Agreement Revenue over Time
Click here to load reader
-
Upload
new-haven-technologies-llc -
Category
Business
-
view
119 -
download
0
description
Transcript of Agreement Revenue over Time
![Page 1: Agreement Revenue over Time](https://reader038.fdocuments.net/reader038/viewer/2022100507/559c81151a28ab78778b45bc/html5/thumbnails/1.jpg)
Agreement Revenue over Time
Background Tour
![Page 2: Agreement Revenue over Time](https://reader038.fdocuments.net/reader038/viewer/2022100507/559c81151a28ab78778b45bc/html5/thumbnails/2.jpg)
Purpose/Background
• Show changes in monthly agreement revenue on a month-to-month basis
• Month-to-month changes are shown as:– Decreases show in shades of RED
– Increases show in shades of GREEN
• Drill-down into each type of agreements– …and further into invoices and detail
![Page 3: Agreement Revenue over Time](https://reader038.fdocuments.net/reader038/viewer/2022100507/559c81151a28ab78778b45bc/html5/thumbnails/3.jpg)
Notes and Notices
• Lump-Sum Payments for Annual Contracts are spread equally across the months of the contract.
![Page 4: Agreement Revenue over Time](https://reader038.fdocuments.net/reader038/viewer/2022100507/559c81151a28ab78778b45bc/html5/thumbnails/4.jpg)
Where to Find the ReportPlanning & Analysis > Agreements > Agreement Revenue Over Time
![Page 5: Agreement Revenue over Time](https://reader038.fdocuments.net/reader038/viewer/2022100507/559c81151a28ab78778b45bc/html5/thumbnails/5.jpg)
Overview
By CompanyAcross
SelectedMonths
![Page 6: Agreement Revenue over Time](https://reader038.fdocuments.net/reader038/viewer/2022100507/559c81151a28ab78778b45bc/html5/thumbnails/6.jpg)
Drill-DownAgreement Types for this Company
![Page 7: Agreement Revenue over Time](https://reader038.fdocuments.net/reader038/viewer/2022100507/559c81151a28ab78778b45bc/html5/thumbnails/7.jpg)
Drill-DownInvoices for this Agreement Type
![Page 8: Agreement Revenue over Time](https://reader038.fdocuments.net/reader038/viewer/2022100507/559c81151a28ab78778b45bc/html5/thumbnails/8.jpg)
Drill-DownLine Items for this Invoice
![Page 9: Agreement Revenue over Time](https://reader038.fdocuments.net/reader038/viewer/2022100507/559c81151a28ab78778b45bc/html5/thumbnails/9.jpg)
Settings
Click down-arrow icon to export to
Excel
Click “Refresh” after changing parameters
Select Type of Agreement Types to Display
Select date range (Past 12 months is
recommended)
Report may include multiple pages
![Page 10: Agreement Revenue over Time](https://reader038.fdocuments.net/reader038/viewer/2022100507/559c81151a28ab78778b45bc/html5/thumbnails/10.jpg)
Executive Briefing ServiceOther Resources
www.YouTube.com/NewHavenTech
www.LinkedIn.com/NewHavenTech
www.FaceBook.com/NewHavenTech
@NewHavenTech
www.SlideShare.net/NewHavenTech
www.ConnectWise.com/Marketplace