If you’ve made the decision to start using BrightGauge, that’s awesome! Welcome to the fam. We hope you’ll find that it helps make your daily lives run more smoothly.
We’ve tried to make it really easy for you to get started right out of the box. No matter which datasource you’re connecting with, you’ll get a number of pre-built gauges, dashboards, and reports loaded into your account.
Even so, it can be challenging to know whether you’re using BrightGauge to its full potential, so we’ve got a few tips for ya.
We really believe that getting hands-on with the app is the best way to learn what it’s all about. Take a look around, tinker with building your own gauges, personalize your dashboard with images, send yourself a test report, create some goals - really get in there and see what you can learn on your own.
Once you’ve settled in, we strongly encourage you to take advantage of what our support team has to offer. They’re here to make sure you have a successful experience, so they’ve built an entire knowledge base with all the self-help tools you’ll need.
Our support resources cover how to get started, how to connect to each of our individual datasources, how to build advanced gauges, how to use filters, and so much more. Look for answers using our search bar or post in our community forum to see what your peers have to say.
For an extra boost, make sure to schedule a one-on-one training with one of our support team members. We recommend that you do this after you’ve had a chance to explore the app so that you can be armed with specific questions when the time comes for your one-on-one.
After all is said and done, if you ever find yourself stuck on any issues, just send the support team a request! They’ll get back to you in no time to help you figure out a solution to your problem.
You may have signed up for BrightGauge for a specific reason, like the ability to send automated Client Reports, but if you’re not taking full advantage of the app, you may be missing out.
Sure, there may be more features than you think you need, but you might be surprised to find how much burden is taken off of your shoulders by utilizing everything BrightGauge has to offer.
BrightGauge was started on the premise that it would make the lives of our users a little easier by putting all the important data you care about in one place. That’s why customers love our dashboards. It’s so simple to see where you stand at-a-glance, especially if you use multiple tools like a PSA, an RMM, a financial tool, and a CSAT tracker.
Custom gauges can filter data and show you exactly what you’re looking for - a few examples are ticket response time on a given day or week, CSAT score by technician within a custom time period, kill rate percentage today, and profit & loss performance by month. You don’t have to spend valuable time calculating metrics yourself, because BrightGauge will do it for you automatically and will refresh itself regularly.
Our Client Reporting feature has been known to save some users up to 10 hours a week! That’s a significant amount of time. If you have a lot of clients or internal departments who rely on you to report on important numbers, this feature is a game-changer. You can create custom, interactive reports and set them to go out on a recurring basis to whoever you want, whenever you want. It’s as easy as just a few clicks.
If we had to choose a favorite feature though, it might be our Goals feature. It’s a really powerful way to drive motivation and accountability within your teams. We recommend that you have each individual team member come up with 2-3 quarterly goals based on overall company key performance indicators. They will check in every week and mark whether they’re on or off track and, since everyone has visibility to these goals, they’ll be really excited to hit their targets!
Just try using BrightGauge fully - we’re willing to bet it’ll change the way you operate on a daily basis (in a really good way).
Make BrightGauge part of your daily habit so that it’s really ingrained in your routine. Since mostly everything is automated, this isn’t going to require a lot of effort on your end. In fact, using BrightGauge regularly will provide the support and insights you need to make impactful, data-driven decisions that’ll grow your business.
Since there’s no need to toggle between windows or log in and out of multiple accounts, it’s easy to keep one BrightGauge tab open all day and refer to it when necessary. Even better, if you are lucky enough to have more than one monitor, use one as your BrightGauge hub.
The best way to use BrightGauge every day, in our opinion, is by displaying them on TVs around your office. When everyone has visibility to what’s going on on a daily basis, it’s really empowering and motivating. Plus, if your clients come by for a visit, they’ll be really impressed by your commitment to being proactive.
Bonus tip: if you have multiple dashboards, you can set them to automatically rotate every 30 seconds, 1 minute, 2 minutes, or 5 minutes. Let’s say you have 6 technicians on your team and you have a dashboard for each one’s productivity - rotate them and get a clear picture of what they’re up to all day!
These BrightGauge best practices should get you off and running pretty efficiently. Like we said before, our support team is here to help so please drop us a note if you’re ever in a jam! We love feedback, so let us know how your BrightGauge experience is going.