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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 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 Reactive Work

4. Select the filter types for the ff:

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

5. For each type, always select "Include List" or "Exclude List". (see note at step 3)

Managed Services RMM Work

Managed Services Proactive Work

Managed Services Automation Tickets

Professional Services

6. Select the filter types for the ff:

Agreement Type/ Contract Category
Work Type
Team Members
Ticket Source

7. For each type, always select "Include List" or "Exclude List". (see note at step 3)

Excluded Client on Top 3

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

Customer

9. Click Submit.

N-able Configuration Supplementary Form

For Managed Service Product or Additions

Product or Service Addition

Pre: Submission of the N-able Benchmark Configuration Form,

110. Select the the additional Managed Product or Services.

Users
Devices

211. Click Submit

Step 5 - Update your N-able Headcount

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