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3. When the ConnectWise Manage Agreement Type Settings tab opens, go to the Addition Calculation Setting section and input your company's Agreement Addition Settings and Agreement Settings.


4. Click Submit to save.

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  1. Then enter your Agreement Category Settings as well.

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  1. Click Submit to save. 
  2. When done with settings, you are ready to view the data in the dashboards. Hover over the Dashboards and click any of the following to view the results:
    1. Profitability Analysis Dashboard
    2. Agreement Profitability by Company
    3. Agreement Profitability
    4. Profit Margin Analysis By Company

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