Invoicing Monthly Totals: See your invoice totals by month
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 be it by day or by year. 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).
Platform
ConnectWise On-premise
Visualize IT
This gadget allows you to see the invoice totals specified by month in a line chart.
Customize IT
Adjust this gadget to your liking by setting the parameters of the “Invoicing Monthly Totals”:
For example:
Bundle IT
This gadget can be bundled to put the financials in a better perspective and to be able to do more reliable forecasts.
What do you bundle your “Invoicing Monthly Totals” gadget with?
Related to IT
These gadgets together in a dashboard will show you that the Work-in-progress members can be used to catch up on months where total invoicing amount is low; ideally streamlining billing.
Get IT
Select this gadget in the “Finance 1” package with ConnectSMART Silver or choose ConnectSMART Gold and get them all!
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