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1. In the ConnectWise Manage Agreement Type Settings window, go to the section on Agreement Category Settings section. 
2. Enter your preferred settings.
   
3. Click Submit to save. 
   
4. When done with settings, you are ready to view the data verify if the values in the dashboards . Hover over meet your expected results. Click the Dashboards and click any of the following to view the results:

1. 1. Profitability Analysis Dashboard
   2. Agreement Profitability by Company
   3. Agreement Profitability
   4. Profit Margin Analysis By Company

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1. dropdown menu and select a dashboard.
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