The Syncro Power BI Template Hub is your direct path to unlocking actionable insights from your Syncro data. 

This area inside the Syncro Community features five curated, pre-built dashboards that connect directly to Syncro account data via the Syncro API. They are simple to set up and easy to modify; plus the visuals and metrics can be quickly tailored to your business. You also get access to community-driven examples, tips, and resources to help you get even more value from your reports.

The Power BI Template Hub provides:

• A plug-and-play setup that simplifies the process: you download the templates from the Syncro Community, enter your Syncro subdomain and API key in Power BI Desktop, and your live data automatically pulls in. 
• Five starter dashboards—Executive Summary, Customer Organization Profitability, Assets Overview, Tickets Overview, and Technician Performance—offer instant visibility into your financial, operational, and client metrics. You gain immediate, self-serve data analysis capabilities on your business performance without extensive technical setup or custom development.
• Full customization capability, meaning you can easily modify visuals, add filters, or blend in other datasets to perfectly align the reports with your specific business needs. 
• A vibrant community knowledge base by promoting the sharing of reporting best practices and allowing partners to contribute new, approved template designs.

Set Up

Follow these steps to connect your Syncro API token and start pulling live data into your Power BI template. Or, watch this short video:

Step 1: Prepare Your Syncro API Key

You can use an existing API token or create a new one.

To create a new token:

1. In Syncro, navigate to Admin > API - API Tokens.
2. Click +New Token. 
3. In the row for Power BI, click Create Token.
4. Leave all the permission boxes checked, then scroll to the bottom and click Create API Token.
5. Copy the token and click Done.

Step 2: Open the Power BI Templates

1. Download the Power BI templates .pbix file from the Syncro Power BI Template Hub.
2. In the top menu of Power BI, click Transform Data to open Power Query.

Step 3: Enter Your Syncro Credentials

1. In the Parameters group (left panel), enter:
   1. Subdomain: Your Syncro subdomain.
   2. API Key: Paste the token you copied from Step 1. 
2. Click Close & Apply. 

Power BI will begin querying your account data, which may take a few minutes. 

When that's finished, you'll be ready to explore your data.

Troubleshooting

If you see an error, select Close. If the data is loaded, you can proceed normally.

If the data is not loading, here are a few things to check:

1. Verify your subdomain: Use the URL you normally sign into Syncro with.
   Example: if you log in at yourmsp.syncromsp.com, then your subdomain is yourmsp.
2. Verify your API key: Make sure the key is copied exactly as provided from the Admin > API Keys page, with no extra spaces.
3. Re-enter both values: In Power BI, go to Home > Transform Data > Parameters, then paste in your correct subdomain and API key.

About Data Refreshes

Because this template pulls live data directly from the Syncro API using custom Power Query functions, automatic scheduled refresh is not supported in the Power BI Service. To update your dashboards with the latest data, simply open the .pbix file in Power BI Desktop and click Refresh.

The Starter Template

Each of the five Power BI dashboards highlights a different part of your business. You can them use is, or as a starting point to build upon. 

Tips: 

• Use the tabs at the bottom of Power BI to navigate between them. 
• Use the date slicer at the top-left of each dashboard to filter the data (e.g., “Last Month,” “Last 7 Days”).

Executive Summary

Audience: Owners / Business Leaders

Benefits: Delivers a high-level summary of revenue, billable hours, and team workload. This consolidated view serves as a quick health check to monitor performance trends, optimize billability, and uncover revenue opportunities. Answers the question, “How is my business performing financially and operationally, overall?”

Key insights include:

• Total revenue
• Pending ticket charges
• Number of customers
• Total billable vs non-billable hours
• Billable Time %
• Revenue & invoice trend
• Pending ticket charge breakdown table

Customer Organization Profitability

Audience: Owners / Business Leaders

Benefits: Uncover revenue contribution, service effort, and profit drivers by Organization. Leverage these insights to optimize pricing, refine service levels, and segment accounts for maximum profitability. Answers the question, “Which customers are the most and least profitable?”

Key insights include:

• Revenue YTD / MTD
• Average resolution and response time
• Total worked hours
• Number of tickets resolved
• Profitability ranking (top/bottom customers)
• Per-customer metrics (revenue, hours, effective hourly rate, hours per ticket, profit per ticket)

Note: This dashboard calculates Average Response Time using the raw response_time values from the /tickets API (a simple average of the first response time in seconds). Because Syncro’s in-product metric includes additional logic such as SLA rules, ticket cloning, linked tickets, and/or automations, the value shown here could possibly differ from what you see in Syncro.

Assets Overview

Audience: Owners / Technicians

Benefits: Instantly identify at-risk devices and visualize your full fleet composition. Drive proactive maintenance with a comprehensive snapshot of device types, OS versions, warranties, and health indicators. Answers the question: “What is the current health and status of my customers’ assets?”

Key insights include:

• Total asset count
• Number of assets with low disk (<10%)
• Number of assets pending reboot
• Warranty status (under / out of warranty / unknown)
• Asset types distribution
• OS release version distribution
• Detailed asset table (age, storage, health indicators)

Tickets Overview

Audience: Technical Leaders

Benefits: Track ticket flow and technician bandwidth in real time. Use immediate insights to maintain SLA compliance and zero in on aging or overdue work. Answers the question: “What is happening with tickets today and what requires attention?”

Key insights include:

• Tickets opened, updated, resolved today
• Past due & unresolved tickets
• Daily avg tickets resolved (30 days)
• Tickets updated (today vs yesterday)
• Current open tickets by technician
• Detailed ticket table (subject, customer, status, due date, technician)

Technician Performance

Audience: Owners / Technical Leaders

Benefits: Analyze technician performance across workload, speed, and distribution. Leverage these insights to optimize resource allocation, resolve bottlenecks, and drive data-backed coaching conversations. Answers the question: “How efficiently is each technician performing?”

Key insights include:

• Number of tickets resolved
• Avg response & resolution time
• SLA breaching soon / SLA breached ticket count
• Ticket count by technician & issue type
• Issue type volume distribution

Customize the Dashboards

Ready to take control of your data? Watch this short video to learn how to fully leverage Power BI's slicers and filters to personalize reports, like the Technician Performance dashboard, to focus on the KPIs that matter most to you: