N O T I C E
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Visit the Integrations page in the MSPbots Help Center for instructions on how to connect your software to MSPbots.
Step 2. Install the N-able
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benchmarking package.
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- Log in to the MSPbots app and go to Marketplace > Apps.
- Locate the N-able Benchmarking package and click on it to install.
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| Note |
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| 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-
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able template.
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| Note |
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Your accounting software must be fully integrated with MSPbots before you can successfully set up Accounting Mapping. |
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| Info |
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| This is where you add supplementary setups for your Managed Services in relation to Product Additions/ Services. |
Step 5. Update and
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allocate your N-able Headcount % Labor FTE
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1. Open the N-able Benchmarking app.
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6. Click + Add, if there are missing headcount. Then, follow through Step 4 - 6.
Step 6. Review the
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previous quarter's
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results
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You should have completed the following before you can review the dashboards:
- Accounting Mapping setup
- N-able Configuration setup
- N-able Headcount input
N-able Benchmarking -
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Qs Yearly Results
This dashboard displays the previous quarter's results per category. To review this dashboard:
- Open the N-able Benchmarking app.
- Go to Dashboards and click N-able Benchmark - Previous QuarterQs Yearly Results.
N-able Benchmarking - Financial Dashboard
This displays the monthly and quarterly total amount of account categories per categories (Qs) in a given year.
To review this dashboard:
- Open the N-able Benchmarking app.
Go to Dashboards and click N-able Benchmark - Financial Dashboard.
Step 7. Input your Q values
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for benchmarking.
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The N-able Qs Benchmark dashboard contains the form for your Qs value input needed for the benchmarking per Quarter:
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To access the N-able Qs Benchmark form:
1. Open the N-able Benchmarking app.
2. Go to Dashboards and click N-able Qs
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Submission Form.
3. Add a new benchmark record by clicking the New button.
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4. Updating the Q Benchmark form.
4.1. Select a Year.
4.2. Select a Quarter.
4.3. Switch ON publish to MSP Advisor 
to publish the result.
4.4. Scroll down on the column for Qs Category (Financial / Profitability) to see their definitions and all
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the Qs categories for input.
4.5. Go to the Automatic column to see the previous quarter's Qs results from data automatically.
4.6. Enter a new value in the Manual column if you prefer not to use the automatic data.
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The app will use the manual data over the automatic result.
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If the Automatic column shows a value of zero (0), then you need to manually input your Qs data. |
5. After updating all the Q values, click 
button to save the record.
Step 8. View your Qs
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widget benchmarking results.
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To view the N-able Benchmarking Qs Widgets calculation results per Qs Categorycategory:
- Open the N-able Benchmarking.
- Go to Dashboards and click the N-able Qs Benchmarking Qs
Step 9. Review any
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exception tickets.
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To access the N-able Exception Report:
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1. Open the N-able Benchmarking.
2. Go to Dashboards and click the N-able Exception Report
3. Exception data pertains to tickets that did not meet the logical setup based on your N-able Benchmark Configuration (refer to Step 4).
These are:
- Non-service Time Entries
- Dual service Tickets (Ticket tagged as both Managed and Professional)
- Uncategorized Service Tickets
- Implied Professional Service Tickets
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The N-able exception report helps you
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on your review and analysis
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and to
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properly set up your benchmark configurations
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.
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