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.
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?
What are the top-performing MSPs doing differently that sets them apart from the rest? The secret lies in shifting strategies and technologies that drive business results.