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The MSP Finance Team Financial Metrics and Benchmarks Suite give gives insights into a company's financial performance by providing a comprehensive understanding of overall profitability and efficiency based on Expenses, Revenue, Labor Hours, and Labor Costs data.
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- Link your accounting software to MSPbots. Please refer to the following articles for instructions on connecting your software:
- Next, map your accounts using our Service Leadership SLI Accounting Mapping Template. Read the article How to Access and Use the Accounting Mapping Feature for the instructions.
- After mapping your accounts, update your MSP Finance Team Dashboards Settings. To do this on the MSPbots app:
- Navigate to Apps, find Finance Team Financial Metrics and Benchmarks Suite, and click it.
- Hover over Settings and select MSP Finance Team Dashboard Settings.
- When the MSP Finance Team Dashboards Settings opens, go to the MSPF Form Normalized EBITDA section and input your company's Normalized EBITDA calculation and .
Click the +Add button to add data for more months.
- Click Submit.
- Then enter your Total Sales or Endpoints for the month as well.
Click the +Add button to add data for more months. - Click Submit.
- Navigate to Apps, find Finance Team Financial Metrics and Benchmarks Suite, and click it.
- When done with settings, you are ready to view the data in your dashboards. Hover over the Dashboards and click any of the following to view the results:
- MSP Finance Team Financial Metrics - SLI Mapping
- MSP Finance Team Financial Benchmarks - SLI Mapping Aggregate
- MSP Finance Team Financial Benchmarks - SLI Mapping by Month
- Financial Forecast - ML Model - SLI Mapping
For more information on these dashboards, read MSP Finance Team Financial Metrics and Benchmarks Suite Dashboards.
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