Our 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
The following video provides a quick preview of some of the capabilities of the Financial Workbook …
Are there other capabilities that you would like to see?
I would love to hear from you.