobs?
Executive Briefing Service
• $299/month
• Month-to-month
• Includes Custom ConnectWise Reporting
• Free 2-week trial on your network
www.NewHavenTech/Trial
Reporting 301:
Formula for Success
Summary
• “Built-In” is always your first choice
• Microsoft has free tools available
• Trust, but verify
• Focus on the right questions
• There is NO “one size fits all” answer
Stop Guessing.
Start Knowing.
www.NewHavenTech.com/Trial
New Haven Technologies
Resources
• www.NewHavenTech.com
• Support@NewHavenTech.com
• www.YouTube.com/NewHavenTech
• www.LinkedIn.com/NewHavenTech
• www.FaceBook.com/NewHavenTech
• www.SlideShare.net/NewHavenTech
• www.ConnectWise.com/Marketplace
• @NewHavenTech

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