Cognition360 Getting Started Workshop - Finance

Join us as we drill into Finance reporting! This is a workspace you should have locked down and only those with access to salary information should attend.

Reports for this session include:

• Labor Rates
• Data Overview
• Finance reporting
• Agreement Profitability
• Project Profitability
• Customer Profitability
• Common Issues

Recommended roles to attend:

• Accounting Team
• Business Analyst
• C-Level

Success Tip: Please come prepared knowing if your fully burdened rates are in ConnectWise PSA. If they aren’t, please get them entered before this session. We will also discuss how C360 can backdate these for you historically if needed, so save a list of all your changes.

By the end of this session, you will have a list of best practices and key metrics to look for, and a deeper look into the information going into your ConnectWise PSA.