Margins Gadget: Chart Your Margin & Invoice Amounts

Margins Gadget: What IT Does

You can use this gadget to track exactly how your margin and invoice amount is moving. For example of the trend of the invoice amount is steady but the margin is dropping, then that would raise a red flag that either the cost has gone up to put pressure on the margin or the invoice amount has gone down (because of economy or competition issues).

 

Platform

ConnectWise On-premise

 

Visualize IT

This gadget is a line chart that brings all of your data into focus so you can easily see what the trend is over a period of time from the margin and what the invoice amount was.

 

Margin or Invoice Drilldown

Double click to see a chart of the margin or invoice amount and see how the rate performs against the set hours, agreement $ and more.

 

Customize IT

Adjust this gadget to your preference by setting the parameters of the “Margins”:

 

For example:

 

Related to IT

• Agreements Active
• Agreement Types
• Agreements
• Agreements Invoicing Change
• Revenue Per Month

 

Bundle IT

This gadget can be bundled in a dashboard to acquire a view of how many customers there are, what their paying, how many hours are being put into it and what the company earns out of the energy it puts into their customers.

What do you bundle your “Margins” gadget with?

 

Margins Gadget:  Get IT

Select this gadget in the “Finance 2” pack with ConnectSMART Silver or choose ConnectSMART Gold and get them all!