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This article shows the N-able Benchmarking process and the step-by-step guide on how to set up your N-able benchmark and quarterly updates with MSPbots.

N-able Benchmarking Process 

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The N-able Benchmarking process diagram below gives an overview of how to set up your N-able benchmark. 

Step 1. Sync your software with MSPbots.

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Visit the Integrations page in the MSPbots Help Center for instructions on connecting your software to MSPbots.   

Step 2. Install the N-able Benchmarking Package.

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1. Log in to the MSPbots app and go to Marketplace> Apps. 

2. Locate the N-able Benchmarking package and click it to install. 

Step 3. Set up your Accounting Mapping using the N-able template.

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1.  On the MSPbots app, click Settings > Accounting Mapping.
   
2. On the Accounting Mapping tab, go to the Accounting Dashboard section.
3. Select your Accounting Software integration, e.g., Quickbooks Online,and click the Profit & Loss Statement option. 
   
4. Go to the Map to section and select N-able Benchmark from the templates. 
   
5. Next, categorize by dragging and dropping the accounts from the left to the correct mapping on the right.
    
6. Click the Save button to save the mapping.

Step 4. Configure your N-able benchmark categories.

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1. Go to Apps on the MSPbots app.

2. 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.

   
   

3. Go to Settings and select each configuration form.
   
   
4. Click N-able Benchmark Client Information and Demographics Form. This form is where you enter your company details, demographics, and accounting period setup.
5. Enter the details and click Submit. 
   
6. Next, click N-able Benchmark Configuration Form. This form is where you configure each Qs benchmark category to get your value results.
7. Set the filters for each category to include or exclude lists. This will be the basis for the calculation. Click Submit when done.
8. 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.
9. Go through each setup and click Submit.

Step 5. Update and allocate your N-able Headcount % Labor FTE.

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1. Open the N-able Benchmarking app.
2. Go to Settings and select N-able Benchmark - Headcount Input.
   
   
3. Refer to the widget for N-able Headcount Q Benchmark Reference-Last Quarter Hours Allocation for the auto-calculated allocation percentage results between your Professional Services, Managed Services, and Non-Ticket Service Tickets Hours.
   
   
4. Navigate to the N-able Headcount Form Input Form and manually allocate your % Labor FTE for each headcount. You can override or use the Q27 and Q29 Direct Labor FTE previous quarter results. 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 (total 1.00 max value). 
   
   
5. Click Submit. The manually inputted data in the form will be the basis for calculation.
6. You can click + Add if more headcounts need to be added then repeat Steps 4 to 5.

Step 6. Review the previous quarter's results. 

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1. Open the N-able Benchmarking app.
2. Go to Dashboards and click N-able Benchmark - Qs Yearly Results.

N-able Benchmarking - Financial Dashboard

This displays the monthly and quarterly total amount per category (Qs) in a given year.

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1. Open the N-able Benchmarking app.

2. Go to Dashboards and click N-able Benchmark - Financial Dashboard.

Step 7. Input your Q values for benchmarking.

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The N-able Qs Benchmark dashboard contains the form for the Q values needed for the quarterly benchmarking. At the end of each quarter, you can create a new Q Benchmark record. The form automatically pulls the various Q values for the previous quarter's results. You can also opt to manually input the data for the benchmark in the manual column.

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1. Open the N-able Benchmarking app.
2. Go to Dashboards and click N-able Qs Submission Form.
   
3. Add a new benchmark record by clicking the New button.
   
4. Update the Q Benchmark form.
   1. Select a Year.
   2. Select a Quarter.
   3. Enable the Publish to MSP Advisor toggle switch to publish the result.
      
   4. Scroll down Qs Category(Financial / Profitability) to see the definitions and all the Qs categories for input.
   5. 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.
   6. 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.
      
      
5. After updating all the Q values, click the Add button to save the record.

Step 8. View your Qs widget benchmarking results.

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To view the N-able Benchmarking Qs Widgets calculation results per category:

1. Open the N-able Benchmarking. 
2. Go to Dashboards and click the N-able Qs Benchmarking

Step 9. Review exception tickets.

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To access the N-able Exception Report:

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