Agreements Cockpit

The Cockpit is the portfolio-level view of your ConnectWise book of business. The Business Health tab covers revenue, margin, and concentration; the Renewals tab covers expiring agreements.

All figures are derived from active agreements in the most recent weekly snapshot.

Business Health

MRR

Total monthly recurring revenue across every active ConnectWise agreement.

Calculated as: MRR = sum of recurring additions' monthly value. The card description shows ACV (annual contract value) = MRR × 12.

Monthly Margin

Monthly recurring margin — revenue minus cost — across all agreements.

Calculated as: margin = sum(monthly revenue − monthly cost). The description shows the blended margin rate = margin ÷ MRR.

The share of total MRR earned from your single largest client. High values flag revenue-concentration risk — losing one client would hurt disproportionately.

Calculated as: largest client's MRR ÷ total MRR. The description also gives the combined top-5 and top-10 shares.

Companies

Distinct ConnectWise companies with at least one active agreement. The description adds the agreement and billing-line totals behind that number.

Calculated as: count of distinct companies across active (non-ended) agreements.

Clients with billing changes

Clients whose ConnectWise spend has shifted materially so far this calendar month — a heads-up for proactive outreach.

Calculated as: count of clients whose net spend change since the start of the current calendar month is at least $100 (the materiality threshold). Expand the tile to see each client and its dollar and percentage move.

Business Health charts

Revenue concentration

Your largest clients ranked by MRR — a Pareto view of where revenue sits.

Each bar is a client’s MRR, sorted highest to lowest; the top 15 are shown.

ARPA distribution

How clients spread across average-revenue-per-account bands.

Each bar is the count of companies whose MRR falls in that band. The footer reports the median, mean, and 90th-percentile MRR.

Billing-cycle mix

How recurring revenue splits across billing cycles (monthly, annual, and so on).

Each slice is the sum of revenue for additions on that billing cycle.

Margin mix by agreement type

MRR and monthly margin side by side for each ConnectWise agreement type — shows which agreement types carry the profit.

The paired bars are the sum of MRR and the sum of monthly margin per agreement type.

Renewals

Renewal windows

Active agreements grouped by how soon they expire — Expired, 0–30, 31–60, 61–90, 90+ days, and No end date. Each card shows the agreement count and the monthly recurring revenue at risk in that window.

Calculated as: the window is set by days until the agreement's end date; MRR at risk is the sum of recurring additions’ monthly value for the agreements in that window.

Clicking a window card filters the pipeline table below.

Renewal pipeline

The table of every active agreement with its renewal window, end date, and MRR.

Each row is one agreement. Days is the count of calendar days until its end date — negative when the agreement is already past due.

Agreement Analysis — fleet-wide findings
Products & Additions — SKU-level revenue and margin