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Step 3 - Setup your Accounting Mapping using the N-able template

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PrePrerequisite:  Accounting software already integrated with MSPBots

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Step 4 - Configure your N-able Benchmark Categories

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PrePrerequisite: Installed    Installed N-able Benchmarking Package

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

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6.  How-to Configure :  the  N-Able Client and Benchmark Configuration Form:  


Form NameDescription Section/Categories FieldsSteps

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
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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
  • select from the drop down list of names
  • Geography - In what geography do you primarily operate? 
  • Primary Market -
Describe
  • select the type of primary market which you operate
  • Currency -
Please select
  • Select the currency to which your answers are entered
  • Accounting Period -
 select
  • 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

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3.  Select the filter types for the ff:

  • Agreement Type / Contract Category -  Agreement types for ConnectWise and Contracts for Autotask.
  • Company Type -
  • Company Classification - 

4.  For each

type, always select 

field select either "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

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 4. Select the filter types for the ff: 

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

5.  For each

type, always select 

field select either "Include List" or "Exclude List".  (see note at step 3)    






  • Managed Services RMM Work

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  • Managed Services Proactive Work

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  • Managed Services Automation Tickets

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  • Professional Services

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6.  Select the filter types for the ff: 

  • Agreement Type/ Contract Category
  • Work Type
  • Team Members
  • Ticket Source

7.

  For each type, always select 

 For each field select either "Include List" or "Exclude List".  (see note at step 3)    


  • Excluded Client on Top 3

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

Customer 


 9.  Click Submit.


N-able Configuration Supplementary Form

  • After the initial submission of the N-able Configuration Form, This is where to  Product or  Additions for Managed Services
  • Product or Service Addition

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


10.  Select the the additional Managed Product or Services.

  • Users
  • Devices


11.  Click Submit



Step 5 - Update your N-able Headcount

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PrePrerequisite: Installed N-able Benchmarking Package

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3.  To add new member, click + Add.  Then .  

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4.  Then click the drop-down member field to select the specific user.  

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4.  Input 5.  Input your member % Labor FTE Count per Qs .resources ( allocation for IT Managed Services, IT Professional Services, Sales and Marketing, Management, All other costs, and Resources No Included)

Info
titleThe percentage allocation should be in decimal



5.  Click Submit.



Step 6 - Review the Previous Quarter Results

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Prerequisites: 

  • Accounting Mapping setup ok
  • N-able Configuration setup ok
  • N-able Headcount input ok1



Dashboard DescriptionLink

N-Able Benchmarking - Previous Quarter


MSPbots

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