N O T I C E
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The N-able Benchmarking process diagram below gives an overview of how to set up your N-able benchmark.
Step 1. Sync your software with MSPbots.
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Visit the Integrations page in the MSPbots Help Center for instructions on how to connect connecting your software to MSPbots.
Step 2. Install the N-able Benchmarking Package.
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Only MSPbots and its partners must do the following installation steps. To install the N-able |
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Benchmarking Package, send an installation request to our partner MSPAdvisor at dave@mspadvisor.com, or email us at support@mspbots.ai. |
To install the N-able 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: 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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Your accounting software must be fully integrated with MSPbots before you can successfully set up Accounting Mapping. |
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- On the MSPbots app, click Settings > Accounting Mapping.
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- On the Accounting Mapping tab, go to the Accounting Dashboard section.
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- Select your Accounting Software integration, e.g. Quickbooks Online,and click the Profit & Loss Statement option
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- Go to the Map to section
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- and select N-able Benchmark from the templates.
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- Next, categorize by dragging and dropping the accounts from the left to the correct mapping on the right.
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- Click the Save button to save the mapping.
Step 4. Configure your N-able benchmark categories.
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- Go to Apps on the MSPbots app.
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Locate N-able Benchmarking on the My Applications page and click on it to open.
Note
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Only MSPbots and its partners must do the installation. To install the N-able Benchmarking Package, please send an installation request to our partner MSPAdvisor at dave@mspadvisor.com
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, or email us at support@mspbots.ai.
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- Go to Settings
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- and select each configuration
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- form.
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- Click N-able Benchmark Client Information and Demographics Form.
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- This form is where you
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- enter your company details, demographics, and accounting period setup.
5. Click N-able Benchmark Configuration Form. Then, go through each category setup and click submit.
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- Enter the details and click Submit.
- Next, click
- N-able Benchmark Configuration Form. This form is where you configure each Qs benchmark category to get your values result.
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- Set
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- the
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- filters for each category
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- to include or exclude lists. This will be the basis for the calculation. Click Submit when done.
- Lastly, select
- N-able Configuration Managed Users and Devices Form.
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- This is where you add supplementary
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- configurations for your Managed Services
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- corresponding to the Product Additions/Services.
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- Go through each setup and click Submit.
Step 5. Update and allocate your N-able Headcount % Labor FTE.
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- Open the N-able Benchmarking app.
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- Go to Settings and
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- select N-able Benchmark - Headcount Input.
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- Refer to the widget for N-able Headcount Q Benchmark ReferenceLast Quarter results
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- for the auto-calculated allocation percentage results between your Professional Services, Managed Services, and Non-Ticket Service Tickets Hours.
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- Hover to the N-able Headcount Form Input Form and manually allocate your % Labor FTE for each headcount.
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- You can override or
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- use the Q27 and Q29 Direct Labor FTE previous quarter results.
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- 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)
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- Click Submit.
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- The
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- manually inputted data in the form will be the basis for
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- calculation.
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- You can click + Add
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- if more headcounts need to be added then repeat Steps 4 to 6.
Step 6. Review the previous quarter's
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results.
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| Note |
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The following must be set up the following before you can review the dashboards:
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N-able Benchmarking - 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 - Qs Yearly Results.
N-able Benchmarking - Financial Dashboard
This displays the monthly and quarterly total amount per categories per category (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 for benchmarking.
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The N-able Qs Benchmark dashboard contains the form for your Qs value input the Q values needed for the quarterly benchmarking per Quarter:. At the end of each
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quarter, you can create a new Q Benchmark record.
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The form automatically pulls in the various Q values for the previous quarter's results.
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You can also opt to manually input the data for the benchmark in the manual column.
To access the N-able Qs Benchmark form:
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- Open the N-able Benchmarking app.
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- Go to Dashboards and click N-able Qs Submission Form.
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- Add a new benchmark record by clicking the New button.
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- Update the Q Benchmark form.
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- Select a Year.
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- Select a Quarter.
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- Enable the Publish to MSP Advisor
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- toggle switch to publish the result.
- toggle switch to publish the result.
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- Scroll down on the
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- Qs Category(Financial / Profitability) to see
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- the definitions and all the Qs categories for input.
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- Go to the Automatic column to automatically see the previous quarter's Qs results
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- . If the Automatic column shows a value of zero (0), then you need to manually input your Qs data.
- Enter a new value in the Manual column if you prefer not to use the automatic data. The app will use the manual data over the automatic result
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- .
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- After updating all the Q values, click
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- the Add button to save the record.
Step 8. View your Qs widget benchmarking results.
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- Open the N-able Benchmarking.
- Go to Dashboards and click the N-able Qs Benchmarking
Step 9. Review
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exception tickets.
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To access the N-able Exception Report: 1.
- Open the N-able Benchmarking.
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- Go to Dashboards and click the N-able Exception Report
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Exception data pertains to tickets that did not meet the logical setup based on your N-able Benchmark Configuration (
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- Refer to Step 4).
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- These are:
- Non-service Time Entries
- Dual-service Tickets (Ticket Tickets tagged as both Managed and Professional)
- Uncategorized Service Tickets
- Implied Professional Service Tickets
The N-able exception report helps you on your review and analysis analyze tickets in order to properly set up your benchmark configurations.
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