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Business intelligence for ConnectWise

See 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

The MSP Profitability source page provides the core story: agreements, projects, clients, and technician time can all look healthy until the cost and labor picture is visible.

FOLLOW THE MONEY

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The MSP Profitability source page provides the core story: agreements, projects, clients, and technician time can all look healthy until the cost and labor picture is visible.

24h
24h
94%
Coverage
12
Health
3x
Impact

Agreement profitability

Track agreement margins, labor costs, target comparisons, and trends over time.

  • Underwater MSAs
  • Margin vs. target
  • Agreement products

Customer profitability

Roll up agreement, project, and service ticket profitability into a customer-level view.

  • Client P&L
  • Over-serviced accounts
  • Renegotiation signals

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

Profitability analytics should help leaders move from 'something feels off' to a specific client, agreement, project, or labor pattern.

  1. 01

    Start with the rollup

    Review profitability by customer, agreement, project, service ticket, or product.

  2. 02

    Compare targets

    Look at margin trends and target performance to find what is underperforming.

  3. 03

    Drill into labor

    Trace profitability changes back to time entries, work types, technicians, and delivery patterns.

  4. 04

    Find the decision

    Decide whether to renegotiate, rescope, reprice, coach, automate, or exit.

  5. 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.

FINANCIAL VISIBILITY

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TechPath reported a 12% profitability increase in one year using Cognition360 to identify cost drivers and course-correct.

24h
24h
94%
Coverage
12
Health
3x
Impact

READY?

Follow the money before it disappears.

See how Cognition360 helps ConnectWise MSPs find profitability leaks and act on them sooner.