Page History

Dive into the profitability metrics for all agreements, enabling you to make data-driven decisions for optimizing costs and enhancing revenue.

The Profitability Analysis dashboard provides a comprehensive overview of the profitability of all agreements within a specified time period. This tool enables businesses to assess their revenue, expenses, and profitability across different types of agreements. By utilizing various widgets, users can gain valuable insights into their financial performance and make data-driven decisions to optimize their business strategies.

Explore profitability trends among your agreements, organized by company. This analysis provides a deep understanding of financial performance on a company-specific level.

The Agreement Profitability by Company dashboard offers a detailed analysis of the profitability of all agreements organized by company during a specified time period. This powerful tool not only provides insights into financial performance but also includes crucial trends related to Margin Percentage, Contribution Rate, Total Billed by Recurring Type, and Total Actual Hours by Recurring Type. By examining these key profitability metrics, businesses can gain a comprehensive understanding of their financial health, enabling them to make informed decisions, optimize costs, and formulate strategies for revenue growth and enhanced profitability.

Gain insights into profitability trends for all agreements during specified periods, facilitating cost optimization and revenue growth strategies.

This dashboard offers a comprehensive view of your business's financial performance, with a focus on key metrics such as monthly trends in total billed, gross revenue, and margin. In addition to tracking these critical indicators, the dashboard also provides leader boards highlighting the top 10 companies with the highest and lowest gross revenue. This valuable information empowers businesses to monitor their financial health, make informed decisions, and identify areas for improvement.

Visualize monthly margins for all companies, allowing you to identify trends and pinpoint companies that may require further investigation.

This dashboard features a heatmap showcasing monthly margins for all companies, enabling users to visualize trends and identify companies worthy of further investigation.

This contains settings for dashboards under the MSPbots Profit Insights App for ConnectWise Manage Integration. For the Financial suite, users Users can set the Target Profit Margin for computation of the Target HoursAddition Calculation and Agreement Category settings.