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!
- App Link
- What is this App about?
- Why should you care
- App Features
- Related Integration
- Requirements
- Setup and Configuration
- Data Sources
APP LINK:
https://app.mspbots.ai/report-1445741652198801410?pageid=1445741652198801410
DESCRIPTION:
Utilization App measures the time being spent by Technicians to billable hours. It helps MSP business owners and Service Managers allocate tasks and resources so as not to underload or overload.
WHY SHOULD YOU CARE?:
- For Stakeholders: This report helps strategically measures how effective current resources are. The report measures if the business utilizes time to a maximum as to receive better ROI.
- For Managers: Visibility of billable hours and available hours. Proper utilization is important to help allocate enough work to technicians, and also preventing overwork that may lead to burn outs.
MSPbots offers you a convenient way of viewing your reports. It displays a user-friendly dashboard with an improved interface that you can easily navigate with the help of our quick info guide in the form of informative tooltips. One key benefit of using MSPBots is that it will also allow you to build your Bots out of your widget components which creates actionable insights and triggers for users to take action.
WIDGET TYPES:
| DETAILS | DESCRIPTION |
| Agreement Categories | Displays list of agreement categories |
| Labor Revenue | Labor Revenue displays the total revenue from labor for specific time range |
| Product Revenue | Product Revenue displays the total revenue from product for specific time range |
| Labor Cost | Labor Cost displays the total Cost from labor for specific time range |
| Product Cost | Labor Cost displays the total Cost from labor for specific time range |
| Labor Gross Margin | Labor Gross Margin will compute for the Labor Revenue less the Labor Cost |
| Product Gross Margin | Product Gross Margin will compute for the Product Revenue less the Product Cost |
| Gross Margin | Gross Margin will compute for the Product and Labor Revenue less the Product and Labor Cost |
| Hours | Hours will display the actual service time rendered in the agreement |
| Cont/Hour | Cont/Hours will compute the gross margin divided by actual service hours rendered |
| Margin Percentage | Margin Percentage will compute for Gross Margin divided by Total Revenue |
| Effective Rate | Effective Rate displays the Effective Rate for each agreement |
RELATED INTEGRATION:
- ConnectWise Manage
REQUIREMENTS:
- Active ConnectWise Manage Integration
- (OPTIONAL) The user's manager is configured within Azure Active Directory
SETUP AND CONFIGURATION:
Agreement Profitability is a template created by MSPBots that is readily available for users to use. You can view the report and add filters, but you cannot edit or delete them.
If you want to edit the template reports, please clone them to a custom report first. For more information on how to create a report, click here.
DATA SOURCES:
CW Utilization APP
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!