Profitability Report - Setting Up Bundled Agreements

Agreements are everything in Connectwise. But if you don’t have them set up correctly, Bizratings can’t take advantage of the data to report the profitability accurately. For example if you bundle agreements, you may need to exclude certain additions to get an accurate utilization. Check out this video for a real-life example of the intricacies of agreements in Connectwise and how to fully benefit from our profitability report. If you have any questions on how yours is set up, contact us at sales@bizratings.com and we’ll help you out! 

If you need any help setting up your agreements, please feel free to contact: