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  1.  On the MSPbots app, click Settings > Accounting Mapping.
  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
  4. Go to the Map to section and select N-able Benchmark from the templates. 
  1. Next, categorize by dragging and dropping the accounts from the left to the correct mapping on the right.
  2. Click the Save button to save the mapping.

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  1. Open the N-able Benchmarking app.
  2. Go to Settings and select N-able Benchmark - Headcount Input.

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

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

    The percentage allocation should be in decimal values (total 1.00 max value). 

  5. Click Submit. The manually inputted data in the form will be the basis for calculation.
  6. You can click + Add if more headcounts need to be added then repeat Steps 4 to 65.

Step 6. Review the previous quarter's results. 

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