Cognition360 has released 7 enhanced reports that provide your MSP with improved analysis of your operations and financial measures, leading to improved efficiency and profitability… but you have to ask for them to get them.
Let’s take a quick look at each of the new-and-improved reports.
Here’s the list:
You might not be using these reports now, but they’re well worth a second look.
The Cognition360 Support team’s got what you need. If you know exactly what you want, you can fill in this form and request to have the report you want updated to the latest version. Next step, you’re in and using them
Some are small tweaks, like added filters, while others have entirely new pages added to them. Read on to learn more about each.
You’ll see two changes here: an additional page called ‘Addition (Qty)’, and the validation of summary quantity.
As you look to cross-sell new products to your clients, you want to know not only which products have been sold through the agreement but also quantities of each product sold. By including product quantities, you have a more accurate depiction of exactly what has been purchased through the Agreement.
Fill in this form and request to have the report you want updated to the latest version.
A new filter enables inclusion or exclusion of Product Classes, which allows you to identify if specific products have been invoiced or not.
Say your MSP has received the latest invoice from a vendor, and you want to cross-reference the number of products you are being billed for against the number of products you will be invoicing your clients for. Now you have an easy way to do just that.
Fill in this form and request to have the report you want updated to the latest version.
Not one, not two, but three updates here. First, this update improves the performance of the Products Sold Report. If that wasn’t enough, we’ve added data validation for products sold on Opportunities, Sales Orders, Projects and Tickets. And last but not least, we’ve added a filter for ‘Site’.
Generating the report quicker – think it’s obvious why you’d want that – and the selectable data validation field lets you only see what you want to see.
‘Site’ filter: if your MSP has multiple sites, like an East Coast office and a Midwest office, this new filter option presents products sold by site instead of only to clients in total. This way, you could see the sales split between the two site locations to compare performance.
Fill in this form and request to have the report you want updated to the latest version.
Here we’ve added a new page called ‘Sales Rep Summary’. Sales Rep Summary shows won opportunities per rep by month. This includes total and Lifetime NRR and MRR as well as profit and margin percentages for the current month, the previous month, and YTD:
Sales Rep Summary better presents the key closed opportunity sales performance metrics of each of your MSP’s sales reps by month. This enables more in-depth review and analysis of month-over-month sales. It’s excellent for improving performance – coach for improvement, and celebrate the wins.
Fill in this form and request to have the report you want updated to the latest version.
The updated Getting Started Report adds a new page ‘Product Release Notes’, which gives you a direct link to the ScalePad Community Product Updates page, where you can find out about future releases… like this one!
Perhaps we should have put this at the top of the list as it’s a place to get started… 🤔. At any rate, use this handy mailto: link to get access, and never miss another update, as you’ll find them all on our Community site.
Fill in this form and request to have the report you want updated to the latest version.
Here we’ve added a new field called ‘Manufacturer’ which, as the name suggests, permits viewing revenue info by OEM.
Why might you want this? Perhaps you’re looking to deprecate an existing OEM’s product you had been selling to your clients. This new field will show the potential impact on upcoming or forecasted sales if you decide to deprecate that manufacturer’s product(s), and point out where you may need to spend a little extra time to ensure those sales move to the alternative you are selling instead.
Fill in this form and request to have the report you want updated to the latest version.
Saving the best for last, we have added a new page, called ‘Technician Metrics’, as an enhancement to the ‘Technician’ page on Ticket SLA Insights.
‘Technician Metrics’ shows the SLA Response, Resplan and Resolved values only where the selected Technician were responsible for each of those actions. The visuals on the ‘Technician’ page shows all values where the selected technician closed the ticket (regardless of which technician was responsible for the other stages of the ticket).
Measuring your team’s technicians’ outputs is a key component to a successful MSP practice. For a service delivery manager, being able to review specific technicians’ SLA response times and resolution notes can be a valuable aid in cross-training new technicians and an important management tool.
Fill in this form and request to have the report you want updated to the latest version.
Hope you see a lot of value in the work we’ve done to enhance these reports, and watch this Community Product Updates space for future upgrades!
