Bookings Service Queue by Month

Background Tour

Purpose/Background

• Allow you to see the “Engineering Hours” required for deals that either HAVE closed or are EXPECTED to close

• Let’s you see if you need to ADD more engineers to take care of upcoming projects.

Notes and Notices

• Report shows “Services” attached to Sales Opportunities.

• “Quantities” entered on the individual items in ConnectWise should reflect the total number of HOURS– i.e. quantity should be “10” for ten hours of labor

Where to Find the ReportPlanning & Analysis > Bookings > Bookings Service Queue by Month

Quantity (Hours) by Month

Breaks down future hours

required by the TYPE of expertise

required

Hours Needed by Month

Drill-Down to Details via Hyperlinks

SettingsShow Quantity (hours),

Revenue, or both

Click “Refresh” after changing parameters

Select date range

Run the Report based on

“Expected Close Date”

or “Actual Close Date”

Select Units of Measure to view

Executive Briefing ServiceOther Resources

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www.ConnectWise.com/Marketplace