connectwise gadget Archives

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).

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.

Effective Rate By Company: See Where the Business Per Company is Going

February 24, 2014

Effective Rate By Company: What IT Does You can use this gadget to see where the business per company is going to. For example if an agreement with a company becomes less profitable, more profitable or remains the same and…

Margin by Tech MTD: See the Margin by Tech in a Bar Chart

February 17, 2014

Margin By Tech MTD: What IT Does You can use this gadget to see the margin per tech by month, and therefore how valuable each tech is. You're company can also analyze the margin by tech if techs are put…

My Idle Tickets Gagdet: See Tickets That Need Attention

February 10, 2014

My Idle Tickets: What IT Does You can use this gadget to stay informed of the tickets that need to be updated while you would forget about those in the past. Now you have that insight and you can easily…

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…

Days to Close By Member: See How Long it Takes to Close a Sale

January 27, 2014

Days to Close By Member: What IT Does This gadget can be used to get a view of how much time your sales members take to close a sale on average over a period of given time. Platform ConnectWise…

Billable Utilization Gadget: See Your Team’s Billing Against Forecast Amount

January 20, 2014

Billable Utilization: What IT Does You can use this gadget to identify how many individual employees are billing against their forecast amount from year to date, and where the amount of billing is assigned to within the company. Platform ConnectWise…

Customer Satisfaction Score Gadget – See How Happy Your Customers Are

January 13, 2014

This week we are focusing on the Customer Satisfaction Score gadget for ConnectWise On-premise. Customer Satisfaction Score: What IT Does You can use this gadget to get a visual glance of how your customer satisfaction score is taken from customer surveys…

Idle Opportunities By Member – See Where the Easy Money Can be Found

November 25, 2013

Idle Opportunities By Member - What IT Does You can use this gadget to monitor how well your sales members are closing opportunities that have been laying around for a while. This can also be used to track the productivity…

My Tickets by Status: A Quick View of Tickets by Status

November 11, 2013

My Tickets: What IT Does Use this gadget to help prioritize open tickets, based on their status and see which ones should be done first because they are more critical or because there are more tickets. By double clicking in…