Insights Report UAT

Customer-facing summary: tickets, SLA & first response performance, hardware, backups, contracts and risk — per customer, per month.

Internal/technical view: Domotz vs nCentral device coverage gaps, monitoring reconciliation and other engineering-facing checks, per customer.

Customer-facing Backup & Restore Document — protected systems register, plus any unprotected infrastructure detected.

First-look M365 review for a new customer once they accept the CIPP link — idle licenses, Global Admins, current suppliers, and estimated monthly spend.

Income-statement style, straight from Sage's General Ledger — Sales, Cost of Sales, Gross Profit and Labour by month plus year-to-date.

Net sales, gross profit and labour straight from Sage/Pastel Partner — by sales rep and by customer, rolling 3-month window.

Autotask vs Sage billing by area on a map — click through to see which customers make up each area's spend.

Per-customer Azure infrastructure billing from Westcon/BlueSky — resource by resource, month by month. Only customers with real Azure spend show up.

Three-way reconciliation per customer — licensed (CIPP) vs invoiced (Sage) vs distributor cost (BlueSky), with other-distributor customers shown separately.

Recurring contract service/bundle qty & value changes, month vs N months back, per customer.

Microsoft 365 license breakdown per customer — who's assigned each SKU, plus stale/disabled/deleted users still holding a paid seat.

Free-form quote builder — pick Microsoft 365 licenses or look up hardware/other Westcon products by material number, get a live USD→ZAR price with your markup, print as a quote.

Every agreement sent for e-signature — who still hasn't signed, bounced emails, and average time-to-sign, matched to a customer by recipient email domain.

Autotask's billed Cove backup services — Microsoft 365, Workstations and Servers — cross-referenced against Cove's live device count, for Finance to reconcile.

Not sure what to look at first? Customers grouped Large/Medium/Small by device count, today's scheduled visits highlighted, and the 5 customers per tier most worth a look right now — ticket volume, unmapped integrations, stale check-sheets/backups, open RISK tickets and outdated OS.

Tech Stack items most customers already have, that each customer is still missing — ranked by gap count.

Live project portfolio — status, milestones, billing and revenue, per customer.

Live technician schedule — today, tomorrow, this week and next, straight from the team's own planning sheet.

Staff training & certification tracker — who's requested, in progress, or completed what, straight from the team's own register.

Live board of what's ready to go out, in the workshop, or moving to/from a supplier — plus a trip planner with a map.

Raw Autotask ticket data browser — status breakdown and recent activity.

Every customer's SMTP2GO sub-account — sending volume against quota this cycle, plan/state, and which sub-accounts don't match a real Autotask customer.

Every customer's DMARC-monitored domain(s) — reject/quarantine/none enforcement policy, verification status, and which domains don't match a real Autotask customer yet.

Per-customer security awareness training completion and risk score trend from uSecure. Only ~17 customers are onboarded so far — a missing customer just isn't set up in uSecure yet.

Live N-central patch status for every managed device across every customer — installed vs. pending, plus which Critical/Important security patches are still outstanding fleet-wide.

Live per-device Cove backup health, grouped by customer — is backup actually running, independent of what's billed for it.

Live per-device endpoint security health from ESET PROTECT On-Prem, grouped by customer — companies are matched to Autotask accounts by name.

Per-customer managed detection & response detections from Adlumin — tenant ID is matched manually via Customer Mapping, not automatically.

Live per-VM backup health from Veeam Service Provider Console, grouped by customer — organizations are matched to Autotask accounts by name.

Integration connectivity status, plus which customer name matched (or didn't) in each downstream system — CIPP, SentinelOne, Domotz, nCentral, Cove, Acronis, SharePoint, BookStack, EasyDMARC, SignWell, BlueSky, SMTP2GO.

How this app is put together, the rules every change follows, and a live list of every integration wired in.

What rights each integration's credential actually has, and whether any of them carry more access than this app needs.

Prototype for group-based page access — Entra ID groups on one side, every page in this app on the other. Not enforced yet, sample data until Group.Read.All is granted.