Page History

...

Image Removed

Form Name

Description

Section/Categories

Fields

Steps

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.

N-able Benchmark Configuration Form

This is where you configure your categories .
Include or exclude the lists of filter for each categories type.

Managed Services

3. Select the filter types for the ff:

Agreement Type / Contract Category -
Company Type -
Company Classification -

4. For each type, always select "Include List" or "Exclude List".

Note

To select all ALL filter types by default, empty the field and select the exclude "Exclude list" radio box.
To filter only include a specific types, select the list of check only those filter/s s and then click the "Include List" radio box.To exclude a selected list, select the list of filter/s and then click the "Exclude
If you want to exclude specific filter types, check only those filter and then click "Exclude List" radio box.
If Empty fields and the "Include List" radio box is selected, this result to Null.

Managed Services Reactive Work

4. Select the filter types for the ff:

Update

Board/Queue -
Work Type
Team Members -
Ticket Source -

Managed Services RMM Work

Managed Services Proactive Work

Image Removed

Managed Services Automation Tickets

Image Removed

Update

Board/Queue -
Automation Bots
Ticket Source -

5. For each type, always select "Include List" or "Exclude List".

Note

To select ALL filter types, empty the field and select the "Exclude list" radio box.
To filter only specific types, check only those filter/s and then click the "Include List" radio box.
If you want to exclude specific filter types, check only those filter and then click "Exclude List" radio box.
If Empty fields and the "Include List" radio box is selected, this result to Null.

Managed Services RMM Work

Image Added

6. Select the filter types for the ff:

Board/Queue -
Work Type
Team Members -
Ticket Source -

7. For each type, always select "Include List" or "Exclude List".

Note

To select ALL filter types, empty the field and select the "Exclude list" radio box.
To filter only specific types, check only those filter/s and then click the "Include List" radio box.
If you want to exclude specific filter types, check only those filter and then click "Exclude List" radio box.
If Empty fields and the "Include List" radio box is selected, this result to Null.

Managed Services Proactive Work

Image Added

8. Select the filter types for the ff:

Board/Queue -
Work Type
Team Members -
Ticket Source -

9. For each type, always select "Include List" or "Exclude List".

Note

To select ALL filter types, empty the field and select the "Exclude list" radio box.
To filter only specific types, check only those filter/s and then click the "Include List" radio box.
If you want to exclude specific filter types, check only those filter and then click "Exclude List" radio box.
If Empty fields and the "Include List" radio box is selected, this result to Null.

Managed Services Automation Tickets

Image Added

10. Select the filter types for the ff:

Board/Queue -
Automation Bots
Ticket Source -

11. For each type, always select "Include List" or "Exclude List".

Note

To select ALL filter types, empty the field and select the "Exclude list" radio box.
To filter only specific types, check only those filter/s and then click the "Include List" radio box.
If you want to exclude specific filter types, check only those filter and then click "Exclude List" radio box.
If Empty fields and the "Include List" radio box is selected, this result to Null.

Professional Services

Image Added

12. Select the filter types for the ff:

Agreement Type/ Contract Category
Work Type
Team Members
Ticket Source

13. For each type, always select "Include List" or "Exclude List".

Note
To select ALL filter types, empty the field and select the "Exclude list" radio box. To filter only specific types, check only those filter/s and then click the "Include List" radio box. If you want to exclude specific filter types, check only those filter and then click "Exclude List" radio box. If Empty fields and the "Include List" radio box is selected, this result to Null.

Professional Services

Image Removed

Agreement Type/ Contract Category

Work Type

Team Members

Ticket Source

Excluded Client on Top 3

Select the customer/s you want to exclude in the Top 3 Clients results.

Customer

Click Submit.

N-able Configuration Supplementary Form

For Managed Service Product or Additions

Product or Service Addition

After the submission of the N-able Benchmark con

Select the the additional Managed services or

Users
Devices

Click Submit

...

2. Hover to the Settings menu. Then, click N-able Benchmark - Headcount Input

3.

No	Form	Description
1	N-able Headcount	Add your member's name and job title Allocate % Labor FTE per Qs

How to Input you Q values for Benchmarking

...

Page tree

Versions Compared

Old Version 24

New Version 25

Key

N-able Client Info and Demographics Form:

N-able Benchmark Configuration Form

N-able Configuration Supplementary Form

N-able Headcount

How to Input you Q values for Benchmarking