Harnessing StackTracker™ for Optimal MSP Performance.
To make the most out of StackTracker™ and unlock its full potential, here's what you need to consider:
Supported PSAs
StackTracker™ currently integrates with ConnectWise Manage or Autotask PSA. These integrations enable the seamless synchronization of customer data between your PSA and StackTracker™.
Active PSA Accounts
Ensure that the accounts in your PSA are active to ensure accurate data display within StackTracker™, enabling efficient mapping with your vendor accounts.
Mapping Functionality
Utilize StackTracker™ mapping functionality to map customer accounts from your PSA to corresponding accounts synced from your vendor accounts. This ensures streamlined customer management and service tracking.
Average Cost and Price for Vendor SKUs
For comprehensive insights into your MSP business, it's recommended to include the average cost and price for each vendor SKU within StackTracker™. This information helps identify gaps and opportunities within your service offerings. Moreover, it serves as a prerequisite for our Intelligence reporting feature.
Intelligence Reporting
Intelligence reporting in StackTracker™ provides valuable insights into your business operations. To leverage this feature effectively, ensure that your average cost and price data for vendor SKUs is accurately maintained. For more information on intelligence reporting, please visit here.
By meeting these minimum requirements and incorporating additional data such as average costs and prices for vendor SKUs, you can maximize the benefits of StackTracker™. Streamline your operations, enhance customer management, and gain actionable insights to drive growth in your MSP business.
For further information or assistance regarding integration requirements or intelligence reporting, please don't hesitate to reach out to our support team. We're here to ensure your experience with StackTracker™ is seamless and productive.