Products & Additions
The Products page is the SKU-level view of every billable addition across all active ConnectWise agreements. Three KPI cards summarize the portfolio; the tabs break it down by revenue, margin, frequency, and price spread.
A product’s lines are recurring (a monthly value) or one-time. Several metrics deliberately use recurring lines only — each section notes which.
Distinct products
Unique product SKUs that appear on at least one active agreement.
Calculated as: count of distinct products across all active-agreement lines — recurring and one-time lines both count.
Recurring revenue
Total monthly recurring revenue across every recurring line on active agreements.
Calculated as: the sum of each product’s monthly revenue. One-time lines are excluded.
Recurring margin
Monthly recurring margin — revenue minus cost — across recurring lines.
Calculated as:
margin = sum of each product's monthly margin. The description shows the blended rate =sum(margin) ÷ sum(revenue).
Top products by monthly revenue
Products ranked by the recurring revenue they generate each month — the biggest earners in the portfolio.
Each bar is the sum of a product’s monthly revenue; recurring lines only.
Most common products
Products ranked by how many agreements carry them — your most widely-sold SKUs.
Each bar is the count of distinct agreements carrying the product. Frequency includes one-time lines, and agreement count and company count are reported separately.
Best and worst margin
Two charts rank recurring products by the monthly margin they generate — the best earners and the loss-makers.
Each bar is the sum of a product’s monthly margin. A product must have at least 2 margin-bearing recurring lines to qualify, so a single outlier line cannot skew the ranking.
All products
A sortable, filterable, exportable table with one row per product — revenue, margin, footprint, and pricing for each.
One row per distinct product. The count in the card title reflects any active search, category, margin, or status filters.
Price outliers
Products billed at prices that deviate sharply from their own typical range — a signal for pricing review.
An outlier is a unit price beyond the Tukey fences: below
Q1 − 1.5 × IQRor aboveQ3 + 1.5 × IQR, where IQR is the interquartile range of that product’s prices. A product needs at least 5 price samples and a non-zero IQR to be evaluated.
Product detail
Clicking a product opens its detail page — the same metrics scoped to one SKU across every client.
Monthly revenue
Calculated as: the sum of the product’s monthly revenue per instance; one-time charges are reported separately.
Monthly margin
Calculated as:
margin = sum of monthly margin per instance. The description shows the blended rate =sum(margin) ÷ sum(revenue).
Footprint
How widely the product is deployed.
Calculated as:
companies = distinct company IDs,agreements = distinct agreement IDs,lines = billed instance rows.
Unit price
Calculated as: the median of the product’s positive unit prices across instances; the description shows the min–max spread.
All instances
The table of every billed line of the product across all clients.
Each row is one addition. The count is the total number of billed lines carrying the product.
Related
- Cockpit — portfolio-level revenue and margin
- Agreement Analysis — billing gaps and findings