An update on new developments in the Executive Briefing Service for ConnectWise, and onsite reporting service which include free custom report development as part of the monthly subscription.

1. What’s New?
Executive Briefing Service
7-Nov-2018
Agreement Type Profitability

2. Agreement Type Profitability
(Key Metrics > Profitability > Agreement Type Profitability)

3. Agreement Type Profitability
Drill-Down to Companies

4. Agreement Type Profitability
Drill-Down to Agreements for this Company

5. Agreement Type Profitability
Drill-Down to Invoices

6. NEW “Key Metrics” reports
We have added a new
menu item “Key Metrics”,
just under “Favorites” at
the top of your EBS menu.
Initial areas of focus
include:
– Profitability
– Effective Hourly Rate
– Return on Investment

7. KEY METRICS > PROFITABILITY
New reports under
Profitability now give you
“one-click” access to
profitability metrics for
your entire practice and
each line of business.

8. KEY METRICS > EFFECTIVE HOURLY RATES
New reports under
“Effective Hourly Rates”
now give you “one-click”
access to EHR metrics
including at the individual
engineer level
performance.

9. KEY METRICS > RETURN ON INVESTMENT
New reports under
“Return on Investment”
now give you “one-click”
access to ROI metrics at
the engineer, client and
organizational level.

10. PLANNING & ANALYSIS > PROJECTS > PROJECT RESOURCE PLANNING
• Shows Project Hours scheduled for each:
– Project
– Engineer
• Allows you to fully utilize your project engineers
and allocate scheduled hours across all projects
as appropriate.

11. Overview
Engineer Schedule by Week

12. Engineer Schedule by Week
• Top portion shows hours scheduled for each
engineer for each week.
• Click the “hours” hyperlinks to see detail

13. Engineer Schedule DETAIL
• Clicking the hours for this engineer this week
shows the detail schedule entries

14. Project Schedule by Week
(Lower portion of report)

15. Project Schedule DETAIL
• Clicking the hours for this project this week
shows the detail schedule entries

16. Time Delay on Invoicing Tickets
Speeding up Cash Flow

17. Purpose/Background
• Shows:
– How long does it take from the last time entry until:
• Ticket is closed
• Invoice is created
• Invoice is closed & sent to client
• Client pays the invoice
• Can filter on:
TimeFrame Invoiced and/or Not yet invoiced
Ticket Status New vs. “Covered” Revenue
Service Board Agreements/Projects/Other

18. Overview
Part 1 of 2

19. Overview
Part 2 of 2

20. Schedule Reports to E-Mail
• Reports can be scheduled for e-mail delivery
on any schedule of your choosing.
• SAVE the report settings as a Bookmark.
• REFRESH, select the bookmark, and click the
Calendar icon to schedule.
See
http://www.slideshare.net/NewHavenTech/scheduling-email-report-delivery
for details.

21. Executive Briefing Service
Other Resources
www.NewHavenTech.com
Support@NewHavenTech.com
www.YouTube.com/NewHavenTech
www.linkedin.com/company/new-haven-technologies-llc
www.FaceBook.com/NewHavenTech
@NewHavenTech
www.SlideShare.net/NewHavenTech
https://marketplace.connectwise.com/p/177/executive-
briefing-service-for-connectwise