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Financial Reporting shows each client’s revenue next to the support effort and endpoints behind it. Each company gets a letter grade so you can find your best and weakest accounts quickly. It is for MSP staff.

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Before you start

  • You need Financial Reporting read access. Company portal users cannot open the page. Changing the reporting model needs separate settings permissions.
  • Connect and map a supported PSA. Financial Reporting reads ConnectWise, Autotask and Halo PSA. See Integration Company Mapping.
  • Keep contracts or agreements, invoices or billing items, and time entries syncing in your PSA integration. Revenue comes from the first two and support hours from the third. Allow one full sync after you turn any of them on.
  • Device or user metrics also need synced device or user records.
  • Set your revenue categories first in Financial Reporting settings. Without them the page cannot tell managed revenue from project revenue.
  • Where Financial Reporting data comes from explains each number.

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Compare companies

1

Open Financial Reporting

In the sidebar, open MSP Tools > Financial Reporting, then the By Company tab.
2

Choose the company scope

Use the company selector at the top of the app.
3

Choose a period

Open Period and pick a month, Trailing 3 Months (Avg), Year to Date or Current Month. See the table below.
Financial Reporting period menu with current month, trailing three-month average, year to date and six historical months

The Period menu. The named months move forward with the calendar.

4

Narrow the rows

Use the Company search, Company type, the Grade filter or the number ranges on the column headers.
5

Learn the abbreviations

Click Glossary for metric definitions. Hover a column heading or a grade for its explanation and score breakdown.
6

Open the evidence

Click a linked revenue, support hours or endpoint value to see the records behind it. Check the period, provider, totals and records before you act on a discrepancy. Close the detail to return to the table.
A dash or an ordinary zero may have no link. Seat-profile endpoints can open even at zero, to show what setup is missing.

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Periods

Revenue and support hours are monthly values for multi-month periods. A detail can show both Period Total and Monthly Average, so compare like with like. Endpoint counts are not a sum of every device or user seen across the months.

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Metrics

The cards above the table use totals for the whole company scope and period. They do not average the visible rows, and the grade and number filters do not change them.

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Grades

The grade combines three scores. Each score is 100, 80, 60, 40 or 20. EHR and AISP amounts are in your tenant currency. When you set a Target Seat Price, AISP scores 100 at or above the target, then 80, 60 and 40 at 90%, 80% and 70% of it, and 20 below that. A missing metric scores a neutral 60. The grade compares three revenue and support measures. It does not include every cost, so it is not net profit. A dash means the metric is not available. EHR stays blank below one support hour per month. Needs setup means the company’s seat-profile model is incomplete, so grading is held back. Open the endpoint detail to see pricing seats, support endpoints, allocated revenue, targets, conflicts and gaps. Missing license seats, missing targets, revenue allocated to profiles without seats and unmapped managed revenue can all block grading. Pricing seats and support endpoints can differ. An email-only profile can count for pricing and be left out of support endpoints. A person who matches several profiles counts in the earlier profile. Financial grades feed the Financial dimension of Client Health.
1

Open Revenue Trends

On MSP Tools > Financial Reporting, click the Revenue Trends tab and check the company scope.
2

Choose the window

Open Complete month window and pick the last 3, 6, 12 or 24 complete months. The current month is left out.
3

Choose the comparison

Open Trend comparison and pick Previous 2 months or Rolling 90-day average.
4

Choose how to group and draw it

Open Group by and pick Classification, Line type, Subtype or Item. Under Chart style, pick Bars or Lines.
5

Read the results

Read Total Revenue, the completed month change, Top Group and Peak Month. Then compare the Monthly breakdown table under the chart.
Click a legend item to hide or show a series in the chart. This does not reclassify revenue or remove it from the table. Previous 2 months compares the latest complete month with the one before it. Rolling 90-day average compares the average of the latest three complete months with the three before them. It uses calendar months, not a daily window. A change may show Not enough completed history when there are too few months or the earlier period is zero. Revenue Trends shows monthly revenue history. By Company shows monthly-average metrics for the period you picked. A trend total for a window does not equal one company’s monthly-average MRR.

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Troubleshooting

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Frequently asked questions

No. It shows monthly averages from January through the current month. Use Period Total in the detail to reconcile totals.
No. It uses the three most recent complete months. Current Month is a separate choice.
No. The grade compares three configured measures and leaves out other costs. Check the data and settings first.
The cards cover the whole scope and period. Grade and number filters only change the table.
Yes. Each seat profile decides whether its seats count toward support endpoints.
No. It compares the latest three complete months with the three before.
No. Financial recalculation and Client Health publication are separate. Click Refresh Scores on Client Health after the financial data updates.