Hi there,

❄️ February: Smarter metrics. Fewer surprises.

This month’s updates expand reporting power, improve metric clarity, and introduce a proactive approach to inspection reliability. February is all about helping you work smarter with the data you trust.

📊 Visual Insights Pro: Now with Excel & QuickBooks Integrations

Visual Insights Pro (Paid Add-On) continues to expand its continuously updated dashboard capabilities with two new out-of-the-box integrations:

Excel Connector

• Connect Excel files via OneDrive or SharePoint
• Easily blend operational data with custom spreadsheet insights
• *Requires a Microsoft account

QuickBooks Integration

• Continuous access to financial data
• Build robust financial dashboards and performance reporting
• Strengthen QBR conversations with revenue and billing visibility

These connectors make it easier than ever to build polished, branded dashboards for both internal teams and client-facing reports.

🧠 Liongard Metric Update: Improved Data Visibility in RoarPath

We’ve enhanced RoarPath, our JMESPath-based query language, to make working with nested and relational data more intuitive.

You can now reference parent and child attributes more seamlessly within the same view, making it easier to maintain context when building advanced metrics and inventory insights.

Why It Matters

• Create more precise inventory and compliance views
• Build richer, context-aware alerting logic
• Connect related data (like software and devices) more fluidly

This update strengthens RoarPath’s ability to model real-world IT relationships, giving you greater clarity and control when shaping insights.

🛠 Proactive Ticket Initiative (PTI)

We’re introducing the Proactive Ticket Initiative (PTI): a support-driven process designed to improve inspection reliability and reduce common setup friction.

PTI uses automation and inspection analytics to surface recurring configuration issues early, helping streamline resolution and strengthen inspection success rates.

What PTI Targets

• Expired or invalid credentials
• Insufficient permissions
• Network or firewall restrictions
• Configuration misalignment in target systems

The Impact

• Fewer repeated troubleshooting cycles
• More consistent inspection runs
• Improved overall partner experience

How to Participate

Opt in by contacting Liongard Support or your Liongard Representative.