MSP Cloud Services — Monthly Leadership Dashboard

📋 How to Use This Dashboard Update all fields marked with a dashed underline each month. Pull figures from Salesforce using the MSP Pipeline reports configured in the admin brief. Fill the three narrative fields at the bottom in plain language — one sentence each is enough. Remove this instructions block before sending to leadership. Print or export to PDF for delivery.

Key Metrics — This Month

New Requests

—

vs prior month: —

Opps created this month

Dealers Provisioned

—

vs prior month: —

Orgs live this month

First Key Sold

—

vs prior month: —

Closed Won this month

Avg. Days to Provision

—

vs prior month: —

Request → Org live

Active Subscriptions

—

vs prior month: —

Total live orgs, all platforms

Open Pipeline by Stage

Live Opportunities

New — Pending Qualification —
Inquiry Sent — Awaiting Response —
CPP Verified — Pending Provisioning —
Provisioned — Onboarding Active —
Portal Active — Awaiting First Key —
On Hold — Pending CPP Enrollment —

Active Orgs by Platform

All Provisioned

myDW

—

active orgs

DW Spectrum Enterprise

—

active orgs

Both Platforms

—

orgs on both

DW Cumulus

—

pre-launch

DW MetaPix

—

pre-launch

Dealer Activation Funnel — Cumulative

All Time

Total Provisioned (all time) — 100%

Portal Logged In (confirmed access) — —%

First Key Sold (Closed Won) — —%

Active Sellers (sold key in last 90 days) — —%

Provisioned — Never Activated — —%

Onboarding Email Sequence Status

This Month's Provisioned

Touch 1 Access confirmation sent —

Touch 2 Key workflow sent (Day 3) —

Touch 3 Sell it guide sent (Day 7) —

Touch 4 Check-in sent (Day 14) —

Reply Dealers who replied to any touch —

No Reply No response after Touch 4 —

CPP → MSP Conversion

Channel Pipeline

New CPP Enrollments This Month —

CPP Awareness Sequence Sent — —%

MSP Form Submitted (from CPP cohort) — —%

Existing CPP Base — Not Yet MSP —

Pull from Salesforce: CPP accounts with no linked MSP Opportunity

Ideas Platform — Submission Status

Strategic Initiatives

Automated MSP Onboarding Workflow

Submitted

CPP + MSP Unified Intake

Submitted

Trial Conversion — Dealer Notification

Pending Discovery

DW Cumulus Onboarding Framework

Parked — Pre-Launch

Executive Summary — BDM Commentary

Update each field monthly · 1–3 sentences each · plain language

📈 What Moved This Month

⚠️ Where We're Focused

🔭 Coming Next Month