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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 article is a step-by-step guide on how to set up your N-able benchmark and quarterly updates with MSPbots.
N-able Benchmarking Process
The N-able Benchmarking process diagram below gives an overview of how to set up your N-able benchmark.
Step 1 - Sync your software with MSPbots
Visit the Integrations page in the MSPbots Help Center for instructions on how to connect your software to MSPbots.
Step 2 - Install the N-able Benchmarking package
- Log in to the MSPbots app and go to Marketplace > App.
- Locate and click on the N-able Benchmarking package to install it.
Step 3 - Set up your Accounting Mapping using the N-able template
Your accounting software must be fully integrated with MSPbots before you can successfully set up Accounting Mapping.
- On the MSPbots app, click Settings > Accounting Mapping.
- On the Accounting Mapping tab, go to the Accounting Dashboard section.
- Select your Accounting Software integration, e.g. Quickbooks Online. And then, select only the Profit & Loss Statement option
4. Hover into the Map to section. Select N-able Benchmark Template.
5. To categorize, drag and drop the Accounts from the left to the correct mapping on the right.
6. Then click Save button to save the mapping.
Step 4 - Configure your N-able Benchmark Categories
Prerequisite: Installed N-able Benchmarking Package
1. Login to MSPBots
2. Go to Apps page
3. Under My Application page, Search N-able Benchmarking. Click to open.
4. Hover into Settings menu. Then, click N-able Benchmarking Client Info and Configuration Form
5. Follow the steps on how-to configure the N-Able Client and Benchmark Configuration Form.
The dashboard contains three (3) forms with a designated submit button for each. Once you complete in updating the filters and fields always remember to click each submit buttons to save the data.
Form Name | Description | Section/Categories | Fields | Steps |
---|---|---|---|---|
N-able Client Info and Demographics Form: |
|
| 1. Update the ff:
2. Click Submit. | |
N-able Benchmark Configuration Form |
|
| 1. Select the filter types for the ff:
2. For each field select either "Include List" or "Exclude List".
| |
| 3. Select the filter types for the ff:
4. For each field select either "Include List" or "Exclude List". (see note at step 2) | |||
| ||||
| ||||
| ||||
| 5. Select the filter types for the ff:
6. For each field select either "Include List" or "Exclude List". (see note at step 2) | |||
| 7. Select the customer/s you want to exclude in the Top 3 Clients results. 8. Click Submit. | |||
N-able Configuration Supplementary Form |
|
| Prerequisite:
The filter results will take into account the Agreement Types/Contract for Managed Services submitted as basis for the needed type of additions. 1. Select the ff. filter for:
2. Click Submit |
Step 5 - Update your N-able Headcount
Prerequisite: Installed N-able Benchmarking Package
1. Open the the N-able Benchmarking app
2. Hover to the Settings menu. Then, click N-able Benchmark - Headcount Input
3. To add new member, click + Add.
4. Then click the drop-down member field to select the specific user. The member list drop-down is based on your AAD user lists.
Note: For instance if the member name is not found in the drop-down list. Your Admin needs to add him/her on your AAD. MSPbots will then sync your AD change in 10 minutes.
On the top of the N-able Headcount form, Click the "click here" to go to the User Management page.
5. For each column, Input your member % Labor FTE Count per Qs resources ( 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.
5. Click Submit.
Step 6 - Review the Previous Quarter Results
Prerequisites:
Completed the following:
- Accounting Mapping setup
- N-able Configuration setup
- N-able Headcount input
1. Open the the N-able Benchmarking app
2. Hover to the Dashboard menu. Then, click N-able Benchmark - Previous Quarter
Dashboard | Description |
---|---|
N-Able Benchmarking - Previous Quarter | A dashboard that displays the previous quarter results per categories. |
3. Hover to the Dashboard menu. Then, click N-able Benchmark - Financial Dashboard
Dashboard | Description |
---|---|
N-able Benchmarking - Financial Dashboard | A dashboard displaying the account categories (Qs) amount by monthly and quarter in a given year. |
Step 7 - Input your Q values for Benchmarking
Prerequisites:
Completed the following:
- Accounting Mapping setup
- N-able Configuration setup
- N-able Headcount input
1. Open the the N-able Benchmarking app
2. Hover to the Dashboard menu. Then, click N-able Qs Benchmark
Dashboard | Description |
---|---|
N-able Qs Benchmark | This dashboard contains the form for your Qs value input needed for the benchmarking per Quarter:
|
3. To add a new benchmark record, Click the New button
4. How to update the Q Benchmark form:
- Select the Year
- Select the Quarter
- Qs Category column and their definition. Scroll down to see all the Qs categories for input.
- Automatic column - it shows the previous quarter Qs results data automatically.
- Manual column - if you don't want to use the automatic data, you can manually input here a new value. The app will then use the manual data over the automatic result.
If the Automatic column shows ZERO value, then you need to manually input your Qs data.
5. After updating all the Q values, Click button to save the record.