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Table of Contents

Objectives:

N-able Benchmarking Process Flow

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4. Select N-able Benchmark Template.

5. To categorize, drag and drop the items (accounts) from the left to the correct mapping on the right.

Image Added

6. To save, click Click Save button.

How to configure your N-able benchmark setup

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5. Hover to Settings menu. Then, click N-able Benchmarking Client Info and Configuration Form

(Click image to view complete form)

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No

Form Name

Description

Section

Fields

Steps

1

N-able Client Info and Demographics Form:

This is where you input your company details, demographics and accounting period setup.

Client Info Fields
Demographics
Accounting period

1. Update the ff:

Company - input company name
Address - Input your company address
Owner/CEO/Contract - input name of CEO, Owner or point of Contact
Geography - In what geography do you primarily operate?
Primary Market - Describe the primary market which you operate
Currency - Please select the currency to which your answers are entered
Accounting Period - select your accounting period either calendar/fiscal
Fiscal Month Start - select your fiscal month start

2. Click Submit.

2

N-able Benchmark Configuration Form

This is where you configure your categories

Managed Services
Managed Services Reactive Work
Managed Services RMM Work
Managed Services Proactive Work
Managed Services Automation Tickets
Professional ServicesRMM Devices
Exluded Client on Top 3

Note

title	To select all filters by default, empty the field and select the exclude list radio box.

3

N-able Configuration Supplementary Form

For Product or Service Addition

Product or Service Addition

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