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Bookings Service Queue by Month
Background Tour
Purpose/Background
• Allow you to see the “Engineering Hours” required for deals that either HAVE closed or are EXPECTED to close
• Let’s you see if you need to ADD more engineers to take care of upcoming projects.
Notes and Notices
• Report shows “Services” attached to Sales Opportunities.
• “Quantities” entered on the individual items in ConnectWise should reflect the total number of HOURS– i.e. quantity should be “10” for ten hours of labor
Where to Find the ReportPlanning & Analysis > Bookings > Bookings Service Queue by Month
Quantity (Hours) by Month
Breaks down future hours
required by the TYPE of expertise
required
Hours Needed by Month
Drill-Down to Details via Hyperlinks
SettingsShow Quantity (hours),
Revenue, or both
Click “Refresh” after changing parameters
Select date range
Run the Report based on
“Expected Close Date”
or “Actual Close Date”
Select Units of Measure to view
Executive Briefing ServiceOther Resources
www.YouTube.com/NewHavenTechwww.LinkedIn.com/NewHavenTechwww.FaceBook.com/[email protected]/NewHavenTech
www.ConnectWise.com/Marketplace
