for ConnectWise

Report Catalog

Shows a list of the reports in the Executive Briefing Service.  Click the “screenshot” link to see an example of the report.

Report Menu Description
~Database Size and Number of RecordsData CheckShows the number of records in each ConnectWise table, as well as the total storage size consumed by that table. Screenshot
Accounts Receivable Aging ReportFinance ManagementShows the age of currently outstanding invoices by company, breaking them down into age categories: 0-30 days, 31-60, 61-90, 91-120, 121-180, 6-9 months, 9-12 months, and more than 12 months. Screenshot
Activities this Week and Past Due by RepSales ManagementShows activities (that you select) for each sales rep for this week, and (optionally) also shows any 'past due' activities for each rep. Screenshot
Activity TrackerSales ManagementShows activity (by 'count' or by ConnectWise 'points') for each type of activity and each member that you select over the timeframe of your choosing. Drill-down is available to show details of the activities. If your selected timeframe is more than a single month, you can also choose to have each activity broken out for each month as well. Screenshot
Aged WIP by Bus Unit and BoardPlanning and Analysis|TimeShows work-in-progress (WIP, which is time that will be billed in the future) broken down by time elapsed since the work was done. Categories are less than 31 days, 31-60 days and over 90 days. Overall total appears at the top, and a company-by-company breakdown is included, showing details on projects, service boards, locations and business units. Screenshot
Agreement AdditionsPlanning and Analysis|AgreementsShows entries added to agreements via the 'Additions' tab on each agreement. Flexible 'filter' option allows you to limit the information you see based on the values of any field. Screenshot
Agreement and Project Time BalancesPlanning and Analysis|AgreementsShows available balance of hours or dollars for agreements of the type you select. Number of tickets and time entries for the time period you designate are shown, along with drill-down to ticket and time-entry details. Screenshot
Agreement Exclusions SummaryPlanning and Analysis|AgreementsIt is always a good idea to keep things simple, especially when it comes to Work Roles and Work Types. So you'd like to reduce the number of Work Roles and Work Types you are using, but you are not sure if you NEED each of them because they may be 'excluded' from some agreements (which means that you CHARGE the customer additional fees if this role or type if posted against that agreement). This report gives you a summary of all the Work Roles and Work Types in your ConnectWise configuration, show you how many agreements each has been 'excluded' from, and (by default) shows you the number of hours and time entries that this role or type has been 'excluded' from an agreement over the last 24 months (or any timeframe you choose). Finally, it shows you the TOTAL number of time entries and hours that this role or type has been used in the last 24 months (or any timeframe you choose), so you can see if this role or type is 'in use'. Screenshot
Agreement Revenue Over TimePlanning and Analysis|AgreementsShows revenue from agreements for each client for each month in the time period to you select. Drill-down is available to the invoice line-item and time entry detail level. Screenshot
Agreement Time by Client and EngineerPlanning and Analysis|AgreementsShows time spent by each engineer for each customer in the timeframe you select. You can filter on agreement type, and drill down to details on the agreement and the time entries. Screenshot
Agreement Types Tickets Time and EHRPlanning and Analysis|AgreementsShows the number of tickets, hours spent and invoice amount for each agreement type over the timeframe of your choosing. Uses the invoice amount and the hours to calculate 'effective hourly rate' (based on invoice amount divided by hours) for each agreement type. Screenshot
Agreements (AG)Planning and Analysis|AgreementsShows agreements that started in the time frame you select. Provides drill-downs into 'child agreements' and revenue on the Additions to the agreement. Screenshot
Analysis Workbench CLIENTSAnalysis WorkbenchSee the contribution that each client made to your success over any time period you select. Shows Revenue, Contribution Margin (Rev - 3rd party costs) and Net of W2 (Rev - 3rd party costs - internal labor cost) for each client as well as total hours (billable and non-billable) for each client. Screenshot
Analysis Workbench MONTHSAnalysis WorkbenchSee financial results (Revenue, Contribution Margin and Net of W2) by month as well as Total Client Hours, Total BILLABLE Client hours and internal hours. Also includes a detailed table of the results with drill-down to invoice and time-entry level detail. Screenshot
Analysis Workbench NET of W2 per Hr per ClientAnalysis WorkbenchPlots 'what you make per hour' (i.e. 'Net of W2') for each client while also showing the number of hours that you provided to that client. Detailed info is available by 'hovering' over each data point on the graph, as well as in the detailed table that follows the graph. Screenshot
Anticipated Project and Ticket Revenue (AG)Planning and Analysis|RevenueCompares the Estimated Revenue for both Projects and Tickets to the actual revenue (billed and unbilled) to determine the 'Anticipated Remaining Revenue' expected from this project or ticket. Screenshot
Anticipated Ticket Revenue (AG)Planning and Analysis|TicketsShows the remaining revenue anticipated for open tickets. Forecast revenue is derived from associated Opportunities. If a single Opportunity has more than one open ticket, you will see the anticipated revenue duplicated for each ticket. The thought is that the completion of a ticket related to an opportunity 'frees up' the implementation process so that the revenue expected from the Opportunity can be realized. Screenshot
Attention to Fully Managed 3 MonthsPlanning and Analysis|Effective Hourly Rates (EHR)Retaining Fully Managed clients demands that you spend an 'appropriate' amount of time for them each month, but what amount is 'appropriate'? Spend too LITTLE time and the client will defect for lack of attention. Spend too MUCH time and you will lose money on that client due to the cost of labor. This screen allows you to determine the RIGHT amount of time to spend each month based on a 'Target Effective Hourly Rate (EHR)' that you set. This is how much you will be compensated (on average) for each hour worked for this client. Applying that same Target EHR to all your Fully Managed clients gives you a compass to treat them all equally and fairly, based on the monthly contract amount they pay you. We show you the monthly payment amount from each client, then the Gross Margin (typically we call this Contribution Margin, which is Revenue less 3rd party expenses), and the number of hours that you spend on that client each month. Your effective EHR is the gross margin amount divided by the number of hours you spent. We then show you graphically how you are doing; Spending too LITTLE time with the client that month? The 'thermometer' graph is red and pointing to the left. Spend too MUCH time with the client that month? The 'thermometer' graph is red, but this time it points to the RIGHT. Spend 'JUST RIGHT' amount of time this month? The graph shows a small green bar, just near the 'Goldilocks' target. Getting CLOSE to the right number of hours, but not quite there yet? The graph will show yellow (pointing left if too FEW hours, pointing right if there are too MANY hours). The report allows you to pick what you want to see on the screen, including detail figures or the graphs. Timeframes are for the past 30 days, current month, current month pro-rated, and the prior 3 months. Screenshot
Audit ReportPlanning and Analysis|AuditThis screen examines the ConnectWise 'audit' table and lets you see the audit trail of changes made in the time frame you designate based on type of record as well as by ending 'keywords' which match a portion of the 'Updated' column (designated WHAT was changed). Screenshot
Average Daily Billable Hours by MonthPlanning and Analysis|Billable HoursSee how many days per month are billable vs. non-billable, then compare across multiple months for any timeframe you select. Screenshot
Billable HoursPlanning and Analysis|Billable HoursComprehensive look at where your engineers are spending their time. Addresses issues like: 'Are you REPORTING your time?' 'How much of your time is spent on internal items versus customer work?' 'How much time are you spending on time-and-materials vs. projects vs. agreements vs. internal work?' Screenshot
Billable Hours by Month by EngineerPlanning and Analysis|Billable HoursShows billable hours by engineer by month in both a chart as well as table format. Screenshot
Billable Hours CHARTPlanning and Analysis|Billable HoursChart showing total and individual engineer performance as a percent of goal on billable time (external and total billable, which includes internal billable time) as well as percent of hours required that have been reported. This chart is also available at the bottom of the 'Billable Hours' report as well. Screenshot
Block Time UsedPlanning and Analysis|Block TimeShows a running balance of Block Time Used on a month-by-month and (for the most recent month) day-by-day breakdown. Can be e-mailed automatically to the client on any timeframe you select to allow the client to see how they are using their block time contract. Screenshot
Bookings (AG)Planning and Analysis|BookingsLooks at the cost and profit for products that you are ordering related to an Opportunity (products on a Sales Order, Project or Service Ticket) and compares that to the 'forecast' revenue and profit on the Opportunity. Useful to determine if the Opportunity will actually be as profitable as the sales rep projected. Screenshot
Bookings Service Queue By MonthPlanning and Analysis|BookingsProvides a projection of the quantity and skill-level for engineers that you will need in the future on a month-by-month basis. (Show both quantity of hours required as well as the associated estimated revenue). Screenshot
Bookings SummaryPlanning and Analysis|BookingsSummarizes Opportunity that have been won by month, by opportunity type, by rep, as well as a detailed listing. Screenshot
Business Unit Financial ResultsPlanning and Analysis|Business UnitsShows a concise summary of financial performance by Business Unit, and allows drill-down to see underlying details. Screenshot
Changes Month to Month (Revenue Clients)Briefing BookShows changes from one month to the next in revenue (including recurring vs. non-recurring) as well as the number of clients each month (total, recurring and non-recurring). Screenshot
Changes Month to Month SALES (Revenue Clients)Sales ManagementShows changes from one month to the next in revenue (including recurring vs. non-recurring) as well as the number of clients each month (total, recurring and non-recurring). Included under Sales Management as well Briefing Book menus. Screenshot
Client Tickets by Service TypePlanning and Analysis|ClientsShows number of tickets and hours worked for each client by Service Type (and SubType and SubType Item) over the time period selected. Provides drill-down to ticket and time entry details. Screenshot
Closed Tickets with Products AttachedPlanning and Analysis|TicketsShows tickets that have been closed during the timeframe you specify that have products attached to those tickets. Screenshot
Commission ReportSales ManagementExtremely flexible report which allows you to define your sales rep compensation plan along a wide variety of variables, then calculate and display monthly commission amounts for each rep for the entire year. Payouts can be based on revenue, contribution margin (revenue less 3rd party costs), Net of W2 (revenue less 3rd party costs less internal cost of labor). You can pay different percentages by the type of business (fully managed, time and materials, fixed fee, etc.). Payouts can be designated to first have to achieve a certain dollar amount for each type of payout. Screen allows you to select to show ONLY the columns pertinent to your pay plan. Concise summary of the pay plan is available to be displayed just above the commission report table. Screenshot
Company (including User Defined Fields) (AG)Planning and Analysis|ClientsDisplays all companies where you have made entries on the 'user-defined fields' for that company, showing values you have entered in the user-defined fields (and labelling them based on what you have named your user-defined fields in ConnectWise). Screenshot
Company Teams (AG)Planning and Analysis|TeamsShows the team members assigned to each company. Screenshot
Configurations Updated by Engineer by DayPlanning and Analysis|ConfigurationsShows configuration records that were updated by each engineer each day of the selected time period. Screenshot
ConnectWise mapping to your FinancialsPlanning and Analysis|AccountingSee how you have set up ConnectWise to transfer transactions to your financial system, all on a single screen. Screenshot
Contacts (AG)Planning and Analysis|ClientsShows list of contacts for each company, including the ability to easily filter the list to just 'Primary Contact' for each company Screenshot
Cumulative Gross Margin by Client by MonthPlanning and Analysis|ClientsHow much have you made for each client in total over the selected time period (taking into account revenue, 3rd party costs and the cost of internal labor). Screenshot
Daily CEO Billboard (SmartPhone)CxOReport designed to be e-mailed to the senior executive every morning which shows financial results to-date including 'projected close' for the month, hours entered by each engineer and scheduled for the next 7 days, EHR for all Fully Managed clients to-date, Top 10 Open Invoices, Past Due invoices, Sales Forecast for this month, and 'unbilled' amount for each client. Formatted to fit on a smartphone screen. Screenshot
Daily CEO Billboard (Tablet)CxOReport designed to be e-mailed to the senior executive every morning which shows financial results to-date including 'projected close' for the month, hours entered by each engineer and scheduled for the next 7 days, EHR for all Fully Managed clients to-date, Top 10 Open Invoices, Past Due invoices, Sales Forecast for this month, and 'unbilled' amount for each client. Formatted to fit on an iPad screen. Screenshot
Daily Dispatch Billboard (SmartPhone)DispatchReport designed to be e-mailed to the Dispatcher every morning which showing hours entered, hours billable and hours scheduled for each engineer. Also shows a graph of EHR for Fully Managed clients compared to the 'target EHR' that you set for your Fully Managed practice. Formatted to fit a SmartPhone screen. Screenshot
Daily Dispatch Billboard (Tablet)DispatchReport designed to be e-mailed to the Dispatcher every morning which showing hours entered, hours billable and hours scheduled for each engineer. Also shows a graph of EHR for Fully Managed clients compared to the 'target EHR' that you set for your Fully Managed practice. Formatted to fit an iPad screen. Screenshot
Daily Engineering Billboard (SmartPhone)Engineering ManagementReport designed to be e-mailed to Engineering management every morning which showing hours entered, hours billable and hours scheduled for each engineer. Also shows a graph of EHR for Fully Managed clients compared to the 'target EHR' that you set for your Fully Managed practice. Thirdly, it shows the 'unbilled time' for each client (i.e. how much they are going to have to pay in the near future for the work we are doing now) so that expectations can be set with the client, or the number of hours spent on that particular client this month can be limited. Formatted to fit a SmartPhone screen. Screenshot
Daily Engineering Billboard (Tablet)Engineering ManagementReport designed to be e-mailed to Engineering management every morning which showing hours entered, hours billable and hours scheduled for each engineer. Also shows a graph of EHR for Fully Managed clients compared to the 'target EHR' that you set for your Fully Managed practice. Thirdly, it shows the 'unbilled time' for each client (i.e. how much they are going to have to pay in the near future for the work we are doing now) so that expectations can be set with the client, or the number of hours spent on that particular client this month can be limited. Formatted to fit an iPad screen. Screenshot
Daily Finance Billboard (SmartPhone)Finance ManagementReport designed to be e-mailed to the senior Finance executive every morning which shows financial results to-date including 'projected close' for the month, Top 10 Open Invoices, Past Due invoices, and 'unbilled' amount for each client. Formatted to fit on a smartphone screen. Screenshot
Daily Finance Billboard (Tablet)Finance ManagementReport designed to be e-mailed to the senior Finance executive every morning which shows financial results to-date including 'projected close' for the month, Top 10 Open Invoices, Past Due invoices, and 'unbilled' amount for each client. Formatted to fit on an iPad screen. Screenshot
Daily Sales Billboard (SmartPhone)Sales ManagementReport designed to be e-mailed to the senior Sales executive every morning which shows sales forecasted to close in the currrent month, Top 10 Open Invoices, Past Due invoices, and 'unbilled' amount for each client. Formatted to fit on a SmartPhone screen. Screenshot
Daily Sales Billboard (Tablet)Sales ManagementReport designed to be e-mailed to the senior Sales executive every morning which shows sales forecasted to close in the currrent month, Top 10 Open Invoices, Past Due invoices, and 'unbilled' amount for each client. Formatted to fit on an iPad screen. Screenshot
DailyXRay CxOCxOSee all facets of your organization on a single screen, including amounts already invoiced, open invoices, and work-in-progress. Calculates a projected ''month-end' finish based on current velocity and the amount of time left to the end of the month. Also shows past-due invoices, sales forecast to close this month, engineering hours as of the current time and the amount of hours scheduled by week for the remainder of the month. Screenshot
DailyXRay DispatchDispatchDesigned for your Dispatcher, this screen shows time scheduled, open and closed for each week with drill-downs to each engineer and ultimately to the time entry detail level. Screenshot
DailyXRay EngineeringEngineering ManagementSummary of hours spent by each engineer by line-of-business for use by engineering management. Includes drill-down to time-entry level detail. Screenshot
DailyXRay FinanceFinance ManagementCFO-level summary of Open Invoices, Work-in-Progress and Past-Due Invoices. Allows drill-down to the invoice line-item level detail. Screenshot
DailyXRay SalesSales ManagementSales Executive Management report showing this month's forecasted sales by pipeline stage, including drill-down to the individual opportunity and forecast level. Also shows invoices already sent this month, open invoices and past due invoices to allow visibility to work with client to address past or current invoices during the sales process. Items that need attention (open deals that have to 'next action date', or deals that are in the wrong pipeline stage) are highlighted in red. Screenshot
Do Not Bill No Charge or Written Off Items on TicketsPlanning and Analysis|TicketsWondering what has been 'written off' of tickets? This report shows both time entries and products that have been 'written off' of tickets on tickets that are closed during the timeframe you specify. Screenshot
DownpaymentsPlanning and Analysis|Invoices and BillingWhat downpayments have you recevied from clients during the selected timeframe? Screenshot
EHR by Agreement on Select Invoice Line ItemsPlanning and Analysis|Effective Hourly Rates (EHR)If you focus on JUST your Fully Managed invoice line items (and ignore any bundling of 3rd party products or services), how much are you makine 'per hour' on JUST the Fully Managed line items? This allows you to isolate your EHR on Fully Managed without inflating the EHR with profits from bundled 3rd party items. Screenshot
EHR Sieve by AgreementPlanning and Analysis|Effective Hourly Rates (EHR)Lets you filter clients with agreements where the effective hourly rate (EHR) meets a criteria you specify. If EHR is too HIGH, you are not spending enough time with the client. If it is too LOW, you are spending TOO much time with the client (or using resources that are too expensive). So for example, you can request the report show you client agreements where the EHR exceeds $500 per hour, or is less than $100 per hour. This report can be scheduled to run on a periodic basis, allowing you to 'catch' agreements that may need attention. Screenshot
Employee Expense ReconciliationFinance ManagementShows expense reimbursements that are still due to employees, along with the invoice that billed the client for that expense (if applicable). Screenshot
Engineer Effective Hourly Rate (EHR)Key Metrics|Effective Hourly Rates (EHR)Shows revenue generated by the work that each engineer performed over the designated time period. Hourly work is credited at the hourly rate charged to the client. Fixed Fee work (Fully Managed and fixed fee projects and tickets) calculate the 'hourly rate' to be used based on the total fee the client paid divided by the TOTAL hours worked by ALL engineers on that item. That 'calculated hourly rate' is then multiplied by the hours that THIS engineer worked to determine the 'revenue credit'. Credit for all areas are then totalled and divided by the number of hours to determine Effective Hourly Rate for this engineer. Screenshot
Engineer KPI SummaryPlanning and Analysis|KPIsShows an engineer-by-engineer breakdown of how effectively they are handling tickets, including response time, re-opened tickets, average hours per ticket and average number of time entries per ticket. Drill-down to ticket and time-entry is available via hyperlinks. Screenshot
Engineer Profitability and W-2 MultipleKey Metrics|ProfitabilityShows 'net profit' on each engineer by comparing the revenue they generated during the period versus their W-2 cost to you in that same period. Hourly work is credited at the hourly rate charged to the client. Fixed Fee work (Fully Managed and fixed fee projects and tickets) calculate the 'hourly rate' to be used based on the total fee the client paid divided by the TOTAL hours worked by ALL engineers on that item. That 'calculated hourly rate' is then multiplied by the hours that THIS engineer worked to determine the 'revenue credit'. Credit for all areas are then totalled and their W-2 cost is then subtracted to determine the 'net profit' for this engineer. Screenshot
Engineer ROIKey Metrics|Return on Investment (ROI)Shows revenue generated by the work that each engineer performed over the designated time period. Hourly work is credited at the hourly rate charged to the client. Fixed Fee work (Fully Managed and fixed fee projects and tickets) calculate the 'hourly rate' to be used based on the total fee the client paid divided by the TOTAL hours worked by ALL engineers on that item. That 'calculated hourly rate' is then multiplied by the hours that THIS engineer worked to determine the 'revenue credit'. Credit for all areas are then totalled for each engineer and compared to the W-2 cost for this engineer (over the selected timeframe) to determine a return-on-investment (ROI). Screenshot
Favorites and BookmarksFavorites and Scheduled ReportsAllows you to manage your 'Favorites' and 'Bookmarks'. You can create a Favorite or Bookmark from any report screen where you see the 'SAVE' or 'FAVORITE' hyperlink. Clicking 'SAVE' will save all your settings that you have defined for the current report and prompt you to provide a 'name' for that Bookmark. You'll see that Bookmark show up as a hyperlink on the main menu screen under the report. (You have to refresh the main menu screen to have new bookmarks appear on the screen). A 'Favorite' is exactly the same as a Bookmark EXCEPT that it appears in the 'Go-To Favorite' menu which appear at the top right of most report screens. You can also use the 'RESTORE' hyperlink on a report screen to display Favorites and Bookmarks you have defined for that report, and can run the report with the saved settings by just clicking on the name of the Favorite or Bookmark. If you have a Favorite or Bookmark that you want to make available to your colleagues who also use the Executive Briefing Service, just change the 'Bookmark Collection' menu (just above REFRESH SAVE FAVORITE hyperlinks) so that it designates 'SHARED' as the Bookmark Collection to use (instead of your username). Saving a Favorite or Bookmark to the SHARED Bookmark Collection makes it available to all users of EBS. (Security rules still apply even for saved Favorites and Bookmarks, so colleagues must still have the 'right' to run the report). Screenshot
Financial Results by Client by MonthBriefing BookShows financial results like 'Net of W2' (i.e. net profit), Contribution Margin (Rev - 3rd party costs), Revenue and a host of other financial measures for each client for each month in the time period you select. Also allows the display of 'secondary metrics' across many metrics and lines of business (LOB). Screenshot
Fixed Fee EHRKey Metrics|Effective Hourly Rates (EHR)Shows how much you make for each hour that your engineers work (i.e. Effective Hourly Rate or EHR) on 'fixed fee' contracts, tickets and projects. Takes into account not only 3rd party costs but also the cost of labor by your engineers. This report stack ranks clients from most profitable per hour to least profitable per hour. Screenshot
Fixed Fee ProfitabilityKey Metrics|ProfitabilityShows how much you make on 'fixed fee' contracts, tickets and projects. Takes into account not only 3rd party costs but also the cost of labor by your engineers. This report stack ranks clients from most profitable to least profitable. Screenshot
Forecasts by OpportunitySales ManagementShows sales forecast for each opportunity. When the Date Closed is set to 'Date Close Expected', it matches the ConnectWise Sales Dashboard for verification purposes. Report also shows monthly recurring revenue (MRR) generate from past opportunities. Screenshot
Fully Managed EHRKey Metrics|Effective Hourly Rates (EHR)Shows how much you make for each hour that your engineers work (i.e. Effective Hourly Rate or EHR) on 'Fully Managed' contracts. Takes into account not only 3rd party costs but also the cost of labor by your engineers. This report stack ranks clients from most profitable per hour to least profitable per hour. Report is filtered for clients where you did more than 10 hours of work. (You can change the filter by clicking on the 'filter' icon in the upper right of the screen.) Screenshot
Fully Managed ProfitabilityKey Metrics|ProfitabilityShows how much you make on 'Fully Managed' contracts. Takes into account not only 3rd party costs but also the cost of labor by your engineers. This report stack ranks clients from most profitable to least profitable. Screenshot
GL Entries from InvoicesPlanning and Analysis|AccountingShows accounting transactions related to your invoices generated by ConnectWise which were sent over to your accounting package. The 'Segment1' field shows the account that the transaction was routed to on your Income Statement or Balance Sheet. Screenshot
Gross Margin by Client by Mo Qtr Yr RecapPlanning and Analysis|ClientsShows Gross Margin (i.e. Net of W2) for each client for the current month, prior 3 months and prior 12 months. Takes into account revenue, 3rd party costs and cost of internal labor. Screenshot
Gross Margin by Client by MonthPlanning and Analysis|ClientsShows Gross Margin (i.e. Net of W2, so taking into account Revenue, 3rd Party Costs and Internal W2 Costs) from each client for each month in the timeframe specified. Screenshot
Hours by Engineer by Work Role and Work TypePlanning and Analysis|TimeShows hours spent on each work role and work type combination for each engineer for each week. Also allows you to combine work types into 'categories' of 'Direct Labor' and 'Overhead' for reporting purposes. Any Work Types NOT included in one of those two categories will be show separately on the report. Screenshot
Hours Utilized Realized Non-Utilized and PTOPlanning and Analysis|Billable HoursDetails time spent by each engineer. 'Utilized' time is 'billable' time spent against all types of client situations, including Fully Managed or Fixed-Fee engagements. 'Realized' time is billable time which results in your firm charging ADDITIONAL fees to the client (or moving funds for Block Time from your Balance Sheet to your Income Statement) for the work done. By definition, 'Realized' (i.e. 'new money') work is a subset of 'Utilized' (i.e. billable) work. Report also provides controls in the filter section to allow you to recognize under-budget fixed fee work as 'realized' but over-budget fixed fee work as only 'utilized'. Drill-downs to time-entry details are available via hyperlinks. Screenshot
Income Statement from ConnectWise dataFinance ManagementShows where transactions generated in ConnectWise ended up on your financials (Income Statement or Balance Sheet) by account each month over the timeframe you select. Monthly increases and decreases are highlighted in green (increase) and red (decrease). Screenshot
Invoice ProfitabilityPlanning and Analysis|Invoices and BillingShows profitability on invoices in the timeframe you select, breaking out profit detail on 'labor' versus 'product'. Also takes into account 'fully manged' invoices which typically are sent at the first of the month and then have time posted to them througout the month (i.e. AFTER the invoice has been sent to the customer). Allows drill-down to invoice line-item and time entry detail. Screenshot
Invoices (AG)Planning and Analysis|Invoices and BillingShows details for invoices with invoice dates in the selected timeframes. Extremely flexible filtering and selection of columns to display (and in what order) available on the 'analysis grid' (AG) report. Screenshot
Is Your Time In (AG)Planning and Analysis|TimeShows hours entered by each engineer for the past several days as well as the last week and last month. Screenshot
Is Your Time In CHARTPlanning and Analysis|TimeGraphical representation of hours entered by each engineer for the past several days as well as the last week and last month. Screenshot
KPI by Engineer and PriorityPlanning and Analysis|KPIsShows KPI metrics by engineer and priority of the tickets. KPIs include number of tickets resolved, closed, average minutes to resolution, resolved in one step, hours reported this period, and average hours per ticket. Screenshot
KPI Summary by Day Week Month QtrPlanning and Analysis|KPIsIncludes a wide variety of KPI measurements to pick from (you select which ones to include or exclude) for engineers over the timeframe you select. Report can summarize the results by day, week, month, quarter or year. Drill-down is available on all KPIs to validate how the totals were calculated. Screenshot
Labor Loaded Gross Margin by AgreementPlanning and Analysis|AgreementsShows profit per month by client and agreement, taking into account not only 3rd party costs but also the cost of labor related to time spent servicing those agreements. Drill-down is avaialble to invoice line items and individual time entries. Screenshot
Leads by Date and SourceSales ManagementShows companies marked as ''leads'' in ConnectWise, along with the source of that lead and the date it was imported into ConnectWise. Screenshot
Lines of Business (Parallax)Briefing BookAnalyze (both in a graph and in a table format) the contribution of each of your lines-of-business (i.e. fully managed, block time, time and materials, projects, etc.) to your overall success. Also allows drill-down in the table to the invoice line-item level. Screenshot
MembersPlanning and Analysis|MembersShows all your employees in ConnectWise on a single screen with the information that you have entered on the 'Member' screen in ConnectWise. Screenshot
MRR Evaluator (AG)Planning and Analysis|ScorecardsShows metrics for Monthly Recurring Revenue (MRR) agreements, including 'All-In Seat Price', 'All-In Seat Cost', and what you make each month 'per seat' after you have paid all costs including 3rd party costs as well as internal labor costs. Finally, shows what you make each month as a percentage of revenue (i.e. the fee you charge the client). Screenshot
MSP ScorecardPlanning and Analysis|ScorecardsShows a wide variety of industry-standard metrics in the areas of Operations, Finance and Sales. Includes the ability to allow you to manually enter or over-ride data in ConnectWise as input to the calculations. Screenshot
New Clients by MonthPlanning and Analysis|ClientsShows a breakdown of 'new clients per month' by either the number of new clients or the total dollar amount for new clients each month. 'New clients' are defined as companies that were invoices that month that have never been invoiced by your organization before. Screenshot
New Logos and New Revenue by Month CHARTBriefing BookSee how many new Logo's (i.e. new clients) you have added each month by both new invoice revenue as well as number of clients. Data can be over any timeframe you select, and is broken down into recurring and non-recurring revenue categories. Screenshot
Non Recurring EHRKey Metrics|Effective Hourly Rates (EHR)Shows how much you make for each hour that your engineers work (i.e. Effective Hourly Rate or EHR) on non-recurring lines of business (time-and-material, projects and product sales) taking into account not only 3rd party costs but also the cost of labor by your engineers. This report stack ranks clients from most profitable per hour to least profitable per hour. Screenshot
Non Recurring ProfitabilityKey Metrics|ProfitabilityShows how much you make on non-recurring lines of business (time-and-material, projects and product sales) taking into account not only 3rd party costs but also the cost of labor by your engineers. This report stack ranks clients from most profitable to least profitable. Screenshot
Open Purchase OrdersExports
Open Purchase Orders Line ItemsExports
Open Tickets by PriorityPlanning and Analysis|TicketsShows tickets currently open on the service boards you select, categorized by priority. Screenshot
Open Tickets with NO PO NumberPlanning and Analysis|TicketsLists tickets currently open that do not have a PO number. Screenshot
Operations KPIs by EngineerPlanning and Analysis|KPIsShows a wide variety of KPI metrics for each engineer, including metrics on managing their schedule, client survey feedback, how billable they are, projects, timesheets and configurations. Includes drill-down on each metric to show details. Custom color-coding for each metric is provided. Screenshot
Opportunities (AG)Planning and Analysis|OpportunitiesShows sales opportunities details, including the amount forecast compared to the actual amount of orders placed for this opportunity. Allows dril-downs to show audit of changes in the opportunity, forecast detail, product order details and more. Screenshot
Opportunities Actual vs ForecastPlanning and Analysis|OpportunitiesCompares the ACTUAL results of an opportunity versus what the sales rep FORECAST for this opportunity. Screenshot
Opportunities by RepSales ManagementSummary of future opportunities by rep including forecast revenue and gross margin. Also shows the total number of opportunities for each rep, total number of 'touches' (which you define) that the rep has already made on those opportunities, the age of the opportunity and the amount of time that the opportunity has been stuck in the current sales pipeline stage. Finally, shows the total number of opportunities for each rep where there is a 'next activity' scheduled that is 'past due'. Screenshot
Opportunities by Rep DETAILSales ManagementShows sales opportunities details, including 'next action' planned and the number of 'touches' the rep has made on this opportunity thus far. (You define what qualifies as a 'touch' based on Activity Type). Opportunities with no 'next activity' planned, or an overdue next activity are highlighted in red. Screenshot
Organizational Scorecard by Day Week Month Qtr YearPlanning and Analysis|ScorecardsShows a wide variety of metrics across the entire organization broken down into daily/weekly/monthly/quarterly/yearly timeframes. Allows you to customize the metrics that you choose to include on the report. Drill-downs to underlying details are available.Screenshot
Overtime CalculationPlanning and Analysis|TimeCalculates actual time elapsed for time entries for each engineer to calculate potential overtime. Key to this report is that it eliminates 'overlapping' time entries so that no time is 'double-counted' for overtime calculation purposes. Screenshot
Parent Child Agreements (AG)Planning and Analysis|AgreementsShows all agreements that are active during the selected timeframe that have 'child' agreements associated with them. Drill-down to the child-agreements is also provided. Screenshot
Product Revenue and GPPlanning and Analysis|ProductsShows gross profit and revenue for products entered during the selected timeframe. Also shows associated Opportunity revenue and cost, as well as related invoice details if this product has been invoiced. Screenshot
Product Sales ProfitabilityKey Metrics|ProfitabilityShows how much you make on sales of hardware, software and 3rd party services that are NOT bundled with a recurring contract. Screenshot
ProductsPlanning and Analysis|ProductsShows gross profit and revenue for products invoiced or updated during the selected timeframe. Screenshot
Products (Parallax)Briefing BookShows financial results (revenue or contribution margin) from products that you have sold each month, broken down into Product Categories (that you defined in ConnectWise). Allows drill-down into sub-categories and down to the invoice line-item level. Data is displayed in both a graph and a table format. Screenshot
Products Not BilledPlanning and Analysis|ProductsShows products not yet billed to the client as of the time the report is run. Screenshot
Products Not ReceivedPlanning and Analysis|ProductsShows products not yet received as of the time the report is run. Screenshot
Products Received by DatePlanning and Analysis|ProductsShows products that HAVE been received over the last 'X' days Screenshot
Products ShippedPlanning and Analysis|ProductsShows products that have shipped during the timeframe that you specify. Screenshot
Profile of All ClientsBriefing BookAnalyze your portfolio of clients by Revenue, Contribution Margin (Rev - 3rd Party Costs), Hours Spent, Net of W2 (Rev - 3rd Party Costs - Allocate Internal Labor Costs). Also shows how much you make from your 'average' client and additional metrics at a high level. Screenshot
Profit by Client by MonthKey Metrics|ProfitabilityShows profit (Net of W2) from each client for each month in the time period you select. This takes into account not only the cost of 3rd party products you sold to each client, but also the cost of labor by your internal staff to service each client. Allows drill-down to the invoice line-item and time entry level. Even shows profitability for each invoice in the drill-down process. Screenshot
Profitability by ClientBriefing BookStack ranks clients by profitability (after paying 3rd parties AND your engineering team). Also provides very flexible report capabilities for LOB analysis and a wide variety of metricsScreenshot
Profitability by Client EXPORTExportsThis screen is based on the 'Profitability by Client' report but is specifically designed to allow you to export the data to Excel for further analysis and processing. Screenshot
Project Hours and Revenue CHARTPlanning and Analysis|ProjectsShows a summary of all projects open at least part of the timeframe you specify. Graphical representation compares the hours and dollars 'expected' versus the hours and dollars 'already billed' versus hours and dollars 'to be billed' (i.e. WIP). Also includes a detail table of projects below the initial table which shows additional details on the projects. Screenshot
Project Invoices OverviewPlanning and Analysis|ProjectsShows invoice detail (with drill-down to invoice line-items) along with Phase information for a single project that you select. Screenshot
Project OverviewPlanning and Analysis|ProjectsShows project listing with drill-down to detail items for projects open during the selected timeframe. Also provides color-coded indication regarding if the project is behind schedule, as well as if the project is being 'actively worked' as expected (by comparing percent of expected time that has elapsed versus the percent of revenue and hours expected that have been expended). Screenshot
Project Profitability (AG)Planning and Analysis|ProjectsShows profitability for projects (in both dollars and percentage terms) for projects that you select based on timeframe, status, project type or even user-defined fields that you have created in ConnectWise. As an Analysis Grid report, also provides extremely flexible formatting (define which columns to show, what order to show them, and their width) as well as flexible selectability (filter the report based on the values of one or more fields in the data). Screenshot
Project Resource PlanningPlanning and Analysis|ProjectsReport shows you the resources that are 'scheduled' to work on projects, as well as time 'actually spent' working on projects int the timeframe you select. First section of the report shows an engineer-by-engineer breakdown. Second section shows a project-by-project breakdown. Projects where the total hours spent exceeds the estimated hours for that project are highlighted in red. Drill-down to the individual schedule and time-entry detail is provided. Screenshot
Project Revenue by Month CHARTPlanning and Analysis|ProjectsLets you compare project revenue over a multiple-year period to see which months of the year have the most (or least) project revenue historically. Valuable to understand the 'seasonality' of your project business. Screenshot
Project Service Profitability (AG)Planning and Analysis|ProjectsShows profitability for the SERVICE component for projects (in both dollars and percentage terms) for projects that you select based on timeframe, status, project type or even user-defined fields that you have created in ConnectWise. As an Analysis Grid report, also provides extremely flexible formatting (define which columns to show, what order to show them, and their width) as well as flexible selectability (filter the report based on the values of one or more fields in the data). Screenshot
Project StatusesPlanning and Analysis|ProjectsList of project statuses you have defined in ConnectWise. Useful to see which statuses are defined as being 'closed' projects. Screenshot
Project Summary (Customer Facing)Planning and Analysis|ProjectsDesigned to be a concise recap of a single client project suitable for sharing with your client, including the ability to show your own logo in the upper-left of the report. Shows an overview of the project and summary of the time worked, followed by a detail listing of time entries for this project. Allows you to select what work types are shown on the report, and also allows you to select what information IS (and IS NOT) include on the report. This report (like all EBS reports) can be scheduled to run on an automated, recurring basis and e-mailed to whatever recepients you desire. Screenshot
Project Workplan Recap (Customer Facing)Planning and Analysis|ProjectsDesigned to include all the relevant info for a given project to review with a client during a weekly project meeting. Includes actual against budget in dollars and hours. Also shows breakdown of hours against each phase so we can see problem/red flag areas. Include travel and expense breakout. Screenshot
Projected Business Results by MonthBriefing BookShows historical results on a monthly basis, then projects future results based on existing recurring contracts you have in place (taking into account if they expire) PLUS what your sales team has forecasted for each of the future months in the selected time period. Screenshot
Projects ProfitabilityKey Metrics|ProfitabilityShows how much you make on 'projects', including fixed fee and hourly projects. Takes into account not only 3rd party costs but also the cost of labor by your engineers. This report stack ranks clients from most profitable to least profitable. Screenshot
Projects that caused Follow Up Service TicketsPlanning and Analysis|ProjectsShows normal service tickets that were opened within 'X' days of the last time entry on a Project ticket. This allows you to look for correlations between Project activities that either were not successfully completed, or that caused problems that required additional follow-up with the client.Screenshot
ProspectsSales ManagementShows opportunities (starting at the date you specify) for companies of the type(s) you specify ('prospect', for example) with opportunities of the type you designate. Shows the 'next activity date' for each opportunity (and highlights in red if missing or the date is past due), as well as the number of 'touches' the rep has made on this opportunity. (You define what constitutes a 'touch' based on Activity Type. For example: 'phone call', 'meeting' and 'appointment' are good examples). Screenshot
Purchase Orders (AG)Planning and Analysis|Purchase Orders or Sales OrdersShows purchase orders you have placed with your vendors for 3rd party products you are ordering on behalf of your clients. Screenshot
Purchase Orders Line Items ReceivedExports
Quota PerformanceSales ManagementShows quota goal and quota achievement by sales rep for both revenue and gross margin. Also shows 'actual' product revenue and gross margin for products attached to the opportunity. Drill-down to quota details as well as forecast specifics. Screenshot
Recurring EHRKey Metrics|Effective Hourly Rates (EHR)Shows how much you make for each hour that your engineers work (i.e. Effective Hourly Rate or EHR) on recurring contracts (Fully Managed, Monthly Block, and Monthly Agreement Sales that do not include time), taking into account not only 3rd party costs but also the cost of labor by your engineers. This report stack ranks clients from most profitable per hour to least profitable per hour. Screenshot
Recurring ProfitabilityKey Metrics|ProfitabilityShows how much you make on recurring contracts (Fully Managed, Monthly Block, and Monthly Agreement Sales that do not include time), taking into account not only 3rd party costs but also the cost of labor by your engineers. This report stack ranks clients from most profitable to least profitable. Screenshot
Report FinderReport FinderA list of all the reports, dashboards and smartphone reports in the Executive Briefing Service searchable by keyword, menu, or report name or description containing key phrases you specify. Screenshot
Required Ticket Entries by Board (AG)Planning and Analysis|TicketsQuick listing of tickets (open at least part of the designated timeframe) to verify that ALL the required fields have been entered, including fields like 'date required', 'hours budget' and 'PO number'. Screenshot
Revenue Forecast based on HoursPlanning and Analysis|ForecastsLooks at historical performance to forecast results for the current month for time-and-materials, projects and agreements. Average financial results (revenue or contribution margin) per hour is calculated for each category from prior months. Next we calculate the number of hours expected for the FORECAST month based on the number of hours already reported during the month time the percentage of the month remaining. We take the historical average financial results per hour times the expected hours in the forecast month for each category, and then total that up to arrive at the total forecasted financial results. (NOTE: Fully Managed agreements do not generate additional financial results even when you work additional hours, so the financial results for Agreements is based on the amount already received this month). Screenshot
Sales Dashboard reportSales ManagementTraditional report (not a true 'dashboard', despite its name) showing opportunities for each rep for each month, broken down by type of expected revenue and contribution margin (revenue less 3rd party costs) for each. Drill-down is available to the opportunity-level detail. Screenshot
Sales MeetingSales ManagementShows opportunities and sales metrics for each sales rep for the selected timeframe. Drill-downs to month, pipeline stage and opportunity details are available as well as a 'show details' view. Includes not only revenue forecast but also 'age' of the deal, time in the current pipeline stage for each deal, number of past and future activities for each deal. Open opportunities that have NO planned future activities are flagged, since there should ALWAYS be a 'planned next step' for an open opportunity. Screenshot
Sales Orders (AG)Planning and Analysis|Purchase Orders or Sales OrdersShows sales orders you have recevied from your clients during the specified timeframe. Includes drill-down to line-item detail. Screenshot
Sales Results and Activity TrackerSales ManagementShows quota performance on the left side of the report, and 'sales activity' on the right. In the case where sales 'results' are not as high as expected, sales 'activities' (which should lead to FUTURE sales) can be easily reviewed to make sure that the correct sales processes are being follwed. Drill-downs are available to the opportunity and forecast detail, as well as the activity detail. Screenshot
Sales Results by Rep by MonthSales ManagementShows at both a 'total' level as well as 'rep by rep' where sales landed on your income statement or balance sheet. Screenshot
Sales Team TrackerSales ManagementGraphically depicts sales team performance ('solid lines') versus quota ('dotted lines'), both at the 'team level' as well as individual rep level. Also shows 'deals closed by date' in a table with drill-downs to each entry. Screenshot
Scheduled ReportsFavorites and Scheduled ReportsListing of all reports scheduled to run on a recurring basis, including the bookmark (or Favorite) used to determine the report filters, who it is e-mailed to, and controls to execute the job immediately (green arrow), edit the scheduled job (pencil over notepad icon) or delete the scheduled job (white 'x' on red button). Screenshot
Scheduled Time Meetings and Hours by BoardPlanning and Analysis|SchedulingShows the number of hours, number of meetings, and estimated revenue (based on company hourly-rate) for This Week, Next Week, Next 30 Days and other timeframes, Then displays the same data broken down by service board as well as projects. Finally, displays number of hours scheduled per day for the next 30 days in a calendar format. Drill-downs are available at every level to the schedule details. Screenshot
SLA by PriorityPlanning and Analysis|SLAsShows summary of SLA performance for each ticket priority over the selected timeframe, followed by detail listing. Allows filter on service board, priority, ticket status, parent-child tickets, as well as allowing you to select dispay of responded-resplan-resolved. Screenshot
SLA Summary (Customer Facing)Planning and Analysis|SLAsDesigned as a single-page summary suitable to share with your client which shows your SLA performance over the timeframe you select. Allows you to upload your own logo which is displayed in the upper-left of the report. Screenshot
Survey ResultsPlanning and Analysis|SurveysSummary of survey results for the surveys and timeframe you select. Allows drill-down into details even to the individual 'question' level of the survey. Screenshot
Technician Financial Results and ROIPlanning and Analysis|RevenueShows revenue generated by the work that each engineer performed over the designated time period. Hourly work is credited at the hourly rate charged to the client. Fixed Fee work (Fully Managed and fixed fee projects and tickets) calculate the 'hourly rate' to be used based on the total fee the client paid divided by the TOTAL hours worked by ALL engineers on that item. That 'calculated hourly rate' is then multiplied by the hours that THIS engineer worked to determine the 'revenue credit'. Credit for all areas are then totalled for each engineer and compared to a 'revenue goal' based on the W-2 cost for each engineer (default is '3x'). Additional columns are available if you want to credit engineers for the profit on products that they attached to tickets. Also 'W-2 Multiple' is also available to be displayed on this report. Screenshot
Technician Performance ScorecardPlanning and Analysis|ScorecardsScreenshot
Technician Performance Scorecard CHARTPlanning and Analysis|ScorecardsScreenshot
Ticket AgingPlanning and Analysis|TicketsGraphically shows the number of tickets that are still open on each service board graphed based on the date that they were entered. Screenshot
Ticket Invoices Filtered on User Defined FieldPlanning and Analysis|TicketsShows ticket invoices filtered on user-defined fields you have set up in ConnectWise. Screenshot
Ticket LifePlanning and Analysis|TicketsShows the average number of days that tickets are open by service board and service type. Screenshot
Ticket ProfitabilityPlanning and Analysis|TicketsShows profit for each ticket, taking into account the cost of labor and any ticket-related expenses. Screenshot
Ticket Status by BoardPlanning and Analysis|TicketsShows number of tickets in each status for each service board for tickets that were open at least part of the selected time period. Screenshot
Tickets (AG)Planning and Analysis|TicketsShows details for tickets open at least part of the selected timeframe and meeting the filter criteria. As an 'Analysis Grid' report, extremely flexible formatting and filtering capabilities are available to customize the report to exactly meet your needs. Screenshot
Tickets Actual vs Forecast (AG)Planning and Analysis|TicketsCompares the 'forecasted' results for a ticket (based on a related Sales Opportunity) to the 'actual' results for each ticket. Screenshot
Tickets and Time by Client by Week Month Qtr YearPlanning and Analysis|TicketsShows number of hours spent on tickets for each client each month. Color-coding highlight significant changes month-to-month. Timeframe can be month, week, quarter or year. Metric displayed can be 'number of new tickets', 'hours spent on new tickets', 'total number of tickets open at any point during the time period', and 'hours spent working all tickets open during any part of the time period'. Screenshot
Tickets and Time by CompanyPlanning and Analysis|ClientsSummary of the number of tickets, time entries and total hours spent for each client on multiple line-of-business (fully managed, time-and-material, agreements) for the selected time period. Screenshot
Tickets Assigned but No Date ScheduledPlanning and Analysis|TicketsTickets that have been assigned to an engineer but there is no actual 'date scheduled' for this engineer on this ticket. Screenshot
Tickets By BoardPlanning and Analysis|TicketsNumber of tickets on each service board at the time the report is run, including the number of new tickets that day, number of tickets untouched or re-opened, and 'net gain or loss' in number of tickets on that board today. Screenshot
Tickets By CompanyPlanning and Analysis|TicketsNumber of tickets for each company at the time the report is run, including the number of new tickets that day, number of tickets untouched or re-opened, and 'net gain or loss' in number of tickets for that company today. Screenshot
Tickets by Company over TimePlanning and Analysis|TicketsA series of graphs showing the number of tickets opened, closed, 'net' for each month in the timeframe you select. Allows you to show the 'top X' companies on the graphs as well as a 'total' graph for all tickets open during the period. Screenshot
Tickets By EngineerPlanning and Analysis|TicketsNumber of tickets for each engineer at the time the report is run, including the number of new tickets that day, number of tickets untouched or re-opened, and 'net gain or loss' in number of tickets for that engineer today. Screenshot
Tickets By SourcePlanning and Analysis|TicketsNumber of tickets at the time the report is run categorized by source of that ticket, including the number of new tickets that day, number of tickets untouched or re-opened, and 'net gain or loss' in number of tickets today. Screenshot
Tickets New Open Closed by Week Month QuarterPlanning and Analysis|TicketsShows number of tickets created, still open or closed by week/month/quarter. Also breaks the data into lines of business (Fully Managed, Projects, Hourly), as well as selected 'Priorities' and Internal tickets. Provides drill-down from the summary level to the individual ticket-level detail.Screenshot
Tickets Resources and SLAsPlanning and Analysis|Executive ReportsScreenshot
Tickets with Past Due Schedule EntriesPlanning and Analysis|TicketsListing of tickets that have 'schedule entries' that are past due. Screenshot
Time Allocation by ClientPlanning and Analysis|Executive ReportsScreenshot
Time and Materials ProfitabilityKey Metrics|ProfitabilityShows how much you make on 'time-and-material' tickets and projects. Takes into account not only 3rd party costs but also the cost of labor by your engineers. This report stack ranks clients from most profitable to least profitable. Screenshot
Time by Engineer by CompanyPlanning and Analysis|TimeListing of the number of hours each engineer has spent with each company over the timeframe you select. Screenshot
Time Delay on Invoicing TicketsPlanning and Analysis|Invoices and BillingShows how long it takes from the 'last time entry' on a ticket until you actually invoice the customer for that time. Also shows when that invoice was paid. Helpful in analyzing and speeding up cash flow. Screenshot
Time Delay on Invoicing Time EntriesPlanning and Analysis|Invoices and BillingShows how long it takes you to invoice the customer for time entries. Appopriate if you invoice clients even if a ticket is still open. Helpful in analyzing and speeding up cash flow. Screenshot
Time Entry (AG)Planning and Analysis|TimeListing of time entries for the date range you specify. As an Analysis Grid (AG) report, provides extremely flexible filtering and display options. Screenshot
Time Entry by Work Role and TypePlanning and Analysis|TimeListing of hours spent on each work role and work type combination for the timeframe you select. Screenshot
Time Entry Sieve (AG)Planning and Analysis|TimeDesigned to 'catch' errors on time entries BEFORE you do your periodic time review process. Allows you to define criteria to identify 'bad' time entries (i.e. 'missing work role' as shown in this example). This report can be scheduled to be e-mailed to your engineering team each week so the time entries can be fixed BEFORE time is submitted and subsequently reviewed at the end of each time entry cycle. Screenshot
Time Required to Review Invoices (AG)Finance ManagementShows how long it takes your organization to 'close' (i.e. approve it to be sent to the client) an invoice after the invoice is initially created. Filters allow you to narrow your search based on the dollar-amount of the invoice, date of the invoice, and the number of days required to close the invoice. Screenshot
Time Required to Review Invoices CHARTSFinance ManagementShows how long it takes your organization to 'close' (i.e. approve it to be sent to the client) an invoice after the invoice is initially created. Charts then graphically depict this by: number of invoices vs. days to close, total dollar amount vs. days to close, and average dollar amount of the invoice vs. days to close. Screenshot
TimeSheetsPlanning and Analysis|TimeShows if timesheets were submitted 'on time' as well as if they were approved 'on time'. Top portion shows a summary by engineer by time period of success in submitting timesheets on time. Second report section shows timesheet-by-timesheet detail on when timesheets were submitted and approved. Report allows you to define a number of hours as an 'offset' for the submittal and approval deadlines. So for example, if your ConnectWise configuration is set up to say timesheets must be submitted by midnight on Sunday night (and you can only change that deadline once a year in ConnectWise), you can define the 'submittal' offset to 9 hours, so timesheets are due by 9am Monday morning. Also allows you to define the number of hours after submission that the timesheets must be reviewed. Screenshot
Total Billable Hour by MonthPlanning and Analysis|Billable HoursChart showing billable and non-billable hours by month over the timeframe you select. Screenshot
Total EHRKey Metrics|Effective Hourly Rates (EHR)Shows how much you make for each hour that your engineers work (i.e. Effective Hourly Rate or EHR), taking into account not only 3rd party costs but also the cost of labor by your engineers. This report stack ranks clients from most profitable per hour to least profitable per hour. Report is filtered for clients where you did more than 10 hours of work. (You can change the filter by clicking on the 'filter' icon in the upper right of the screen.) This total includes ALL lines of business, including product sales. Screenshot
Total EHR by MonthKey Metrics|Effective Hourly Rates (EHR)Shows how much you made for each hour that your engineers work (i.e. Effective Hourly Rate or EHR) each month, taking into account not only 3rd party costs but also the cost of labor by your engineers. Report includes results for ALL clients. (You can change the filter by clicking on the 'filter' icon in the upper right of the screen.) This total includes ALL lines of business, including product sales. Screenshot
Total EHR by Month CHARTKey Metrics|Effective Hourly Rates (EHR)Shows how much you made for each hour that your engineers work (i.e. Effective Hourly Rate or EHR) each month, taking into account not only 3rd party costs but also the cost of labor by your engineers. Report includes results for ALL clients. (You can change the filter by clicking on the 'filter' icon in the upper right of the screen.) This total includes ALL lines of business, including product sales. Screenshot
Total ProfitabilityKey Metrics|ProfitabilityShows how much you make per client, taking into account not only 3rd party costs but also the cost of labor by your engineers. This report stack ranks clients from most profitable to least profitable. This total includes ALL lines of business, including product sales. Screenshot
Total Profitability by MonthKey Metrics|ProfitabilityShows how much you made each month for each client, taking into account not only 3rd party costs but also the cost of labor by your engineers. Report includes results for ALL clients. This total includes ALL lines of business, including product sales. Screenshot
Total ROI Pct of RevenueKey Metrics|Return on Investment (ROI)Shows the return you are getting from each client (i.e. profit) as a percentage of the overall revenue (i.e. what you charge that client). This report stack ranks clients from most profitable to least profitable on a percentage basis. This total includes ALL lines of business, including product sales. Screenshot
Transactions sent to your FinancialsPlanning and Analysis|AccountingShows transactions generated by ConnectWise for the timefram you select that were sent to your financial system. As an Analysis Grid (AG) report, extremely flexible filtering, column ordering and column selection capabilities are available by clicking the 'Filter' button or the 'gear' icon. Screenshot
Transactions sent to your Financials by Fin AccountPlanning and Analysis|AccountingShows transactions generated by ConnectWise for the timefram you select that were sent to your financial system in order by 'where they landed' (i.e. the financial account) on your income statement or balance sheet. As an Analysis Grid (AG) report, extremely flexible filtering, column ordering and column selection capabilities are available by clicking the 'Filter' button or the 'gear' icon. Screenshot
Transactions sent to your Financials by InvoicePlanning and Analysis|AccountingShows transactions generated by ConnectWise for the timefram you select that were sent to your financial system in order by invoice. As an Analysis Grid (AG) report, extremely flexible filtering, column ordering and column selection capabilities are available by clicking the 'Filter' button or the 'gear' icon. Screenshot
Use Tax Products Invoiced in TimeFramePlanning and Analysis|TaxesShows a list of all products invoiced in the selected timeframe to aid in calculating 'Use Tax'. Additional filters are provided to further refine and group the gathered information. Screenshot
Use Tax Products Invoiced or on Service Tickets Invoiced in TimeFramePlanning and Analysis|TaxesThis report is an aid to the process of calculating 'Use Tax'. Shows a list of all products invoiced in the selected timeframe, or products attached to Service Tickets that were invoiced during the selected timeframe. Additional filters are provided to further refine and group the gathered information. Screenshot
Utilization WeeklyPlanning and Analysis|TimeSummary of external and total utilization for all engineers by week, followed by an engineer-by-engineer breakdown of their performance by week. Screenshot
VersionData CheckShows the number of records in each ConnectWise table, as well as the total storage size consumed by that table. Screenshot
Waterline (Covering Monthly Fixed Costs)Briefing BookShows historical results on a monthly basis by Line of Business (Fully Managed, Block, time-and-materials, projects, etc.) and how each contributed to covering the fixed costs in your business (rent, utilities, salaries including engineer salaries, etc.) When Contribution Margin (Revenue - 3rd party costs) exceeds your monthly 'fixed costs', you realize a profit that month. When Contribution Margin does NOT exceed fixed costs, you incur a loss. Screenshot
Weekly PerformancePlanning and Analysis|PerformanceSummary of how each engineer performed during each timesheet period, including attending staff meetings, billable hours, submitting timesheet on time and more. Screenshot
Where Engineers Spent Their TimePlanning and Analysis|Billable HoursShows a breakdown in hours and percentage of time where engineers spent their time over the selected timeframe. Screenshot
Where Invoices Landed in your FinancialsPlanning and Analysis|AccountingListing of invoices in the selected timeframe showing the dollars that landed in each of your financial accounts from that invoice 'across the page'. Screenshot
White Space PRODUCTSSales ManagementShows opportunities to 'cross-sell' additional products and services to clients based on who is NOT buying that product or service from you currently. Screenshot
WIP to be BilledPlanning and Analysis|Invoices and BillingShows service work-in-progress (WIP) that WILL be billed at a future time. Allows drill-down to time-entry details. Screenshot