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Go to Apps on the MSPbots app.
Locate N-able Benchmarking on the My Application page and click on it to open.
Click Settings and select N-able Benchmarking Client Info and Configuration Form.
Follow the N-able | Benchmark How-To page for
on how-to configure
a guide in filling out theN-
Able
able Client and Benchmark Configuration Form
.

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. This guide is the page that appears in the app after selecting N-able Benchmarking on the Apps tab.
Note
The N-able Benchmarking dashboard contains three (3) forms with a designated

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Submit button for each.

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To make sure data is saved, do not forget to click each button as you complete

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updating the filters

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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
Period
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1. Update the
ff
following:
Company -
input
Input company name
Address - Input your company address.
Owner/CEO/Contract -
select
Select from the drop-down list of names.
Geography -
In what
Indicate the geography
do
where you primarily operate
?
.
Primary Market -
select
Select the type of primary market in 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
Select the start of your company's fiscal month
start
.
2. Click Submit.

N-able Benchmark Configuration Form
This is where you configure
your
categories.
Include or exclude the lists of filters for each
categories
category type.
Managed Services
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1. Select the filter types for the
ff
following:
Agreement Type / Contract Category -

Agreement types for ConnectWise and Contracts for Autotask.
Company Type
Company Classification
2.
For each field select
Select either
"
Include List
"
or
"
Exclude List
"
for each field.

Note
To select ALL filter types, empty the field and select the
"
Exclude list
"
radio
box
button.
To filter
only
specific types, check only
those
the needed filter/
s
s and
then
click the
"
Include List
"
radio
box
button.
If you want to exclude specific filter types, check
only those filter and then click "
the filter/s for exclusion and click Exclude List
"
radio
box
button.
If you select "
Selecting the Include List
"
radio
box
button and
empty
deleting the filters
, this
will result
to
in no value (NULL).

Managed Services Reactive Work
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3. Select the filter types for the
ff
following:
Board/Queue

-
select
Select Board types for Connectwise and Queues for Autotasks
Work Type
Team Members
Ticket Source
4.
For
For each field select either
"
Include List
"
or
"
Exclude List
"
.

(
see
See note
at step
on Step 2.)

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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5. Select the filter types for the
ff
following:
Agreement Type/ Contract Category
Work Type
Team Members
Ticket Source
6. For each field select either
"
Include List
"
or
"
Exclude List
"
.

(
see
See note
at step
in Step 2.)

Excluded Client on Top 3
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7. Select the customer/s you want to exclude
in
from 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
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Info
Prerequisite:
Click on the image for a bigger view.

Note
When submitting
Submission of
the N-able Benchmark Configuration
Form. The filter results will take into account
form, the Agreement Types/Contract
for Managed Services submitted as
will be the basis for the
needed
type of additions and filtering results.
1. Select the
ff. filter for
following filters:
Users
Devices
2. Click Submit

Step 5 - Update your N-able Headcount

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Note
A successful installation of the N-able Benchmarking Package

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is required for the following procedure.

Open the N-able Benchmarking app.

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Go to

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Settings menu

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and click N-able Benchmark - Headcount Input

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To add a new member, click + Add.

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Next, click the drop-down

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field

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for members and select the specific user. The member list drop-down is based on your AAD user lists.

Note

Note: For instance, if the member's name is not found in the drop-down list. Your Admin needs to add him/her on your AAD. MSPbots will then sync your AD change in 10 minutes.

On the top of the N-able Headcount form, Click the "click here" to go to the User Management page.

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5. For each column, 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)

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The percentage allocation should be in decimal values.

5. Click Submit.

Step 6 - Review the Previous Quarter Results

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Versions Compared

Old Version 62

New Version 63

Key

N-able Client Info and Demographics Form

N-able Benchmark Configuration Form

N-able Configuration Supplementary Form

Step 5 - Update your N-able Headcount

Step 6 - Review the Previous Quarter Results

. 2. Click Submit.

N-able Benchmark Configuration Form	This is where you configure

on Step 2.)
	Managed Services RMM Work	Image Modified Click on the image for a bigger view.
	Managed Services Proactive Work	Image Modified Click on the image for a bigger view.
	Managed Services Automation Tickets	Image Modified Click on the image for a bigger view.
Professional Services	Image Modified Click on the image for a bigger view.	5. Select the filter types for the

in Step 2.)
Excluded Client on Top 3	Image Modified Click on the image for a bigger view.	7. Select the customer/s you want to exclude