Agreements: See how you’re performing for each customer
Hi everyone! This week Inspector gadget we’ll be focusing on the GO-GO Gadget……”Agreements”! See our gadget from last week.
Platform: ConnectWise On-premise.
Agreements
This gadget allows you to see the performance of each customer under the agreements you have. This can be the hours spend on the customer under this agreement, the value of the agreement in dollars, the trend of the margin per customer (up, down, stable) and also which customers are new to an agreement.
Drilldown
Double click to see a chart of the agreement and the effective rate it has compared to the minimum value it must have to actually be ‘profitable’.
Customize!
Adjust this gadget to your liking by setting the parameters of the “Agreements”:
| Parameter: | Example: |
| Agreement types | Data recovery |
| Exclude agreement types above | (checked) Does not calculate the agreement types mentioned in the field above |
| Exclude agreement types above | (unchecked) Calculates all the agreement types in the field above |
| Locations | Hollywood, Boston, Toronto etc |
| Exclude locations above | (checked) Does not calculate the locations mentioned in the field above |
| Exclude locations above | (unchecked) Calculates all locations there are in the field above |
| Number of companies | The amount of companies you wish to see |
| Order | Descending or ascending |
| Business units | ConnectSMART etc |
| Exclude business units above | (checked) Does not take the data from the above named business units unto account |
| Exclude business units above | (unchecked) Calculates all the data from the business units into the gadget. |
| Number of time units | You can set a time period of 3 months prior (is -3) |
| Date units | Year, month, week or day |
| Is to Date | (checked) Looks back the specified amount of time (ex. -3 months: April 16th– June 16th) from today’s date. |
| Is to Date | (unchecked) Looks back the specified amount of time (ex. -3 months: April 1st– June 1st) from the beginning of time unit (month, week, etc.) |
| Order by column | Company, hours, contract$, margin or Prior 3Pct |
| Show internal data | (checked) Tracks the company record against the agreements (from your system setting in ConnectWise eg). |
| Show internal data | (unchecked) Does not track and set the company record against the agreements (from your system setting in ConnectWise eg). |
| Aggregate function | Average or sum |
| Use of actual or billed hours | Actual or bill |
What can I do with it?
You can use this gadget to see which customers under an agreement are more profitable or taking up more hours of work in comparison to other customers. Furthermore you can see if the margin per customer of an agreement changes over time in comparison to the shift in hours.
In addition, when you do a drill down on a customer you will see the effective rate for that customer of the agreement over time and the goal that you can set for a minimum effective rate.
Select this gadget in the “Finance 1” pack with ConnectSMART Silver or choose ConnectSMART Gold and get them all!
Related gadgets
This gadget can be bundled with the “Agreement Types“, “Open Tickets By Company”, “Customer Efficiency Score” and the “Agreements By LLGM” gadget.
These gadgets together on a board provide insight and analyze possibilities to see customers slipping away in profitability and rising stars in your customer network.
What do you bundle your “Agreements” gadget with?
Next week we’ll be inspecting the “Agreements Invoicing Change” gadget which will allow you to see the change in invoice amount compared to the set goal by your company, it is a performance tool. So make sure you tune in!
Until next week! GO- GO Gadget Rocket Booster!
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