Client Health
Health scores across 8 dimensions with risk classification, trend tracking, and detailed per-company breakdowns.
Tool Stack
Compliance matrix showing which tools each company has deployed, with automatic planner item creation for tracking.
Financial Reporting
Revenue classification, profitability analysis, and financial grading for every client relationship.
How MSP Tools Work Together
The three areas of MSP Tools share data and feed into each other to give you a complete picture of every client relationship:- Tool Stack deployment percentages feed directly into the Client Health Tool Stack dimension score
- Financial Reporting grades feed into the Client Health Financial dimension score
- Client Health aggregates data from your PSA, RMM, meetings, compliance, and other integrated systems into a single health score
Data Sources
MSP Tools pulls data from across your connected integrations:| Data Source | What It Provides |
|---|---|
| PSA (ConnectWise, Autotask, Halo, Syncro) | Tickets, invoices, projects, quotes, contacts |
| RMM (Datto, etc.) | Device counts, active user percentages |
| Meetings | Meeting frequency, days since last contact |
| Compliance | Overdue compliance items |
| Planner | Overdue planner tasks, goal completion |
| Tool Stack | Tool deployment percentages |
| Surveys | NPS scores |
MSP Tools requires at least one PSA integration to be connected. Additional integrations (RMM, backup, etc.) enrich the data and improve the accuracy of health scores.
Daily Data Refresh
MSP Tools automatically refreshes all metrics daily at 2:00 AM UTC. During each refresh cycle:- Raw data is pulled from all connected integrations
- Per-company metrics are computed and stored (40+ metrics per company)
- Health scores are calculated based on your scoring configuration
- A daily snapshot is saved for trend tracking (retained for 2 years)
Accessing MSP Tools
MSP Tools appears in the main sidebar under MSP Tools:- Client Health - Main dashboard with health scores for all companies
- Tool Stack - Compliance matrix under the Planner section
- Financial Reporting - Revenue and profitability analysis
- Scoring - Configure which health dimensions are active
- Tool Stack - Manage tool categories and items
- Financial Reporting - Map PSA product types to revenue categories
Prerequisites
Enable the feature
MSP Tools must be enabled for your tenant. Contact support if you don’t see it in your sidebar.
Connect a PSA integration
At minimum, connect your PSA (ConnectWise, Autotask, Halo PSA, or Syncro) to populate ticket, invoice, and contact data.
Configure your tool stack
Navigate to Settings > MSP Tools > Tool Stack to define the categories and tools you want to track across your client base.
Permissions
Access to MSP Tools is controlled by role-based permissions:| Permission | What It Controls |
|---|---|
read_customer_success | View the Client Health dashboard and company details |
read_tool_stack | View the Tool Stack compliance matrix |
manage_tool_stack | Update tool deployment statuses for companies |
read_financial_reporting | View the Financial Reporting dashboard |
read_settings_client_health | View health scoring configuration |
manage_settings_client_health | Modify health scoring configuration |
read_settings_tool_stack | View tool stack settings |
manage_settings_tool_stack | Create, edit, and delete tool categories and items |
read_settings_financial_reporting | View revenue category mappings |
manage_settings_financial_reporting | Modify revenue category mappings |