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Background information on this report on the Executive Briefing Service for Connectwise from New Haven Technologies, LLC.
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Agreement Revenue over Time
Background Tour
Purpose/Background
• Show changes in monthly agreement revenue on a month-to-month basis
• Month-to-month changes are shown as:– Decreases show in shades of RED
– Increases show in shades of GREEN
• Drill-down into each type of agreements– …and further into invoices and detail
Notes and Notices
• Lump-Sum Payments for Annual Contracts are spread equally across the months of the contract.
Where to Find the ReportPlanning & Analysis > Agreements > Agreement Revenue Over Time
Overview
By CompanyAcross
SelectedMonths
Drill-DownAgreement Types for this Company
Drill-DownInvoices for this Agreement Type
Drill-DownLine Items for this Invoice
Settings
Click down-arrow icon to export to
Excel
Click “Refresh” after changing parameters
Select Type of Agreement Types to Display
Select date range (Past 12 months is
recommended)
Report may include multiple pages
Executive Briefing ServiceOther Resources
www.YouTube.com/NewHavenTech
www.LinkedIn.com/NewHavenTech
www.FaceBook.com/NewHavenTech
@NewHavenTech
www.SlideShare.net/NewHavenTech
www.ConnectWise.com/Marketplace
