What we do · 07 · Live
Client Health Dashboard
A health score for every business customer, built from live ConnectWise data.
Who it's for
MSPs that run on ConnectWise.
Client Health Dashboard · live product
What Client Health Dashboard does and how it works
What it does
- Scores every business customer from tickets, SLAs, agreements and invoices, plus SmileBack customer surveys.
- Shows revenue tiers and green, amber and red alerts.
- Drills down to the tickets behind each score.
- Runs on your own server with Microsoft sign-in.
- Reads your systems without changing them.
How it works
- 01It is installed on your own server with Microsoft sign-in.
- 02It reads live data from ConnectWise and SmileBack.
- 03Your team reviews the scores and alerts and opens the tickets behind them. Uniserve's leadership reviews it in their weekly meeting.
Works with
ConnectWise, SmileBack and Microsoft sign-in.
Status
Live at Uniserve.
Demo
Demo coming soon.
Demo coming soon.
Next · 08 AI Support Chatbot
AI Support Chatbot →Free · 30 minutes · a founder answers
Thirty minutes, and you leave with the arithmetic.
Tell us the process that annoys you most. We map where it leaks, put a number on it, and say plainly whether Client Health Dashboard is the right answer or whether something else is.
Two founders on the call. Nothing to prepare, and you keep the map either way.