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CWDash Review

3

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Very good

Revainrating 4.5 out of 5  
Rating 
4.4
Analytics, Other Analytics Software

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Description of CWDash

CW Dash is a Business Intelligence application that works out of the box with ConnectWise On-Premises or In-the-Cloud, providing customized dash boards (now called panels) that eliminate time consuming queries, and opens to your desktop to create a dashboard operating in Real Time.

Reviews

Global ratings 3
  • 5
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  • 4
    2
  • 3
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  • 1
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Type of review

Revainrating 4 out of 5

Easy way in organizing your daily tasks

I like how easy it is to use. I also like how it lets you customize things as you need them. Some functions are a little difficult to find but it's not that big of a deal. Overall I think it's worth using. The benefits for me have been helping me organize my work schedule and keep track of things that I'm doing at any given time. It has also helped me make sure I don't miss any meetings or important client calls. I like how easy it was to configure as we were new into this solution. The…

Pros
  • Easy enough configuration
  • Very efficient in tracking customer engagement
  • Customer Support team very helpful with questions/feedback etc.
  • Allows integration via other technologies (such Wordpress plugins)
Cons
  • Not much customization options available, most likely due lack man power
  • Sometimes getting data out can take significant amount o ftime

Revainrating 5 out of 5

Intuitive and easy to use for those who are new to BI

I like how easy it is to use without any training needed. It's very intuitive and straight forward to learn. I also love the ability to have different views for different users. It can be used by multiple people at once. Some features are not available when you're using mobile devices. If you're familiar with other BI tools, this one will feel extremely basic compared to others. The fact that it's so simple makes it easy to use. It helps us keep track of our inventory, but it would be great if…

Pros
  • Allows me too organize my staff into specific roles within an organization instead of just having 1 person do everything throughout all departments
Cons
  • Some difficulties

Revainrating 4 out of 5

Easy Software For Tracking Multiple Projects

I like how easy this software was to setup & manage. The ability to have multiple dashboards available for use by multiple people within our organization was very helpful. It has been difficult to find something that will work well with the way we are using it now. There is a learning curve but once you pick up on everything, its not hard to use. We have had multiple issues with other programs we have tried. Being able to easily set up a simple dashboard system that can be used by any member…

Pros
  • Easy access from anywhere in my office at home or while traveling; Ease if making changes just click edit! Simple interface makes navigation fast/easy when building your reports quickly (not having too many clicks)
Cons
  • No direct integration into Zoho CRM
  • Cannot save attachments directly through web app