Empowering MSPs to Improve Profitability

Turning PSA Data Into Insights So You Can Take Action

Empowering MSPs to Improve Profitability

Turning PSA Data Into Insights So You Can Take Action

MSPCFO generates more than 50 reports on every aspect of a managed service provider’s performance and the factors that contribute to profitability. Leveraging PSA data, the reports inform executive decision makers, finance departments, and marketing and sales teams about how the business is running and what can be done to boost the bottom line.

CEO and Managerial Reports

MSPCFO CEO and Managerial Reports Provide Instant Insights for Higher Profits

Optimal executive-level strategic decisions don’t happen by chance. They are based on real data. But PSA data can only provide insights if you have the robust analytical tools to discover, highlight, and act on what’s truly important. MSPCFO’s granular executive and managerial reports accomplish just that, informing comprehensive, integrated strategies governing the activities that can maximize revenue and profit:

  • Quickly see which MRR agreements are profitable & new
  • Identify at risk client MRR agreements to prevent churn
  • See ticket quality and frequency
  • View P&L with Fixed Free Agreement comparison period over period
  • See engineer efficiency by Client to identify “noisy” clients

Click to Enlarge

Click to Enlarge

Financial Reports

Manage Agreements, Techs, and Clients to Attain Your Target ROI Using MSPCFO Financial Reports

MSPCFO’s financial reports show your data who’s boss. You’ll see where tainted data or inaccurate data may be skewing your perspective, performance, and profitability. But our financial reports don’t stop there. They also highlight the steps you should take to clean your data moving forward to generate reports you can trust to give you a clear, comprehensive, true picture of how your numbers stack up:

  • Which service agreements meet your target hourly rate
  • Which clients require time and attention in excess of the fees they pay
  • Which engineers are making the best use of their billable time
  • Where resources can be allocated more efficiently

Sales Reports

Know Which Prospects to Pursue Based on Ideal Client Attributes with MSPCFO Sales Reports

MSPCFO sales reports show which current client types, industries, and other attributes generate the greatest profits for your MSP. You can see at a glance the kinds of clients that boost your business so you can focus your marketing and closing efforts on similar targets. Sales performance reports also demonstrate the steps you can take to optimize current client agreements and tailor offerings to meet client needs:

  • Identify flight risks and intervene before it’s too late
  • Help clients take advantage of services that will improve their performance
  • Collect the evidence you need to justify firing unprofitable clients
  • Increase profits by finding and acting on upsell opportunities within your client base

Click to Enlarge

Click to Enlarge

PSA Ticket Reports

Know which tickets are costing you and why with the Ticket Concentration and Ticket Time Opportunity reports.

  • See discrete services items with the Ticket Concentration Report and quickly review tickets by service type, sub type and item
  • Identify which tickets may be costing you profits with the Ticket Time Opportunity Report so you can stop profit drags proactively

Want to Improve Your Bottom Line?

Schedule Your Personalized Demo