N O T I C E
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- Go to Apps on the MSPbots app.
Locate N-able Benchmarking on the My Applications page and click on it to open.
Note Only MSPbots and its partners must do the installation. To install the N-able Benchmarking Package, please send an installation request to our partner MSPAdvisor at dave@mspadvisor.com, or email us at support@mspbots.ai.
- Go to Settings and select each configuration form.
- Click N-able Benchmark Client Information and Demographics Form. This form is where you enter your company details, demographics, and accounting period setup.
- Enter the details and click Submit.
- Next, click N-able Benchmark Configuration Form. This form is where you configure each Qs benchmark category to get your values result.
- Set the filters for each category to include or exclude lists. This will be the basis for the calculation. Click Submit when done.
- Lastly, select N-able Configuration Managed Users and Devices Form. This is where you add supplementary configurations for your Managed Services corresponding to the Product Additions/Services.
- Go through each setup and click Submit.
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- Open the N-able Benchmarking app.
Go to Dashboards and click N-able Benchmark - Financial Dashboard.
Step 7. Input your Q values for benchmarking.
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To access the N-able Qs Benchmark form:
- Open the N-able Benchmarking app.
- Go to Dashboards and click N-able Qs Submission Form.
- Add a new benchmark record by clicking the New button.
- Update the Q Benchmark form.
- Select a Year.
- Select a Quarter.
- Enable the Publish to MSP Advisor toggle switch to publish the result.
- Scroll down on the Qs Category(Financial / Profitability) to see the definitions and all the Qs categories for input.
- Go to the Automatic column to automatically see the previous quarter's Qs results. If the Automatic column shows a value of zero (0), then you need to manually input your Qs data.
- Enter a new value in the Manual column if you prefer not to use the automatic data. The app will use the manual data over the automatic result.
- After updating all the Q values, click the Add button to save the record.
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