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!
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 Agreement Profitability dashboards provides insights on key metrics such as Profit Margin, Effective Rate, and Contribution Rate to enable Business Owners and Service Managers in ensuring that all of their agreements are profitable. A breakdown of these metrics per agreement type/company as well as trend graphs are included so that it would be easy for users to determine whether agreements are priced correctly or if agreement labor costs should be managed more effectively.
Dashboards List and Description
Dashboard Name | Description |
|---|---|
| Project Summary - Summary | T |
| Project Summary - Project Details | T |
Terms and Calculations
Terms | Definition/Calculation |
|---|---|
| Cost Performance Index (CPI) | |
| On Track Delivery Date | |
| On Track Budget Hours | |
| Budget % Remaining | |
| Timeline % Elapsed | |
Last Activity | |
| Agreement Attached | |
| Actual Start | |
| Actual End | |
| Days Past Schedule End |
Project Summary - 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.
Available slicers are: Addition Cost (Exclude, Include), Date Range, Agreement Types
Project Summary - Project Details
The Agreement Details dashboard shows a breakdown of the same key metrics from the Summary Dashboard but on a per agreement-company level. It also contains graphs that show the trend of the following: labor hours vs the target, profit margin.
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!