Setting Up an MSPCFO Plan

Subscription Plans for MSPCFO

When a company signs up to MSPCFO, the plan level must be selected. There are two standard plans: Basic and Premium.  

Pricing - MSPCFO

Note: An Enterprise Plan is also available and customized to the MSP

A welcome email will be sent to each new MSP with instructions of how to set up their account.

Premium Plan

The Premium Plan is the most popular plan and provides access to all published reports.

Basic Plan

The Basic Plan is a scaled down version of the Premium Plan. The reports in this plan mainly focus on:

  • Client facing Employees and how they spend their time along with attributed revenue they generate.
  • Agreement Pricing Efficiency
  • Allocation of Recurring revenue between product and labor

Published Reports

The following reports are available to each plan at the Administrative level of user. Other restricted reports for Manager and Member user levels are listed below the table.

Report Category
 Report Name
 PREMIUM BASIC
Dashboards
 Hello World  
√
 √
Customized Dashboards My Dashboards Over 25 widgets Hello World, Members and Risk Assessment widgets
  Agreement Specifics √
 √
Risk Assessment All Risk Reports (6 reports) √
 √
Members All Member Reports ( 14 reports)
√ 
 √ - All but Utilization Hours
P&L Client √
 ✘

Project √
 ✘

Team Lead √
 ✘

Contribution by Product (Beta) √
 ✘

Contribution per Hour by Month √
 ✘
Segments Client Segment  √
 ✘

Market Segment √
 ✘
FFA Monthly Tracking √
 ✘

Client Tracking √
 ✘

Monthly Efficiency √
 ✘

Components √
 √

Agreement Profitability √
 ✘

Agreement Adjustments √
 ✘

Agreement Modeling (Beta) √
 ✘
Efficiencies Agreement Dril Down √
 ✘

Agreement User Drill Down √
 ✘
  Efficiency by Agreement √
 √

Efficiency by Client √
 √

Efficiency by Month √
 √

Efficiency Components √
 √

Service Metrics √
 ✘
Revenue Revenue √
 ✘

Revenue by Type √
 ✘

Recurring Revenue Churn by Month √
 ✘
Tickets Ticket Backlog √
 ✘

Ticket Benchmark √
 ✘

Tichet Concentration
 √
 √

Too Many Tickets √
 ✘

Tickets Take Too Long √
 ✘
Lookup All Lookup/Option  √
 √
Health Checks All HCs √
 √
Payroll Wage History √
 √

Hourly Rate √
 √

Member Bonuses √
 √
Custom Report Report developed uniquely for MSP √
 ✘
Documentation All Documentation √
 √

Within each plan there are three levels of users:

Admin.:

The admin. level is the highest level for a user. Access is given to all Lookup/Option tables and Payroll tables as well as all released reports.

Manager:

The manager level provides most of the reports, but does not allow the user to change the Lookup/Option tables or have access to Payroll information.

Member:

The member level provides most Member reports and Efficiency reports, but does not allow changing the Lookup/Option tables or give access to Payroll information.

An Admin. user can modify reports seen by the individual Manager and/or Member user. To find out more, go to the Users documentation.