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MSPbots WIKI is moving to a new home at support.mspbots.ai
to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!
N O T I C E
MSPbots WIKI is moving to a new home at support.mspbots.ai to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!
The 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.
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.
Available slicers are: Addition Cost (Exclude, Include), Date Range, Agreement Types
Overview
Content Tools
N O T I C E
MSPbots WIKI is moving to a new home at support.mspbots.ai to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!