Per-Client View
The per-client page drills the agreement analysis into a single ConnectWise company. It opens on Opportunities; the Current Agreements tab lists the underlying agreements and additions.
Coverage
The share of this client’s service-tier products that are actually billed on their agreements.
Calculated as:
products present ÷ products expected for the tier × 100, rounded — where present is the expected products minus the ones flagged as gaps.
100% means every product the tier expects is on an agreement.
Must-Have Gaps
Critical “must-have” products from the client’s service tier that are missing from their agreements.
Calculated as: count of gap findings with
severity = must-have.
Unlike the fleet-wide Agreement Analysis card — which counts must-have findings of any type — this card is scoped to gap findings only.
Revenue Opportunity
The recurring revenue available from closing every finding identified for this client.
Calculated as: the sum of each finding’s revenue opportunity, excluding negative-margin findings and any finding suppressed as a duplicate during roll-up.
Count Coverage
Estimates how many computers, users, and mailboxes the client has — read from the “anchor” products billed on their agreements — then checks that dependent products are billed to match.
Calculated as: for each count type, the count is the sum of billed quantities of that type’s anchor SKUs. Dependent products are then compared against that count and flagged as matching, under, or over.
Anchor and dependent products are configured per team — see Service Tiers.
Recent billing changes
Additions added, removed, or re-priced on the client’s agreements over the last 60 days of weekly scans. A headline badge appears when this month’s net change clears 10% of current billing.
Calculated as:
% change = this month's net billing change ÷ current monthly billing.
The net change is the sum of detected price deltas dated to the current calendar month; current billing is the sum of extended price across the client’s active additions.
Agreements and additions
The Current Agreements tab lists every active ConnectWise agreement for the client and the billable additions on each, from the most recent weekly snapshot.
Ext total per agreement is the sum of each addition’s extended price (quantity × unit price).
Toggle Show ended to include agreements and additions that are no longer active.
Related
- Agreement Analysis — the fleet-wide view
- Service Tiers — expected products and count anchors