Utilization App

APP LINK:

https://app.mspbots.ai/report-1446447560373551106?pageid=1446447560373551106

DESCRIPTION:

Agreement Profitability displays profitability for each recurring agreement during the time period and the agreement category Shows the profitability of each recurring agreement during the time period and the profitability of the category of agreement.

WHY SHOULD YOU CARE?:

For Stakeholders: Having a quick visibility of recurring agreement profit and impact of service contracts to your business will help you strategize on how you can leverage your MSP contracts to increase your business profitability
For Managers: Make comparison on each of your MSP contracts and track your costs, revenue, productive hours and profit and use them for trends, forecasting and pricing model purposes.
For Finance Admins: This app will provide you comprehensive reference to generate your billing with accuracy.

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.

APP FEATURES:

FILTERS

The app has filters to select recurring agreement per:

Client
Date range
Type

REPORT COLUMN DETAILS

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

Additonal Features:

Each columns can be sorted and filtered

Each Agreement Category can be further drilled down by clicking the data and it will display individual agreements under this category.

RELATED INTEGRATION:

ConnectWise Manage

REQUIREMENTS:

Active ConnectWise Manage Integration

MSPBots
(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 Agreement Profitability

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