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TThe 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 that each team member are working on the right type and number of tickets.

Table of Contents

Dashboards List and Description

Dashboard Name

Description

SummaryThe Summary dashboard shows
the monthly trend of Utilization, Realization, and Billable Utilization. Users can also customize the KPIs widgets to show specific date-team combinations through the available slicers: Location, Business Unit, Team, Technician, Date Range.ComparisonThis dashboard gives a breakdown of KPIs on a per technician level to allow users to compare the performance of specific people/teams. Also, there are widgets showing Realized Hours per Work Category.Compare PeriodsCompare TeamsWork CategoryThis dashboard shows recorded hours by each Work Category and Business Unit on a per team/technician level.Non Billable TimeThis dashboard gives a complete breakdown of time entries tagged as Do Not Bill or No Charge on a per team, technician, customer level.Daily Time SpanThis dashboard shows a comparison between the computed Total Daily Span and Total Labor Hours of selected teams/technicians.Daily ChartThis dashboard shows the daily average and trend for the following KPIs: Utilization, Realization, Billable Utilization, Do Not Bill, and No Charge.Weekly ChartThis dashboard shows the weekly average and trend for the following KPIs: Utilization, Realization, Billable Utilization, Do Not Bill, and No Charge.Non Business HoursThis dashboard gives a breakdown of Time Entries under Non-Business Hours on a per technician and date entry level.

...

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

BilledTotal amount of all invoices billed for an agreement
ProfitBilled - (Addition Costs + Labor Costs)
MarginProfit / Billed
Actual Labor HoursTotal recorded hours for an agreement
Effective Rate(Billed - Addition Costs) / Labor Hours
Contribution RateProfit / 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.

Available slicers are: Addition Cost (Exclude, Include), Date Range, Agreement Types


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