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Handover vs PSA dashboards
Your PSA already has dashboards, and they are good at what they do: open tickets, SLA breaches, technician load. What they do not do is look at each client against its own history and tell you, in pounds, who is drifting.
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PSA dashboardsHandover
- Question it answers
- How is the service desk doing?
- Which clients might we lose, and what are they worth?
- Baseline
- Fixed targets you set
- Each client's own normal range, worked out from its history
- Money
- Not shown
- Every flag carries the client's annual value
- Quiet clients
- Look healthy: no tickets, no breaches
- Flagged when activity drops well below their usual level
- What to do next
- Up to you
- One action per client, often an email already written
- Renewals and margin
- Separate reports, if built
- In the same weekly list, with a plan at 90, 60 and 30 days
- Setup
- Build and maintain the widgets
- Read-only API key, results in about a minute
Where PSA dashboards are the better fit
- Live, minute-by-minute desk management: queues, SLA timers and technician workload.
- Custom operational reports your team already relies on.
Questions
Does Handover replace my PSA dashboards?
No. Keep them for running the desk. Handover sits on top and looks at clients rather than tickets: who changed, what they are worth, and what to do this week.
Can't I build this in HaloPSA or ConnectWise reports?
You can build pieces of it, such as tickets per client per month. Comparing every client against its own spread, valuing it, ranking it and keeping that up every week is the part that takes the time.
Does it change anything in my PSA?
No. Handover connects read-only.
See the difference on your own clients.
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