Back to Banyan Hills Insights

Updates to Operations pages, KPI panels and more

December 11, 2018 - We’ve released a new version of Canopy and there are lots of improvements to the design, making it easier to reach certain items and view more KPI panels at a glance.

Here are the highlights of the newest version of Canopy:

A new and improved Operations page. When you log into Canopy and visit the Operations page, you will be greeted by a new and improved layout. We have tried to make it easier to read at a glance and make it easier to understand what the various numbers on the screen measure or indicate.

Updates to KPI panels. The KPI panels at the top of the operations page have been redesigned and enlarged. Users can also have more than six KPI panels at the top. Look for the ‘More KPIs’ text link on the right side of the Summary panel towards the top of the Operations page.

KPI panels can be added or removed by visiting the KPI settings, which are still in the same place as before (click on the gear icon on the left above the Summary panel on the Operations page).

Suspending a KPI is easier. Let’s say there’s one item in a row in the list of Devices on the Operations page that you don’t want included in the summary KPI panel at the top of the Operations page. With the new version of Canopy, you only need to hover over the column containing the item in that row and look for the three dots that will appear in the lower right quadrant. Click on the three dots and you will see several options for suspending that KPI (preventing it from being used in other calculations within Canopy). For instance, the option to ‘Suspend KPI’ will keep the KPI numbers in that row from being used in the Summary KPI panel at the top of the page. In addition, you can ‘Suspend Threshold Check,’ which translates to suspending the KPI for threshold calculations and ‘Suspend for Summary,’ which means the KPI will not be used for calculating the ‘Status’ on the left end of that row.

If you have ‘Actions,’ they’re easier to reach. Some Canopy customers are able to use Actions to perform certain tasks. If you have Actions as part of your Canopy installation, you can quickly get to the list of Actions by clicking on the three dots that appear to the left of the Status icon on each row in the Operations page.

A new and improved Marketplace page. If your instance of Canopy is able to integrate with third-party apps and APIs, you can visit the Marketplace page by clicking on ‘Marketplace’ in the upper right corner of any Canopy screen. Once you click on the link, you will be taken to the newly redesigned Marketplace page where you can explore all the different types of integrations that Canopy can accommodate.

The new Canopy Marketplace screen.

As always, please reach out to us if you have any questions. We encourage customers to send a note to support@banyanhills.com.

Resources

Stay up-to-date on software connectivity

 
Sales closing meeting for system integrator.
Top Ways for Systems Integrators to Close More Business in 2023

Here are some of the top ways system integrators can grow in 2023 and tips for how to pursue and manage new clients.

Business people discussing an RMM software proposal.
How to Select an RMM Tool

Here’s a quick guide to understanding the benefits of RMM software and ten tips for selecting the right RMM for your businesses.

System integrators who succeed in growing their services business often create a strategic plan for growth.
Why System Integrators Are Pivoting to Services and More Recurring Revenue

System integrators are entering a very favorable time for expanding into services work and recurring revenue opportunities.