Owner reporting
Reports
Four answers most MSP owners assemble by hand in a spreadsheet, or never get at all.
Profitability
Margin by client
Agreement revenue against the actual labour cost of delivering it. Sorted worst-served client last.
Revenue
$77,050
Labour cost
$45,490
Gross margin
$31,560 41%
| Client | Revenue | Cost | Margin | Margin % |
|---|---|---|---|---|
| Greenline DentalGold Care | $14,760 | $6,200 | $8,560 | 58.0% |
| Brightwell ArchitectureEssentials | $8,640 | $4,020 | $4,620 | 53.5% |
| Hawthorne Legal GroupComplete Care | $24,480 | $11,900 | $12,580 | 51.4% |
| Arcline PartnersEssentials | $10,200 | $5,400 | $4,800 | 47.1% |
| Northgate Dental PartnersEssentials | $5,850 | $3,910 | $1,940 | 33.2% |
| Vantage FreightManaged Services | $6,720 | $5,880 | $840 | 12.5% |
| Kinetic Health StudioOnboarding SOW | $6,400 | $8,180 | −$1,780 | -27.8% |
Kinetic Health Studio is losing money. The onboarding SOW was quoted at $6,400 and has consumed 96 hours — $8,180.00 of labour. Either the scope grew or the quote was low.
Rate realisation
Effective hourly rate by agreement
What each agreement actually earns per hour delivered, against the $165.00 standard rate.
Hawthorne Legal Group
Complete Care
Northgate Dental Partners
Essentials
Greenline Dental
Gold Care
Brightwell Architecture
Essentials
Arcline Partners
Essentials
Vantage Freight
Managed Services
Kinetic Health Studio
Onboarding SOW
Capacity
Technician utilisation
Billable hours as a share of hours worked, against a 75% target.
Sam Brooks
Tier 2
Priya Raman
Tier 2
Jordan Reed
Tier 1
Devon Ellis
Tier 1 · ramping
Maya Chen
Owner
An owner below target is expected — Maya is running the business. A ramping hire below target is expected too. A senior technician below target is the one to ask about.
Recurring revenue
MRR movement
Where this quarter's recurring revenue came from and went. Closes on the MRR the dashboard reports.
Opening MRR
February 1
New
3 agreements signed
Expansion
Seat growth on 6 agreements
Contraction
Downgrades on 2 agreements
Churn
1 agreement lost
Closing MRR
April 30
Net $5,080 added this quarter. New business outpaced churn roughly two to one.