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Invoicing Monthly Totals: See if Dollars Invoiced Match Your Goals

  • March 8, 2014

Invoicing Monthly Totals: What IT Does

You can use this gadget to see if the invoicing in dollars is matching up to the goals that have been set. The company can use this line chart to see which months are weak financially and make adjustments accordingly. You can also search for a reason why the invoice total is that low for a specific month (be it by motivating the sales team or by spreading the invoices that are being sent out).

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Idle Tickets by Status: Be Aware of Updates That Need to be Made

  • March 1, 2014

Idle Tickets by Status: What IT Does

You can use this gadget to get a handle on open tickets that have no updates and time entries for the time you have it set. This allows you to constantly be aware that updates still need to be done instead of forgetting about them because you don’t notice it. By following a drilldown you receive a sortable grid of these tickets to select in ConnectWise.

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Agreements by Labor Loaded Gross Margin (LLGM)

  • February 3, 2014

Agreements by LLGM (Labor Loaded Gross Margin): What IT Does You can use this gadget to see which agreements by LLGM are performing good or taking up more hours of work in comparison to other agreements by LLGM. Furthermore the…

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