Too many QBRs become reactive conversations centered around tickets, frustrations, and one-off issues instead of long-term strategy.
Preparing for those meetings often means chasing technicians for screenshots, exporting spreadsheets, manually building reports, and piecing together information from multiple systems. Even after hours of preparation, it can still be difficult to clearly demonstrate value, justify recommendations, or identify where the client should invest next.
Liongard Visual Insights and Visual Insights Pro help MSPs turn operational data into clear, client-facing insights that support more strategic conversations.
By combining Liongard’s asset intelligence with customizable dashboards, reporting, and PSA data integrations, partners can quickly surface trends, risks, operational improvements, licensing insights, and service opportunities without relying on manual reporting workflows.
This helps MSPs:
Reduce QBR preparation time
Prove operational and security value
Support strategic roadmap discussions
Identify upsell opportunities
Deliver more professional client reporting
Reduce spreadsheet-based reporting
Improve client trust and retention
Shift conversations from reactive support to proactive strategy
Why operational reporting matters
When reporting workflows are manual, account managers and vCIOs spend more time gathering data than delivering strategic guidance.
Without centralized operational visibility:
Client conversations become reactive
Recommendations are harder to justify
Security risks go unnoticed
Budget requests lack supporting evidence
Teams rely on technicians for data collection
Reporting becomes inconsistent across customers
The result is:
Slower QBR preparation
Reduced operational visibility
Less strategic customer engagement
Lower client confidence
Missed growth opportunities
Visual Insights helps centralize operational reporting so teams can spend less time building reports and more time driving strategic conversations.
What Visual Insights & Visual Insights Pro provide
Visual Insights
Visual Insights allows partners to build dashboards and reports directly from Liongard inspection data.
Teams can create dashboards around:
Security posture
Privileged accounts
MFA coverage
Endpoint visibility
Licensing trends
Change detection
Operational drift
Device lifecycle tracking
Alerting and compliance metrics
Dashboards can be:
Shared internally
Exported as PDFs
Used during QBRs
Scoped per customer
Customized by role or operational focus
Visual Insights Pro
Visual Insights Pro expands reporting capabilities by combining Liongard asset intelligence with operational and business data across platforms such as ConnectWise PSA, HaloPSA, Autotask, Microsoft Excel, and QuickBooks.
This allows MSPs to unify:
Operational visibility
Ticketing metrics
Project performance
Agreement utilization
Licensing trends
Financial reporting
Sales activity
Invoicing data
Security posture insights
into a single reporting experience.
By combining technical, operational, and business data together, MSPs can build more strategic dashboards that support:
QBRs
Executive reporting
Service delivery reviews
Financial visibility
Operational accountability
vCIO conversations
Customer-facing reporting
Visual Insights Pro also supports:
Full whitelabeling
Custom branding and themes
Shareable dashboards
Custom datasets
Drill-down reporting
Customer-facing dashboard portals
This helps transform reporting from static operational exports into a centralized operational intelligence and business reporting platform.
Common QBR and reporting workflows
Security posture reviews
Use dashboards to visualize:
MFA adoption
Privileged account growth
Dormant accounts
Endpoint coverage
Security drift
Firewall and VPN changes
These dashboards help clients understand:
Current risk exposure
Operational improvements
Recommended remediation priorities
Instead of relying on screenshots or manual exports, teams can present continuously updated operational data visually.
Operational maturity reporting (Visual Insights Pro recommended)
Visual Insights dashboards can help demonstrate:
Reduced ticket volume
Faster remediation workflows
Standardized configurations
Improved alert response
Reduced configuration drift
Increased visibility across environments
This helps reinforce the value of managed services over time.
Licensing & budgeting discussions (Visual Insights Pro recommended)
Visual Insights can surface:
Licensing growth trends
Unused licenses
Device expansion
Agreement utilization
Operational overhead indicators
This helps vCIOs and account managers:
Justify roadmap recommendations
Support budgeting discussions
Identify upsell opportunities
Align operational data with business goals
Service delivery visibility (Requires Visual Insights Pro)
Visual Insights Pro dashboards can combine:
Ticket volume
Technician workload
Stale tickets
SLA trends
Project utilization
Asset intelligence
into a unified operational reporting layer.
This helps service managers:
Identify process bottlenecks
Balance technician workload
Improve accountability
Prevent operational burnout
Building dashboards with Visual Insights
Step 1 — Start with a dashboard template
Navigate to: Reporting → View All Dashboards → Data Settings → Template Gallery
Liongard provides pre-built dashboard templates that help accelerate deployment and standardize reporting workflows.
Templates can support:
Security reviews
Privileged access audits
Device visibility
Compliance reporting
Operational health reviews
Deploy templates and customize them per customer or use case.
Step 2 — Build reusable datasets
Datasets act as the foundation for dashboards. Create datasets around operational questions such as:
Which customers have the highest privileged account counts?
Which environments have stale assets?
Which clients are missing MFA enforcement?
Which environments show the highest ticket volume?
Reusable datasets help reduce duplicate reporting effort across customers.
Step 3 — Create visual dashboards
Dashboards can include:
Bar charts
Pie charts
Tables
Operational scorecards
Trend analysis widgets
Use dashboards to answer one clear operational question per visualization. Examples:
“Which clients have the highest privileged access exposure?”
“Which environments have the most stale tickets?”
“Which clients show the highest configuration drift?”
Visual reporting helps both technical and non-technical stakeholders understand operational trends quickly.
Step 4 — Use modified datasets to reduce noise
Modified datasets help:
Remove duplicate entries
Surface latest values only
Clean reporting inconsistencies
Improve reporting accuracy
This is especially useful for:
Identity reporting
Device counts
License tracking
Compliance dashboards
Clean data improves confidence during customer-facing conversations.
Step 5 — Share dashboards with stakeholders
Dashboards can be:
Exported as PDFs
Shared through secure links
Filtered per client
Password protected
Whitelabeled using Visual Insights Pro
Visual Insights Pro allows MSPs to fully brand dashboards using:
Custom logos
Brand colors
Custom themes
MSP-branded dashboard experiences
This creates a more professional client-facing experience while reinforcing the MSP’s operational value.
Common operational use cases
QBR preparation - Reduce time spent gathering screenshots, exports, and ticket summaries.
Strategic roadmap discussions - Support project recommendations with operational evidence.
Cyber insurance reviews - Provide visual evidence of MFA adoption, asset coverage, and security posture.
Security reviews - Identify privileged access risks, dormant identities, and operational drift.
Executive reporting - Create simplified dashboards for leadership and decision-makers.
Operational accountability - Track ticket ownership, stale tickets, and workload distribution.
Upsell identification - Identify opportunities tied to licensing growth, unmanaged assets, or operational gaps.
Real operational outcomes
Using Visual Insights and Visual Insights Pro helps MSPs:
Reduce manual report preparation
Deliver more strategic QBRs
Improve client trust and transparency
Identify risks earlier
Support evidence-based recommendations
Improve consistency across customer reporting
Create reusable reporting workflows
Strengthen operational maturity
Monetize reporting and vCIO services more effectively
Best practices
Keep dashboards focused on one operational story per view
Include “Updated On” fields to validate data freshness
Use modified datasets to remove duplicates and stale data
Standardize dashboard naming conventions
Review dashboard relevance quarterly
Use dashboard filters to tailor reporting per customer
Build reusable templates for recurring QBR workflows
Combine PSA and Liongard data when possible for stronger operational context
Recommended dashboard review frequency
Dashboard Type | Recommended Review Frequency |
Security & compliance dashboards | Monthly |
QBR dashboards | Quarterly |
Operational service delivery dashboards | Monthly |
Executive/customer-facing dashboards | Quarterly or before reviews |
From reactive reporting to operational intelligence
Strong QBRs are not built around ticket summaries alone.
They are built around operational visibility, measurable outcomes, and strategic recommendations supported by real data.
Visual Insights and Visual Insights Pro help MSPs move beyond manual reporting workflows and toward continuously updated operational intelligence that supports stronger customer conversations, more proactive service delivery, and better long-term client relationships.