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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!
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 |
|---|---|
| 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 | |
| Agreement Profitability - Margin Review |
Terms and Calculations Used
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 |
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, Agreement Types
Agreement Profitability - Agreement Details Dashboard
The Agreement Details dashboard
Agreement Profitability - Margin Review
The Agreement Details dashboard
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!