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

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 therefore being able to proactively decide how to handle these changes.

 

Platform

ConnectWise On-premise

 

Visualize IT

This gadget allows you to see the effective rate by company for the prior month as a trend in a graphical chart.

 

Act on IT: Drill down

Double click to see a chart of the effective rate trend per month and see in what time window you get most of your new customers.

Effectiveratebycompany_drildown

 

 

Customize IT

Adjust this gadget to your liking by setting the parameters of the “Effective Rate By Company”:

*Prior3Pct means that only the average of the prior three % months of the orders by column will be shown.

 

Related to IT

  • “Pita Clients”
  • “Agreements”
  • “Customer Efficiency Score”

 

Bundle IT

These gadgets together in a dashboard reveal if the effective rate per company goes up depending on the customer efficiency score per company, and if the effective rate per company goes down when a company is or becomes a “Pita client” (because they require extra company resources).

What do you bundle your “Effective Rate By Company” gadget with?

 

 

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