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Page History
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The available slicers are Addition Cost (Exclude, Include), Date Range (Invoice Date), and Agreement Types.
Agreement Profitability - Agreement Details Dashboard
The Agreement Details Dashboard shows a breakdown of the same key metrics from the Summary Dashboard but on a per agreement-company level. It also contains graphs that show the trend of the labor hours vs. the target, and profit margin.
The available slicers are Addition Cost (Exclude, Include), Date Range, and Agreement Types.
Agreement Profitability - Margin Review Dashboard
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The available slicers are Company, Date Range, and Agreement Types.
Agreement Profitability - Effective Rate Dashboard
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The available slicers are Addition Cost (Exclude, Include), Date Range, and Agreement Types.
ConnectWise Settings for App Packages
Target Margin Settings: Users can set the target cost margin (Addition Costs + Labor Costs) for the calculation of target labor hours.
Overview
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