Overview

Visual Insights Pro is a premium add-on that provides automated, reliable, and highly customizable dashboards powered by the ConnectWise connector. 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.

Visual Insights Pro 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.

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