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The dashboards under Agreement Profit Margin and Effective Rate for ConnectWise Manage app package will enable Business Owners and Service Managers to ensure that all of their agreements are within target profitability margins.
It contains widgets that show complete breakdown per agreement type and company as well as graphs for monitoring of monthly trend. With key metrics such as Effective Rate and Contribution Rate, it would be easy to assess whether agreements are priced correctly and/or labor costs should be managed more effectively.
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
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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!