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Corei — Core Intelligence
Gauges & Dashboards

The BrightGauge replacement that actually tells you what to do.

Ask in plain English. Get an MSP dashboard with explainable gauges, live views, and proactive recommendations grounded in your PSA, RMM, and finance data — without writing SQL or wrestling with mappings.

60 sec
from question to live gauge
0 SQL
natural-language formulas
1 view
service, sales & finance together

Service Operations · Live

Updated 18s ago · refreshes every 60s

4 gauges

Service utilization

Healthy

78/100

Threshold 85

Ticket backlog health

Healthy

64/100

Threshold 70

Tier-2 load index

Watch

89/100

Threshold 85

SLA hit rate

On target

96/100

Threshold 95

Corei · Recommendation

Tier-2 load crossed 85 at 09:42. Two tickets eligible to reroute to Rowan (skills, low queue). Want me to draft the moves?

Why MSPs switch

Built for the questions BrightGauge dashboards left unanswered.

Charts told you something was wrong. Corei tells you what's wrong, which records caused it, and what to do next — without leaving the platform your team already works in.

Capability
Corei Gauges
Legacy BI tools
Build a gauge from a plain-language question
Explainable formulas with source citations
Proactive AI recommendations on threshold breach
Cross-system gauges (PSA + RMM + finance) in one view
Manual
Customer-scoped dashboards for client-facing QBRs
Threshold-based alerting and Slack/Teams notifications
Drilldown from gauge to underlying records
Limited
Accessible color palette by default
Bundled in your operating platform — no extra seat cost

Comparison reflects Corei's capabilities versus typical reporting tools commonly used in the MSP space. Specific vendor features change over time — confirm against their current docs.

Anatomy of a gauge

Every gauge is a question with a clear answer and a next step.

No floating numbers, no "what is this measuring?" debates. Every gauge carries its definition, its sources, its thresholds, and the action it implies.

Plain-language definition

Describe the question in English. Corei proposes the data, formula, and thresholds — you confirm.

Explainable formula

Every gauge shows what's in the numerator, denominator, and filter — with the source records one click away.

Intentful thresholds

Healthy, watch, and at-risk ranges with reasons. Thresholds drive alerts, not just colors.

Accessible by default

Colorblind-safe palette, contrast-tested. Dashboards work in low light, on TVs, and in printed QBRs.

Reusable everywhere

Drop the same gauge into the executive view, the service board, and a customer's portal — defined once.

From signal to action

Click any gauge to see the records driving it, the trend over time, and what Corei recommends doing about it.

Prompt-to-gauge

What actually happens behind one sentence.

"Utilization for each tech this month. Account for travel on onsite tickets. Flag anyone under 70%."

  1. 01

    Finds the onsite work from each ticket's schedule location.

  2. 02

    Looks up the client site address for every visit.

  3. 03

    Calculates round-trip drive time automatically.

  4. 04

    Puts travel beside billable time and applies your thresholds.

  5. 05

    Keeps it live, re-running on a schedule with every run recorded.

Utilization with travel · Illustrative

Threshold 70%
TechBillableOnsite visitsTravelUtilization
Maya R.112.5 h 43.2 h86%
Chris L.98.0 h 1114.6 h75%
Jordan P.86.5 h 1722.4 h66%
Sam T.61.0 h 912.8 h47%

EXPLAIN: Jordan's 17 onsite visits added 22.4 h of driving. It isn't billable, but it's why his number is low — it isn't a performance problem.

Illustrative data for demonstration purposes.

From question to live gauge

Four moves from a question in your head to a gauge on the wall.

  1. 01

    Ask in English

    "Show me whether Tier-2 techs are over-loaded this week." Type it like you'd say it in standup.

  2. 02

    Confirm the formula

    Corei proposes the data source, calculation, filters, and thresholds. Edit anything you don't like before saving.

  3. 03

    Place it anywhere

    Drop the gauge into a dashboard, a customer view, a QBR pack, or a Teams channel summary.

  4. 04

    Get told when it matters

    Alerts fire on threshold breaches. Corei pairs the signal with the records and a suggested next move.

Ask Corei

Ask a question. Get a gauge. No SQL required.

Describe what you want to measure in plain English — like you would in a standup or a QBR prep call. Corei proposes the formula, sources, thresholds, and visual style. You confirm or tweak. The gauge goes live in under a minute.

Type it how you say it

'Are my Tier-2 techs overloaded this week?' — not 'SELECT COUNT(*) FROM...'

Corei maps to your data

It finds the right tables, fields, and relationships across your PSA, RMM, and finance stack.

Confirm, don't configure

Review the proposed formula, thresholds, and alert rules. Edit what you want. Accept the rest.

Iterate in conversation

'Make it weekly instead of daily' or 'Add a comparison to last month' — just tell Corei.

Corei · Gauge Builder

Natural language to live gauge

Live preview
Show me whether my Tier-2 techs are overloaded this week.
I'll build a Tier-2 Load Index for you. It combines active ticket count, average handle time, and queue age — normalized 0–100. Healthy ≤ 70, watch 70–85, at-risk ≥ 85.
Based on the last 90 days, your team has crossed 85 four times — all on Mondays after long weekends. Want me to add a "Monday alert" recommendation?

Tier-2 Load Index

PSA · Tickets + Time + Queue

Watch

89/100

Threshold 85 · Crossed at 09:42

Ask another question or refine this gauge...

Build with AI

Corei chooses from your approved datasets — never raw queries against production. It shows you exactly what will change before anything happens, and nothing saves until you click Save.

AI prompt gauges

Ask any question Corei can answer and keep it live — with thresholds, drill-down to the underlying records, and a nightly accuracy test so the answer stays trustworthy over time.

Dashboards

One dashboard for the executive view. Another for the dispatch wall. Same source of truth.

Compose dashboards from gauges, lists, and Corei insights. Scope them to roles, customers, or teams — and embed them in Microsoft Teams, customer portals, or QBR decks without rebuilding a single calculation.

  • Role-based dashboards: exec, service lead, dispatcher, account manager
  • Customer-scoped dashboards that double as client-facing QBR views
  • TV-friendly NOC layouts with auto-rotate and high-contrast modes
  • One-click embed in Microsoft Teams channels and customer portals

Executive · Weekly

ExecServiceCustomer

MRR

$284k

+4.2% vs last week

Gross margin

62%

+1.1% vs last week

NPS (90d)

71

+6 vs last week

Pipeline at risk

$148k · 6 deals stalled >14d

SLA hit rate · 30d

96% · trending up

Corei: Margin lifted on the Cobalt account after the printer-driver standardization project. Worth replicating at 3 similar customers.

On the wall

Built for the NOC screen, not just the browser tab.

TV mode

Cycle through dashboards and clusters automatically on a schedule you set.

Kiosk views

High-contrast, chrome-free layouts purpose-built for NOC and lobby screens.

Alerts with cooldowns

Threshold breaches page the right people without re-alerting on every refresh.

Library

Start from a library built for MSPs — or invent your own.

Every gauge in the library is editable: copy it, change the thresholds, swap the denominator, or scope it to a single customer. The library is a starting line, not a cage.

Service

  • SLA hit rate
  • Backlog age
  • First-touch time
  • Repeat-ticket index
  • Tier-2 load index
  • After-hours ticket rate

Dispatch & capacity

  • Utilization by tech
  • Billable vs. non-billable
  • Skill coverage gap
  • Schedule fit %
  • Idle capacity windows

Sales & accounts

  • Pipeline coverage
  • Quote-to-close rate
  • Stalled deals
  • Account churn risk
  • Expansion opportunity index

Finance & business health

  • MRR / ARR
  • Gross margin by service
  • Effective rate per tech
  • Billable leakage
  • Cash-collection days
Clusters

One set of gauges, repeated for every company, site, or person.

A cluster is a reusable set of gauges that repeats automatically for every company, site, account manager, salesperson, technician, agreement, or board — as a KPI strip, a grid, or a custom layout. Draft one from a prompt, add a filter bar and period comparison, and Corei writes a two-paragraph summary underneath. Share the whole cluster with people or roles.

"Client service health" · Illustrative

Repeats per company
CompanySLA hit rateAvg responseOpen >7 daysHealth
Harbor Dental Group94%3.1 h282
Northgate Legal81%6.8 h768
Alder Freight63%11.2 h1451
Summit Family Clinic97%2.4 h188
Cedar Ridge Schools89%5.2 h476

Illustrative data for demonstration purposes.

Corei · Gauges

A reporting analyst who builds the gauge while you're still talking.

Corei writes the formula, checks the data sources, suggests the thresholds, and shows you the math. You stay in control of what ships — Corei just removes the SQL and the schema spelunking.

  • Proposes formulas grounded in your actual schema and data, not generic templates
  • Flags noisy or low-quality data before you publish the gauge
  • Recommends sensible thresholds based on your last 90 days of history
  • Watches gauges for you and surfaces what changed and why

"Make a gauge for whether Tier-2 techs are over-loaded."

I'd build a Tier-2 Load Index from active ticket count, average handle time, and queue age — normalized 0–100. Healthy ≤ 70, watch 70–85, at-risk ≥ 85. Based on the last 90 days, your team has crossed 85 four times, all on Mondays after long weekends.

Data sources

PSA · 2 tables

Confidence

High

Build time

42 sec

Data sources

Pulls from the systems that actually run your MSP.

Native connectors to the tools you already pay for. No data warehouse to stand up, no ETL team to hire, no nightly batch to wait on.

PSA

ConnectWise PSA, Autotask, HaloPSA — tickets, time, agreements, and accounts.

RMM

Device, patch, and monitoring data joined back to the ticket and customer record.

Finance

QuickBooks, Xero, and Stripe for revenue, margin, and collections gauges.

CRM & sales

HubSpot, Salesforce — pipeline, quote, and account health side-by-side with delivery.

Near-real-time refresh — not nightly batch
Read-only by default; writes require explicit policy
Bi-directional sync with your PSA when enabled

Ready to retire the dashboards your team stopped opening?

We'll mirror your current BrightGauge dashboards on day one, then show you what's possible when gauges live inside the platform your team already runs on.

Plain-language gauge builder
Threshold alerts wired to Teams & Slack
Tenant-scoped, audit-logged access