Visual Insights Pro
Overview
Visual Insights Pro is a premium add-on that provides automated, reliable, and highly customizable dashboards powered by the ConnectWise, Excel, and QuickBooks connectors. You can create, personalize, and export dashboards using your own branding, ensuring a consistent and trusted experience for both internal use and client communications. Real-time, unified datasets and intelligent data callbacks enhance data integrity and remove reporting complexity, allowing operational, financial, and executive teams to make faster, more informed decisions.
Excel Connector
The Excel Connector for Visual Insights allows you to securely connect Excel files stored in Microsoft OneDrive or SharePoint and use them as data sources within Visual Insights dashboards and reports.
This connector is ideal for incorporating custom spreadsheets, financial models, operational tracking sheets, or any data maintained outside integrated PSA or RMM systems.
Key Capabilities
- Connect directly to Excel files hosted in OneDrive or SharePoint
- Use Excel data as a live data source for dashboards and visualizations
- Combine Excel data with other Visual Insights connectors for richer reporting
- Automatically refresh data to reflect updates made in Excel
Requirements
- A Microsoft account with access to OneDrive or SharePoint
- Permission to the Excel file you want to connect
- Excel files must be stored in OneDrive or SharePoint (local files are not supported)
Supported File Locations
- Microsoft OneDrive
- Microsoft SharePoint
QuickBooks Connector (QBs Online Only)
The QuickBooks (online) integration with Visual Insights provides real-time access to your financial data, enabling deeper visibility into revenue, expenses, and overall financial performance—all within a single reporting platform.
By connecting QuickBooks to Visual Insights, you can seamlessly ingest financial data and transform it into interactive dashboards and reports without the need for manual exports or complex data preparation. This integration keeps financial insights current, ensuring decisions are based on the most up-to-date information available.
Key Capabilities
- Real-Time Financial Data Access Automatically sync financial data from QuickBooks to Visual Insights, ensuring dashboards and reports reflect the latest updates.
- Comprehensive Financial Visibility Analyze key financial metrics such as income, expenses, profit and loss, and cash flow across customizable dashboards.
- Centralized Reporting Combine QuickBooks financial data with operational and business data from other integrations for a unified reporting experience.
- Client-Ready Dashboards Create professional, branded financial reports suitable for internal stakeholders or client-facing presentations.
ConnectWise Connector
Visual Insights Pro seamlessly integrates with ConnectWise to deliver powerful, real-time dashboards backed by advanced customization options. Partners benefit from a unified data experience and the ability to create visually branded, highly professional reports and dashboards for internal teams or end clients.
Feature Highlights
- Out-of-the-box integration with ConnectWise (secure and rapid setup)
- Near real-time data sync (checks new/updated data every minute)
- Unified ticket dataset—no more complex joins between service and project tickets
- Callback-driven data integrity—including notifications for deletions and non-standard data changes
- 7 out-of-the-box Dashboards available in the Template Gallery
- Advanced customizable branding, including logos, color schemes, and export-ready templates for client-facing output
Visual Insights Pro ConnectWise integration includes seven customizable, brandable dashboards that provide insights into performance, productivity, and customer experience:
Technician Dashboard
A dashboard that technicians use to view all their assigned tickets and schedules. Tech leads can create filtered outputs and share links for each technician to monitor their individual queues.
Ticket Overview
A dashboard used by a lead or pod manager to view all tickets entering and exiting the organization.
Executive Review
Prepare for client reviews by utilizing SLA metrics, highlighting key configurations, and applying dynamic client filters.
Invoicing Overview
Quickly assess invoice aging and monthly billing trends to enhance financial oversight.
Sales Overview
Gain up-to-date visibility into pipeline performance, revenue by representative, and overdue opportunities.
Project Overview
View open projects, budgets, and workloads by project manager to stay ahead of timelines.
Service Delivery Manager Overview
Monitor team workload, ticket aging, and SLA health to ensure delivery stays on track.
Customized Branding Options
You can customize the chart colors and overall appearance using the Themes option. This allows you to fully personalize your portal and create a truly branded experience. You can select custom colors, change the header text from Liongard to your company's name, and update the subheader to any other preferred label. With extensive color and styling options for buttons, text, and more, you can make the portal perfectly reflect your brand identity.
Don’t see what you need?
If you’re looking for a connector or dashboard that isn’t available yet, reach out to your Account Manager. We’re always adding new integrations based on partner feedback.
Updated 5 days ago