The document provides a summary of bookings related to service and managed services, detailing how to view and analyze expected cash requirements and revenue forecasts based on close dates. Users can drill down into data by month, opportunity type, or sales representative to get detailed insights. Additionally, it offers guidance on report navigation and links to resources for further support.

1. Bookings Summary
Background Tour

2. Purpose/Background
• Show deals and projects expected in the
selected time frame
• Anticipate
– Cash requirements for Product sales
– Engineering resources for Service and Managed
Services deals

3. Notes and Notices
• Select to view this report by “Date Close
Expected” (upper-right of the screen) to have
it match the ConnectWise Sales Dashboard
screen exactly.
• Select to view by “Date Closed” to use the
actual date the deal closed for the report.

4. Where to Find the Report
Planning & Analysis > Bookings > Bookings Summary

5. Total Bookings
Revenue from
“Service” products
associated with
this Opportunity
Sales Forecasts

6. Bookings by Month
Click “Months” Button
“Months”button
• Expected Revenue by Product, Service or Managed Services
• Based on “Expected” or “Actual” Close Date

7. Bookings by Month
Drill-down to see Opportunities
Click Month to drill-down

8. Bookings by Month
Drill-down to see Opportunity Detail
ClickOpportunitytodrill-down

9. Bookings by Opportunity Type
Click “Opp Types” Button
“OppTypes”
• Expected Revenue by Product, Service or Managed Services
• Based on “Expected” or “Actual” Close Date

10. Bookings by Opportunity Type
Drill-down to see Opportunities and Opp Details
Click Opp Type to drill-down

11. Bookings by Rep
Click “Reps” Button
“Reps”button
• Expected Revenue by Product, Service or Managed Services
• Based on “Expected” or “Actual” Close Date

12. Bookings by Rep
Drill-down to see Opportunities and Opp Details
Click Rep to drill-down

13. Bookings Detail
Click “Detail” Button
“Detail” button

14. Settings
Select the
Opportunity Types
to ViewClick “Refresh” after
changing parameters
Select date range
Run the Report
based on
“Expected Close Date”
or “Actual Close Date”

15. Executive Briefing Service
Other Resources
www.NewHavenTech.com
Support@NewHavenTech.com
www.YouTube.com/NewHavenTech
www.LinkedIn.com/NewHavenTech
www.FaceBook.com/NewHavenTech
@NewHavenTech
www.SlideShare.net/NewHavenTech
www.ConnectWise.com/Marketplace