Reports for MSPCFO
MSPCFO has eight categories of reports. Each category has from one to numerous reports. Click on each major category listed below to see the reports in the category. You can link to a more detailed review of the specific report by clicking on the report name.
| Report Category |
Report Name | Purpose |
|---|---|---|
| Dashboard |
Reports on the Dashboard |
Snapshot of many reports including MRR, P&L, NRR, Earnings,Segment. The default dashboard is Hello World. |
| Customizing the Dashboard | Customized Widgets on the Dashboard | In My Dashboards, customized dashboard (s) are created by a user. One of these dashboards then becomes the home page for the user. |
| Agreement Specifics | Agreement Specifics | Drills into components of FFA Efficiency and detailed concentration of tickets and equipment serviced for a client. |
The Favorites section is not a unique report, but the place to easily find the most useful reports for analysis. Each user sets up a distinct set of favorites by clicking the Favorites 'star' on the Filter line of each report that is used frequently.
| Report Category | Report Name | Purpose |
|---|---|---|
| Risk Assessment | Understanding Client Risk | Reports to help run your business in times of uncertainty and with changing environments. |
| Client Risk By Market | Gauging the volatility of vertical markets. | |
| Client Risk By Ticket Count | Comparing client tickets over two periods of time. | |
| Days Receivable By Client By Type | Days receivables for clients and types of work over a period of time. | |
| Outstanding Invoices Risk | Days receivables over two periods of time. | |
| Staffing Utilization | Identifies appropriate resource allocation over time. | |
| Ticket Entry Times | Identify changing resources needed for tickets over periods of the day. |
| Report Category |
Report Name | Purpose |
|---|---|---|
| Members |
Billing by Period |
Each member's billing for multiple months. |
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Billing by Month |
Each member's billing for one month. | |
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Billing by Member |
Range of months of billing by member/ all members. | |
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FF Agreements |
Hours for client FFAs by member/all members. |
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FF Tickets |
Fixed fee tickets for one month. |
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FF Ticket Analysis |
Analysis of a specific ticket. |
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FF Projects |
See Member/Client billable and actual hours and corresponding revenue for an individual month. |
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FF Project Analysis |
Analysis of a specific project. |
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Efficiency |
Hours, shadow billable, invoiced labor $ and efficiency for each member for a selected date range. Can be sorted by any of the included metrics. |
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Work Report |
This report can be for one or all clients and for one or all members for an individual month. The report includes start/end date, hours, Revenue, T&M invoice numbers and date, Projects end date and efficiency and shadow billable. |
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P&L by Period |
The P&L by Period report is for an individual client or for the aggregate of all clients and for a set time period. The report is sorted by Role of each member and shows Revenue, Costs and Margin for FFA,Project, T&M, Internal Tech and Total. In addition, Hours are broken out by Client, Administrative, Internal Tech and Total. Lost Time and Utilization are shown as well for each member. |
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Profit & Loss |
This is a P&L for an individual member within a selected date range and with a minimum number of hours. The report is a monthly P&L showing Revenue, Cost, Profit and Margin for each type including FFA, Project, T&M and Internal Technical. At the bottom you will see total Hours and then broken out by administrative hours, internal technical hours, sales hours, client hours and potential hours and finally the utilization rate is displayed. |
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| Member Bonus | Reporting of bonus allocation for an individual member or all members with bonus information set up in the Payroll/Member Bonuses table. | |
| Utilization Hours | The Utilization Hours report allows the customization of member utilization over any number of days. (Report released for CW MSPs only) |
| Report Category |
Report Name |
Purpose |
|---|---|---|
| P&L |
Client |
P&L report by month for range of dates (Revenue, COGS, Contribution, Hours). Breakdowns by labor and product costs. Calculates FFA efficiencies using shadow billable. By month, you can see total hours, contribution/hour, FFA hours, FFA Effective rate, FFA Shadow Billable, FFA Efficiency and FFA Cost/hour. Some of these metrics have alerts (are highlighted in red or green) to point out if they have increased or decreased by more than 15% for the trailing 6 months. |
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Project |
The Project P&L breaks out the totals for a specified date range for an individual client or all clients in aggregate. This has basically the same information as the Client P&L but by Project/Client and can be sorted by any of the metrics. |
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Service Team Lead |
The Service Team Lead P&L breaks out the totals for a specified date range for each Team Lead Member. The report has basically the same information as the Client P&L but by Team Lead Member/Client and can be sorted by any of the metrics. | |
| Contribution By Product | The Contribution by Product report allows you to look at the revenue, cost, and margin of product line items that have been invoiced. The report lets you analyze product offerings, and helps to identify profitability. |
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| Contribution per Hour by Month |
The Contribution per Hour (contr/hr) by Month report shows you monthly contribution per client over time. The contribution looks at your complete relationship with the client (agreement, projects, product sales, T&M, BT). |
| Report Category | Report Name | Purpose |
|---|---|---|
| Segment |
Client Segment Report |
The top half of the report stack ranks clients on a metric you select and places the clients into 5 groups (of equal number of clients) or quintiles. You can see totals only for each quintile or you can see all clients within each quintile as well. If you click on a client, you will be connected to that client's P&L. The bottom half of the report shows the distribution of revenues for each quintile, between products, projects, T&M and FFA. |
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Market Segment Report |
Same as Client Segment Report, but by market. |
| Report Category | Report Name | Purpose |
|---|---|---|
| FFA |
Monthly Tracking |
The FFA Monthly Tracking report shows a bar graph of either FFA or Delta hours for all clients for an individual month. |
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Client Tracking |
The Client Tracking report shows a bar graph of the FFA hours by month for all clients in aggregate or for an individual client within a specified date range. | |
| Monthly Efficiency | The FFA Monthly Efficiency report is a graphical representation of the efficiency of each client for a given month. | |
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Components |
The Components report shows Invoices for a given month for all clients or for an individual client. The report shows the agreement, product costs and prices, product and labor revenue. | |
| Agreement Profitability | The Agreement Profitaiblity report looks a profitability of labor and product for categories of agreements and individual agreements under the categories. | |
| Agreement Adjustments | The Agreement Adjustment report provides the ability to see the impact of making some different choices for pricing and costing decisions and how these actions can impact key profitability and pricing metrics. | |
| Agreement Modeling | The Agreement Modeling report is a way to help plan for changes in agreement labor revenue going forward. The methodology allws for adjustments in either user count (per set pricing) or managed services labor price change by percentage on a client by client basis. |
| Report Category | Report Name | Purpose |
|---|---|---|
| Efficiencies |
Agreement Drill Down | The Agreement Drill Down shows not only the efficiency if an agreement, but breaks down the components using the node count to show what specifically might be the problem area (not charging enough, too many tickets, complex tickets, ratel to low). |
| Agreement User Drill Down | The same as the Agreement Drill Down, but uses the user count for user based agreements as well as the nodes to analyze each client. | |
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Efficiency by Agreement |
For a date range and a client or all clients, you can see hours, shadow billable, invoiced labor and efficiency for each client, agreement and member. This report can be sorted by any of the metrics included. | |
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Efficiency by Client |
For a date range, each client is listed with the same metrics as the Efficiency by Agreement: hours, shadow billable, invoiced labor and efficiency. Again, this report can be sorted by any of the metrics included. | |
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Efficiency by Month |
The monthly efficiency for each client for a specified date range. | |
| Efficiency Components | Efficiency is a pricing metric which shows how well an agreement is priced vs. work done on the agreement. The report deconstructs the efficiency into its components to help understand where there may be deviations from price vs. work. | |
| Service Metrics |
The Service Metrics report is designed to help you complete the Service Leadership Service Executive QBRB, a quarterly survey for benchmarking MSPs. |
| Report Category | Report Name | Purpose |
|---|---|---|
| Revenue |
Revenue |
The Revenue report lets you analyze your revenue stream in a number of different ways. The right side of the report shows month over month change in your recurring and non-recurring revenue. The left side of the report shows recurring revenue for a time span (one month to the next or a longer period from one month to a later month): growth clients, declining clients, new clients, and lost clients. |
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Revenue by Type |
The Revenue by Type report shows the repartition of your Revenue by client, between Recurring (MRR) and non-Recurring revenue. It displays both your overall revenue repartition in the graphs, and your repartition by client. |
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| Recurring Revenue Churn by Month | The Recurring Revenue Churn by Month indicatres how many clients and how much recurring revenue you have lost and what part of your total client base this represents. |
| Report Category | Report Name | Purpose |
|---|---|---|
| Tickets | Ticket Backlog | Shows if the ticket backlog is growing or shrinking for boards or time periods. |
| Ticket Benchmark | The Ticket Benchmark Report is used to evaluate your ticket performance relative to other MSPs in the industry. The report provides insights into how your ticketing operations stack up against industry standards. | |
| Ticket Concentration | For any period of time, each entry shows how many tickets were worked, the time spent on these tickets, how many hours were expended and what % of time was spent on this group of tickets. | |
| Too Many Tickets | Report identifies the clients and ticket types that receive significantly more tickets per node than for other clients. | |
| Tickets Take Too Long | Report identifies the clients and ticket types for which more time is spent per ticket than for other clients. |
| Report Category | Report name | Purpose |
|---|---|---|
| Payroll |
Hourly Rate |
Hourly rates for all members that are contained in the Wage History table. |
| Member Bonuses | Table to set up a bonus program for individual members. | |
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Wage History |
Monthly salary or hourly rate for each member. This table overrides the salaries coming from your PSA. |
| Report Category | Report Name | Purpose |
|---|---|---|
| Health Checks | What are Health Checks? | The Health checks provide a list of areas of data either from your PSA or settings in MSPCFO, that need updating or correcting. |
| HC: Agreements | The two Health Checks in this table deal with very high margins on product agreements and agreement categories that have not been assigned a type. | |
| HC: Clients | The list shows clients who have not had an industry/market designation in the PSA. | |
| HC: Products | When a new product category is added, the Lookup/Products table must be updated. | |
| HC: Projects | Projects with work done after the estimated end date in your PSA. | |
| HC: Wage and Rates | The four Health Checks in this section deal with missing labor costs, cost multipliers of zero, very high rates and high multipliers. |
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