Quarterly business review prep desk for ConnectWise PSA

I want a client account review workspace that our account managers and vCIOs open before every client meeting, so preparing a quarterly business review stops being a two hour copy and paste job out of ConnectWise PSA.

The app opens on a searchable client list built from ConnectWise PSA List Companies. Each row shows the company name and three things I care about at a glance: the count of open service tickets from List Service Tickets, the hours consumed in the current period from List Time Entries, and when that client was last reviewed. The last reviewed date comes from the app's own saved review history, not from ConnectWise. Let me search and filter the list by name so I can find an account fast.

Picking a client opens a single review page for that account. At the top of the page I choose a date range, defaulting to the last full quarter, and every section on the page recalculates for that window.

The ticket history section uses List Service Tickets scoped to that company and date range. Break it down by volume over time so I can see the shape of the period, by service board, by priority, and by top recurring issue types so I can point at what keeps coming back.

The service delivery section uses List Time Entries scoped to the same company and window. Total the hours and break them down by member so I can see who delivered the work, and by ticket so I can see where the time went.

The contract section uses List Agreements for that company. Show each active agreement with its start and end dates, what the agreement covers in hours, and how the period's consumed hours compare against it, so an overage or an underused block is obvious.

The pipeline section uses List Opportunities filtered to that account, showing anything still open with its value and stage.

The point of the page is the narrative, so put a generated summary at the very top that calls out the trends worth discussing. It should say whether ticket volume is rising or falling versus the previous period of the same length, which issue types are eating the most hours, and flag any agreement where consumed hours look out of line with what the contract covers. Fetch the equivalent prior window so the comparison is real rather than guessed. If a section has no data, say so plainly instead of inventing a trend.

From that page I want three actions. Generate QBR brief creates a formatted Google Doc: call Google Docs Create Document to make the document with a title like the client name and period, then call Batch Update Document to fill it with the headline numbers, the ticket breakdown, hours by agreement and the talking points, and show me the link when it is done. Create Document only makes a blank document with a title, so the content has to be inserted with Batch Update Document as a second step. Log the review records the meeting against the client using Create Activity. Flag an upsell captures a short note and a value from me and opens it as a new record using Create Opportunity for that company.

Let me save review notes per client that persist between sessions, so the next quarter's page shows what we promised last time. Saving a review should also be what updates the last reviewed date on the client list.

Build notes for the ConnectWise PSA calls. List endpoints use the proprietary conditions query syntax with string values in double quotes, dates as ISO-8601 inside square brackets for filtering the period, and pageSize capped at 1000, so page through when a client has more history than one page. Foreign keys are objects rather than bare IDs, so a company is written as an object with an id when creating an activity or an opportunity. Tickets and time entries both need company scoped filtering for the per client rollups to be correct.