This document provides summaries of various reports and features available in the Executive Briefing Service, including: - A project resource planning report that shows scheduled hours for projects and engineers. - Reports that show engineer and project schedules by week, allowing users to view detail schedules. - A report analyzing the time delay between time entries, invoices, and client payments to speed up cash flow. - Additional reports on whitespace analysis, gross margin by client and month, and a time entry sieve to fix errors before timesheet review.

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.

3. Overview
Engineer Schedule by Week

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

10. Overview
Part 1 of 2

11. Overview
Part 2 of 2

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

23. “After Hours” mis-recorded
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