An MSP may service many vertical markets. Depending on the market, there may be a greater risk of volatility in today's environment. Hospitality might have a larger downward risk than Legal, for instance. The report provides a Best, Mid, and Worst case scenario for each client, based on a risk % assigned using the company's current monthly recurring revenue (MRR).

Pre-Assigned Settings

To get the most value from this report, the following settings need to be made:

• Make sure all clients are assigned a market in your PSA (the Health Check/Client lists any clients who still need the designation)
• Set up your risk assessment of various markets in Lookup/Market Risk Groups (the link is for the Lookup table and then go to the tab - Market Risk Groups)

Filters for the Report

Once the markets are assigned to clients and the Lookup/Market Risk Groups are set , click on Risk Assessment/Client Risk By Market.

Filter by Month (1) and Revenue Type (2).
Revenue Type selects the type of MRR to be included. The report can be filtered on

• only MRR labor revenue
• only MRR product revenue (any 3rd party recurring product revenue, for both L&S and FFA agreements)
• or all MRR revenue -  labor and product

Remember to click on the Filter button when you are finished with the filter settings.

Body of Report

The report provides for each Market:

1. The Risk Group
2. Market Name
3. Client Name
4. Account Manager (if provided)
5. Current MRR $ for the Filter month
6. The Best, Medium, and Worst scenarios depending on the % that were selected in the Lookup/Market Risk Group table

The report can be sorted by any column. In the example below, the report is sorted by Current MRR.

Revenue Scenario Totals

The last line of the report provides Total Revenue for:

1. The Current MRR that was selected in the Revenue Type filter

2. Best Risk scenario

3. Mid Risk scenario

4. Worst Risk scenario