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

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

   

    

65.  Follow the steps on how-to configure the  N-Able Client and Benchmark Configuration Form:. 

     The dashboard contains three (3) forms with a designated submit button for each. Once you complete in updating the filters and fields always remember to click each submit buttons to save the data.  


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

1.  Update the ff:

  • Company - input company name
  • Address - Input your company address
  • Owner/CEO/Contract - select from the drop down list of names
  • Geography - In what geography do you primarily operate? 
  • Primary Market - select the type of primary market which you operate
  • Currency - 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

1.  Select the filter types for the ff:

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

2.  For each 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 you select "Include List" radio box and empty filters, this will result to no value (NULL).


  • Managed Services Reactive Work

 3. Select the filter types for the ff: 

  • Board/Queue  -select Board types for Connectwise and Queues for Autotasks
  • Work Type 
  • Team Members  
  • Ticket Source 

4.  For each field select either "Include List" or "Exclude List".  (see note at step 2)    






  • Managed Services RMM Work


  • Managed Services Proactive Work

  • Managed Services Automation Tickets

  • Professional Services

5.  Select the filter types for the ff: 

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

6.  For each field select either "Include List" or "Exclude List".  (see note at step 2)    


  • Excluded Client on Top 3

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


8.  Click Submit.







N-able Configuration Supplementary Form

  • This is where to add the Managed Services:  Product Additions/ Services
  • Product Addition or Services


Info

Prerequisite: 

  • Submission of the N-able Benchmark Configuration Form. 

The filter results will take into account the Agreement Types/Contract for Managed Services submitted as basis for the needed type of additions.


1.  Select the ff. filter for:

  • Users
  • Devices


2.  Click Submit

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2.  Hover to the Dashboard menu. Then, click N-able Benchmark - Previous Quarter

     

Dashboard Description
Link

N-Able Benchmarking - Previous Quarter

A dashboard that displays the previous quarter results per categories.
MSPbots


   

   

   


3.   Hover to the Dashboard menu. Then, click N-able Benchmark - Financial Dashboard

     

Dashboard Description

N-able Benchmarking - Financial Dashboard

A dashboard displaying the account categories (Qs) amount by monthly and quarter in a given year.


           

           


Step 7 -  Input you Q values for Benchmarking

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  1.  Select the Year
  2.  Select the Quarter
  3.  Show Qs Category column and their definition.  Scroll down to see all the Qs categories for input.
  4.  Automatic column - it shows the previous quarter Qs results data automatically.  
  5.  Manual column - if you don't  want to use the automatic data, you can manually input here a new value.  The app will then use the manual data over the automatic result.

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