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Dashboard Name | Description |
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Agreement Profitability - Summary | This 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 Profitability - Agreement Details | This 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 following: labor hours vs the target, profit margin %. |
Agreement Profitability - Margin Review | This dashboard contains a table that displays all companies under each agreement type with their monthly margins. This allows users to see the trend and determine which companies should be looked into. |
Agreement Profitability - Effective Rate | This dashboard shows effective rates per customer and agreement type with breakdown of billed, addition costs, and labor hours. |
(SETTINGS) ConnectWise Settings for App Packages | This contains settings for dashboards under Financial and Team Utilization suites for ConnectWise Manage Integration. For Financial, users can set the Target Profit Margin for computation of the Target Hours. |
Terms and Calculations
Term | Definition/Calculation |
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Value | If , then Value = Addition Price = Quantity * Unit Price |
Billed | Sum of (Actual Quantity * Unit Price) for all invoices within selected date range |
Addition Costs | Sum of (Actual Quantity * Unit Cost) for all invoices within selected date range |
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 |
Ave. Hourly Labor Rate | Average of all hourly labor rate of all active technicians with a work type tagging |
Target Hours | Budgeted hours to achieve the Target Total Cost Margin %, which can be set in the ConnectWise Settings for App Packages dashboard. |
Agreement Profitability - Summary Dashboard
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