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Bookings Summary
Background Tour
Purpose/Background
• Show deals and projects expected in the selected time frame
• Anticipate– Cash requirements for Product sales– Engineering resources for Service and Managed
Services deals
Notes and Notices
• Select to view this report by “Date Close Expected” (upper-right of the screen) to have it match the ConnectWise Sales Dashboard screen exactly.
• Select to view by “Date Closed” to use the actual date the deal closed for the report.
Where to Find the ReportPlanning & Analysis > Bookings > Bookings Summary
Total Bookings
Revenue from “Service” products
associated with this Opportunity
Sales Forecasts
Bookings by MonthClick “Months” Button
“Mon
ths”
butt
on
• Expected Revenue by Product, Service or Managed Services• Based on “Expected” or “Actual” Close Date
Bookings by MonthDrill-down to see Opportunities
Click Month to drill-down
Bookings by MonthDrill-down to see Opportunity Detail
Clic
k O
ppor
tuni
ty to
dril
l-dow
n
Bookings by Opportunity TypeClick “Opp Types” Button
“Opp
Typ
es”
• Expected Revenue by Product, Service or Managed Services• Based on “Expected” or “Actual” Close Date
Bookings by Opportunity TypeDrill-down to see Opportunities and Opp Details
Click Opp Type to drill-down
Bookings by RepClick “Reps” Button
“Rep
s” b
utton
• Expected Revenue by Product, Service or Managed Services• Based on “Expected” or “Actual” Close Date
Bookings by RepDrill-down to see Opportunities and Opp Details
Click Rep to drill-down
Bookings DetailClick “Detail” Button
“Detail” button
Settings
Select the Opportunity Types
to ViewClick “Refresh” after changing parameters
Select date range
Run the Report based on
“Expected Close Date”
or “Actual Close Date”
Executive Briefing ServiceOther Resources
www.YouTube.com/NewHavenTechwww.LinkedIn.com/NewHavenTechwww.FaceBook.com/[email protected]/NewHavenTech
www.ConnectWise.com/Marketplace
