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  1. Log in to the MSPbots app and go to Marketplace > Apps. 
  2. Locate the N-able Benchmarking package and click on it to install. 

  N-able banchmarking

Note
 Note:  Currently, the APP installation is by-demand after signup. Please send your request to install to our partner MSPAdvisor dave@mspadvisor.com  or email us at support@mspbots.ai.

Step 3. Set up your Accounting Mapping using the N-able template

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Note

Your accounting software must be fully integrated with MSPbots before you can successfully set up Accounting Mapping. 

 1.  On the MSPbots app, click Settings > Accounting Mapping. 
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2.  On the Accounting Mapping tab, go to the Accounting Dashboard section.

3.  Select your Accounting Software integration, e.g. Quickbooks Online,and click the Profit & Loss Statement option.

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4.  Go to the Map to section, and select N-able Benchmark from the templates. 

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5.  Next, categorize by dragging and dropping the accounts from the left to the correct mapping on the right.
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5.  Click the Save button to save the mapping.


Step 4. Configure your N-able

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benchmark categories.

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1.  Go to Apps on the MSPbots app.

2.  Locate N-able Benchmarking on the My

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Applications page and click on it to open.
N-able BenchmarkingImage Modified

Note
 Note:  Currently, the APP installation is by-demand after signup. Please send your request to install to our partner MSPAdvisor dave@mspadvisor.com  or email us at support@mspbots.ai.


3.  Click Go to Settings and  and select each configuration forms.

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4.  Click N-able Benchmark Client Information and Demographics Form. Then, input details and click submit. 

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Step 5. Update and Allocate your N-able Headcount % Labor FTE

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1.  Open the N-able Benchmarking app.

2.  Go to Settings and click N-able Benchmark - Headcount Input

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3.  Refer to N-able Headcount Q Benchmark Reference-Last Quarter widget for the auto-calculated allocation percentage results between your Professional Services, Managed Services and Non-Ticket Service Tickets Hours.

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4.  Hover to the N-able Headcount Form Input Form and manually allocate your % Labor FTE for each headcount.  You can override or used the Q27 and Q29 Direct Labor FTE previous quarter

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results.  

For each column, input your member % Labor FTE Count per Qs resources. This includes the 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 (total 1.00 max value)

5.  Click Submit.  The manual inputted data in the form will be the basis for the calculation.

6.  Click + Add, if there are missing headcount. Then, follow through Step 4 - 6.


Step 6. Review the Previous Quarter's Results 

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