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  1. Open the N-able Benchmarking app.
  2. Go to Settings and click N-able Benchmark - Headcount Input.
  3. To add a new member, click + Add.
  4. Next, click the drop-down field for members and select the specific user.  The member list drop-down is based on your AAD user list.

    Note

    If a member's name is not available in the drop-down list, your admin needs to add the member to your company's AAD list. To add the to User Management, go to the top of the N-able Headcount form and click on the Click here link. 

    Your AD modification will be applied after 10 minutes when MSPbots performs a sync.


  5. For each column, input your member % Labor FTE Count per Qs resources. This includes the allocation for IT Managed Services, IT Professional Services, Sales and Marketing, Management, All other costs, and Resources No Included. 

    The percentage allocation should be in decimal values.

  6. Click Submit.

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Step 5 - Review the Previous Quarter's Results

Prerequisites: 

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The following is required for the next procedure: 

Note

You should have completed the following before proceeding to the next procedure: 

  • Accounting Mapping setup 
  • N-able Configuration setup 
  • N-able Headcount input
Note

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  1. Open the N-able Benchmarking app.

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  1. Go to Dashboards and click N-able Benchmark - Previous Quarter.

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    Dashboard Description

    N-Able Benchmarking - Previous Quarter

    A dashboard that displays the previous quarter's results per

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  1. category.

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  1. Hover to the Dashboard menu. Then, click N-able Benchmark - Financial Dashboard.

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Dashboard Description

N-able Benchmarking - Financial Dashboard

A dashboard displaying the account categories (Qs) amount by monthly and quarter in a given year.

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Step 6 - Input your Q values for Benchmarking

Prerequisites: 

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Note

You should have completed the following before proceeding to the next procedure: 

  • Accounting Mapping setup 
  • N-able Configuration setup 
  • N-able Headcount input


1.  Open the the N-able Benchmarking app

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