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!
How to Access the Financial Suite for Autotask Integration
1. Login to MSPBots
2. Go to Apps page. Then, click Financial Suite for Autotask Integration.
3. This opens the financial suite dashboards.
List of Dashboards and Settings
| No | Dashboards | Description |
|---|---|---|
| 1 | Financial Dashboard - Contract Detail | This dashboard shows a breakdown of the same key metrics from the Summary Dashboard but on a per contract-company level. It also contains graphs that show the trend of the following: labor hours vs the target, profit margin %. |
| 2 | Financial Dashboard - Contract Profitability Summary | This summary dashboard shows total billed, margin, effective rate, contribution rate, and profit per Contract classification. It also contains graphs showing the monthly trend for these KPIs. |
| 3 | Financial Dashboard - Margin Review | The Margin Review dashboard contains a table that displays all companies under each contract classification with their monthly margins. This allows users to see the trend and determine which companies should be looked into. |
| 4 | Financial Dashboard - Effective Rate | This dashboard shows effective rates per customer and contract classification with breakdown of billed, addition costs, and labor hours. |
| No | Settings | Description |
|---|---|---|
| 1 | Contracts Financial Suite Settings | This dashboard contains the Contracts Financial Suite Settings to set the target cost margin. |
Terms and Calculation
| Terms | Calculation |
|---|---|
| Contracts | |
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!