Agreements
The Agreements area turns your ConnectWise Manage agreements into actionable revenue intelligence. A weekly scan compares what each client is billed against what their service tier expects, flags billing gaps and pricing problems, surfaces upsell opportunities, and rolls everything up into portfolio-wide health and renewal views.
Where the data comes from
Every number in this section is derived from ConnectWise Manage — specifically your agreements and their additions (billable line items). SonicSaaS takes a weekly snapshot of that data and runs the analysis against it. Nothing here is computed from SonicWall devices.
Prerequisite: The ConnectWise PSA integration must be connected, and Service Tiers should be configured so the analysis knows what each client is expected to be billed for.
The pages
| Page | What it covers |
|---|---|
| Agreement Analysis | Fleet-wide findings — billing gaps, coverage, revenue opportunity, and the AI brief |
| Per-Client View | One client’s coverage, gaps, count accuracy, and recent billing changes |
| Cockpit | Portfolio business health and the renewal pipeline |
| Products & Additions | SKU-level revenue, margin, frequency, and price-outlier analytics |
| Service Tiers | Configure the tiers, expected products, and agreement-type mappings the analysis runs against |
How the analysis runs
A scheduled weekly scan walks every active agreement, applies the configured tiers and rules, and writes a set of findings and upsell candidates to an analysis run. Each run records its own totals, so the figures you see always belong to one point-in-time scan — the most recent completed run unless noted otherwise.
You can also trigger a scan on demand from the Agreement Analysis page.
Related
- ConnectWise PSA Integration — connect ConnectWise Manage
- ConnectWise Migration — migrate legacy agreements