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How to Access the Financial Suite for Autotask Integration

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1. Login to MSPBots

2. Go to Apps page. Then, click Financial Suite for Autotask Integration.

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3. This opens the financial suite dashboards.

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No	Dashboards	Description
1	Financial Dashboard - Contract Detail	This dashboard shows a breakdown of the same key metrics from the Summary Dashboard but on a per contract-company level. It also contains graphs that show the trend of the following: labor hours vs the target, profit margin %.
2	Financial Dashboard - Contract Profitability Summary	This summary dashboard shows total billed, margin, effective rate, contribution rate, and profit per Contract classification. It also contains graphs showing the monthly trend for these KPIs.
3	Financial Dashboard - Margin Review	The Margin Review dashboard contains a table that displays all companies under each contract classification with their monthly margins. This allows users to see the trend and determine which companies should be looked into.
4	Financial Dashboard - Effective Rate	This dashboard shows effective rates per customer and contract classification with breakdown of billed, addition costs, and labor hours.

No	Settings	Description
1	Contracts Financial Suite Settings	This dashboard contains the Contracts Financial Suite Settings to set the target cost margin.

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Terms	Calculation
Contracts