ConnectWise Quarterly Business Review Template for MSPs

What's Included

• Business Alignment Review
• Quarterly Performance Summary
• Budget vs. Actual Analysis
• Technology Roadmap
• Risk Assessment
• Strategic Recommendations
• Action Items & Timeline

Why ConnectWise MSPs Need a QBR

QBRs transform you from a vendor into a strategic partner. They're your opportunity to align IT strategy with business goals, upsell valuable services, and prevent client churn before it starts.

ConnectWise Manage Report Writer with pre-built and custom reports. BrightGauge (acquired) fills the gap for client-facing dashboards and executive reports. However, these built-in reports are typically designed for internal operations — not for client communication. This template bridges that gap with a professional, client-ready format structured around ConnectWise's data exports.

ConnectWise is best for: Mid-to-large MSPs who need the deepest integrations ecosystem and the most granular operational control.

How to Use This Template

1. Schedule the QBR meeting 2-3 weeks in advance with key stakeholders
2. Aggregate 3 months of performance data and prepare trend analysis
3. Identify 2-3 strategic recommendations tied to the client's business goals
4. Present budget analysis and propose adjustments if needed
5. Document action items with owners and deadlines before leaving the meeting

How to Export Ticket Data from ConnectWise

To populate this report template with real data from ConnectWise Manage, follow these steps to export your ticket data:

1. Navigate to Service Desk > Tickets or Reports
2. Go to System > Report Writer > New
3. Add desired ticket fields and date filters
4. Click Preview to generate the report
5. Click Export and select CSV format
6. Save the file for import into your report template

API alternative: Full REST API with CRUD operations on tickets, companies, contacts. SSL required, API key auth.

Why ConnectWise MSPs Need This Report

Report Writer with pre-built and custom reports. BrightGauge (acquired) fills the gap for client-facing dashboards and executive reports.

This template fills the gap by providing a professional, client-ready quarterly business review format that you can populate with data exported from ConnectWise Manage.

ConnectWise Strengths

• Deepest ecosystem with 300+ Marketplace integrations
• Most mature PSA with granular ticketing, billing, and project management
• Seamless automation across the ConnectWise suite

Reporting Limitations

• Built-in reports are functional but lack visual polish for client-facing delivery
• Report Writer has a steep learning curve and can't access all stored procedures

ConnectWise QBR FAQ