SlideShare a Scribd company logo
What’s New?
Executive Briefing Service
25-July-2017
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.
Overview
Engineer Schedule by Week
Engineer Schedule by Week
• Top portion shows hours scheduled for each
engineer for each week.
• Click the “hours” hyperlinks to see detail
Engineer Schedule DETAIL
• Clicking the hours for this engineer this week
shows the detail schedule entries
Project Schedule by Week
(Lower portion of report)
Project Schedule DETAIL
• Clicking the hours for this project this week
shows the detail schedule entries
Time Delay on Invoicing Tickets
Speeding up Cash Flow
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
Overview
Part 1 of 2
Overview
Part 2 of 2
White Space Analysis - PRODUCTS
• Shows:
– What products you are selling to each client
– Which clients you are NOT selling a given product to
• i.e. “White space”: An opportunity for incremental sales
• Can filter on:
Location Agreement Type
Sales Rep Product Category
Line of Business Product SubCategory
Overview
SALES MANAGEMENT > WHITESPACE - PRODUCTS
CompaniessLargesttoSmallest
Products Largest to Smallest
Sales
Opportunities
Gross Margin by Client by Month
PLANNING & ANALYSIS > CLIENTS
Gross Margin by Client by Month
Drill down by Month, Invoice and Line Items
Gross Margin by Client by Month
Drill down by Month, Invoice and Related Time Entries
“Include/Exclude Companies”
Now available on “Profitability by Client”
Click “Include” button to
select companies to include
on the report
“Hover” to see the
companies currently being
“included”
Will be added to other reports in the near future
NOW AVAILABLE ON:
 Profitability by Client
(BRIEFING BOOK > PROFITABILITY BY CLIENT)
 Labor-Loaded GM by Agreement
(PLANNING & ANALYSIS > AGREEMENTS > LABOR-LOADED GM BY AGREEMENT)
Filter Engineers on X-Ray Report
Use “Show Eng Hrs for” filter then hit REFRESH
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.
Time Entry Sieve
PLANNING & ANALYSIS > TIME > TIME ENTRY SIEVE (AG)
• FIX Time Entry errors BEFORE Time Sheet
Review
• Notify engineers of bad entries automatically
• YOU define what is a “time entry ERROR”
Some REAL WORLD
Time Entry Sieve
Examples
Some ideas to get you started
“Work Role” entry is missing
Example
“After Hours” mis-recorded
Example
Notes mention “Server”
but work role is not “Server”
Example
No NOTES on the Time Entry
Example
Dashboard “How To” Slides
Available from “Presentation Screen” icon on Dashboards
Click
“Presentation Screen”
icon on Dashboards
(upper-right) for detailed
instructions of how to
work with Dashboards
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

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Whats new

  • 1. What’s New? Executive Briefing Service 25-July-2017
  • 2. 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.
  • 4. Engineer Schedule by Week • Top portion shows hours scheduled for each engineer for each week. • Click the “hours” hyperlinks to see detail
  • 5. Engineer Schedule DETAIL • Clicking the hours for this engineer this week shows the detail schedule entries
  • 6. Project Schedule by Week (Lower portion of report)
  • 7. Project Schedule DETAIL • Clicking the hours for this project this week shows the detail schedule entries
  • 8. Time Delay on Invoicing Tickets Speeding up Cash Flow
  • 9. 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
  • 12. White Space Analysis - PRODUCTS • Shows: – What products you are selling to each client – Which clients you are NOT selling a given product to • i.e. “White space”: An opportunity for incremental sales • Can filter on: Location Agreement Type Sales Rep Product Category Line of Business Product SubCategory
  • 13. Overview SALES MANAGEMENT > WHITESPACE - PRODUCTS CompaniessLargesttoSmallest Products Largest to Smallest Sales Opportunities
  • 14. Gross Margin by Client by Month PLANNING & ANALYSIS > CLIENTS
  • 15. Gross Margin by Client by Month Drill down by Month, Invoice and Line Items
  • 16. Gross Margin by Client by Month Drill down by Month, Invoice and Related Time Entries
  • 17. “Include/Exclude Companies” Now available on “Profitability by Client” Click “Include” button to select companies to include on the report “Hover” to see the companies currently being “included” Will be added to other reports in the near future NOW AVAILABLE ON:  Profitability by Client (BRIEFING BOOK > PROFITABILITY BY CLIENT)  Labor-Loaded GM by Agreement (PLANNING & ANALYSIS > AGREEMENTS > LABOR-LOADED GM BY AGREEMENT)
  • 18. Filter Engineers on X-Ray Report Use “Show Eng Hrs for” filter then hit REFRESH
  • 19. 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.
  • 20. Time Entry Sieve PLANNING & ANALYSIS > TIME > TIME ENTRY SIEVE (AG) • FIX Time Entry errors BEFORE Time Sheet Review • Notify engineers of bad entries automatically • YOU define what is a “time entry ERROR”
  • 21. Some REAL WORLD Time Entry Sieve Examples Some ideas to get you started
  • 22. “Work Role” entry is missing Example
  • 24. Notes mention “Server” but work role is not “Server” Example
  • 25. No NOTES on the Time Entry Example
  • 26. Dashboard “How To” Slides Available from “Presentation Screen” icon on Dashboards Click “Presentation Screen” icon on Dashboards (upper-right) for detailed instructions of how to work with Dashboards
  • 27. 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