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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.
List of Dashboards
Dashboard Name | Description |
|---|---|
| Agreement Profitability - 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 Profitability - Agreement 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 %. |
| Agreement Profitability - Margin Review | The Margin Review dashboard contains a table that displays all companies under each agreement type with their monthly margins. This allows users to see the trend and determine which companies should be looked into. |
Terms and Calculations
Term | Definition/Calculation |
|---|---|
| Value | Recurring value of all invoices for an agreement |
| 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 |
| Target | Budgeted hours to achieve a certain profit margin |
Agreement Profitability - 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 (Invoice Date), Agreement Types
Agreement Profitability - Agreement Details Dashboard
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
Agreement Profitability - Margin Review
The Margin Review dashboard contains a table that displays all companies under each agreement type with their monthly margins. This allows users to see the trend and determine which companies should be looked into.
Available slicers are: Company, 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!