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- Go to Apps on the MSPbots app.
- Locate N-able Benchmarking on the My Application page and click on it to open.
![](/download/thumbnails/33359837/image2022-12-1_1-53-0.png?version=1&modificationDate=1669830780475&api=v2&effects=drop-shadow)
- Click Settings and select N-able Benchmarking Client Info and Configuration Form.
![](/download/attachments/33359837/maskedImage%20%2859%29.png?version=1&modificationDate=1669982564803&api=v2&effects=drop-shadow)
Follow the N-able | Benchmark How-To page for
on how-to configure a guide in filling out theN-
Able able Client and Benchmark Configuration Form
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. This guide is the page that appears in the app after selecting N-able Benchmarking on the Apps tab.
Note |
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The N-able Benchmarking dashboard contains three (3) forms with a designated |
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To make sure data is saved, do not forget to click each button as you complete |
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Form Name | Description | Section/Categories | Fields | Steps |
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: | This is where you input your company details, demographics, and accounting period setup. | |
Fields period | Image Modified
Click on the image for a bigger view. | 1. Update the |
ff input - Input company name
- Address - Input your company address.
- Owner/CEO/Contract -
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select - Select from the drop-down list of names.
- Geography -
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In what do - where you primarily operate
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? select - Select the type of primary market in which you operate
- Currency - Select the currency to which your answers are entered.
- Accounting Period - Select your accounting period
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either calendar/fiscal select your - Select the start of your company's fiscal month
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start2. Click Submit. |
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| | |
| This is where you configure |
your categories. Include or exclude the lists of filters for each |
categories category type. | | Image Modified
Click on the image for a bigger view.
| 1. Select the filter types for the |
fffollowing: - Agreement Type / Contract Category -
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- Agreement types for ConnectWise and Contracts for Autotask.
- Company Type
- Company Classification
2. |
For each field select "" "" Note |
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- To select ALL filter types, empty the field and select the
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"" box only - specific types, check only
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those s then "" box- button.
- If you want to exclude specific filter types, check
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only those filter and then click "- the filter/s for exclusion and click Exclude List
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" boxIf you select "- Selecting the Include List
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" box empty , this to
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- Managed Services Reactive Work
| Image Modified
Click on the image for a bigger view. | 3. Select the filter types for the |
ff select - Select Board types for Connectwise and Queues for Autotasks
- Work Type
- Team Members
- Ticket Source
4. |
For For each field select either |
"" "" see at step |
- Managed Services RMM Work
| Image Modified
Click on the image for a bigger view.
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- Managed Services Proactive Work
| Image Modified Click on the image for a bigger view.
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- Managed Services Automation Tickets
| Image Modified Click on the image for a bigger view.
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| Image Modified Click on the image for a bigger view.
| 5. Select the filter types for the |
fffollowing: - Agreement Type/ Contract Category
- Work Type
- Team Members
- Ticket Source
6. For each field select either |
"" "" see at step |
| Image Modified Click on the image for a bigger view.
| 7. Select the customer/s you want to exclude |
in from the Top 3 Clients results.
8. Click Submit.
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| |
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| - This is where to add the Managed Services: Product Additions/ Services
| - Product Addition or Services
| Image Modified
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Info |
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Prerequisite:
Click on the image for a bigger view. | |
Submission of the N-able Benchmark Configuration |
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Form. The filter results will take into account form, the Agreement Types/Contract |
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for Managed Services submitted as will be the basis for the |
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needed type of additions and filtering results. |
1. Select the |
ff. filter forfollowing filters: 2. Click Submit |
Step 5 - Update your N-able Headcount
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Note |
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A successful installation of the N-able Benchmarking Package |
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is required for the following procedure. |
- Open the N-able Benchmarking app.
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- Go to
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- Settings menu
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- and click N-able Benchmark - Headcount Input
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- .
Image Modified
Image Modified
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- To add a new member, click + Add.
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Image Modified
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- Next, click the drop-down
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- field
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- for members and select the specific user. The member list drop-down is based on your AAD user lists.
![](/download/thumbnails/33359837/image2022-12-2_20-40-14.png?version=1&modificationDate=1669984814389&api=v2&effects=drop-shadow)
Note |
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Note: For instance, if the member's name is not found in the drop-down list. Your Admin needs to add him/her on your AAD. MSPbots will then sync your AD change in 10 minutes. On the top of the N-able Headcount form, Click the "click here" to go to the User Management page. ![](/download/attachments/33359837/image2022-12-3_0-24-7.png?version=1&modificationDate=1669998248178&api=v2&effects=drop-shadow)
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5. For each column, Input your member % Labor FTE Count per Qs resources (allocation for IT Managed Services, IT Professional Services, Sales and Marketing, Management, All other costs, and Resources No Included)
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![](/download/attachments/33359837/image2022-12-2_20-44-16.png?version=1&modificationDate=1669985056596&api=v2&effects=drop-shadow)
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The percentage allocation should be in decimal values.
5. Click Submit.
Step 6 - Review the Previous Quarter Results
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