Revenue per Month: Track your projects by service period
Hi everyone! For today’s Gauges & Gadgets, we’ll be focusing on “Revenue per Month”! See our gadget from last week.
Platform: ConnectWise On-premise.
Revenue per Month
This gadget shows you the invoice amount of revenue for projects and service per period (usually set by month) in a graphic chart.
Adjust this gadget to your liking by setting the parameters of the “Revenue per Month”:
|Business units||‘connectsmart’, etc.|
|Exclude business unit from above||(checked) Does not calculate the data of the mentioned business units from above.|
|Exclude business unit from above||(unchecked) Calculates all the data from the business units into the gadget.|
|Locations||The establishment of the company in another city, state or country|
|Exclude locations above||(checked) Does not calculate the locations mentioned in the field above|
|Exclude locations above||(unchecked) Calculates all locations there are in the field above|
What can I do with it?
You can use this gadget to acquire a single view of the revenue for your projects and service compared to other periods of time. It is a tool to track and analyze the flow of revenue in order to see how the company performs.
Select this gadget in the “Finance 2” pack with ConnectSMART Silver or choose ConnectSMART Gold and get them all!
Examples are: “Work In Progress (WIP)“, “Work In Progress by Member“, “Invoicing Monthly Totals“ and the “Utilization Over Under“ gadget.
This gadget can be bundled in a dashboard to acquire a good view of where the revenue comes from, how much is being invoiced and how much is invoice able without much effort specified by member. Based on this per time period you can see when the members have met their goal and how that has an effect on the invoice amount monthly or how well the company compares in numbers to previous months.
What do you bundle your “Revenue per Month“ gadget with?
Next week we’ll be inspecting the “My Tickets by Last Update” gadget which will show you the number of tickets you have updated in a single view! So make sure you tune in!
Until next week! GO- GO Gadget Helicopter!