MSPCFO Roadmap: Top Reports to Address Key Questions
Overview
The document is a guide on how to use MSPCFO's platform to address key questions and improve efficiency, profitability, and overall performance in your business. Here is a summary of what is included in the guide:
-
Gain Insights into Specific Clients:
- Use reports like P&L/Client, FFA/Agreement Profitability, and Efficiency/Efficiency by Client to analyze client performance, agreement profitability, and labor pricing.
-
Identify Clients Needing Attention:
- Utilize reports such as Segments/Client, FFA/Agreement Profitability, and Efficiency/by Agreement to rank clients by performance, monitor client activity, and evaluate pricing effectiveness.
-
Measure Member Productivity:
- Assess individual and team performance with reports like Members/Billing by Month, Members/Work, and Members/Utilization to optimize staffing and plan for new hires.
-
Navigate Economic Changes:
- Use the Risk Assessment module with reports like Client Risk by Market, Days Receivable by Client Type, and Staffing Utilization to evaluate industry risks, manage cash flow, and plan for staffing needs.
-
Plan for the Future:
- Identify inefficiencies and model solutions for growth with reports such as Tickets/Tickets Take Too Long, FFA/Agreement Adjustments, and FFA/Agreements Modeling to test different pricing levers and improve operations.
Click on the link below to download a PDF of the guide:
0 Comments
Add your comment