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.

The Agreement User Drill Down goes a step further and deconstructs the components of efficiency using the agreement user count. Using this report is only valid if the agreement revenue is based on a user count, not based on machines.  In the case of an agreement based on machines, use the Agreement Drill Down to use equipment endpoints that are assigned as nodes (from the Configuration list in your PSA). To access even more detailed information about an individual client, click on the client name. 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)

Value of the Report

For user-based agreement pricing, the report shows the components of the agreement efficiency for any client/agreement. The report also allows you to compare a specific metric (ie. time spent on tickets for a user based agreement) for any column. A sort feature on any column allows you to compare your user-based agreements in a number of different ways (which agreements producer the most labor revenue per user? which agreements generate the most tickets per user? etc.)

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:

The report uses an accurate user count by looking at the invoiced agreements and counting the user SKUs that are billed each month. The specific SKUs to be used are set up in the Lookup/User Addition. The program looks at  each invoice for the time range to access the accurate user counts. Multiple SKUs can be defined as long as the units are user-based.

If the report covers multiple months, an average user count is used for the calculations.

Once the User Additions are defined, go to Efficiencies/ Agreement User Drill Down.

The report allows filtering in the following areas:

(1) Date Range - Pick from the Quick Select predefined date ranges or customize by selecting a 'from' month and a 'to' month.

(2) Threshold - The threshold filters smaller clients from the report. The Threshold covers invoiced labor for the entire date range.

(3) Agreement  Category - Filter on any of your agreement categories. Select either one category, multiple categories or select all categories. Default is all categories.

(4) Client Types - Filter on specific client types. Click on one type, multiple types or select all types. Default is all types.

(5) Client - Show one individual client in te report or All Clients.

(6) Use Aggregates - If selected, Aggregate clients set up in the Lookup/Aggregate Clients list will be used.

(7) Exclude expired agreements - Only agreements that are not expired will be reported on if this is checked.

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 yellow area below).

The report contains all agreements where one of the User-defined SKUs is included.

The first line of the report shows you averages or totals of the column. For the Efficiency, Billable/Hr, Revenue/User, Hours/Tk, Tk/User, and Average Users/Month, the value is an average. For the last four columns, the value is a total.

Each line of the report contains:

Client Name/Client Agreement - An individual agreement for a specific client.

Efficiency - Invoiced Labor/Shadow Billable  A pricing metric to show how you price your agreement labor.

Billable/Hr - The average billable rate/hour for the agreement.

Revenue/User - The average revenue per month per user for the agreement.

Contribution/User -  Average Labor Contribution of this agreement per user.

Hours/Tk - The average time spent to close a ticket for the agreement.

Tk/User  - The average tickets per month per user for the agreement.

Avg Users/Month - The average number of users across all of the date range.

Hours - Total actual hours spent on the agreement over the date range.

Tickets - Total tickets for the agreement over the date range.

Shadow Billable - Revenue that would have been generated over the date range for the agreement if the time was billed at the actual rates.

Invoiced Labor - Total labor revenue that was generated over the date range for the agreement.