Analytics Update: CSAT + Client Engagement at the Client-Level
MSPs already track signals like aging hardware, recurring issues, and ticket trends, but they don’t always reflect how a client actually feels. These Analytics updates help you complete the picture.
New SimpleSAT integration
Bring SimpleSAT CSAT scores into Lifecycle Manager so you can:
- See CSAT and NPS per client in the Client Analytics Dashboard
- Spot at-risk clients earlier and prioritize outreach
- Validate service changes by connecting delivery levels to sentiment
- Track CSAT and NPS trends over time as you improve operations
Client Engagement metrics for each client
Client Engagement is now available inside every individual client, so you can quickly see if the relationship is moving forward or stalling:
- Initiative approvals
- Total meetings held
- Goal attainment
Getting started
Both of these features are now available for you to try in Lifecycle Manager X.
Client Engagement: No setup required. Open Analytics on any Lifecycle Manager X client.
SimpleSAT: Enable it from Integrations in Lifecycle Manager.
Need help? See Integrating with SimpleSAT.
