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MSP Tools is the group of staff-only pages your team uses to decide which client accounts need attention and to find the evidence behind that decision. Each tool answers a different question and has its own refresh and save behavior.

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Choose a tool

Client Health

Find at-risk companies and see the evidence behind each score across eight dimensions.

Ticket Trends

Run an AI analysis of ticket history and turn recommendations into Planner work.

Standards

Track which required tools and practices each company has deployed.

Financial Reporting

Compare revenue, support effort and seat economics, and review monthly revenue trends.

Emergency Broadcast

Send urgent notices to your clients.

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Before you start

  • You need an MSP staff account. Company users do not see MSP Tools.
  • Each tool has its own permission. In Settings > Users & Roles, the role editor has an MSP Tools section with one entry per tool. Access to one tool does not give you the others, or their settings.
  • If a tool is missing from the sidebar, ask an administrator to check your role and that the feature is on for your tenant.
  • Connect the integrations you use and map their companies. You do not need every integration. See Integration Company Mapping.

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Start a client review

1

Choose the company scope

Use the company selector at the top of the app.
2

Open Client Health

Open MSP Tools > Client Health. Review risk levels and Limited data, then open a company to see its dimensions.
3

Check service demand in Ticket Trends

Open MSP Tools > Ticket Trends for demand, resolution or backlog questions. Check Last analyzed and the underlying tickets before you act on a recommendation.
4

Check deployment gaps in Standards

Open MSP Tools > Standards to find required checks that are not deployed.
5

Check account economics

Open MSP Tools > Financial Reporting. If a metric has a gap, check the revenue categories and seat profiles in settings.
6

Record follow-up work

Create a Planner item or use your usual account process. Reading a score or recommendation assigns nothing.

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Where each tool gets its data

Client Health combines these into eight dimensions: Service Quality, Engagement, Financial, Sales, Projects, Standards, Environment and Operational. Missing or stale evidence lowers coverage. It never counts as healthy. Financial Reporting grades compare revenue and support measures. They are not accounting profit. Ticket Trends forecasts are estimates.

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Change the settings behind each tool

Settings pages save in different ways. Some use a header Save Changes, some save each change, and some save per company. Read the settings guide first.

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When the data refreshes

  • Client Health publishes a full scorecard every day at 2:00 AM UTC. Refresh Scores requests a new one for your whole tenant, even when one company is selected. The last complete scorecard stays visible while it runs.
  • Ticket Trends builds its weekly numbers every Monday. Its AI analysis is a saved result. Check Last analyzed. A successful analysis can be re-generated once a week.
  • Financial Reporting rebuilds monthly figures every night and after you save settings.
  • Standards statuses change when you change them in the matrix.
A source sync does not automatically replace every saved result.

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Troubleshooting

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Frequently asked questions

Start with Client Health to find the accounts that need attention. Then use Ticket Trends for service issues, Standards for deployment gaps and Financial Reporting for account economics.
No. Each tool uses the evidence it can find. Check which sources your question needs.
No. It means Client Health does not have enough evidence for a score.
No. Each tool refreshes on its own schedule.
No. You create the work. Ticket Trends can add selected recommendations to Planner after a preview.