Client Favorites: Top Reports and Their Insights
Overview
The document is MSPCFO’s Guide to its Most Viewed Reports, providing an overview of popular reports designed to offer actionable insights for better business decisions. Key reports include:
- Members/Billing by Month: Evaluates member productivity by month, detailing hours worked and their value.
- Members/Billing by Members: Analyzes where team members spend their time and how it translates into revenue.
- Members/Work Report: Offers versatile insights into work done, with customizable filters for detailed analysis.
- P&L Clients: Customizable profit and loss reports for clients, breaking down revenue sources and providing key profitability metrics.
- Segments/Clients: Ranks clients to identify growth drivers and potential issues.
- FFA/Agreement Profitability: Compares client agreements to identify top performers and areas for improvement.
- FFA/Monthly Tracking: Tracks client service utilization to optimize service delivery and profitability.
- FFA/Client Tracking: Assesses agreement performance for individual clients, comparing billed hours to expected hours.
- FFA/Components: Analyzes revenue allocation between labor and product for fixed fee agreements.
- Efficiencies/Efficiency by Client: Evaluates client-level efficiency in agreement pricing and financial performance.
Each report includes features like detailed drill-downs, customizable filters, and sorting options to provide precise information for informed decision-making.
Click on the link below to download a PDF of the guide:
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