Getting Started with StackTracker™

Unveiling the Power of StackTracker™.

Overview

Stackspread is real; visibility can help! StackTracker™ Data Explorer pulls everything together into a single, comprehensive source with constant monitoring of your vendor consumption. Navigate through our key features effortlessly by clicking the links below:

1. Vendor Data Explorer
2. Group Your Data
3. Customizable Columns
4. Advanced Filtering Options
5. CSV Download for Customizability
6. Connect Vendor Integrations
7. Configure or Disconnect Vendor Integrations

1. Vendor Data Explorer 

Welcome to your command center! Within the Data Explorer, you have a multitude of options at your fingertips. Group your data, select specific columns for viewing, and apply filters to delve deeper into your stack. Plus, exporting it to CSV for further analysis is just a click away.

Simplified Implementation

When you first start with StackTracker™, we take care of your implementation for you! So, when you access your Vendor Data Explorer for the first time, it's already populated for you to dive right in. You can connect as many vendors as needed to get a comprehensive view of your stack.

Immediate Visibility

StackTracker™ provides everything from Service Revenue, Vendor Cost, and overall Profit, giving you immediate visibility into your stack profitability. You can then drill into your data by grouping, filtering, and exporting to CSV for further analysis.

Unlock Strategic Insights

Interested to know what strategic insights you can unlock? Learn more here. If you seek strategic insights but lack the time to manipulate data, contact your account manager or our sales team to discover more about our monthly StackTracker™ Intelligent Report.

2. Group Your Data

Adjusting how you organize your data can uncover valuable insights for your business. Whether you choose to group data from a single perspective or combine groupings for a comprehensive analysis, StackTracker™ provides the flexibility you need to gain strategic insights.

Group Data By:

• Account: Group all results by Account, providing a comprehensive view of data collected per account.
• Vendor: Group all dashboard results by vendor.
• Service: Gain insights into the usage of services you offer, facilitating a breakdown of usage patterns.
• Category: Explore data based on categories like Continuity, Infrastructure, Monitoring, Security, and more.
• Subcategory: Dive deeper into specific subcategories.
• Unit Type: Analyze data based on units like Devices, Users, Licenses, and more.

3. Customizable Columns

Tailor your view to your needs with customizable columns, allowing you to see only the data that matters most to you.

Available Columns:

• Vendor
• Account
• Service
• Subcategory
• Unit Type
• Quantity (Qty)
• Revenue
• Vendor Cost
• Profit

4. Advanced Filtering Options

Filter your data effortlessly by customer, service, category, and subcategory, allowing you to focus on the specific information you need. Apply and save your filters to instantly observe changes in overall service revenue, vendor cost, and profit according to your selected criteria. To clear filters, simply click the filters button again, select "Clear all," and click Apply & Save to restore your view to its original state.

5. CSV Download for Customizability

StackTracker™ allows users to download results to a CSV format for further customization options. This feature enables users to drill down into data and create compelling reports and dashboards tailored to their specific needs.

6. Connect Vendor Integrations

1. Navigate to Integrations Page: Access the integrations page located at the top of your StackTracker™ account.

   

2. Select Vendor: Choose the vendor card you wish to connect.

   

3. Authenticate API: Enter your API authentication details and press Authenticate. The next button will light up once all service and account data from your vendor has been retrieved, enabling you to proceed to mapping. 

   

4. Map Your Accounts: Our system automatically matches identical accounts from your PSA and vendor. Toggle to hide items that are already mapped. Use the search bar or filter button beside each card to find matching results. Drag and drop to match items. Once done, click next.

   

5. Service Configuration: Modify a list of SKUs provided by the vendor. Personalize each by assigning a friendly name, specifying the correct unit type, entering the average vendor cost, and average sale price. Optionally hide specific SKUs as required. Once finished, click on the "Finish" button to complete the process.

   

6. Start Sync and Return to Dashboard: Upon completion of the setup, a notification will confirm the commencement of the initial sync. Return to your dashboard, where once the sync is complete, imported results will be displayed for your review.

   

7. Configure or Disconnect Vendor Integrations