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AgreementsAgreement Analysis

Agreement Analysis

The Agreement Analysis page is the fleet-wide view of the most recent weekly scan. Its four KPI cards summarize the run; the Findings and Upsell tabs break it down.

All figures belong to the latest completed analysis run. Trigger a fresh scan with the Run scan action if the data looks stale.

Clients Analyzed

How many ConnectWise companies were included in the latest analysis run.

Calculated as: the distinct company count recorded by the latest run.

A company is in scope when it has at least one active agreement matching a configured agreement-type mapping.

Must-Have Gaps

The most urgent items the scan found — every finding flagged must-have severity, across all analyzed companies. These are usually missing must-have products, but any finding the rules rate must-have is counted (a count mismatch or pricing problem can also be must-have).

Calculated as: count of findings where severity = must-have.

Clicking the card opens the Findings tab filtered to must-have severity.

Revenue Opportunity

The estimated recurring revenue available from acting on every finding in the run.

Calculated as: the sum of every finding’s revenue opportunity, tallied by the latest run.

Each finding carries a revenueOpportunity value — the recurring revenue you would capture by resolving it. Some values are estimated (from observed billing medians or catalog defaults); those are marked “est.” in the Findings table.

Coverage Score

A fleet-wide health score: the share of analyzed companies that have zero must-have gaps.

Calculated as: clean companies ÷ companies analyzed × 100, rounded — where a clean company has no must-have-severity findings.

A score of 100% means no client is missing anything critical. The score falls as must-have findings accumulate on more companies.

Revenue Opportunity Trend

A sparkline of total revenue opportunity across recent analysis runs.

Calculated as: one point per completed run — that run’s total revenue opportunity — ordered oldest to newest.

A rising line means new gaps are being found faster than existing ones are closed. A comparability warning appears when the set of analyzed companies changed enough between runs to make the trend noisy.

AI Insight

A plain-language brief of the latest scan, written by an AI model. It highlights the most material findings and patterns so you do not have to read every row.

Use the thread below the brief to ask follow-up questions or steer the analysis toward a specific client or finding type.

Findings

The Findings tab lists every issue the scan detected on agreements clients already have — distinct from upsell, which suggests products they do not have yet. Finding types include missing products, pricing anomalies, peer-price outliers, count mismatches, legacy/replaceable SKUs, stale products, and margin problems.

Each row is one finding. Its revenue opportunity is the recurring revenue you would capture by resolving it.

Filter by source, type, product, severity, or company; the active filters appear as chips above the table. Export the filtered set with the table’s export action.

Upsell candidates

The Upsell tab suggests products a client could add — services their service tier (or comparable peer clients) implies they should have, but do not yet.

  • By Pattern groups the same missing product across multiple clients, so you can pitch one product to many.
  • By Client lists each client’s individual opportunities.

Upsell candidates only appear once Service Tiers are configured, or once there are enough comparable agreements to benchmark against.

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OverviewPer-Client View