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Gross Margin is Revenue minus Cost of Goods Sold (COGS) expressed as a percentage of Revenue: (Total Revenue - Total COGS) / Total Revenue
Data source: Xero P&L (SLI-Mapped) - for Revenue, COGS
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Expense Margin is the ratio of Expenses and Revenue: Total Expenses / Total Revenue
Data source: Xero P&L (SLI-Mapped) - for Revenue, Expenses
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Formula: Total Revenue / Total Count of Endpoints
Data sources:
- Xero P&L (SLI-Mapped) - for Revenue
- MSP Finance Endpoints Form (MSPbots App) - for Count of Endpoints
Avg. Billable Professional Compensation
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Formula: (Direct Wages + PAYE) / Count of Billable Professional Professionals
*NOTE: Uses Direct Wages in calculation since PAYE in dataset is 0
Data sources:
- Xero P&L (SLI-Mapped) - for Direct Wages, PAYE
- Teams - for Count of Billable Professionals
Service Revenue per Billable Professional
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Formula: Total Service Revenue / Count of Billable Professional
Data sources:
- Xero P&L (SLI-Mapped) - for Services One Time Revenue, Monthly Recurring
- Teams - for Count of Billable Professionals
Service Revenue to Direct Wages
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Formula: Service Revenue / (Direct Wages + PAYE)
Data source: Xero P&L (SLI-Mapped) - for MRR Revenue, Services One Time Revenue, Direct Wages, PAYE
| Widget Name | Description | Calculations | Sources for Calculations |
|---|---|---|---|
| Gross Margin | A card number showing the overall Gross Margin for the selected date range. Gross Margin is Revenue minus Cost of Goods Sold (COGS) which is expressed here as a percentage of Revenue. data displayed is for the last 6 months including current month. | (Total Revenue - Total COGS) / Total Revenue |
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| Expense Margin | A card number showing the overall Expense Margin for the selected date range. Expense Margin is the ratio of Expenses and Revenue. data displayed is for the last 6 months including current month. | Total Expenses / Total Revenue |
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| Debtor amount over 60 days as % of debt | A card number showing the total amount of Debts ageing for more than 60 days. Shows data for the selected date range. Computed as the ratio of Overdue Invoices and all Aged Receivables. data displayed is for the last 9 months including current month. | Total of Invoices ageing over 60 days / Total Aged Receivables (Note: data used are values as of 1st day of the month) |
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| Normalized EBITDA | A table showing Normalized Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) for each of the last 6 months. Normalization method: data displayed is for the last 6 months. | Revenue + ITDA - Expense - COGS - Contributions & Drawdown |
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| Gross Margin Trend | A line graph showing the trend of Gross Margin for the last 6 months. | (Total Revenue - Total COGS) / Total Revenue |
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| % Billable Professional Utilization | A table showing the percentage of Billable Professional Hours that are billable for each of the last 6 months. | Total Billable Hours / Total Worked hours |
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| Billable Professional Utilization | A progress tracker showing the % Billable Professional Utilization for the selected date range. | ||
| % Billable Professional Utilization Trend | A line chart showing the trend of % Billable Professional Utilization for the last 6 months. | ||
| Total, Service, and Non-Service Revenue Trend | A mixed chart displaying the Service and Non-Service Revenues through columns and the Total Revenue through a line graph. Data shown is for the last 6 months. | Non-Service Revenue = Total Revenue - Service Revenue |
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| Revenue per Endpoint | A table showing the ratio of Revenue and # of Endpoints of the last 6 months. | Total Revenue / Total Count of Endpoints |
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| Revenue per Endpoint Trend | A line graph showing the trend of Revenue per Endpoint for the last 6 months. | ||
| Avg. Billable Professional Compensation | A table showing the Average Compensation per Billable Professional for each of the last 6 months. | (Direct Wages + PAYE) / Count of Billable Professional *Uses Direct Wages in calculation since PAYE in dataset is 0 |
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| Avg. Billable Professional Compensation Trend | A line graph showing the trend of Average Billable Professional Compensation for the last 6 months. | ||
| Service Revenue per Billable Professional | A table showing the average Service Revenue generated per Billable Professional for each of the last 6 months. | Total Service Revenue / Count of Billable Professional |
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| Service Revenue per Billable Professional Trend | A line graph showing the trend of Service Revenue per Billable Professional for the last 6 months | ||
| Service Revenue to Direct Wages | A table showing the ratio of Service Revenue relative to the compensation for Billable Professionals for each of the last 6 months. | Service Revenue / (Direct Wages + PAYE) *Uses Direct Wages in calculation since PAYE in dataset is 0 |
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| Service Revenue to Direct Wages Trend | A mixed chart showing the Service Revenue and Direct Wages through columns then their ratio through a line graph. Data shown is for the last 6 months. |
MSP Finance Team Financial Benchmarking Dashboard
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