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The Team Utilization and Efficiency KPIs for ConnectWise Manage app contains reports on Utilization, Realization, and Billable Utilization of a team.
These aim to help MSP Business Owners and Service Managers reach their target % utilization by ensuring helping them ensure that each team member are working on the right type and number of tickets.
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Dashboard Name | Description |
|---|---|
| Summary | The Summary dashboard shows total billed, margin, effective rate, contribution rate, and profit per agreement type. It also contains graphs showing the monthly trend for the KPIs. |
| Agreement Details | |
| Effective Rates | |
| Margin Review |
Definition of Terms
Dashboard Name | Description |
|---|---|
| Billed | Total amount of all invoices billed for an agreement |
| Profit | Billed - (Addition Costs + Labor Costs) |
| Margin | Profit / Billed |
| Actual Labor Hours | Total recorded hours for an agreement |
| Effective Rate | (Billed - Addition Costs) / Labor Hours |
| Contribution Rate | Profit / Labor Hours |
Summary Dashboard
The Summary dashboard shows total billed, margin, effective rate, contribution rate, and profit per agreement type. It also contains graphs showing the monthly trend for the KPIs.
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Overview
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