01
Agreement profitability
Track agreement margins, labor costs, target comparisons, and trends over time.
- Underwater MSAs
- Margin vs. target
- Agreement products
Profitability AnalyticsSee which clients, agreements, and projects are actually profitable
Cognition360 helps ConnectWise MSPs follow the money across agreements, customers, projects, T&M work, labor, and agreement products so margin problems become visible enough to fix.
FOLLOW THE MONEY
Find the margin leaks hiding in ConnectWise
Agreements, projects, clients, and technician time can all look healthy until the cost and labor picture is visible.
02
Customer profitability
Roll up agreement, project, and service ticket profitability into a customer-level view.
- Client P&L
- Over-serviced accounts
- Renegotiation signals
03
Project and service profit
Understand whether projects and out-of-scope T&M work are creating profit or draining it.
- Project labor
- T&M tickets
- Work type costs
PROFITABILITY FLOW
From margin suspicion to root-cause evidence
Move from ‘something feels off’ to the specific client, agreement, project, or labor pattern that needs attention.
- 01
Start with the rollup
Review profitability by customer, agreement, project, service ticket, or product.
- 02
Compare targets
Look at margin trends and target performance to find what is underperforming.
- 03
Drill into labor
Trace profitability changes back to time entries, work types, technicians, and delivery patterns.
- 04
Find the decision
Decide whether to renegotiate, rescope, reprice, coach, automate, or exit.
- 05MARGIN CLARITY
Track the outcome
Use trends and reports to confirm the decision improved profitability over time.
FINANCIAL VISIBILITY
Stop managing margin from the monthly surprise
Cognition360 gives leaders a way to see profitability while there is still time to change behavior. That matters for agreements that are over-serviced, projects that are running hot, and clients whose true cost is hard to see in native PSA reporting.
TechPath reported a 12% profitability increase in one year using Cognition360 to identify cost drivers and course-correct.
Agreement profitability
See revenue, labor cost, and margin by agreement.
Project profitability
Analyze active and closed projects with full labor rollups.
Service profitability
Understand T&M and out-of-scope work by customer and timeframe.
Customer profitability
Roll up agreement, project, and service work into a client-level view.
Agreement product profitability
Evaluate which add-ons and productized extras are pulling their weight.
READY?
Follow the money before it disappears.
See how Cognition360 helps ConnectWise MSPs find profitability leaks and act on them sooner.