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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).



ConnectWise On-premise


Visualize IT

This gadget allows you to see the invoice totals specified by month in a line chart.

Invoicing Monthly Totals Gadget - ConnectSMART


Customize IT

Adjust this gadget to your liking by setting the parameters of the “Invoicing Monthly Totals”:

For example:

Invoicing Monthly Totals - customization 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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