MSPCFO's Guide Overview

Overview

The document is a list of suggested guides to educate you on how to get the most value from MSPCFO.  The guide provides you with suggested reports and resources for managing financial insights and operational efficiency in managed service provider (MSP) businesses. This guide has the following information:

  • Top Viewed Reports: The document lists the top 10 most viewed reports, including "Members/Billing by Month," "Members/Billing by Members," and "P&L/Clients," which provide insights into productivity, revenue, and profitability.
  • MSPCFO Pro Tips: This section offers helpful reminders about data in MSPCFO, how to save and view reports, and ways to get help in understanding the reports. ​
  • Key MSPCFO Concepts: Focuses on MSPCFO’s methodology for differentiating between labor and product on fixed fee agreements and recognizing fixed fee project revenue, with reports like "FFA/Components" and "Lookup/Fixed Fee Projects." ​
  • Guides by Role: The document provides tailored guides for different roles, such as CFO and Operations, with specific reports to help improve business operations and profitability, like "Segments/Clients" and "Tickets/Ticket Concentration."
  • Journey: This section helps identify under-performing fixed fee agreements and understand why, with reports like "FFA/Monthly Tracking" and "Efficiencies/Efficiency by Agreement." ​

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