N O T I C E
MSPbots WIKI is moving to a new home at support.mspbots.ai
to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!
Page History
This package requires ConnectWise Manage, Quickbooks, and Xero integrations.
| Table of Contents |
|---|
MSP Finance Team Financial Metrics Dashboard
This dashboard provides insights on a company's overall profitability and efficiency using data on Expenses, Revenue, Labor Hours, and Labor Costs, Enabling Business Owners and Service Managers a bird's eye view of financial performance to identify trends and issues for a more timely, informed, and effective decision making.
This dashboard can be filtered by Date Range. Users can drill through most widgets to view more details and breakdown of calculations.
Gross Margin
A card number showing the overall Gross Margin for the selected date range and a line graph showing the trend of Gross Margin for the last 6 months.
...
Data source: Xero P&L (SLI-Mapped) - for Revenue, COGS
Expense Margin
A card number showing the overall Expense Margin for the selected date range.
...
Data source: Xero P&L (SLI-Mapped) - for Revenue, Expenses
Debtor amount over 60 days as % of debt
A card number showing the total amount of Debts ageing for more than 60 days. Shows data for the selected date range.
...
Data source: Xero Invoices - for Debt > 60 days, Total Aged Receivables
Normalized EBITDA
A table showing Normalized Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) for the last 6 months.
...
- Xero P&L (SLI-Mapped) - for COGS, Expenses, Revenue, Interest, Taxes, Depreciation, Amortization
- Teams - for Contributions & Drawdowns
% Billable Professional Utilization
A table and a line graph showing the percentage of Billable Professional Hours that are billable for the last 6 months.
...
Data source: ConnectWise Manage Time Entries - for Billable Hours, Worked Hours
Total, Service, and Non-Service Revenue Trend
A mixed chart displaying the Service and Non-Service Revenues through columns and the Total Revenue through a line graph. Data shown is for the last 6 months.
...
Data source: Xero P&L (SLI-Mapped) - for Services One Time Revenue, Monthly Recurring
Revenue per Endpoint
A table and a bar graph showing the ratio of Revenue and # of Endpoints for the last 6 months.
...
- Xero P&L (SLI-Mapped) - for Revenue
- MSP Finance Endpoints Form (MSPbots App) - for Count of Endpoints
Avg. Billable Professional Compensation
A table and a line graph showing the Average Compensation per Billable Professional for the last 6 months.
...
- Xero P&L (SLI-Mapped) - for Direct Wages, PAYE
- Teams - for Count of Billable Professionals
Service Revenue per Billable Professional
A table and a line graph showing the average Service Revenue generated per Billable Professional for the last 6 months.
...
- Xero P&L (SLI-Mapped) - for Services One Time Revenue, Monthly Recurring
- Teams - for Count of Billable Professionals
Service Revenue to Direct Wages
A table and a mixed chart showing the Service Revenue, Direct Wages, and their ratio for the last 6 months.
...
Data source: Xero P&L (SLI-Mapped) - for MRR Revenue, Services One Time Revenue, Direct Wages, PAYE
MSP Finance Team Financial Benchmarking Dashboard
The Dashboard overlays the company metric on a set of SLI based benchmark values to see where the metric compares over a certain period(s). For each metric, a company's performance is shown side by side with the MSP industry's Bottom 1/4 Average, Median, and Best in Class (BIC) Average.
This dashboard can be filtered by Date Range. Users can drill through most widgets to view more details and/or breakdowns.
MSPF Benchmark - Gross Margin generated per $1 Sales
A card number showing the overall Gross Margin generated per $1 of Sales & Marketing Expenses for the selected date range.
...
Data source: Xero P&L (SLI-Mapped) - for Revenue, COGS, Sales & Marketing Expenses
MSPF Benchmark - Blended Gross Margin %
A bar graph providing a benchmark for Gross Margin. Data is shown per month for the selected date range.
...
Data source: Xero P&L (SLI-Mapped) - for Revenue, COGS
MSPF Benchmark - Service Gross Margin %
A bar graph providing a benchmark for Service Gross Margin. Data is shown per month for the selected date range.
...
Data source: Xero P&L (SLI-Mapped) - for Service Revenue, Service COGS
MSPF Benchmark - Product Gross Margin %
A bar graph providing a benchmark for Product Gross Margin. Data is shown per month for the selected date range.
...
Data source: Xero P&L (SLI-Mapped) - for Product Revenue, Product COGS
MSPF Benchmark - SG&A %
A bar graph providing a benchmark for Selling, General and Administrative Expense (SG&A) as a % of Total Expenses. Data is shown per month for the selected date range.
...
Data source: Xero P&L (SLI-Mapped) - for SG&A Expenses, Total Expenses
MSPF Benchmark - Sales Cost %
A bar graph providing a benchmark for Sales Expenses as a % of Total Expenses. Data is shown per month for the selected date range.
...
Data source: Xero P&L (SLI-Mapped) - for Sales Expenses, Total Expenses
MSPF Benchmark - G&A Cost%
A bar graph providing a benchmark for General and Admin Expenses as a % of Total Expenses. Data is shown per month for the selected date range.
...
Data source: Xero P&L (SLI-Mapped) - for General and Admin Expenses, Total Expenses
MSPF Benchmark - EBITDA %
A bar graph providing a benchmark for Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) as a % of Total Revenue. Data is shown per month for the selected date range.
...
Overview
Content Tools