Health Checks: Clients

The client industry/market is assigned in your PSA. A few of the MSPCFO reports allow the MSP meaningful information by tabulating results for all clients within each industry/market. If the Client Health Check shows a check in a green circle, all of the clients within the filter range have been assigned an industry/market. If the Client Health Check shows an exclamation point in a red circle, then there are clients within the filter range that need industry/market designations added to their client records in the PSA.

The industry/market designations cannot be added in MSPCFO

MSPCFO
MSPCFO

The Health check is filtered by any client who had data after the beginning date (1) and has minimum annual revenue (2).  To show the complete list, click Show All at the bottom (3). The Clients on the list need to have an industry/market designation in your PSA.  

MSPCFO

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