Client Executive Briefing (Smartphone)
Get a quick briefing before you go to a meeting with this client
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.
Revenue – Sales revenue for this company, excluding tax. [Tap to drill down]
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]
# 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]
Tickets Still Open – Total number of tickets for this client that are still open. [Tap to drill down]
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]
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]
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]
Closed (+/- 90 days) – Total revenue on sales CLOSED in the LAST 90 days or the NEXT 90 days. [Tap to drill down]
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]