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!
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!
This package requires ConnectWise Manage and Xero integrations.
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. This aims to enable Business Owners and Service Managers to identify issues faster so that timely solutions can be implemented.
This dashboard can be filtered by Date Range. Users can drill through most widgets to view more details and breakdown of calculations.
| Widget Name | Description | Calculations | Sources for Calculations |
|---|---|---|---|
| Gross Margin | A card number showing the overall Gross Margin for the selected date range. Gross Margin is Revenue minus Cost of Goods Sold (COGS) which is expressed here as a percentage of Revenue. Data available is for the last 6 months including current month. | (Total Revenue - Total COGS) / Total Revenue |
|
| Expense Margin | A card number showing the overall Expense Margin for the selected date range. Expense Margin is the ratio of Expenses and Revenue. Data available is for the last 6 months including current month. | Total Expenses / Total Revenue |
|
| 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. Computed as the ratio of Overdue Invoices and all Aged Receivables. Data available is for the last 9 months including current month. | Total of Invoices ageing over 60 days / Total Aged Receivables (Note: data used are values as of 1st day of the month) |
|
| Normalized EBITDA | A table showing Normalized Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) for each of the last 6 months. Normalization method: Data available is for the last 6 months. | Revenue + ITDA - Expense - COGS - Contributions & Drawdown |
|
| Gross Margin Trend | A line graph showing the trend of Gross Margin for the last 6 months. | (Total Revenue - Total COGS) / Total Revenue |
|
| % Billable Professional Utilization | A table showing the percentage of Billable Professional Hours that are billable for each of the last 6 months. | Total Billable Hours / Total Worked hours |
|
| Billable Professional Utilization | A progress tracker showing the % Billable Professional Utilization for the selected date range. | ||
| % Billable Professional Utilization Trend | A line chart showing the trend of % Billable Professional Utilization for the last 6 months. | ||
| 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. | Non-Service Revenue = Total Revenue - Service Revenue |
|
| Revenue per Endpoint | A table showing the ratio of Revenue and # of Endpoints of the last 6 months. | Total Revenue / Total Count of Endpoints |
|
| Revenue per Endpoint Trend | A line graph showing the trend of Revenue per Endpoint for the last 6 months. | ||
| Avg. Billable Professional Compensation | A table showing the Average Compensation per Billable Professional for each of the last 6 months. | (Direct Wages + PAYE) / Count of Billable Professional *Uses Direct Wages in calculation since PAYE in dataset is 0 |
|
| Avg. Billable Professional Compensation Trend | A line graph showing the trend of Average Billable Professional Compensation for the last 6 months. | ||
| Service Revenue per Billable Professional | A table showing the average Service Revenue generated per Billable Professional for each of the last 6 months. | Total Service Revenue / Count of Billable Professional |
|
| Service Revenue per Billable Professional Trend | A line graph showing the trend of Service Revenue per Billable Professional for the last 6 months | ||
| Service Revenue to Direct Wages | A table showing the ratio of Service Revenue relative to the compensation for Billable Professionals for each of the last 6 months. | Service Revenue / (Direct Wages + PAYE) *Uses Direct Wages in calculation since PAYE in dataset is 0 |
|
| Service Revenue to Direct Wages Trend | A mixed chart showing the Service Revenue and Direct Wages through columns then their ratio through a line graph. Data shown is for the last 6 months. |
MSP Finance Team Financial Benchmarks Dashboard
This dashboard enables users to perform benchmarking for their financial metrics. 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.
| Widget Name | Description | Calculations | Sources for Calculations |
|---|---|---|---|
| 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. | (Total Revenue - Total COGS) / Total 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. | (Total Revenue - Total COGS) / Total Revenue |
|
| 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. | (Service Revenue - Services COGS) / Service Revenue |
|
| 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. | (Product Revenue - Product COGS) / Product Revenue |
|
| 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. | SG&A Expenses/ Total Expenses |
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| 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. | 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. | General and Admin Expenses / Total Expenses |
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| 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. | (Revenue + ITDA - Expense) / Total Revenue |
|
Overview
Content Tools
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!