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The dashboards under Agreement Profit Margin and Effective Rate for ConnectWise Manage app package will Agreement Profitability dashboards provides insights on key metrics such as Profit Margin, Effective Rate, and Contribution Rate to enable Business Owners and Service Managers to ensure in ensuring that all of their agreements are within target profitability margins.
It contains widgets that show complete breakdown profitable. A breakdown of these metrics per agreement type and /company as well as graphs for monitoring of monthly trend. With key metrics such as Effective Rate and Contribution Rate, trend graphs are included so that it would be easy for users to assess determine whether agreements are priced correctly and/ or if agreement labor costs should be managed more effectively.
Table of Contents
Dashboards List and Description
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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