Agreements Invoicing Change: Know when your monthly invoice amounts change
Hi everyone! This week Inspector Gadget we’ll be focusing on the GO-GO Gadget……”Agreements Invoicing Change”! See our gadget from last week.
Platform: ConnectWise On-premise.
Agreements Invoicing Change
This gadget allows you to see the change in sum of invoice amount by month in a graphic chart. This gadget can do this per week or year as well; it depends on your needs.
Customize!
Adjust this gadget to your preferences by setting the parameters of the “Agreements Invoicing Change”:
| Parameter: | Example: |
| Number of time units | You can set a time period of 6 months prior (is -6) |
| Time units | Year, month, week or day. |
| Agreement types | ‘connectsmart_silver’, ‘connectcare_projects’ etc. |
| Exclude business unit from above | (checked) Does not calculate the data of the mentioned agreement types from above. |
| Exclude agreement types above | (unchecked) Calculates all the agreement types in the field above. |
| Locations | New York, Hollywood etc. |
| 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. |
| Goal | 3000 (dollar value of invoicing you want to reach) |
| 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. |
What can I do with it?
You can use this gadget to see the amount of invoicing change over a period of a given time against the goal in a glance. Everyone within your company can be updated with the change of invoices against the goal set. It is a way to see how many invoices have either downgraded in value or cancelled as a customer.
Select this gadget in the “Finance 1” pack with ConnectSMART Silver or choose ConnectSMART Gold and get them all!
Related gadgets
Examples are: “Agreements Active” gadget, “Agreements New This Month” and the “Sales By Time” gadget.
This gadget can be bundled with many others to acquire a view of the invoicing change over time, and this tool assists in creating company forecasts for the month to either raise or lower the goal. It can also be used to research why the monthly invoicing changes so much in a specific month.
What do you bundle your “Agreements Invoicing Change” gadget with?
Next week we’ll be inspecting the “Idle Tickets by Status and Board“ gadget which will enable you to easily prioritize your tickets by status and board. So make sure you tune in!
Until next week! GO- GO Gadget Rocket Booster!
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