ConnectWise PSA (Manage) Health Score
Proprietary Audit
ConnectWise PSA (Manage) Health Score
How healthy is your
ConnectWise instance?
Get an instant health score across six operational categories. Connect your API credentials and see your results in under two minutes.
ConnectWise API Credentials
Enter your ConnectWise Manage instance details to begin.
Your name and email are recorded so we can follow up about your audit. Your API credentials are used only for this audit session — they are never stored. Audit data is used only for the active session unless you choose to proceed with a full report. Only inquiry (read-only) access is required — this audit makes no changes to your ConnectWise instance. We recommend creating a dedicated read-only API member for this audit.
Audit Period
3 Months
Recent activity
6 Months
Recommended
12 Months
Full picture
No credentials needed — shows a realistic sample result
Six Categories. One Score.
The ZenEdge audit runs silent checks across six operational pillars and returns an instant health score. No raw data is ever exposed.
Categories Assessed
Billing Integrity
Agreement coverage, recurring accuracy, unbilled items
Process Compliance
End-to-end linkage: Opp → Quote → SO → Project → Invoice
Data Quality
Incomplete records, missing contacts, orphaned items
Product & Pricing
Catalogue hygiene, margin visibility, consistency
Time & Billing Accuracy
Time entry descriptions, billability, and record attachment
Service Experience
Ticket age, SLA adherence, response discipline
Pipeline & Opportunity Accuracy
Margin recording, close-date discipline, forecast readiness
What you'll receive: A weighted score per category (totalling 100) and an overall health score. Categories are weighted by operational impact — billing integrity carries the most weight because that's where revenue leakage lives. The full report — specific findings and a prioritised remediation plan — is delivered in a free 60-minute call with Ben Mak.
Running Audit
Connecting…
0%
All checks are run using your ConnectWise data with read-only access.
Requests are securely routed via ZenEdge infrastructure to enable the audit.
No credentials are stored and no data is retained after the session.
Requests are securely routed via ZenEdge infrastructure to enable the audit.
No credentials are stored and no data is retained after the session.
Category Scores
Your Full Report Awaits
Get the full findings and remediation plan
Your score and sample issues show where the gaps are. The full report covers the complete findings, root causes, and prioritised actions.
Book Your Free 60-Minute Call
→
Free
No obligation
60 minutes
Full report included
📋 The full written report is delivered after the call, shaped by what we discuss.
✅ No preparation needed on your end — just show up and ask questions.
What's in the Full Report
✓
Specific findings — the exact records, patterns, and gaps driving each score
✓
Root cause analysis — why these issues exist and what they're costing you
✓
Prioritised fix list — what to address first and how, in plain language
✓
Revenue exposure estimate — what the gaps are likely costing in revenue leakage
✓
90-day action plan — a structured roadmap your team can execute immediately
Ben Mak
Founder & Execution Partner — Scaling Up Coach
ZenEdge works exclusively with MSP and telco businesses in Australia and New Zealand to close the gap between how their tools are configured and how their business actually performs. The full report is yours — no pitch, just findings.
www.zenedgeoperations.com ↗
www.zenedgeoperations.com ↗