Agreement Drill Down

Purpose of the Report

The efficiency of a client's agreement measures the value of your labor revenue as compared to the value of the time your members are spending on the agreement each month (shadow billable). Efficiency is a pricing metric that shows how well labor was budgeted for a client's agreement as compared to what revenue you would have achieved outside the agreement. A rate for each member's work is calculated in your PSA by looking at work role and work type. We use this rate which is provided on each time record to calculate the revenue that would have been generated.

As in the Efficiency Components Report, MSPCFO goes further to help understand how to deconstruct labor revenue and shadow billable to better gauge the impact on efficiency. The Agreement Drill Down allows drilling into an individual client. Clicking on any client opens up the Agreement Specifics report which provides ticket detail:

  • Efficiency components over time
  • Ticket concentration (the nature of the tickets - board, service type,  sub type, item)
  • Ticket Configuration (equipment serviced)

Tickets need to be filled out in as much detail as possible to return the best information from this report. The more information on service type, sub type, item and configuration, the more information you can glean from these reports.

Understanding the components of efficiency

Efficiency is agreement labor revenue / shadow billable. If you deconstruct these components, an even better picture of efficiency can be developed:

What can this tell you? You can break it down and look at the components:

Filters

The Agreement Drill Down report allows filtering on:

1.  Date Range - A date range which can be a customized date range or selected from the Quick Select.
2.  A Threshold - The filter allows the report to eliminate smaller clients. Select a minimum average invoiced labor revenue per month over the time period in the Date Range.
3.  Agreement Category - Select clients that have an agreement within one or more agreement categories. If a company meets the criteria, all labor agreement revenue is reported. The default is all agreement categories.
4.  Client Types - Select one or more Client Types. If this filter is used, only companies that have this client type will be included. The default is all  client types.
5. Client - Look at a specific client only. If a specific client is not selected, all clients will be in the report that meet the other filter considerations.
6.  Use current Node Count - If this filter is checked, the most current node count is shown. If not used, an average node count over the Date Range is used.
7. Use Aggregates - If this filter is checked, any Aggregates set up in the Lookup/Aggregate Clients table will be used in the report, not the individual clients.
8.  Exclude expired agreements - If this filter is checked, any agreements that have expired will not be included.

You can make the report a favorite, download the report to a PDF file, an Excel/CSV spreadsheet, or into a 'report basket' (+) to be downloaded at a future time (see highlighted area below).

Report - Agreement Drill Down

Click the Filter button to save the filters. To reset the filters to the system defaults, click Reset.

Body of Report

The report contains the client names that meet the criteria in the filters. The efficiency is then broken down into it's components. The last two columns contain the Shadow Billable and the Invoiced Labor for client FFA agreements:

  1. Client Name - To drill into any client, click on the client name.  This will bring up the Agreement Specifics report for that client. Set an appropriate date range.
  2. Efficiency - Invoiced Labor/Shadow Billable
  3. Billable/ Hour - Average billable rate per hour
  4. Revene/Node - Revenue per node
  5. Hours/Tk - Hours per ticket
  6. Tk/Node - ticket per node
  7. Nodes
  8. Hours
  9. Tickets
  10. Shadow Billable - What members would have billed at rates based on work role and work type
  11. Invoiced Labor - FFA labor revenue for time period

The report can be sorted by any of the columns. The sorted column is the column with a one direction arrow next to the column name.

The first row under the column heading is the sum or average (depending on the column) for all of the rows.

Drill into any client name to go to the  Dashboards/Agreement Specifics to obtain more detailed information for the client.

MSPCFO - Agreement Drill Down

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