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!
Objectives:
- I
- |
N-able Benchmarking Process Flow
Accounting Mapping N-Able Template
TBD
N-able Benchmark Qs and Headcount Information
Dashboard Link: MSPbots
Description:
This Dashboard contains the form for the initial setup for the benchmarking processes:
1. N-able Benchmark Qs Form:
- This contains the per Quarter data for your Q values results.
- At the end of the Quarter, you can Add new Q Benchmark record and do edits if needed.
- Click New button. The form automatically pulls in the various Q values of the quarter and has the ability to save manually inputted data.
2. N-able Headcount
N-Able Client and Benchmark Configuration Form
Form Link: MSPbots
Description: The dashboard contains form to set up the N-Able configuration for Client benchmark input reference.
1. N-able Client Info and Demographics Form:
- This is where you input and submit your company details, demographics and accounting period setup.
2. N-able Benchmark Configuration Form
- Managed Services
- Managed Services Reactive Work
- Managed Services RMM Work
- Managed Services Proactive Work
- Managed Services Automation Tickets
- Professional Services
- RMM Devices
3. N-able Configuration Supplementary Form
- For Product or Service Addition
N-Able Qs Values for Benchmarking
N-Able Benchmarking Dashboards:
No | Dashboard | Description | Link |
---|---|---|---|
1 | N-able Benchmarking - Financial Dashboard | A dashboard displaying the account categories (Qs) amount by monthly and quarter in a given year. | MSPbots |
No | Dashboard | Description | Link |
---|---|---|---|
2 | N-Able Benchmarking - Previous Quarter | MSPbots |