Capture lost revenue from your Book to Bill process
These reports allow an MSP to track all costs and payments from the time a new customer is listed as a prospect to on boarding and invoicing. You may be surprised how much revenue is typically lost through this process. There are many inputs and factors to be tracked, including product costs, project time and changes to agreements – with multiple people involved and often delivery over considerable periods of time. Getting a clear picture just out of ConnectWise is hard. Cognition360 uses data snapshots stored in the data warehouse, smart state tracking and ticket/item correlation. The bottom line is that Cognition360 can track and analyze all the inputs and ensure what should be invoiced is invoiced.
The report screen illustrated shows the current status of opportunities and confirmed customer orders. It tracks the dollar amounts quoted and invoiced. This data is essential to ensure invoices are sent without delay and all the inputs are invoiced as quoted in a timely and complete fashion.