ConnectWise Power BI Operations Reporting Package: 1-Wk Implementation

Comprehensive ConnectWise Power BI Operations Reporting Package

Opal’s Power BI x ConnectWise Operations Reporting Package is designed for businesses using the cloud version of ConnectWise Professional Services Automation (PSA). This package provides actionable insights into your company’s operations, addressing key metrics such as:

• Work in Progress (WIP): Overcome ConnectWise limitations by retaining data even after invoicing, allowing you to analyze workdays and compare performance across date ranges.
• Utilization Metrics: Measure billable and client utilization percentage based on adjusted available hours, offering a detailed view of team performance.

Package Details:

• Includes three pre-built reports and one hour of consulting/setup support.
• One-time fee of $1,799 USD.

Custom reporting solutions are also available to address specific operational needs. For users of the on-premise version of ConnectWise PSA, additional setup may be required to connect to your SQL Server.

With Opal’s Operations Reporting Package, you can gain deeper insights into team performance, optimize resource allocation, and enhance operational efficiency.