for ConnectWise

Client Executive Briefing (Smartphone)
Get a quick briefing before you go to a meeting with this client

Get a quick snapshot of how important this client is to your MSP practice.

Get a quick snapshot of how important this client is to your MSP practice.

PURPOSE

Didn’t have time to “do your research” on this client, but you are meeting with them in 15 minutes? No problem. The Client Executive Briefing report gives you a QUICK overview of their value to you (revenue and profit), past due invoices, sales opportunities, open tickets, and more.

 

WHY IS THIS IMPORTANT?

You value all your MSP clients (okay, most of them!), but you may not know the exact details of the current relationship between your two organizations.  So you go into a client meeting with them, tell them “how important they are to you”, but you don’t know anything about what’s going on with this account.  This report gives you a 30-second overview of the details of this account, so you can be INFORMED about their account when you go into that client meeting.

 

REPORT ITEMS

Revenue – Sales revenue for this company, excluding tax. [Tap to drill down]

Invoices for this client

Tap Revenue Amount to show Invoices for this client

Tap invoice number to see line item details

Tap invoice number to see line item details

Contribution Margin – The total amount of revenue you have remaining AFTER you have paid your 3rd party vendors but BEFORE you have “paid” your engineers by allocating their W-2 cost on an hourly basis.

W-2 Cost This Date Range – Shows the W-2 cost of the engineering time spent on this client this period based on hours worked and the hourly W-2 cost of each engineer.

Net Profit – Revenue less 3rd party costs less allocated W-2 engineering costs.

Past Due Invoice Total – Total amount due on all past due invoices. [Tap to drill down]

Tap Past Due Revenue to show the Past Due Invoices

Tap Past Due Revenue to show the Past Due Invoices

Tape the Past Due Invoice Number to see the invoice line items

Tap the Past Due Invoice# to see the invoice line items

# Invoices Past Due – Total number of past due invoices. [Tap to drill down, just like on the Past Due Revenue]

Tickets This Period – Total number of tickets for this client that were open at least part of the selected date range. [Tap to drill down]

List of tickets open at least part of the date range

Tap the number of “Tickets This Period” shows a list of tickets open at least part of the date range

Tap ticket number to show Time Entries for that ticket

Tap ticket number to show Time Entries for that ticket

Tickets Still Open – Total number of tickets for this client that are still open. [Tap to drill down]

List of Tickets that are "still open"

Tap the number of “Tickets Still Open” to show the list of tickets

Tap a "still open" ticket to see Time Entries on that ticket

Tap a “still open” ticket to see Time Entries on that ticket

Total Hours on All Tickets (All Dates) – Total number of hours spent on tickets that were open at least SOME of the date range, no matter WHEN those hours were logged against those tickets.  (NOTE:  Hours could have been worked before/during/after the selected date range.) [Tap to drill down]

Tap "Total Hours on All Tickets (All Dates)" number to show detail

Tap “Total Hours on All Tickets (All Dates)” number to show detail

Hours This Date Range (All Tickets) – Total number of hours spent on tickets that were open at least SOME of the date range, but ONLY hours that were recorded against those tickets DURING THE SELECTED DATE RANGE.  (NOTE:  There may be additional hours logged against those tickets OUTSIDE the selected date range.) [Tap to drill down]

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Tap ticket number to see Time Entries in this date range

Sales Forecast (+/- 90 days) – Total revenue on sales forecasted to close in the LAST 90 days or the NEXT 90 days. [Tap to drill down]

Tap Sales Forecast number to show a list of opportunities

Tap Sales Forecast number to show a list of opportunities

Tap an Opportunity to see the forecast details

Tap an Opportunity to see the forecast details

Closed (+/- 90 days) – Total revenue on sales CLOSED in the LAST 90 days or the NEXT 90 days. [Tap to drill down]

Tap number of CLOSED opportunities to see details

Tap number of CLOSED opportunities to see details

Open (+/- 90 days) – Total revenue on sales forecasted to close in the LAST 90 days or the NEXT 90 days that are still open. [Tap to drill down]

Tap OPEN forecast number to show deals that have not yet closed

Tap OPEN forecast # for deals that have not yet closed

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