Background information on this report on the Executive Briefing Service for Connectwise from New Haven Technologies, LLC.

1. Agreement Revenue over Time
Background Tour

2. 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

3. Notes and Notices
• Lump-Sum Payments for Annual Contracts are
spread equally across the months of the
contract.

4. Where to Find the Report
Planning & Analysis > Agreements > Agreement Revenue Over Time

5. Overview
By Company
Across
Selected
Months

6. Drill-Down
Agreement Types for this Company

7. Drill-Down
Invoices for this Agreement Type

8. Drill-Down
Line Items for this Invoice

9. Settings
Click down-arrow
icon to export to
Excel
Select Type of Agreement
Types to Display
Click “Refresh” after
changing parameters
Select date range
(Past 12 months is
recommended)
Report may include
multiple pages

10. Executive Briefing Service
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