ConnectWise-Powered Sales Analytics for MSPs

Sales intelligence.Built onConnectWise.

Quotametrics connects directly to your ConnectWise PSA to give MSP sales teams real-time pipeline visibility, commission tracking, quota attainment, and AI-powered revenue operations - without leaving the tools you already use.

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500+

MSPs Onboarded

32%

Avg Revenue Lift

Real-time

CW Sync

quotametrics.app/dashboard

quotametrics

SALES ANALYTICS FOR MSPS

ANALYTICS

Sales Dashboard

Rep Readout

Inside Sales

Finance Portal

COMPENSATION

Commissions

Quota & Rules

REVENUE OPERATIONS

Revenue Operations

AI TOOLS

Hatz AI

Alex Morgan

Sales Dashboard

ConnectWise CRM Analytics

Current Month

Sales Consultants 9

Total Won Revenue

$218,400

Margin: $31,250

Deals Closed

Open Opportunities: 142

Conversion Rate

11.4%

18 won / 158 total

Stale Quotes

Last synced: 4 min ago

Sales Stage Funnel

Revenue by consultant and stage · Current Month

Sales Consultant	Lead	Qualified	Tech Discovery	Quote	Total
A. Martinez	$12,400	$38,200	—	$1,840,000	$1,890,600
D. Patel	$8,100	$52,500	$14,000	$920,400	$995,000
R. Nguyen	—	$7,200	—	—	$7,200
S. Okafor	$22,000	$61,000	$48,000	$2,180,500	$2,311,500

New Deal Closed

+$84,000 MRR

Commission YTD

$24,180

14%

Everything you need to run MSP sales

Six powerful modules. One connected platform.

Every screen you see here is a view of your ConnectWise data - no manual exports

Sales Dashboard

Live KPI cards show total won revenue, deals closed, conversion rate, and stale quotes, all pulled in real time from ConnectWise. Drill into a Sales Stage Funnel table by rep and pipeline stage.

Analytics

Won Revenue

$218,400

Current Month

Deals Closed

Open: 142

Conversion Rate

11.4%

18 / 158 total

Stale Quotes

Past close date

Real-time

ConnectWise data sync

Integrated modules

100%

Quota visibility

AI-native

Revenue Operations

Why Quotametrics

The sales layer ConnectWise was always missing

ConnectWise manages your service delivery. Quotametrics extends it to power your sales team, turning opportunity data, invoices, and configurations into a complete revenue intelligence platform.

Connect to ConnectWise in minutes - no IT project required
Live quota attainment per rep, broken out by service category
Commission calculations verified against real PSA invoice data
Identify stale quotes and at-risk renewals before they go cold
AI-powered company enrichment and ICP scoring for new prospects
Finance portal with gauge charts for VAR invoiced margin targets

See how it works

Rep Readout - June 2026

Performance metrics by sales executive

2026June

Alex Martinez

Sales Executive

Metric	Managed Svcs	Pro Services	Enterprise VAR
YTD	$6,20022%	$141,00047%	$238,00081%
MTD	$00%	$12,0004%	$00%
Closing This Month	$28,500	$34,000	$118,000

Dana Patel

Sales Executive

Metric	Managed Svcs	Pro Services	Enterprise VAR
YTD	$00%	$00%	$00%
MTD	$00%	$00%	$00%
90-Day Pipeline	$7,20034%	$00%	$00%

Customer Stories

Trusted by MSP sales leaders

“

We used to reconcile commissions in spreadsheets every month - it took two days. With Quotametrics, it's done in minutes and our reps trust the numbers.

Marcus Delgado

VP of Sales, Ironclad Technology Partners

“

The Rep Readout screen alone saved us from two bad quota conversations. Our team now walks into every 1-on-1 with the same data I have. No surprises.

Priya Anand

CEO, Vertex IT Solutions

“

Sales Discovery with the AI analysis is a game changer. We identify ideal prospects faster and our reps show up to calls actually knowing the company.

Tyler Beaumont

Director of Revenue, Cascade MSP Group

Get started

Ready to transform your MSP sales?

Join 500+ MSPs already using Quotametrics to drive growth. Schedule a personalized demo and see how we can help you close more deals.

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