Below are the anticipated delivery dates of additional releases and enhancements. All organizations with updated licensing will automatically receive enhancements as they are released to the KiPI community.
Current Release (v 1.0)
General
- Access to Connectwise Tables
- Ability to sort and filter "views" data
- Ability to export to Microsoft Excel
- SQL Statement Builder
- Implementation of Dashboard tools that
will allow point and time analysis on all
"views" using integrated gadget
architecture
- User Level Security Views
Setup and Administration
- Implementation of Cost of Goods
Sold (COGS) Manager
Service Views
- Access to Timesheets Data
- Access to Open Service Requests Data
- Access to Open Urgent Service
Requests Data
- Access to Service Request History Data
- Access to Timeliness Data
- Access to Project Summary Data
Financial Views
- Access to Invoicing Data
- Access to Revenue Graphs Data
- Access to Products Data
- Access to Employee Billable Data
- Access to Company Billable Data
Sales Views
- Access to Opportunities Data
- Access to Agreements Data
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Next Release
General
- Ability to save custom layouts
- Tools for migrating to/from Connectwise
- Improvements to dashboard tools
Setup and Administration
- Improvements to COGS Manager
calculations
Service Views
- Access to Survey Data
Financial Views
- Additional functionality supporting to
exporting data for peer group data (HTG /
Service Leadership)
Sales Views
- Commissions Calculator
- Sales Forecasting based on Opportunities
- Access to Activities Data
- Access to Sales Order Data
You tell us what you want !!
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