Financial Excel Dashboard Preview [video]

There has been a lot of interest in the financial workbook which is under development. Our Beta Financial Workbook is targeted for release in November! The workbook will aggregate revenue, cost and utilization data from your Autotask system.

The Financial Workbook will provide:

  • Trending of Revenue, Costs, Operating Expenses and EBITDA
  • Revenue and Cost analysis via our Explore screen
  • Revenue versus Margin Analysis
  • Profit and Loss with plan comparisons
  • Resource Utilization Analysis

Are there other capabilities that you would like to see?

I would love to hear from you.

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