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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.
Install the N-able Benchmarking package
- Log in to the MSPbots app and go to Marketplace > Apps.
- Locate and click on the N-able Benchmarking package to install it.
Step 2 - 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 click the Profit & Loss Statement option.
- Go to the Map to section, and select N-able Benchmark from the templates.
- Next, categorize by dragging and dropping the accounts from the left to the correct mapping on the right.
- Click the Save button to save the mapping.
Step 3 - Configure your N-able Benchmark categories
A successful installation of the N-able Benchmarking Package is required for the following procedure.
- Go to Apps on the MSPbots app.
- Locate N-able Benchmarking on the My Application page and click on it to open.
- Click Settings and select N-able Benchmarking Client Info and Configuration Form.
Follow the N-able | Benchmark How-To page for a guide in filling out the N-able Client and Benchmark Configuration Form. This guide is the page that appears in the app after selecting N-able Benchmarking on the Apps tab.
The N-able Benchmarking dashboard contains three (3) forms with a designated Submit button for each. To make sure data is saved, do not forget to click each button as you complete updating the filters.
Form Name | Description | Section/Categories | Fields | Steps |
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N-able Client Info and Demographics Form | This is where you input your company details, demographics, and accounting period setup. |
| Click on the image for a bigger view. | 1. Update the following:
2. Click Submit. |
N-able Benchmark Configuration Form | This is where you configure categories. Include or exclude the lists of filters for each category type. |
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| 1. Select the filter types for the following:
2. Select either Include List or Exclude List for each field.
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| Click on the image for a bigger view. | 3. Select the filter types for the following:
4. For each field select either Include List or Exclude List. (See note on Step 2.) | ||
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| 5. Select the filter types for the following:
6. For each field select either Include List or Exclude List. (See note in Step 2.) | ||
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| 7. Select the customer/s you want to exclude from the Top 3 Clients results. 8. Click Submit. | ||
N-able Configuration Supplementary Form |
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| When submitting the N-able Benchmark Configuration form, the Agreement Types/Contract will be the basis for the type of additions and filtering results. 1. Select the following filters:
2. Click Submit |
Step 4 - Update your N-able Headcount
A successful installation of the N-able Benchmarking Package is required for the following procedure.
- Open the N-able Benchmarking app.
- Go to Settings and click N-able Benchmark - Headcount Input.
- To add a new member, click + Add.
Next, click the drop-down field for members and select the specific user. The member list drop-down is based on your AAD user list.
If a member's name is not available in the drop-down list, your admin needs to add the member to your company's AAD list. To add the to User Management, go to the top of the N-able Headcount form and click on the Click here link.
Your AD modification will be applied after 10 minutes when MSPbots performs a sync.
For each column, input your member % Labor FTE Count per Qs resources. This includes the 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.Click Submit.
Step 5 - Review the Previous Quarter's Results
Prerequisites:
Completed the following:
- Accounting Mapping setup
- N-able Configuration setup
- N-able Headcount input
The following is required for the next procedure:
1. Open the N-able Benchmarking app
2. Hover to the Dashboard menu. Then, click N-able Benchmark - Previous Quarter
Dashboard | Description |
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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 |
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N-able Benchmarking - Financial Dashboard | A dashboard displaying the account categories (Qs) amount by monthly and quarter in a given year. |
Step 6 - 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 |
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N-able Qs Benchmark | This dashboard contains the form for your Qs value input needed for the benchmarking per Quarter:
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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.