The dashboard widgets library

SECURITY  Security level with permission to add and edit dashboard widgets

NAVIGATION  When adding a widget, select the option Choose a widget from the widget library

Autotask provides a library of hundreds of pre-configured widgets that you can add to your default and custom dashboard tabs. All widgets that appear on the system tabs are available from the library, along with numerous additional widgets. You can edit and customize any widget selected from the library.

NOTE  With hundreds of customizable widgets to choose from, when you need a widget, check the library before you build a new widget.

This topic contains a listing of all widgets available in the Autotask widget library.

The widgets are listed by entity, with a separate table for each entity. In the table, the widgets are sorted alphabetically by widget name.

Each table displays the widget's name, description, associated entity, and the dashboard tabs that include the widget by default (if any). The icon in the first column indicates the widget visualization type. If you are not sure what type an icon represents, refer to Widget types and visualization types.

The Widgets Descriptions by Tab section lists the widgets that appear on the system tabs provided by Autotask. The widgets are listed by tab, with a separate table for each of the twelve tabs that are published by default to different users. In addition, there is a separate table for each of the four tabs that are not published by default, but are available for selection when you add a tab. Tab widgets are listed in the order they originally appear on the tab. Note that users can rearrange widgets on a tab.

Widget descriptions by entity

Widget Name Description Entity Tabs
Contracts Expiring (Next 60 Days) What contracts are about to expire? This widget shows the number of contracts, of each contract type, that are expiring in the next 60 days. Contracts No tabs
Expiring Contracts by Contract Type What contracts are due to expire soon or have recently expired? This widget shows, by month, the count of contracts that have expired in the last 30 days and contracts due to expire in the next 60 days. The colored segments show the contract types. Contracts Owner
Widget Name Description Entity Tabs
System Alerts Is my Autotask instance running as smoothly as it could be? See alerts for items that may not be readily apparent to you via other mechanisms (ex: resources without an internal cost, resources without an active timesheet approver, etc.).
Also refer to Monitoring daily alerts.		 Daily Alerts No tabs
Widget Name Description Entity Tabs
Datto Devices Your Autotask instance may be configured to use one of the following terms instead: Asset, Configuration Item, Installed Asset, Installed Product. - Total Storage The three gauges in this widget show total storage used by Datto BCDR devices in Protected Space, Used Space, and Offsite Space. Devices Datto Devices
Datto Devices by Account This widget shows the count of active managed Datto BCDR devices by account. Devices Datto Devices
Datto Devices by Last Check-In Week This widget displays the count of Datto BCDR devices by the week of the last successful check-in during the last six weeks. Devices Datto Devices
Datto Devices by Product This widget shows you the count of active Datto BCDR devices by product. Devices Datto Devices
Datto Devices by Disk Usage Get an instant read on the count of active Datto BCDR devices that are reaching disk capacity. The three gauges on this widget show the number of devices with disks 80 to 90 % full, over 90 to 95% full, and over 95% full. Devices Datto Devices
Datto Devices Installed By Month (Drive Errors) This widget shows the count of drive errors per installation month for active Datto BCDR devices installed in the last three months. Devices Datto Devices
Datto Devices Waiting Contract Review Which of your active Datto BCDR devices should be reviewed for possible contracts? This widget shows which Datto devices are not under contract and have not been reviewed for a contract. Devices Datto Devices
Datto Devices Warranty Expiration What active Datto BCDR devices have recently fallen out of warranty and which ones will be out of warranty soon? This widget shows Datto devices whose warranty has expired, will expire in the current month, and will expire next month. Devices Datto Devices
Datto Devices with Highest % Used Space Which Datto BCDR devices are using the highest % of space, and what account are they associated with? This table lists the product and account name of the 25 devices with the highest percentage of space used. For each device, the table displays the available space, used space, and percentage of used space. Devices Datto Devices
Datto Devices with Lowest NIC Speed Which Datto BCDR devices have the slowest NIC speed and what accounts are they associated with? This table lists the 25 devices with the lowest NIC speed in mbps, by partner, and displays the devices' ZFS versions, Kernel versions, and NIC speed (mbps). Devices Datto Devices
Desktops & Laptops by Operating System This widget provides a breakdown of active managed desktops and laptops from Datto RMM, by operating system. Devices Datto RMM Devices
Expiring Warranties What devices have recently fallen out of warrant and which ones will be out of warranty soon? This widget shows devices whose warranty expired in the last 30 days, and those that will expire in the next 60 days. Access the device's details in one click. Devices No tabs
Incremental Datto Devices by Month This widget shows you the count of active Datto BCDR managed devices created during each of the last three months and the current month, by device type. Devices Datto Devices
Incremental Devices by Month This widget shows you the count of active managed devices created by the Datto RMM integration during each of the last three months and the current month, by device type. Devices Datto RMM Devices
Managed Device Installations by Manufacturer This widget shows you the count of active managed devices created by the Datto RMM integration during each of the last three months and the current month, by manufacturer. Devices Datto RMM Devices
Managed Devices by Device Type What types of devices are you managing? This widget provides a quick glance at the distribution of active managed devices from Datto RMM by device type. Devices Datto RMM Devices
Managed Devices by Manufacturer This widget provides a breakdown of active managed devices from Datto RMM, by manufacturer. Devices Datto RMM Devices
Missing Patches (Count of Missing Patches) How many missing patches do you have across your customer base? How many of those are on servers vs. workstations (desktops and laptops)? This widget gives you the breakdown of total missing patches. Devices No tabs
Most Missing Patches by Account Which of your accounts have devices with the most missing patches? This widget shows you the top five accounts. Devices No tabs
New Devices Waiting Contract Review This widget provides a breakdown of active managed devices from Datto RMM, by device type, that need to be reviewed for contract. Devices Datto RMM Devices
Managed Devices by Software Management Status This widget provides a breakdown of active managed devices from Datto RMM by software management status. Devices Datto RMM Devices
Managed Devices by Antivirus Status This widget provides a breakdown of active managed devices from Datto RMM by antivirus status. Devices Datto RMM Devices
Managed Devices by Patch Status This widget provides a breakdown of active managed devices from Datto RMM by patch status. Devices Datto RMM Devices
Widget Name Description Entity Tabs
Overstocked Products What products are overstocked? This widget shows the inventory products whose On Hand amount is above the defined Maximum. Inventory Product No tabs
Products Needing Restock What products do I need to restock? This widget shows the inventory products whose On Hand amount is below or equal to the defined Minimum. Inventory Product No tabs
Widget Name Description Entity Tabs
Amount Invoiced vs. Goal This widget shows you how close you are to your invoicing goal for this month, and how close you were for last month. By default, this is based on a 100,000 monthly goal but you can adjust your thresholds accordingly. Invoice Items No tabs
Items Ready to Invoice by Contract Type This widget shows you the distribution of items ready to invoice, by contract type (including items with no contract association). You may drill into a grouping and generate invoices immediately. Invoice Items No tabs
Items Ready to Invoice by Customer This widget shows you the distribution of items ready to invoice, by customer. You may drill into a grouping and generate invoices immediately. If the billing item is billing to a parent organization Your Autotask instance may be configured to use one of the following terms instead: Account, Business Unit, Client Company, Customer, Site., it will be grouped under the parent organization Your Autotask instance may be configured to use one of the following terms instead: Headquarters, Parent Account, Parent Client, Parent Company, Parent Customer.. Invoice Items No tabs
Items Ready to Invoice by Project This widget shows you the distribution of items ready to invoice, by project. You may drill into a grouping and generate invoices immediately. Invoice Items No tabs
Items Ready to Invoice by Type This widget shows you the distribution of items ready to invoice, by item type. You may drill into a grouping and generate invoices immediately. Invoice Items No tabs
Top 10 Customers with Unpaid Invoices, by Month Which of your customers owe you the most money? This widget gives you a breakdown of unpaid invoices by month, then by customer, for the last 6 months and the current month. If the billing item is billing to a parent organization, it will be grouped under the parent organization. Invoice Items No tabs
Top 25 Customers with Unpaid Invoices What is the value of your outstanding invoices? This widget shows you your top customers based on how much they owe you. If the billing item is billing to a parent organization, it will be grouped under the parent organization. Invoice Items No tabs
Top Block Hour Consumers Month to Date Which customers are consuming the most block hours? This widget shows you your top customers based on block hour consumption, this month. If the billing item is hitting a parent organization contract, it will be grouped under the parent organization. Invoice Items No tabs
Top Retainer Consumers Month to Date Which customers are consuming the greatest retainer amount? This widget shows you your top customers based on retainer consumption, this month. If the billing item is hitting a parent organization contract, it will be grouped under the parent organization. Invoice Items No tabs
Widget Name Description Entity Tabs

Amount Invoiced this Month vs. Previous Month

How are you doing with the current month's invoicing? This widget allows you to see the amount invoiced vs. amount targets. Edit this widget and input targets appropriate for your business.

Invoices

 No tabs

Invoice Payments (for Invoices Created in Last 90 Days)

Are your invoice collections current? This widget shows the amount paid vs. unpaid for invoices created in the last 90 days.

 Invoices No tabs

Unpaid Invoices by Account Manager

Which account managers have the highest unpaid invoice amounts? This widget shows the top 25 account managers.

 Invoices No tabs
Widget Name Description Entity Tabs
Milestones Overdue & Coming Due What milestones are overdue? Which ones are due soon? This widget shows all overdue milestones as well as milestones due in the next 60 days. The widget does not include Milestones that have already been billed. Milestones No tabs
Widget Name Description Entity Tabs
Active Opportunities Projected to Close Last Month Are your sales people setting realistic projected close dates? Are certain sales people forgetting to close their opportunities in Autotask? This table shows the top opportunities that were projected to close last month, but for whatever reason, are still active. Opportunities Sales History
Bottom 5 Sales Reps (Closed Last 90 Days) Who are your organization's worst performing salespeople over the last 90 days? This widget shows you your bottom five sales people based on total revenue closed during the last 90 days. Opportunities Sales History
Bottom 5 Sales Reps (Closed this Month) Who are your organization's worst performing salespeople this month? This widget shows your bottom five sales people based on total revenue closed in the current month. Opportunities Sales Manager
Bottom 5 Sales Reps (Projected this Month) Who are your organization's worst prospecting salespeople this month? This widget shows your five sales people based on total revenue projected to close in the current month. Opportunities Sales Manager
Closed Opportunities by Territory (Last 90 Days) Which of your organization's Sales territories have historically been your best performers? This widget shows the distribution of closed opportunities across your territories for the last 90 days. Opportunities Sales History
Closed Opportunity Comparison How do your sales numbers for this month look compared to last month? How does this month look compared to the same time last year? These three gauges show you the total revenue amount for opportunities closed in the current month, the previous month, and the current month for the prior year. Opportunities Sales History
My Closed Opportunities What were your personal best sales months in the last year? This widget shows the count of opportunities you closed each month and the total revenue amount for each month. Opportunities No tabs
My Opportunities Closed by Month Are you closing more opportunities than you were a few months ago? This widget shows the trend of your closed opportunity revenue for the last three months so you can see if you are trending in the right direction. Opportunities Sales Person
My Opportunities Closed this Month by Organization Which of your customers/prospects have had the highest opportunity revenue closed this month? This widget shows the distribution of your closed opportunities across your accounts for the current month. Opportunities Sales Person
My Opportunities Closed this Month by Revenue Type What does your overall new revenue picture look like this month? These three gauges show the total revenue, monthly revenue, and one-time revenue that you have closed in the current month. Opportunities Sales Person
My Opportunities Closing this Month by Organization Which of your customers/prospects have a lot of activity expected to close this month? This widget shows the distribution of your forecasted opportunities across your accounts for the current month. NOTE: This widget does not include opportunities that have already been closed. Opportunities Sales Person
My Opportunities Closing this Month by Probability What opportunities do you really expect to close this month? This widget shows opportunity revenue projected to close in the current month, grouped by probability bands. Opportunities Sales Person
My Opportunities this Month How productive have you been this month? Two gauges show the revenue amount for opportunities that you closed this month vs. quota, and the revenue forecasted from your remaining active opportunities projected to close this month. Opportunities Sales Person
My Opportunity Summary (This Month) Do you know the value of the opportunities you have won and lost this month? three gauges give you a quick look at the value of the opportunities that you have already closed in the current month, that you have forecasted to close in the current month, and that you have lost in the current month. Opportunities My Work
My Recently Closed Opportunities Are you closing enough business? This widget shows the trend of closed opportunity revenue for the last 7 days so you can see if you are trending in the right direction. It also gives you an easy way to find "that opportunity" you closed three days ago. Opportunities Sales Person
My Sales Funnel this Month (Total Revenue) What stages are your opportunities in and what can you realistically expect to close this month? This sales funnel shows the projected revenue amount for your opportunities currently in each opportunity stage. Opportunities Sales Person
My Top Opportunities Closing this Month What are the big sales opportunities that you can’t afford to lose? This widget lists the top opportunities, by total revenue amount, that you expect to close in the current month. Click an opportunity to access its details. Opportunities Sales Person
Opportunities Closed by Market (Last 90 Days) Which of your organization's market segments have historically been your strongest for sales? This widget shows the distribution of closed opportunities across your territories for the last 90 days. Opportunities Sales History
Opportunities Closed by Month (Revenue & Count) Is your sales team closing bigger sales opportunities now than they were three months ago? This widget shows the trend of opportunity revenue amount closed by month and the count of opportunities closed by month. Opportunities Sales History
Opportunities Closed this Month by Revenue Type What does your organization's overall new revenue picture look like this month? This widget shows you the total revenue, monthly revenue, and one-time revenue that your sales team has closed in the current month. Opportunities Sales Manager
Opportunities Closed this Month by Territory Which of your Sales territories are your organization's top performers this month? This widget shows the distribution of closed opportunities across your territories for the current month. Opportunities Sales Manager
Opportunities Closed this Month vs. Quota by Revenue Type Is your sales team on track to meet its sales quotas this month? The gauges on this comprehensive widget show progress towards quota for total revenue, as well as each of the five advanced opportunity fields. Opportunities No tabs
Opportunities Closing this Month How have your organization's sales opportunities been rated (Hot, Warm, Cold) and what can you realistically expect to close this month? This widget shows the total potential revenue for opportunities in each of these three ratings. Opportunities No tabs
Opportunities Closing this Month by Probability What opportunities does your sales team really expect to close this month? This widget shows opportunity revenue projected to close in the current month, grouped by probability bands. Opportunities Sales Manager
Opportunities Closing this Month by Territory Which of your organization's Sales territories are expecting to do well this month and which ones are not? This widget shows the distribution of forecasted opportunities across your territories for the current month. NOTE: This widget does not include opportunities that have already been closed. Opportunities Sales Manager
Opportunities Lost by Reason (last 3 months) How much opportunity revenue has your organization lost over the last three months, and why was that revenue lost? This widget shows opportunity revenue lost in the past three months, grouped by month and loss reason. Opportunities No tabs
Opportunities Lost Last Month by Reason How much opportunity revenue did your organization lose last month, and for what reasons? This widget shows opportunity revenue lost last month, grouped by loss reason. Opportunities No tabs
Opportunities Lost This Month by Reason How much opportunity revenue has your organization lost this month, and for what reasons? This widget shows opportunity revenue lost in the current month, grouped by loss reason. Opportunities No tabs
Opportunities this Month How productive has your sales team been this month? The two gauges in this widget show the revenue amount for opportunities closed this month vs. quota, as well as the revenue forecasted from remaining active opportunities projected to close this month. Opportunities Owner, Sales Manager
Opportunities Won by Reason (last 3 months) How much opportunity revenue has your organization won over the last three months, and why was that revenue won? This widget shows opportunity revenue won in the past three months, grouped by month and win reason. Opportunities No tabs
Opportunities Won Last Month by Reason (Pie Chart) How much opportunity revenue did your organization win last month, and for what reasons? This widget shows opportunity revenue won last month, grouped by win reason. Opportunities No tabs
Opportunities Won This Month by Reason How much opportunity revenue has your organization won this month, and for what reasons? This widget shows opportunity revenue won in the current month, grouped by win reason. Opportunities No tabs
Opportunity Amount Closed vs. Quota (Last 90 Days) How has your sales team performed against their quota over the last few months? This widget compares total revenue from opportunities closed to sales quota for the last 90 days. Opportunities Sales History
Recently Closed Opportunities (Last 10 Days) Is your sales team closing enough business? This widget shows the trend of closed opportunity revenue for the last 10 days so you can see if your organization is trending in the right direction. It also gives you an easy way to find "that opportunity" that was closed three days ago. Opportunities Sales History
Sales Funnel this Month (Total Revenue) What stages are your organization's sales opportunities in and what can you realistically expect to close this month? This sales funnel shows the projected revenue amount for opportunities currently in each opportunity stage. Opportunities Sales Manager
Top 5 Sales Reps (Closed Last 90 Days) Who are your organization's top performing salespeople over the last 90 days? This widget shows you your top five sales people based on total revenue closed during the last 90 days. Opportunities Sales History
Top 5 Sales Reps (Closed this Month) Who are your organization's top performing salespeople this month? This widget shows you your top five sales people based on total revenue closed in the current month. Opportunities Sales Manager
Top 5 Sales Reps (Projected this Month) Who are your organization's top prospecting salespeople this month? This widget shows your top five sales people based on total revenue projected to close in the current month. Opportunities Sales Manager
Top Opportunities Closed (Last 90 Days) What are the biggest sales opportunities that your sales team has closed over the last 90 days? This widget lists the top opportunities, by total revenue amount. Click an opportunity to access its details. Opportunities Sales History
Top Opportunities Closing this Month What are the big sales opportunities that your organization can’t afford to lose? This widget lists the top opportunities, by total revenue amount, expected to close in the current month. Click an opportunity to access its details. Opportunities Sales Manager
Widget Name Description Entity Tabs
Organizations By Classification This widget shows you the breakdown of customer accounts, by classification. It also shows you how many customers do not have a classification. Organizations No tabs
Organizations By Region This widget shows you the breakdown of customer accounts by region. It also shows you how many customers do not have a region. Organizations No tabs
Organizations by Manager This widget shows you the breakdown of customer accounts, by account manager. Organizations No tabs
Organizations by Last Active Month How long has it been since you interacted with your most important customers? This widget lets you easily see if you have customers that have not received any attention in the last several months. Organizations No tabs
Organizations by Survey Score This widget gives you the breakdown of account survey score, for customer accounts. It also shows you how many customers do not have a survey score. Organizations No tabs
Widget Name Description Entity Tabs
Out of Office this Week

Where are my co-workers, for whom I am a timesheet approver? Check who in your organization will be out of the office this week. Use filters to narrow the list by Department or workgroup.
Also filter for amount of time out by daily hours out of office or days out of office, or by resource availability (for example, hours > or < resource availability).

NOTE  This widget will only display dates in the future. Absences earlier in the week are filtered out.

 Out of Office Project Manager - Projects
Out this Week

Where are my employees? Check who in your organization will be out of the office this week. Use filters to narrow the list by department, workgroup, and/or timesheet approver.
Also filter for amount of time out by daily hours out of office or days out of office, or by resource availability (for example, hours > or < resource availability).

NOTE  This widget will only display dates in the future. Absences earlier in the week are filtered out.

 Out of Office Owner
Widget Name Description Entity Tabs

Sales, Payments, & Refunds - Last 90 Days

How much have you sold (invoiced), collected, and refunded in the last 90 days? This widget gives you a summarized view of your invoicing and payment activity.

Payments

No tabs

Top Payments by Account - Last 90 Days

Which accounts have the highest payment amounts in the last 90 days? This widgets shows the top 25 accounts.

Payments

No tabs

Top Unapplied Payments by Account

Which accounts have payment amounts that can be applied to invoices? This widgets shows the top 25 accounts.

Payments

No tabs
Widget Name Description Entity Tabs
Count of Pending Billing Items Do you have a lot of high-value billing items waiting to be posted? Are there old billing items that have fallen through the cracks? This widget shows you the count of billing items over $1000 and under $500, as well as the total number of recurring service items, that are waiting to be posted. Pending Billing Items Billing
Pending Revenue Are there billing items that need to be posted? Two gauges show the amount pending (ready to post) in the current month and the amount pending from the previous month's items that are not yet posted. A third gauge shows you any remaining pending billing items from more than two months ago. Pending Billing Items Billing
Pending Revenue by Customer Which customers have the highest value of billing items that need to be posted? This widget shows the five customers with the most pending revenue. All remaining customers are grouped as "Other". Pending Billing Items Billing
Pending Revenue by Day How does your revenue trend look over the last 30 days? This widget shows you the amount of pending revenue, based on item date, over the last 30 days. Pending Billing Items Billing
Pending Revenue by Item Type How much, and what types, of pending revenue is waiting to be posted? This widget shows the distribution of pending revenue by billing item type (ex: Labor, Charges, Milestones, etc.). Pending Billing Items Billing
Pending Revenue by Month & Contract Type What does your long-term revenue stream currently look like? This widget shows the amount of currently pending revenue by month through the end of the current year. For each month, it shows the distribution of that revenue by billing item type. Pending Billing Items Billing
Pending Revenue by Project How much pending revenue is waiting to be posted per project? This widget shows the five projects with the most pending revenue. All remaining projects are grouped as "Other". Pending Billing Items Billing
Recurring Service Revenue Forecast How healthy is your recurring service contract billing projection? This widget shows you the pending amount of billable services through the end of the current year. Pending Billing Items Finance
Top Revenue Projects (Last 3 Months) Which projects resulted in the highest total revenue over the last three months? This widget lists the top projects along with their posted revenue amount. Click a project to access its details. Pending Billing Items Finance
Widget Name Description Entity Tabs
Amount Posted Is your company's monthly billing revenue meeting your expectations? Two gauges compare the amount posted in the current month to the amount posted in the previous month. Posted Billing Items Finance
Most Profitable Accounts (Current Month) Which customers generate the highest profit (revenue minus cost)? This widget shows your top 10 customers, by profit. If you want, you can easily reverse this chart to display the 10 customers who generate the least profit. You may also adjust the widgets "Report On" to show profitability (%) instead of profit. Posted Billing Items Finance
Revenue by Contract Category (Current Month) Which contract categories are making you the most revenue and the least revenue? This widget shows you the distribution of revenue by contract category for the current month. Posted Billing Items Finance
Revenue by Contract Type (Current Month) Which contract types are making you the most revenue and the least revenue? This widget shows the distribution of revenue for the current month grouped by contract type, for example, recurring service, or time & materials. Posted Billing Items Finance
Revenue by Month What is your company's short term revenue trend? This widget shows your posted revenue trend for the last three months. Posted Billing Items Finance
Top Revenue Accounts (Current Month) Which customers generate the most revenue? This widget shows your top five customers, by revenue. If you want, you can easily reverse this chart to display the five customers who generate the least revenue. Posted Billing Items Finance
Top Revenue Accounts List (Current Month) Which customers generate the highest revenue? This widget shows your top five customers, by revenue amount, in list format. If you want, you can easily reverse this chart to display the five customers who generate the least revenue. Posted Billing Items Finance
Widget Name Description Entity Tabs
Procurement Summary Do you have a bottleneck in procurement? This widget shows a count of items waiting purchase approval, waiting purchasing/fulfillment, waiting to be received, and waiting to be delivered/shipped. This widget replaces the inventory counts that previously displayed in the Inventory module's left navigation menu. Inventory No tabs
Widget Name Description Entity Tabs
My Overdue Tasks by Project Which projects have overdue tasks where you are a resource assigned to the task? This widget lists all projects that have overdue tasks where you are a primary or secondary resource. For each project it shows the count of overdue tasks and the remaining hours. Project Tasks Project Team Member
My Overdue Tasks by Status You know you have overdue project tasks where you are an assigned resource, but do you know where they are getting stalled? This widget shows your overdue project tasks grouped by their current status. Project Tasks No tabs
My Remaining Hours Due

Do you have enough time to finish all of your tasks that are due this week or next week? This widget shows the number of remaining hours for all of your tasks due during the current week and the number of hours remaining for all of your tasks due next week.

NOTE  The Current Week starts on the First Day of Week defined in your Internal Location. It can either be set to Sunday or Monday.

 Project Tasks Project Team Member
My Task Summary Which of your assigned tasks should you be working on? This widget shows you a count of your tasks that are due today, due this week, and tasks that are overdue. Project Tasks Project Team Member
My Tasks Coming Due Summary How far behind are you with your tasks? This widget shows a count of tasks where you are an assigned resource that are due this week and due next week. Project Tasks Project Team Member
My Tasks Due this Week by Status How many of your assigned tasks are due this week and what is their current status? This widget shows the count of tasks, grouped by status. Project Tasks Project Team Member
My Tasks Ending Soon (Next 7 Days or Overdue) What tasks should you be working on right now? View non-complete project tasks that are assigned to you and are either past their end date or have an end date in the next 7 days. Click a task to access its details. Project Tasks My Work
Overdue Task Metrics How far behind is your organization, from a task perspective? This widget shows a count of non-complete tasks that are past their end date and the total remaining hours for those tasks. Project Tasks Project Manager - Tasks
Overdue Task Remaining Hours You know you have non-complete tasks that are past their end date, but how much work is remaining on these tasks? This widget shows you the total remaining hours for tasks that were supposed to end in the last three days, the last 4-7 days, and more than 7 days ago. Project Tasks Project Manager - Tasks
Overdue Tasks by Project Which projects have the largest number of overdue tasks? This widget shows a list of projects that have overdue tasks, the count of overdue tasks, and the remaining hours for each project. Click a project to access its details. Project Tasks Project Manager - Tasks
Overdue Tasks by Resource Which of your project team members have the highest number of overdue tasks? This widget shows a count of past due tasks for each resource. Project Tasks Project Manager - Tasks
Overdue Tasks by Status You know you have overdue project tasks, but do you know where they are getting stalled? This widget shows you which statuses these overdue tasks are currently in. Project Tasks Project Manager - Tasks
Remaining Hours Due

Do you have adequate resources to finish all of your tasks that are due this week or next week? This widget shows the number of hours remaining for all tasks due during the current week and the number of hours remaining for all tasks due next week.

NOTE  The Current Week starts on the First Day of Week defined in your Internal Location. It can either be set to Sunday or Monday.

 Project Tasks Project Manager - Tasks
Remaining Hours Due this Week by Resource Which of your project team members have the most remaining work on overdue tasks? This widget shows the number of remaining hours for each resource. Project Tasks Project Manager - Tasks
Task Count - Time to Complete (Last 30 Days) How long is it taking your Projects organization to complete their tasks? This widget shows a count of tasks that have been completed in the last 30 days, grouped by the amount of time worked on the task (< 1 Hour, 1 to < 4 Hours, 4+ Hours). Project Tasks No tabs
Tasks Coming Due Summary How far behind is your organization with their tasks? This widget shows a count of tasks that are due this week and due next week. Project Tasks Project Manager - Tasks
Tasks Completed Last 7 Days by Department Which departments are associated with the most recently completed tasks? This widget shows the number of tasks completed for each department, over the last 7 days. Project Tasks Project History
Tasks Completed Last 7 Days by Line of Business Which lines of business are associated with the most recently completed tasks? This widget shows the number of tasks completed for each line of business, over the last 7 days. Project Tasks No tabs
Tasks Completed Last 7 Days by Work Type Which work types are assigned to the most recently completed tasks? This widget shows the number of tasks completed for each work type, over the last 7 days. Project Tasks Project History
Tasks Due this Week by Status What tasks are due this week and what is their current status? This widget shows the count of tasks, grouped by status. Project Tasks Project Manager - Tasks
Tasks Overdue > 6 Months Which tasks are the furthest overdue? This widget shows a count of tasks that are more than 6 months overdue, along with the number of remaining hours on those tasks. Project Tasks Project Manager - Tasks
Worked Hours - Time to Complete (Last 30 Days) How much time is your organization spending on quick tasks vs. longer tasks? This widget shows the total number of hours worked on tasks that were completed in the last 30 days grouped by the amount of time worked on the task (< 1 Hour, 1 to < 4 Hours, 4+ Hours). Project Tasks No tabs
Widget Name Description Entity Tabs
Active Project Count & Remaining Hours by End Month How many active projects are scheduled to end in the next three months and how much work is remaining on them? This widget shows the count of projects scheduled to end each month and the total remaining hours for each month. Projects Project History
Active Project Progress What projects are behind schedule? This widget displays your active projects, along with the remaining hours and % complete (from both an hours perspective and a task perspective) of each project. Click a project to access details. Projects Project Manager-Projects
Active Projects by % Complete (Hours) Which projects are almost complete and which are far from complete? This widget shows you the distribution of active projects by the % complete (hours). Projects Project Manager-Projects
Active Projects by Department What are your most active departments? This widget shows count of active projects grouped by department. Projects Project Manager-Projects
Active Projects by Lead Who are your busiest project managers? This widget shows count of active projects grouped by lead. Projects Project Manager-Projects
Active Projects by Line of Business What are your most active lines of business? This widget shows count of active projects grouped by line of business. Projects No tabs
Active Projects by Project Type Do you have enough active projects to keep your team busy? This widget shows count of active projects by type (Proposal, Internal, Client). Projects No tabs
My Active Projects What projects should you be concerned with? This widget lists the active projects where you are a team member, and displays the project lead and status of each project. Click a project to access its details. Projects Project Team Member
My Project Remaining Hours by End Month & Status How much work is remaining on projects that were scheduled to end in the last three months or in the next three months, where you are a team member? Each column of this stacked bar chart shows you the remaining hours grouped by scheduled end month, and each bar segment represents a project status. Projects Project Team Member
New Projects (Last 30 Days) Are there any new projects that you are not aware of? This widget lists active projects that have started in the last 30 days. Click a project to open its details. Projects Project Manager-Projects
Open Projects by Status Do you have any projects that are stalled in a certain status? This widget shows you the distribution of active projects by status. Projects Project Manager-Projects
Overdue Project Metrics Are there any projects that were not finished on time? This widget shows the count of all overdue projects and the total number of hours remaining on those projects. Projects Project Manager-Projects
Overdue Projects Are there any projects that were not finished on time? This widget lists all projects that are still active, even though their end date is in the past, along with the % complete (hours) for each project. Click a project to open its details. Projects No tab
Project Remaining Hours by End Month & Status How much work is remaining on projects that were scheduled to end in the last three months or in the next three months? Each column of this stacked bar chart shows you the remaining hours grouped by scheduled end month, and each bar segment represents a project status. Projects Project History
Project Summary Do you know what your Project organization is working on? This widget provides a quick look at the number of active and overdue projects you have, as well as a count of projects that have been completed in the last 10 days. It also provides the count of projects that started in the last 10 days, projects ending in the next 10 days, and projects that have gone overdue in the last 10 days. Projects Owner
Projects Completed (Last 30 Days) Which projects have been completed recently? This widget lists the projects that have been completed in the last 30 days. Click a project to access its details. Projects Project History
Projects Completed Over/Under Estimated Hours (Last 30 Days) Are you completing your projects within the allocated time budget? This widget shows the count of projects that were completed in the last 30 days in less than 75% of the estimated hours, between 75 - 100% of the estimated hours, or over the estimated hours budget. Projects Project History
Projects Ending this Month Are there any projects at risk of not being finished on time? This widget lists all projects scheduled to end in the current month, along with the % complete (hours) for each project. Click a project to open its details. Projects Project Manager-Projects
Widget Name Description Entity Tabs
Largest Outstanding Purchase Orders Which important purchase orders might need your attention? This widget shows you the highest-valued open purchase orders including their vendor. Purchase Orders No tabs
Open Purchase Orders by Status What is the status of your open purchase orders? This widget shows you the count of open purchase orders in each status. Purchase Orders No tabs
Overdue Purchase Orders by Vendor Where are purchase orders falling through the cracks? This widget shows you which vendors you have overdue purchase orders with. Purchase Orders No tabs
  Description Entity Tabs
Quoted Items by Projected Close Month & Item Type What types of items are you projecting to close in the next few months? This widget breaks down revenue by projected close month and item type. Quote Items No tabs
Quoted Items Closing this Month by Item Type What types of quoted items might you have to fulfill this month? This widget shows you all quoted items, grouped by item type, for opportunities that are projected to close in the current month. Quote Items No tabs
Quoted Products Closing this Month by Category What quoted products might you have to fulfill this month? This widget shows you all quoted products, grouped by product category, for opportunities that are projected to close in the current month. Quote Items No tabs
  Description Entity Tabs
My Quotes (including versions) Closing this Month Are you having trouble keeping track of your quote versions? This widget shows you all quotes, including non-primary quotes, where you are the opportunity owner and the opportunity is projected to close in the current month. The widget indicates which quote is the primary quote for its associated opportunity. Apply additional filters to use this as a saved search for your quote versions. Quote No tabs
Quotes Expiring by Month Which quotes are expiring in the coming months? This widget shows you the count and revenue of quotes by expiration month so you know where to concentrate your efforts. Quote No tabs
Widget Name Description Entity Tabs
Recurring Tickets Ending (Next 3 Months) Which of your recurring tickets are coming to an end in the next three months? This widget shows you the count of recurring ticket templates whose final instance's due date is sometime in the next three months, grouped by month. Recurring Ticket Templates No tabs
Widget Name Description Entity Tabs
My Schedule Today What to-dos, service calls, and appointments are on your calendar for today? This widget gives you a quick overview of your schedule. Scheduled Items No tabs
My Scheduled Items Pipeline What does your upcoming service call / to-do / note / appointment schedule look like over the next several months? This widget breaks down your schedule items by month.    
My Team's Schedule Today What to-dos, service calls, and appointments are on your calendar for today? This widget gives you a quick overview of your schedule. Scheduled Items No tabs
Widget Name Description Entity Tabs
My Service Calls Today What does your service call schedule look like today? See service calls that you are assigned to today, in a table format. Access the service call's details in one click. Service Calls No tabs
Widget Name Description Entity Tabs
Aged Stocked Items (24 Months) Which stocked items have been in inventory longer than 24 months? This widget shows aging stocked items in inventory. Stocked Item No tabs
Reserved Stocked Items Which of my Stocked Items are currently reserved? This widget displays the number of reserved units per Stocked Item. Stocked Item No tabs
Widget Name Description Entity Tabs
New Subscriptions This Month by Vendor Which vendor have you been seeing the most subscription activity with? This widget shows you how many new subscriptions were created, per vendor, in the current month. Subscriptions No tabs
Subscriptions Expiring Next 30 Days Which subscriptions are expiring soon? This widget shows subscriptions expiring in the next 30 days. Subscriptions No tabs
Subscriptions Starting Next 30 Days Which subscriptions are starting (becoming effective) soon? This widget shows subscriptions starting in the next 30 days. Subscriptions No tabs

IMPORTANT  Survey widgets will not display any data unless the user has permission to view organization and contact and resource survey ratings.

Widget Name Description Entity Tabs
Avg Survey Score (30 days) How do your customers perceive your business? These three gauges show the average Organization, Contact, and Resource survey scores over the last 30 days. Surveys Owner
Lowest Survey Scores (Last 7 Days) Who are your unhappy customers? This widget shows your accounts with the lowest survey scores over the last 7 days. You may want to reach out to these accounts before a small problem becomes a big problem. Surveys Service History
My Survey Score (Last 90 Days) Everyone wants to know how they are doing. This gauge shows you your average survey score over the last 90 days. Surveys No tabs
Widget Name Description Entity Tabs
All Alerts by Device Type (Last 90 Days) Which device types are the most problematic? This widget shows the breakdown of Datto RMM alert tickets by device. Tickets Datto RMM Alerts
All Alerts by Manufacturer (Last 90 Days) Which manufacturers' devices are the most problematic? This widget shows the breakdown of Datto RMM alert tickets by manufacturer. Tickets Datto RMM Alerts
Avg Hours Worked per Completed Ticket (by Month) Is your service team getting better at completing tickets faster? This widget shows the average hours worked to complete a ticket for each month over the past year. Tickets Service History
Avg Hours Worked per Completed Ticket (by Queue) Which queues contain the most time-consuming tickets? This widget shows the average hours worked to complete a ticket for each of your queues. Tickets Service History
Backup Tickets in the Last 30 Days by Organization How many tickets related to backup have been created recently? This widget displays, for each organization, the number of tickets created in the last 30 days that have been tagged with tags in the Backup, Backup/BCDR, or Datto BCDR tag groups. Tickets No tab
Completed Tickets by Resource (last 10 days) Which of your resources have been completing the most tickets? This widget shows a count of the tickets completed in the last 10 days for each of your resources. Tickets Service History
Created vs Completed Alerts (Last 7 Days) This widget provides a look at the number of Datto RMM alert tickets created vs. completed over the last 7 days. Tickets Datto RMM Alerts
Datto Alerts By Device OS Version How many Datto BCDR Alerts are open and what are the OS versions of the devices associated with the alerts? This widget displays the count of active Datto Alerts grouped by device OS version. Tickets Datto Alerts
Datto Alerts By Priority How urgent are your open alert tickets? This widget provides the distribution of open Datto BCDR alert tickets by priority. Tickets Datto Alerts
Datto Alerts By Product What products have been generating Datto alerts and how many alerts are generated by the different products? Which products generate the most alerts? This widget displays the number of alerts created by Datto BCDR , grouped by Product. Tickets Datto Alerts
Datto Alerts Coming Due How many open Datto BCDR alerts are due today? This widget presents a count of open tickets with due date = today's date. Tickets Datto Alerts
Datto SLA - First Response Summary Where have you missed your SLA First Response commitments for Datto BCDR alerts, and where are you in jeopardy of missing them? This widget gives a quick way to stay on top of your Datto BCDR alerts whose First Response is due soon. The three gauges show a count of Datto BCDR alert tickets where you are the Primary Resource and the First Response is overdue, due in less than one hour, and due in the next two hours. Tickets Datto Alerts
First Response Met (Last 7 Days) Are you getting better or worse at meeting your service level agreement First Response deadlines? This widget shows the count of tickets where you have met and missed your First Response deadlines for each of the last 7 days. Tickets Owner,
Service History
First Response Met Today Are you getting back to your customers as quickly as your service level agreements say you should be? This simple two-segment chart shows you the count of tickets that have a SLA First Response due today, and whether or not you have satisfied that First Response deadline. Tickets Service Manager
Hours Worked (To Complete Ticket) How much effort is your service team spending to complete tickets? This widget shows the count of complete tickets that had less than one hour of work, 1-8 hours of work, and more than 8 hours of work. Tickets Service History
Most Recent Alerts This widget provides a list of the most recent Datto RMM alert tickets. Tickets Datto RMM Alerts
Most Recent Datto Alerts This widget provides a list of the 10 Datto BCDR alert tickets created most recently. Tickets Datto Alerts
My First Response Met Today Are you getting back to your customers as quickly as your service level agreements say you should be? This simple two-segment chart shows you the count of tickets (where you are the Primary Resource) that have a SLA First Response due today, and indicates whether you have satisfied that First Response deadline. Tickets No tabs
My Open Ticket Backlog by Age (Days) How old are your non-complete tickets? This widget groups non-complete tickets (where you are the Primary Resource) by the number of days since they were created, and gives you a count of tickets that fall in each age range. Tickets No tabs
My Open Tickets Do you want a high-level view of your personal ticket load? This widget includes gauges that show a count of open tickets that are new, overdue, and critical (where you are the Primary Resource). Tickets Service Technician
My Open Tickets (Non-Recurring) What does your service team's ticket load look like? This widget shows a count of total open tickets, open tickets that do not have a Primary Resource assigned, and unassigned open tickets with a Critical priority. This widget does not include Recurring tickets. Tickets Service Technician
My Open Tickets by Organization Which customers are keeping you the busiest, from a ticketing perspective? This widget shows the count of non-complete tickets assigned to you (where you are the Primary Resource) for your top customers. Tickets No tabs
My Open Tickets by Issue/Sub-Issue What types of issues are generating the highest number of tickets? This widget shows your top issue types based on tickets where you are the Primary Resource. Each issue type bar is divided into segments representing sub-issue types. Tickets Service Technician
My Open Tickets by Priority What tickets should you be focusing on right now? This widget provides a breakdown of your open tickets (where you are the Primary Resource) by priority. Tickets Service Technician
My Open Tickets by Queue What queues are my open tickets in? This widget shows the count of your open tickets (separately for recurring and non-recurring), where you are the Primary Resource, by queue. Tickets No tabs
My Open Tickets by Status What tickets haven't been worked yet? Do you have a lot of tickets getting stuck at specific statuses? This widget shows a count of your open tickets (where you are the Primary Resource), grouped by status, for the 10 statuses with the highest ticket count. Tickets Service Technician
My Open Tickets Due In Next 7 Days (or Overdue) What tickets do you need to work on over the next 7 days? See the distribution of tickets that are assigned to you (as the Primary Resource) and are due in the next 7 days (or are already overdue) grouped by Priority. This allows you to easily find the most important tickets coming due or overdue. Tickets No tabs
My Open Tickets In My Queues What queues are my open tickets in? This widget shows the count of your open tickets (separately for recurring and non-recurring), where you are the Primary Resource, by queue. Tickets Service Technician
My Overdue Tickets by Due Date & Priority (Last 10 Days) How well are you keeping up with your important tickets? Each column represents the count of tickets (where you are the Primary Resource) due on the date indicated. Each colored segment on a column shows how many of the tickets are assigned to each priority, making it easy to locate your most critical overdue tickets. Tickets My Work
My SLA - First Response What tickets need your immediate attention to meet upcoming SLA First Response goals? Which tickets have already missed their goals? This widget quickly shows you how many tickets assigned to you (as the Primary Resource) have missed their SLA First Response deadline, and how many are due soon so you can avoid missing First Response on other tickets. Tickets My Work
My SLA - First Response Summary Where have you missed your SLA First Response commitments, and where are you in jeopardy of missing them? This widget gives a quick way to stay on top of your tickets whose First Response is due soon. It shows a count of tickets (where you are the Primary Resource) whose First Response is overdue, due in less than one hour, and due in the next two hours. Tickets Service Technician
My Survey Scores - Count of Surveys (Last 7 Days) How are your recent survey scores distributed? Do you have a lot of good scores or a lot of bad scores? This widget shows the count of survey responses for tickets where you are the Primary Resource, where the score is 4 to 5, 3 to < 4, and 1 to < 3. Tickets No tabs
My Ticket Summary Do you want a high-level view of your personal ticket load? This widget includes gauges that show a count of total tickets open, due today, and overdue (where you are the Primary Resource). Tickets My Work
My Tickets Coming Due What tickets will be overdue soon if you don't work on them? This widget shows the count of your tickets (where you are the Primary Resource) that are due today, due tomorrow, and due in the next 7 days. Tickets Service Technician
My Tickets Completed (Last 7 Days) Is your short-term ticket completion trending upward or downward, and how does this impact your operations? This widget shows the number of tickets (where you are the Primary Resource) that were completed each day over the last 7 days. Tickets No tabs
My Tickets Due Today (or Overdue) What tickets are overdue and what tickets will be overdue if you don't complete them today? This widget lists tickets (where you are Primary Resource) that are already overdue or are due today. Click a ticket to access its details. Tickets My Work,
Service Technician
New Datto Alerts vs. Completed Datto Alerts This widget provides a look at the number of Datto BCDR alert tickets created vs. completed over the past 6 months. Tickets Datto Alerts
Newest Tickets (Open) What types of issues are your customers reporting today? This widget shows the last 10 tickets created. Tickets No tabs
Open Alerts Is Datto RMM creating a lot of alert tickets? This widget provides the count of Datto RMM alert tickets that have a status of New, are overdue, and are Critical priority. Tickets Datto RMM Alerts
Open Alerts by Device Type Which device types are responsible for the most urgent alert tickets? This widget provides a breakdown of open Datto RMM alert tickets by device type and priority. Tickets Datto RMM Alerts
Open Alerts by Device Patch Status This widget provides the distribution of open RMM alert tickets by device patch status. Tickets Datto RMM Alerts
Open Alerts by Priority How urgent are your open alert tickets. This widget provides the distribution of open Datto RMM alert tickets by priority. Tickets Datto RMM Alerts
Open Alerts Summary This widget provides a high-level summary of Datto RMM alert tickets, including total due today, total in New status, total overdue, and a total of Critical and High priority. Tickets Datto RMM Alerts
Open Datto Alert Summary This widget shows which open Datto BCDR Alert tickets are Problem or Change Order tickets, and which tickets are waiting for a customer response. Tickets Datto Alerts
Open Datto Alerts This widget has three gauges that each provide the count of Datto BCDR alert tickets at a different key point: ticket status is New, ticket is overdue, and ticket is unassigned. Tickets Datto Alerts
Open Desktop and Laptop Alerts This widget provides a breakdown of open Datto RMM alert tickets pertaining to desktops and laptops. Tickets Datto RMM Alerts
Open Monitor Alerts This widget provides a high-level summary of monitor-related Datto RMM alert tickets, including total Critical or High priority, total in New status, and a breakdown of devices Offline and Offline for more than three days, as well as Disk Usage issues. Tickets Datto RMM Alerts
Open Server Alerts This widget provides a breakdown of open Datto RMM alert tickets pertaining to servers. Tickets Datto RMM Alerts
Open Ticket Backlog by Age (Days) Where have tickets fallen through the cracks? This widget groups non-complete tickets by the number of days since they were created, and provides a count of tickets in each range of days. Tickets No tabs
Open Ticket Backlog by Resource Do you have resources with too many non-complete tickets? Are there other resources with very few non-complete tickets that could help them with their workload? This widget shows a count of non-complete tickets for your resources. Tickets Service Manager
Open Ticket Summary Is your Help Desk or service team struggling to keep up with open tickets? These gauges show the number of tickets that have been created and completed, as well as the total number of open tickets. It also shows how many open (non-complete) tickets are in the New status, are Critical priority, and the percent of tickets that have met their first response in the last 10 days. Tickets Owner
Open Tickets Do you want a high-level view of your service team's ticket load? This widget shows a count of total open tickets, overdue tickets, and open critical tickets. Tickets Service Manager
Open Tickets (Non-Recurring) What does your service team's ticket load look like? This widget shows a count of total open tickets, open tickets that do not have a Primary Resource assigned, and open Critical tickets that do not have a Primary Resource. This widget does not include Recurring tickets. Tickets Service Manager
Open Tickets by Organization Which customers are keeping your company the busiest, from a ticketing perspective? This widget shows the count of non-complete tickets for your top customers. Tickets No tabs
Open Tickets by Issue/Sub-Issue What types of issues are generating the highest number of tickets? This widget shows your top issue types. Each issue type bar is divided into segments representing sub-issue types. Tickets Service Manager
Open Tickets by Priority What tickets should you be focusing on right now? This widget show a breakdown of open tickets by priority. Tickets Service Manager
Open Tickets by Queue What do your queues look like? This widget shows the count of open tickets (separately for recurring and non-recurring) by queue. Tickets Service Manager
Open Tickets by Queue (Pie Chart) What do your queues look like? This widget shows the count of open tickets (separately for recurring and non-recurring) by queue. Tickets No tabs
Open Tickets by Resource Do you have any resources with too many non-complete tickets? Are there other resources with very few non-complete tickets that could help them with their workload? This widget shows distribution of non-complete tickets across your resources. Tickets No tabs
Open Tickets by Resource & Priority Which resources have the most open critical tickets? The bars on this widget show the count of open tickets by resource. The bar segments show the priorities of those tickets. Tickets No tabs
Open Tickets by Status What tickets haven't been worked yet? Do you have a lot of tickets getting stuck at specific statuses? This widget shows a count of your open tickets, grouped by status, for the 10 statuses with the highest ticket count. Tickets Service Manager

Open Tickets by Work List

Who has what tickets in their Work List? This widget shows the number of tickets in each resource's Work List.

Tickets

No tabs
Open Tickets for Devices with Missing Patches Are you spending a lot of time supporting devices that are missing patches? This widgets displays the count of open ticket and Waiting Customer tickets for devices that have one or more missing patches. Tickets No tabs
Open Tickets in My Queues What do your queues look like? This widget shows the count of open tickets (separately for recurring and non-recurring) by queue. Tickets Service Technician
Overdue Tickets by Resource Which resources have the most overdue tickets? This widget shows you the distribution of overdue tickets by Primary Resource. Tickets No tabs
SLA - First Response Summary Where has your service team missed its SLA First Response commitments, and where is it in jeopardy of missing them? This widget provides a quick way to stay on top of tickets whose First Response is due soon. It shows a count of tickets whose First Response is overdue, due in less than one hour, and due in the next two hours. Tickets Service Manager
SLA - Resolution Where you have you missed your SLA Resolution commitments, and where are you in jeopardy of missing them? This widget gives you a quick way to stay on top of tickets whose Resolution is due soon. It shows a count of tickets whose Resolution is overdue, due today, and due in the next 48 hours. Tickets No tabs
SLA - Resolution Elapsed Business Hours (Last 7 Days) How long, in business hours, has it been taking your service team to resolve tickets? This widget shows a count of tickets resolved in the last 7 days, grouped by range of hours that it took to meet resolution: 0 - 4 business hours, 4 - 16 business hours, and more than 16 business hours. Tickets No tabs
Ticket Summary How has your Help Desk or service team been doing for the last 10 days? These three gauges show you the number of tickets that have been created and completed, as well as the total number of open tickets. Tickets Service History
Tickets Coming Due What tickets will be overdue soon if your technicians don't work on them? This widget shows the count of tickets due today, due tomorrow, and due in the next 7 days. Tickets Service Manager
Tickets Completed (Last 10 Days) Is your short-term ticket completion trending upward or downward, and how does this impact your operations? This widget shows the number of tickets completed by day over the last 10 days. Tickets Service History
Tickets Completed by Month Is your long-term ticket completion trending upward or downward? This widget shows you the number of tickets completed by month. Tickets   No tabs
Tickets Completed Today by Queue What queues have seen the most completed tickets today? This widget shows you the distribution of tickets completed today by queue. Tickets  No tabs
Tickets Created (Last 10 Days) Is your short-term ticket creation trending upward or downward, and how does this impact your operations? This widget shows the number of tickets created by day over the last 10 days. Tickets Service History
Tickets Created by Day of Week (Last 4 Weeks) On which days do you have the most or the least tickets coming in, and how does this impact your staffing and operations? This widget shows the number of tickets created by day of week over the last 28 days. Tickets Service History
Tickets Created by Month (Last 365 Days) Is your long-term ticket creation trending upward or downward, and how does this impact your operations? This widget shows the number of tickets created by month over the past year. Tickets Service History
Tickets Created For Devices with Missing Patches Are missing patches causing excessive amounts of tickets to be created? This widgets shows you, for each of the last 7 days, how many tickets were created for devices that have one or more missing patches. Tickets No tabs
Tickets Created in the Last 7 Days by Tag What kinds of specific topics are appearing most on recent tickets? This widget lists tickets created in the past 7 days, grouped by tag. Remember that a ticket can have up to 30 tags, so the same ticket might appear in more than one group. Tickets No tabs
Tickets Created in the Last 7 Days by Tag Group What kinds of general topics are appearing most on recent tickets? This widget lists tickets created in the past 7 days, grouped by tag group. Remember that a ticket can have up to 30 tags, and more than one tag can belong to the same group, too. Tickets No tabs
Tickets Created Today by Queue What queues have seen the most new tickets today? This widget shows you the distribution of tickets created today by queue. Tickets No tabs
Tickets Created vs. Completed (Last 7 Days) Are you completing more tickets than you are creating? This widget shows the total number of tickets that were created vs. completed over the last 7 days. Tickets No tabs
Top Customers with Datto Alerts This widget shows which accounts have the most open Datto BCDR alert tickets. Tickets Datto Alerts
Top Customers with Open Alerts This widget provides a view of the customers that have the most open Datto RMM alert tickets. Tickets Datto RMM Alerts
Top Datto Devices with Alerts (Last 90 Days) Which devices have created the most Datto BCDR alerts in the last 90 days? Tickets Datto Alerts
Top Devices with Critical Alerts (Last 90 Days) Which Datto RMM devices have created the most Critical alerts in the last three months? This widget gives you a list of those devices so you know where to concentrate your efforts - or even replace those devices. Tickets Datto RMM Devices
Unassigned Open Tickets by Queue Are you looking for ticket work? This widget shows you the count on non-complete tickets without an assigned resource, for each of your queues. Tickets Service Technician
Unassigned Tickets Due Today by Priority What are the important tickets due today that do not have a resource assigned? This widget shows you all tickets without an assigned resource that are due today or are overdue, grouped by Priority. Tickets Service Manager
Widget Name Description Entity Tabs
Time Off (Approved & Waiting Approval) - Next 30 Days When are your resources out of the office and who has pending time off requests? This widget shows a count of time off requests that have been approved and that are waiting your approval (submitted), over the next 30 days. Time Off Requests No tabs
Time Off Waiting My Approval - Next 30 Days Are there any pending time off requests that need your approval? This widget shows a count of time off requests that are waiting your approval (submitted), over the next 30 days. Time Off Requests No tabs
Time Off Waiting My Approval by Resource - Next 30 Days Which resources have pending time off requests? This widget shows a count of time off requests, by resource, that are waiting your approval (submitted), over the next 30 days. Time Off Requests No tabs
Upcoming Time Off Waiting My Approval This simple table widget shows you the next 25 time off requests that are waiting your approval. You may approve or reject these time off requests directly from the widget. Time Off Requests No tabs
Widget Name Description Entity Tabs
Timesheets Waiting My Approval (Year to Date) Are there any timesheets that are waiting for your approval? If so, they will be included in this widget. Timesheets No tabs
Unsubmitted Timesheets by Resource (Year to Date) Which resources are not submitting their timesheets? This widget gives you a quick view of the compliance of timesheet submission, for the current year. Timesheets No tabs
Widget Name Description Entity Tabs
My Non-Complete To-Dos by End Date What are your near-term To-Dos, and when are (or were) you supposed to do them? This widget shows your distribution of non-complete To-Dos grouped by end date and action type. To-Dos & Notes Salesperson
My Overdue To-Dos Are you falling behind with your To-Dos, or are you doing them but forgetting to mark them as Complete? This widget shows a count of your overdue To-Dos grouped by action type. To-Dos & Notes Salesperson
My To-Dos What To-Dos should you be working on right now? Three gauges quickly show you the number of non-complete To-Dos assigned to you that are overdue, due today, or due over the next 7 days. To-Dos & Notes My Work
My To-Dos Summary Are you losing track of your To-Dos? This widget shows a count of your overdue To-Dos, your To-Dos due today, and your To-Dos due in the next 7 days (not including those due today). To-Dos & Notes Salesperson
My To-Dos Today (or Overdue) What does your To-Do schedule look like today? See To-Dos that you are assigned to today, plus ones that are overdue, in a table format. Access the To-Do's details in one click. To-Dos & Notes No tabs
Overdue To-Dos by Resource & Action Type (Last 30 Days) Who is not completing their To-Dos? This widget shows overdue To-Dos and their action types by resource. To-Dos & Notes Sales Manager
Widget Name Description Entity Tabs
My Hours (Last 7 Days) Have you been recording all of your time over the last 7 days? View your daily hours worked over the last 7 days, by day. You can easily see which days you recorded more or less time than usual. Work Entries No tabs
My Hours this Week

Have you recorded all of your time this week, and have you met your billable goal? These two gauges show the number of hours you have worked on tickets for the current week and the number of billable hours you have worked in the current week.

NOTE  The Current Week starts on the First Day of Week defined in your Internal Location. It can either be set to Sunday or Monday.

 Work Entries My Work
My Hours Today Have you recorded all of your time for today, and have you met your billable goal? These two gauges show the number of hours you have worked on tickets on the current day and the number of billable hours you have worked on the current day. Work Entries My Work
My Hours Worked this Week

Have you recorded all of your time this week, and have you met your billable goal? These two gauges show the number of hours you have worked during the current week, and the number of billable hours you have worked during the current week.

NOTE  The Current Week starts on the First Day of Week defined in your Internal Location. It can either be set to Sunday or Monday.

 Work Entries Service Technician
My Project Work (Last 7 Days) How much time are you spending working projects, and how much of that time is actually billable? These two gauges show you the total number of hours you have spent working on project tasks and the total number of billable hours spent working on tasks, both over the last 7 days. Work Entries Project Team Member
Overall Hours Worked this Week Have your resources logged the number of hours you expected this week? And, how many of those hours are billable? The bars on this widget show the sum of hours worked each day this week. The segments show how many hours are billable vs. non-billable. Work Entries Owner
Project Work (Last 7 Days) How much time is your organization working on projects, and how much of that time is actually billable? These two gauges show the total number of hours spent working on project tasks and the total number of billable hours spent working tasks, both over the last 7 days. Work Entries Project Manager - Tasks
Project Work (Last 90 Days) How much time is your organization working on projects, and how much of that time is actually billable? These two gauges show, for the last 90 days, the total amount of time spent working on project tasks and the total amount of billable time spent working on tasks. Work Entries Project History
Service Hours Worked (Last 10 Days) How much time is your service team working, and how much of that time is actually billable? These two gauges show the total amount of time spent working and the total amount of billable time, both over the last 10 days. Work Entries Service History

Widget descriptions by tabs

Title Description Entity
My Hours Today Have you recorded all of your time for today, and have you met your billable goal? These two gauges show the number of hours you have worked on tickets on the current day and the number of billable hours you have worked on the current day. Work Entries
My Hours this Week

Have you recorded all of your time this week, and have you met your billable goal? These two gauges show the number of hours you have worked on tickets for the current week and the number of billable hours you have worked in the current week.

NOTE  The Current Week starts on the First Day of Week defined in your Internal Location. It can either be set to Sunday or Monday.

 Work Entries
My Open Tickets Do you want a high-level view of your personal ticket load? This widget includes gauges that show a count of total tickets open, due today, and overdue (where you are the Primary Resource). Tickets
My SLA - First Response What tickets need your immediate attention to meet upcoming SLA First Response goals? Which tickets have already missed their goals? This widget quickly shows you how many tickets, where you are the primary resource, have missed their SLA First Response deadline, and how many are due soon so you can avoid missing First Response on other tickets. Tickets
My Tickets Due Today (or Overdue) What tickets are overdue and what tickets will be overdue if you don't complete them today? This widget lists tickets (where you are Primary Resource) that are already overdue or are due today. Click a ticket to access its details. Tickets
My Overdue Tickets by Due Date & Priority (Last 10 Days) How well are you keeping up with important tickets where you are the primary resource? Each column represents the count of tickets due on the date indicated. Each colored segment on a column shows how many of the tickets are assigned to each priority, making it easy to locate your most critical overdue tickets. Tickets
My Tasks Ending Soon (Next 7 Days or Overdue) What tasks should you be working on right now? View non-complete project tasks that are assigned to you as primary resource and are either past their end date or have an end date in the next 7 days. Click a task to access its details. Project Tasks
My To-Dos What to-dos should you be working on right now? Three gauges quickly show you the number of non-complete to-dos assigned to you that are overdue, due today, or due over the next 7 days. To-Dos
My Opportunity Summary (This Month) Do you know the value of the opportunities you have won and lost this month? Three gauges give you a quick look at the value of the opportunities that you have already closed in the current month, that you have forecasted to close in the current month, and that you have lost in the current month. Opportunities
Title Description Entity
Opportunities this Month How productive has your sales team been this month? The two gauges in this widget show the revenue amount for opportunities closed this month vs. quota, as well as the revenue forecasted from remaining active opportunities projected to close this month. Opportunities
Top Opportunities Closing this Month What are the big sales opportunities that your organization can’t afford to lose? This widget lists the top opportunities, by total revenue amount, expected to close in the current month. Click an opportunity to access its details. Opportunities
Avg Survey Score (30 Days) How do your customers perceive your business? These three gauges show the average Organization, Contact, and Resource survey scores over the last 30 days. Surveys
Open Ticket Summary Is your Help Desk or service team struggling to keep up with open tickets? These gauges show the number of tickets that have been created and completed, as well as the total number of open tickets. It also shows how many open (non-complete) tickets are in the New status, are Critical priority, and the percent of tickets that have met their first response in the last 10 days. Tickets
Open Tickets by Priority What tickets should you be focusing on right now? This widget show a breakdown of open tickets by priority. Tickets
Project Summary Do you know what your Project organization is working on? This widget provides a quick look at the number of active and overdue projects you have, as well as a count of projects that have been completed in the last 10 days. It also provides the count of projects that started in the last 10 days, projects ending in the next 10 days, and projects that have gone overdue in the last 10 days. Projects
Active Projects by Department What are your most active departments? This widget shows count of active projects grouped by department. Projects
Expiring Contracts by Contract Type What contracts are due to expire soon or have recently expired? This widget shows, by month, the count of contracts that have expired in the last 30 days and contracts due to expire in the next 60 days. The colored segments show the contract types. Contracts
First Response Met (Last 7 Days) Are you getting better or worse at meeting your service level agreement First Response deadlines? This widget shows the count of tickets where you have met and missed your First Response deadlines for each of the last 7 days. Tickets
Overall Hours Worked this Week Have your resources logged the number of hours you expected this week? And, how many of those hours are billable? The bars on this widget show the sum of hours worked each day this week. The segments show how many hours are billable vs. non-billable. Work Entries
Out this Week Where are my employees? Check who in your organization is out of the office this week. Use filters to narrow the list by department, workgroup, and/or timesheet approver. Also filter for amount of time out by daily hours out of office or days out of office, or by resource availability (for example, hours > or < resource availability). Out of Office
Title Description Entity
Opportunities this Month How productive has your sales team been this month? This gauge will show you the amount closed this month vs. quota, as well as the amount forecasted to close this month. Opportunities
Opportunities Closed this Month by Revenue Type What does your organization's overall new revenue picture look like this month? This widget shows you the total revenue, monthly revenue, and one-time revenue that your sales team has closed in the current month. Opportunities
Sales Funnel this Month (Total Revenue) What stages are your organization's sales opportunities in and what can you realistically expect to close this month? This sales funnel shows the projected revenue amount for opportunities currently in each opportunity stage. Opportunities
Opportunities Closing this Month by Territory Which of your organization's Sales territories are expecting to do well this month and which ones are not? This widget shows the distribution of forecasted opportunities across your territories for the current month. NOTE: This widget does not include opportunities that have already been closed. Opportunities
Opportunities Closing this Month by Probability What opportunities does your sales team really expect to close this month? This widget shows opportunity revenue projected to close in the current month, grouped by probability bands. Opportunities
Top Opportunities Closing this Month What are the big sales opportunities that your organization can’t afford to lose? This widget lists the top opportunities, by total revenue amount, expected to close in the current month. Click an opportunity to access its details. Opportunities
Opportunities Closed this Month by Territory Which of your Sales territories are your organization's top performers this month? This widget shows the distribution of closed opportunities across your territories for the current month. Opportunities
Overdue To-Dos by Resource & Action Type (Last 30 Days) Who is not completing their to-dos? This widget shows overdue to-dos and their action types by resource. To-Dos
Top 5 Sales Reps (Closed this Month) Who are your organization's top performing salespeople this month? This widget shows you your top five sales people based on total revenue closed in the current month. Opportunities
Bottom 5 Sales Reps (Closed this Month) Who are your organization's worst performing salespeople this month? This widget shows your bottom five sales people based on total revenue closed in the current month. Opportunities
Top 5 Sales Reps (Projected this Month) Who are your organization's top prospecting salespeople this month? This widget shows your top five sales people based on total revenue projected to close in the current month. Opportunities
Bottom 5 Sales Reps (Projected this Month) Who are your organization's worst prospecting salespeople this month? This widget shows your bottom five sales people based on total revenue projected to close in the current month. Opportunities
Title Description Entity
Opportunity Amount Closed vs. Quota (Last 90 Days) How has your sales team performed against their quota over the last few months? This widget compares total revenue from opportunities closed to sales quota for the last 90 days Opportunities
Closed Opportunity Comparison How do your sales numbers for this month look compared to last month? How does this month look compared to the same time last year? These three gauges show you the total revenue amount for opportunities closed in the current month, the previous month, and the current month for the prior year. Opportunities
Closed Opportunities by Territory (Last 90 Days) Which of your organization's Sales territories have historically been your best performers? This widget shows the distribution of closed opportunities across your territories for the last 90 days. Opportunities
Opportunities Closed by Market (Last 90 Days) Which of your organization's market segments have historically been your strongest for sales? This widget shows the distribution of closed opportunities across your territories for the last 90 days. Opportunities
Recently Closed Opportunities (Last 10 Days) Is your sales team closing enough business? This widget shows the trend of closed opportunity revenue for the last 10 days so you can see if your organization is trending in the right direction. It also gives you an easy way to find "that opportunity" that was closed three days ago. Opportunities
Opportunities Closed by Month (Revenue & Count) Is your sales team closing bigger sales opportunities now than they were three months ago? This widget shows the trend of opportunity revenue amount closed by month and the count of opportunities closed by month. Opportunities
Top Opportunities Closed (Last 90 Days) What are the biggest sales opportunities that your sales team has closed over the last 90 days? This widget lists the top opportunities, by total revenue amount. Click an opportunity to access its details. Opportunities
Active Opportunities Projected to Close Last Month Are your sales people setting realistic projected close dates? Are certain sales people forgetting to close their opportunities in Autotask? This table shows the top opportunities that were projected to close last month, but for whatever reason, are still active. Opportunities
Top 5 Sales Reps (Closed Last 90 Days) Who are your organization's top performing salespeople over the last 90 days? This widget shows you your top five sales people based on total revenue closed during the last 90 days. Opportunities
Bottom 5 Sales Reps (Closed Last 90 Days) Who are your organization's worst performing salespeople over the last 90 days? This widget shows you your bottom five sales people based on total revenue closed during the last 90 days. Opportunities
Title Description Entity
My Opportunities this Month How productive have you been this month? On this widget, one gauge shows the revenue amount for opportunities that you closed this month vs. quota. The other gauge shows the revenue forecasted from your remaining active opportunities projected to close this month. Opportunities
My Opportunities Closed this Month by Revenue Type What does your overall new revenue picture look like this month? These three gauges show the total revenue, monthly revenue, and one-time revenue that you have closed in the current month. Opportunities
My Sales Funnel this Month (Total Revenue) What stages are your opportunities in and what can you realistically expect to close this month? This sales funnel shows the projected revenue amount for your opportunities currently in each opportunity stage. Opportunities
My Top Opportunities Closing this Month What are the big sales opportunities that you can’t afford to lose? This widget lists the top opportunities, by total revenue amount, that you expect to close in the current month. Click an opportunity to access its details. Opportunities
My Opportunities Closing this Month by Probability What opportunities do you really expect to close this month? This widget shows opportunity revenue projected to close in the current month, grouped by probability bands. Opportunities
My Opportunities Closing this Month by Organization Which of your customers/prospects have a lot of activity expected to close this month? This widget shows the distribution of your forecasted opportunities across your accounts for the current month. NOTE: This widget does not include opportunities that have already been closed. Opportunities
My Opportunities Closed this Month by Organization Which of your customers/prospects have had the highest opportunity revenue closed this month? This widget shows the distribution of your closed opportunities across your accounts for the current month. Opportunities
My Recently Closed Opportunities Are you closing enough business? This widget shows the trend of closed opportunity revenue for the last 7 days so you can see if you are trending in the right direction. It also gives you an easy way to find "that opportunity" you closed three days ago. Opportunities
My Opportunities Closed by Month Are you closing more opportunities than you were a few months ago? This widget shows the trend of your closed opportunity revenue for the last three months so you can see if you are trending in the right direction. Opportunities
My Non-complete To-Dos by End Date What are your near-term to-dos, and when are (or were) you supposed to do them? This widget shows your distribution of non-complete to-dos grouped by end date and action type. To-Dos
My To-Dos Summary Are you losing track of your to-dos? This widget shows a count of your overdue to-dos, your to-dos due today, and your to-dos due in the next 7 days (not including those due today). To-Dos
My Overdue To-Dos Are you falling behind with your to-dos, or are you doing them but forgetting to mark them as Complete? This widget shows a count of your overdue to-dos grouped by action type. To-Dos
Title Description Entity
Open Tickets Do you want a high-level view of your service team's ticket load? This widget shows a count of total open tickets, overdue tickets, and open critical tickets. Tickets
Open Tickets (Non-Recurring) What does your service team's ticket load look like? This widget shows a count of total open tickets, open tickets that do not have a primary resource assigned, and unassigned open tickets with a Critical priority. This widget does not include Recurring tickets. Tickets
Tickets Coming Due What tickets will be overdue soon if your technicians don't work on them? This widget shows the count of tickets due today, due tomorrow, and due in the next 7 days. Tickets
SLA - First Response Summary Where has your service team missed its SLA First Response commitments, and where is it in jeopardy of missing them? This widget provides a quick way to stay on top of tickets whose First Response is due soon. It shows a count of tickets whose First Response is overdue, due in less than one hour, and due in the next two hours. Tickets
Open Tickets by Queue What do your queues look like? This widget shows the count of tickets (separately for recurring and non-recurring) by queue. This replaces the queue list that was previously located in the Service Desk module's left navigation menu. Tickets
Open Tickets by Priority What tickets should you be focusing on right now? This widget show a breakdown of open tickets by priority. Tickets
Open Tickets by Issue/Sub-Issue What types of issues are generating the highest number of tickets? This widget shows your top issue types. Each issue type bar is divided into segments representing sub-issue types. Tickets
Open Tickets by Status What tickets haven't been worked yet? Do you have a lot of tickets getting stuck at specific statuses? This widget shows a count of your open tickets, grouped by status, for the 10 statuses with the highest ticket count. Tickets
Open Ticket Backlog by Resource Do you have resources with too many non-complete tickets? Are there other resources with very few non-complete tickets that could help them with their workload? This widget shows a count of non-complete tickets for your resources. Tickets
Open Ticket Backlog by Age Where have tickets fallen through the cracks? This widget groups non-complete tickets by the number of days since they were created, and provides a count of tickets in each range of days. Tickets
Unassigned Tickets Due Today by Priority What are the important tickets due today that do not have a resource assigned? This widget shows you all tickets without an assigned resource that are due today, grouped by Priority. Tickets
First Response Met Today Are you getting back to your customers as quickly as your service level agreements say you should be? This simple two-segment chart shows you the count of tickets that have a SLA First Response due today, and whether or not you have satisfied that First Response deadline. Tickets
Title Description Entity
Ticket Summary How has your Help Desk or service team been doing for the last 10 days? These three gauges show you the number of tickets that have been created and completed, as well as the total number of open tickets. Tickets
First Response Met (Last 7 Days) Are you getting better or worse at meeting your service level agreement First Response deadlines? This widget shows the count of tickets where you have met and missed your First Response deadlines for each of the last 7 days. Tickets
Lowest Survey Scores (Last 7 Days) Who are your unhappy customers? This widget shows your accounts with the lowest survey scores over the last 7 days. You may want to reach out to these accounts before a small problem becomes a big problem. Surveys
Tickets Created (Last 10 Days) Is your short -term ticket creation trending upward or downward, and how does this impact your operations? This widget shows the number of tickets created by day over the last 10 days. Tickets
Tickets Created by Day of Week (Last 4 Weeks) On which days do you have the most or the least tickets coming in, and how does this impact your staffing and operations? This widget shows the number of tickets created by day of week over the last 28 days. Tickets
Tickets Created by Month (Last 365 Days) Is your long-term ticket creation trending upward or downward, and how does this impact your operations? This widget shows the number of tickets created by month over the past year. Tickets
Tickets Completed (Last 10 Days) Is your short -term ticket completion trending upward or downward, and how does this impact your operations? This widget shows the number of tickets completed by day over the last 10 days. Tickets
Completed Tickets by Resource (Last 10 Days) Which of your resources have been completing the most tickets? This widget shows a count of the tickets completed in the last 10 days for each of your resources. Tickets
Avg Hours Worked per Completed Ticket (by Queue) Which queues contain the most time-consuming tickets? This widget shows the average hours worked to complete a ticket for each of your queues. Ticket
Avg Hours Worked per Completed Ticket (by Month) Is your service team getting better at completing tickets faster? This widget shows the average hours worked to complete a ticket for each month over the past year. Ticket
Hours Worked (to Complete Ticket) How much effort is your service team spending to complete tickets? This widget shows the count of complete tickets that had less than one hour of work, 1-8 hours of work, and more than 8 hours of work. Ticket
Service Hours Worked (Last 10 Days) How much time is your service team working, and how much of that time is actually billable? These two gauges show the total amount of time spent working and the total amount of billable time, both over the last 10 days. Work Entries
Title Description Entity
My Open Tickets Do you want a high-level view of your personal ticket load? This widget includes gauges that show a count of total open tickets, overdue tickets, and open critical tickets (where you are the Primary Resource). Tickets
My Open Tickets (Non-Recurring) What does your service team's ticket load look like? This widget shows a count of total open tickets, open tickets that do not have a Primary Resource assigned, and unassigned open tickets with a Critical priority. This widget does not include Recurring tickets. Tickets
My Tickets Coming Due What tickets will be overdue soon if you don't work on them ? This widget shows the count of tickets (where you are the Primary Resource) that are due today, due tomorrow, and due in the next 7 days. Tickets
My SLA - First Response Summary Where have you missed your SLA First Response commitments, and where are you in jeopardy of missing them? This widget gives a quick way to stay on top of your tickets whose First Response is due soon. It shows a count of tickets (where you are the Primary Resource) whose First Response is overdue, due in less than one hour, and due in the next two hours. Tickets
My Open Tickets by Priority What tickets should you be focusing on right now? This widget provides a breakdown of open tickets (where you are the Primary Resource), by priority. Tickets
My Open Tickets by Issue/Sub-Issue What types of issues are generating the highest number of tickets? This widget shows the top issue types for tickets where you are the primary resource. Each issue type bar is divided into segments representing sub-issue types. Tickets
My Open Tickets by Status What tickets haven't been worked yet? Do you have a lot of tickets getting stuck at specific statuses? This widget shows a count of your open tickets (where you are the Primary Resource), grouped by status, for the 10 statuses with the highest ticket count. Tickets
My Tickets Due Today (or Overdue) What tickets are overdue and what tickets will be overdue if you don't complete them today? This widget lists tickets (where you are the primary resource) that are already overdue or are due today. Click a ticket to access its details. Tickets
My Open Tickets in My Queues What queues are my open tickets in? This widget shows the count of your open tickets (separately for recurring and non-recurring), where you are the Primary Resource, by queue. Tickets
Open Tickets in My Queues What do your queues look like? This widget shows the count of open tickets (separately for recurring and non-recurring) by queue. This replaces the queue list that was previously located in the Service Desk module's left navigation menu. Tickets
Unassigned Open Tickets by Queue Are you looking for ticket work? This widget shows you the count on non-complete tickets without an assigned resource, for each of your queues. This widget replaces the counts that used to be in the Service Desk module's left navigation menu. Tickets
My Hours Worked this Week

Have you recorded all of your time this week, and have you met your billable goal? These two gauges show the number of hours you have worked during the current week, and the number of billable hours you have worked during the current week.

NOTE  The Current Week starts on the First Day of Week defined in your Internal Location. It can either be set to Sunday or Monday.

 Work Entries
Title Description Entity
Active Projects by Lead Who are your busiest project managers? This widget shows count of active projects grouped by lead. Projects
Active Projects by Department What are your most active departments? This widget shows count of active projects grouped by department. Projects
Active Project Progress What projects are behind schedule? This widget displays your active projects, along with the remaining hours and % complete (from both an hours perspective and a task perspective) of each project. Click a project to access details. Projects
New Projects (Last 30 Days) Are there any new projects that you are not aware of? This widget lists active projects that have started in the last 30 days. Click a project to open its details. Projects
Projects Ending this Month Are there any projects at risk of not being finished on time? This widget lists all projects scheduled to end in the current month, along with the % complete (hours) for each project. Click a project to open its details. Projects
Overdue Project Metrics Are there any projects that were not finished on time? This widget shows the count of all overdue projects and the total number of hours remaining on those projects. Projects
Open Projects by Status Do you have any projects that are stalled in a certain status? This widget shows you the distribution of active projects by status. Projects
Active Projects by % Complete (Hours) Which projects are almost complete and which are far from complete? This widget shows you the distribution of active projects by the % complete (hours). Projects
Out of Office this Week Where are my co-workers? Check who in your organization is out of the office this week. Use filters to narrow the list by Department, workgroup, and/or timesheet approver. Out of Office
Title Description Entity
Tasks Coming Due Summary How far behind is your Projects organization with their tasks? This widget shows a count of tasks that are due this week and due next week. Project Tasks
Tasks Due this Week by Status What tasks are due this week and what is their current status? This widget shows the count of tasks, grouped by status. Project Tasks
Overdue Task Metrics How far behind is your Projects organization, from a task perspective? This widget shows a count of non-complete tasks that are past their end date and the total remaining hours for those tasks. Project Tasks
Tasks Overdue > 6 Months Which tasks are the furthest overdue? This widget shows a count of tasks that are more than 6 months overdue, along with the number of remaining hours on those tasks. Project Tasks
Overdue Tasks by Project Which projects have the largest number of overdue tasks? This widget shows a list of projects that have overdue tasks, the count of overdue tasks, and the remaining hours for each project. Click a project to access its details. Project Tasks
Overdue Tasks by Status You know you have overdue project tasks, but do you know where they are getting stalled? This widget shows you which statuses these overdue tasks are currently in. Project Tasks
Overdue Task Remaining Hours You know you have non-complete tasks that are past their end date, but how much work is remaining on these tasks? This widget shows you the total remaining hours for tasks that were supposed to end in the last three days, the last 4-7 days, and more than 7 days ago. Project Tasks
Overdue Tasks by Resource Which of your project team members have the highest number of overdue tasks? This widget shows a count of past due tasks for each resource. Project Tasks
Remaining Hours Due this Week by Resource Which of your project team members have the most remaining work on overdue tasks? This widget shows the number of remaining hours for each resource. Project Tasks
Remaining Hours Due Do you have adequate resources to finish all of your tasks that are due this week or next week? This widget shows the number of hours remaining for all tasks due during the current week and the number of hours remaining for all tasks due next week. Project Tasks
Project Work (Last 7 Days) How much time is your Projects organization working, and how much of that time is actually billable? These two gauges show the total number of hours spent working on project tasks and the total number of billable hours spent working tasks, both over the last 7 days. Work Entries
Title Description Entity
Project Remaining Hours by End Month & Status How much work is remaining on projects that were scheduled to end in the last three months or in the next three months? Each column of this stacked bar chart shows you the remaining hours grouped by scheduled end month, and each bar segment represents a project status. Projects
Active Project Count & Remaining Hours by End Month How many active projects were scheduled to end in the last three months and how much work is remaining on them? How many active projects are scheduled to end in the next three months and how much work is remaining on them? This widget shows the count of projects scheduled to end each month and the total remaining hours for each month. Projects
Tasks Completed Last 7 Days by Department Which departments are associated with the most recently completed tasks? This widget shows the number of tasks completed for each department, over the last 7 days. Project Tasks
Tasks Completed Last 7 Days by Work Type Which work types are assigned to the most recently completed tasks? This widget shows the number of tasks completed for each work type, over the last 7 days. Project Tasks
Project Work (Last 90 Days) How much time is your Projects organization working, and how much of that time is actually billable? These two gauges show, for the last 90 days, the total amount of time spent working on project tasks and the total amount of billable time spent working on tasks. Work Entries
Projects Completed Over/Under Estimated Hours (Last 30 Days) Are you completing your projects within the allocated time budget? This widget shows the count of projects that were completed in the last 30 days in less than 75% of the estimated hours, between 75 - 100% of the estimated hours, or over the estimated hours budget. Projects
Projects Completed (Last 30 Days) Which projects have been completed recently? This widget lists the projects that have been completed in the last 30 days. Click a project to access its details. Projects
Title Description Entity
My Task Summary Which of your assigned tasks should you be working on soonest? This widget shows you a count of your tasks that are due today, due this week, and tasks that are overdue. Project Tasks
My Tasks Coming Due Summary How far behind are you with your tasks? This widget shows a count of tasks where you are an assigned resource that are due this week and due next week. Project Tasks
My Open Tasks by Status You know you have overdue project tasks where you are an assigned resource, but do you know where they are getting stalled? This widget shows your overdue project tasks grouped by their current status. Project Tasks
My Overdue Tasks by Project Which projects have overdue tasks where you are a resource assigned to the task? This widget lists all projects that have overdue tasks where you are a primary or secondary resource. For each project it shows the count of overdue tasks and the remaining hours. Project Tasks
My Tasks Due this Week by Status How many of your assigned tasks are due this week and what is their current status? This widget shows the count of tasks, grouped by status. Project Tasks
My Active Projects What projects should you be concerned with? This widget lists the active projects where you are a team member, and displays the project lead and status of each project. Click a project to access its details. Projects
My Project Work (Last 7 Days) How much time are you spending working projects, and how much of that time is actually billable? These two gauges show you the total number of hours you have spent working on project tasks and the total number of billable hours spent working on tasks, both over the last 7 days. Work Entries
My Remaining Hours Due

Do you have enough time to finish all of your tasks that are due this week or next week? This widget shows the number of remaining hours for all of your tasks due during the current week and the number of hours remaining for all of your tasks due next week.

NOTE  The Current Week starts on the First Day of Week defined in your Internal Location. It can either be set to Sunday or Monday.

 Project Tasks
My Project Remaining Hours by End Month & Status How much work is remaining on projects that were scheduled to end in the last three months or in the next three months, where you are a team member? Each column of this stacked bar chart shows you the remaining hours grouped by scheduled end month, and each bar segment represents a project status. Projects

Not published by default to any users - available when you add a new tab and select Start with a copy of a system tab.

Title Description Entity
Pending Revenue Are there billing items that need to be posted? Two gauges show the amount pending (ready to post) in the current month and the amount pending from the previous month's items that are not yet posted. A third gauge shows you any remaining pending billing items from more than two months ago. Pending Billing Items
Pending Revenue by Item Type How much, and what types, of pending revenue is waiting to be posted? This widget shows the distribution of pending revenue by billing item type (ex: Labor, Charges, Milestones, etc.). Pending Billing Items
Count of Pending Billing Items Do you have a lot of high-value billing items waiting to be posted? Are there old billing items that have fallen through the cracks? This widget shows you the count of billing items over $1000 and under $500, as well as the total number of recurring service items, that are waiting to be posted. Pending Billing Items
Pending Revenue by Month & Contract Type What does your long-term revenue stream currently look like? This widget shows the amount of currently pending revenue by month through the end of the current year. For each month, it shows the distribution of that revenue by billing item type. Pending Billing Items
Pending Revenue by Customer Which customers have the highest value of billing items that need to be posted? This widget shows the five customers with the most pending revenue. All remaining customers are grouped as "Other". Pending Billing Items
Pending Revenue by Project How much pending revenue is waiting to be posted per project? This widget shows the five projects with the most pending revenue. All remaining projects are grouped as "Other". Pending Billing Items
Pending Revenue by Day How does your revenue trend look over the last 30 days? This widget shows you the amount of pending revenue, based on item date, over the last 30 days. Pending Billing Items

Not published by default to any users - available when you add a new tab and select Start with a copy of a system tab.

Title Description Entity
Amount Posted Is the company's monthly billing revenue meeting your expectations? Two gauges compare the amount posted in the current month to the amount posted in the previous month. Posted Billing Items
Revenue by Month What is your company's short term revenue trend? This widget shows your posted revenue trend for the last three months. Posted Billing Items
Revenue by Contract Type (Current Month) Which contract types are making you the most revenue and the least revenue? This widget shows the distribution of revenue for the current month grouped by contract type, for example, recurring service, or time & materials. Posted Billing Items
Revenue by Contract Category (Current Month) Which contract categories are making you the most revenue and the least revenue? This widget shows you the distribution of revenue by contract category for the current month. Posted Billing Items
Top Revenue Accounts (Current Month) Which customers generate the most revenue? This widget shows your top five customers, by revenue. If you want, you can easily reverse this chart to display the five customers who generate the least revenue. Posted Billing Items
Top Revenue Accounts List (Current Month) Which customers generate the highest revenue? This widget shows your top five customers, by revenue amount, in list format. If you want, you can easily reverse this chart to display the five customers who generate the least revenue. Posted Billing Items
Most Profitable Accounts (Current Month) Which customers generate the highest profit (revenue minus cost)? This widget shows your top 10 customers, by profit. If you want, you can easily reverse this chart to display the 10 customers who generate the least profit. You may also adjust the widgets "Report On" to show profitability (%) instead of profit. Posted Billing Items
Top Revenue Projects (Last 3 Months) Which projects resulted in the highest total revenue over the last three months? This widget lists the top projects along with their posted revenue amount. Click a project to access its details. Pending Billing Items
Recurring Service Revenue Forecast How healthy is your recurring service contract billing projection? This widget shows you the pending amount of billable services through the end of the current year. Pending Billing Items

Not published by default to any users - available when you add a new tab and select Start with a copy of a system tab.

Title Description Entity
Open Alerts Is Datto RMM creating a lot of alert tickets? This widget provides the count of Datto RMM alert tickets that have a status of New, are overdue, and are Critical priority. Tickets
Open Alerts by Priority How urgent are your open alert tickets. This widget provides the distribution of open Datto RMM alert tickets by priority. Tickets
Open Alerts Summary This widget provides a high-level summary of Datto RMM alert tickets, including total due today, total in New status, total overdue, and a total of Critical and High priority. Tickets
Open Monitor Alerts This widget provides a high-level summary of monitor-related Datto RMM alert tickets, including total Critical or High priority, total in New status, and a breakdown of devices Offline and Offline for more than three days, as well as Disk Usage issues. Tickets
Top Customers with Open Alerts This widget provides a view of the customers that have the most open Datto RMM alert tickets. Tickets
Open Alerts by Device Type Which device types are responsible for the most urgent alert tickets? This widget provides a breakdown of open Datto RMM alert tickets by device type and priority. Tickets
Most Recent Alerts This widget provides a list of the most recent Datto RMM alert tickets. Tickets
Created vs Completed Alerts (Last 7 Days) This widget provides a look at the number of Datto RMM alert tickets created vs. completed over the last 7 days. Tickets
Open Server Alerts This widget provides a breakdown of open Datto RMM alert tickets pertaining to servers. Tickets
Open Desktop and Laptop Alerts This widget provides a breakdown of open Datto RMM alert tickets pertaining to desktops and laptops. Tickets
All Alerts by Manufacturer (Last 90 Days) Which manufacturers' devices are the most problematic? This widget shows the breakdown of Datto RMM alert tickets by manufacturer. Tickets
All Alerts by Device Type (Last 90 Days) Which device types are the most problematic? This widget shows the breakdown of Datto RMM alert tickets by manufacturer. Tickets

Not published by default to any users - available when you add a new tab and select Start with a copy of a system tab.

Title Description Entity
Managed Devices by Device Type What types of devices are you managing? This widget provides a quick glance at the distribution of active managed devices by device type. Devices
Managed Devices by Manufacturer This widget provides a breakdown of active managed devices, by manufacturer. Devices
Incremental Devices by Month This widget shows you the count of active managed devices created during each of the last three months and the current month, by device type. Devices
Managed Device Installations by Manufacturer This widget shows you the count of active managed devices created during each of the last three months and the current month, by manufacturer. Devices
Desktops & Laptops by Operating System This widget provides a breakdown of active managed desktops and laptops, by operating system. Devices
New Devices Waiting Contract Review This widget provides a breakdown of active managed devices, by device type, that need to be reviewed for contract. Devices
Top Devices with Critical Alerts (Last 90 Days) Which devices have created the most Critical alerts in the last three months? This widget gives you a list of those devices so you know where to concentrate your efforts - or even replace those devices. Tickets

Not published by default to any users - available when you add a new tab and select Start with a copy of a system tab.

Widget Name Description Entity Tabs
Datto Alerts By Device OS Version How many Datto BCDR Alerts are open and what are the OS versions of the devices associated with the alerts? This widget displays the count of active Datto BCDR Alerts grouped by device OS version. Tickets Datto Alerts
Datto Alerts by Priority How urgent are your open alert tickets? This widget provides the distribution of open Datto BCDR alert tickets by priority. Tickets Datto Alerts
Datto Alerts by Product What products have been generating Datto BCDR alerts and how many alerts are generated by the different products? Which products generate the most alerts? This widget displays the number of alerts created by Datto BCDR and grouped by Product. Tickets Datto Alerts
Datto Alerts Coming Due How many open Datto BCDR alerts are due today? This widget presents a count of open tickets with due date = today's date. Tickets Datto Alerts
Datto SLA - First Response Summary Where have you missed your SLA First Response commitments for Datto alerts, and where are you in jeopardy of missing them? This widget gives a quick way to stay on top of your Datto BCDR alerts whose First Response is due soon. The three gauges show a count of Datto BCDR alert tickets where you are the Primary Resource and the First Response is overdue, due in less than one hour, and due in the next two hours. Tickets Datto Alerts
Most Recent Datto Alerts This widget provides a list of the 10 Datto BCDR alert tickets created most recently. Tickets Datto Alerts
New Datto Alerts vs. Completed Datto Alerts This widget provides a look at the number of Datto BCDR alert tickets created vs. completed over the past 6 months. Tickets Datto Alerts
Open Datto Alert Summary This widget shows which open Datto BCDR Alert tickets are Problem or Change Order tickets, and which tickets are waiting for a customer response. Tickets Datto Alerts
Open Datto Alerts This widget has three gauges that each provide the count of Datto BCDR alert tickets at a different key point: ticket status is New, ticket is overdue, and ticket is unassigned. Tickets Datto Alerts
Top Customers with Datto Alerts This widget shows which accounts have the most open Datto BCDR alert tickets. Tickets Datto Alerts
Top Datto Devices with Alerts (Last 90 Days) What devices have created the most Datto BCDR alerts in the last 90 days? Tickets Datto Alerts

Not published by default to any users - available when you add a new tab and select Start with a copy of a system tab.

Widget Name Description Entity Tabs
Datto Devices - Total Storage The three gauges in this widget show total storage used by Datto BCDR devices in Protected Space, Used Space, and Offsite Space. Devices Datto Devices
Datto Devices by Account This widget shows the count of active managed Datto BCDR devices by account. Devices Datto Devices
Datto Devices by Last Check-In Week This widget displays the count of Datto BCDR devices by the week of the last successful check-in during the last six weeks. Devices Datto Devices
Datto Devices by Product This widget shows you the count of active Datto BCDR devices by product. Devices Datto Devices
Datto Devices by Disk Usage Get an instant read on the count of active Datto BCDR devices that are reaching disk capacity. The three gauges on this widget show the number of devices with disks 80 to 90 % full, over 90 to 95% full, and over 95% full. Devices Datto Devices
Datto Devices Installed By Month (Drive Errors) This widget shows the count of drive errors per installation month for active Datto BCDR devices installed in the last three months. Devices Datto Devices
Datto Devices Waiting Contract Review Which of your active Datto BCDR devices should be reviewed for possible contracts? This widget shows which Datto BCDR devices are not under contract and have not been reviewed for a contract. Devices Datto Devices
Datto Devices Warranty Expiration What active Datto BCDR devices have recently fallen out of warranty and which ones will be out of warranty soon? This widget shows Datto BCDR devices whose warranty has expired, will expire in the current month, and will expire next month. Devices Datto Devices
Datto Devices with Highest % Used Space Which Datto BCDR devices are using the highest % of space, and what account are they associated with? This table lists the product and account name of the 25 devices with the highest percentage of space used. For each device, the table displays the available space, used space, and percentage of used space. Devices Datto Devices
Datto Devices with Lowest NIC Speed Which Datto BCDR devices have the slowest NIC speed and what accounts are they associated with? This table lists the 25 devices with the lowest NIC speed in mbps, by partner, and displays the devices' ZFS versions, Kernel versions, and NIC speed (mbps). Devices Datto Devices
Incremental Datto Devices by Month This widget shows you the count of active Datto BCDR managed devices created during each of the last three months and the current month, by device type. Devices Datto Devices

This tab has a tab-level filter. For more information, refer to Tab settings and tab-level filters.

Title Description Entity
Spotlight: To-Dos Which to-dos require the selected resource's attention right now? This widget displays the number of open to-dos assigned to the selected resource that start today, or are overdue. It also displays the number of open to-dos assigned by the selected resource. To-Dos & Notes
Spotlight: Opportunities Which opportunities require the selected resource's attention right now? This widget displays the number of opportunities owned by the selected resource that were set to close today or earlier, but that are still open. Opportunities
Sales Quota Performance This Month How is the selected resource performing this month? This widget displays the total revenue amount and "advanced field" amounts for all opportunities owned by the selected resource that have closed this month. It compares each of these values with the resource's quota for the month. Opportunities
Active Opportunities by Organization How many active opportunities does the selected resource own, and what organizations are they for? This widget displays all active opportunities where the selected resource is the owner, grouped by organization. Opportunities
Active Opportunities by Stage How are the opportunities owned by the selected resource progressing? This widget displays the stages of the opportunities owned by the selected resource, and shows the number of opportunities in each stage. It also totals the revenue of the opportunities in each stage. Opportunities
Opportunities This Month What activity is occurring on the selected resource's opportunities this month? This widget displays the number of opportunities owned by the selected resource that have been created, lost, closed, or are expected to close for this month. Opportunities
Activity This Month What activities are assigned to the selected resource for this month? This widget displays a summary of all CRM activities assigned to the selected resource that began, or are set to begin, this month. It groups the activities by action type. To-Dos & Notes
Managed Organization Tickets How many tickets have been created recently for organizations managed by the selected resource? This widget displays the number of tickets created yesterday and created today for the organizations where the selected resource is the account manager. Tickets
Managed Organizations by Territory What territories does the selected resource manage organizations in? This widget displays a list of territories in which the selected resource manages organizations, and the number of organizations that they manage in each. Organizations
Managed Organizations by Classification What sorts of organizations does the selected resource manage? This widget displays a list of organization classifications for which the selected resource manages organizations, and the number of organizations that they manage in each. Organizations

This tab has a tab-level filter. For more information, refer to Tab settings and tab-level filters.

Title Description Entity
Spotlight: To-Dos Which to-dos require the attention of the resources in the selected territory? This widget displays the number of open to-dos in the selected territory that start today, or are overdue. To-Dos & Notes
Spotlight: Opportunities Which opportunities require the attention of the resources in the selected territory? This widget displays the number of opportunities in the selected territory that were set to close today or earlier, but that are still open. Opportunities
Sales Quota Performance This Month How is the selected territory performing this month? This widget displays the total revenue amount and "advanced field" amounts for all opportunities in the selected territory that have closed this month. It compares each of these values with the territory's quota for the month. Opportunities
Active Opportunities by Account How many active opportunities exist in the selected territory, and what accounts are they for? This widget displays all active opportunities in the selected territory, grouped by organization. Opportunities
Active Opportunities by Stage How are the opportunities in the selected territory progressing? This widget displays the stages of the opportunities in the selected territory, and shows the number of opportunities in each stage. It also totals the revenue of the opportunities in each stage. Opportunities
Opportunities This Month What activity is occurring on the selected territory's opportunities this month? This widget displays the number of opportunities in the selected territory that have been created, lost, closed, or are expected to close for this month. Opportunities
Activity This Month What activities are occurring in the selected territory this month? This widget displays a summary of all CRM activities in the selected territory that began, or are set to begin, this month. It groups the activities by action type. To-Dos & Notes
Tickets How many tickets have been created recently for organizations in the selected territory? This widget displays the number of tickets created yesterday and created today for the organizations in the selected territory. Tickets
Accounts by Classification What sorts of organizations belong to the selected territory? This widget displays a list of organization classifications that exist in the selected territory, and the number of organizations that belong to each. Organizations