Your PSA has the data. You just can't see it.
Every ticket, time entry, agreement, and invoice in your PSA tells a story — but only if you can see it. Most MSPs are running on default reports that show activity without context. You need to see profitability by client, utilization by tech, SLA compliance by team, and agreement margins by service type. I build the reports and dashboards that turn your PSA data into decisions.
Executive Dashboards
Leadership needs a single view of the business — not a pile of spreadsheets. I build executive dashboards that show revenue, profitability, growth trends, and operational health at a glance.
- Monthly recurring revenue tracking with trend lines
- Client profitability heatmap (revenue vs. time invested)
- Service delivery cost analysis by department and team
- Pipeline and sales velocity metrics
- Key operational KPIs with red/yellow/green status indicators
Technician Performance
You need to know who's productive, who's overloaded, and who needs coaching — without micromanaging. I build utilization and performance reports that give managers the data they need to make staffing and training decisions.
- Billable vs. non-billable utilization by technician
- Ticket volume, resolution time, and first-contact resolution rates
- Time entry compliance (are techs logging time consistently?)
- Effective hourly rate by tech (revenue generated per hour worked)
- Workload distribution and capacity planning views
Client Profitability
Not all clients are created equal. Some pay $5,000/month and barely open tickets. Others pay $3,000 and consume $8,000 in labor. You need to know which is which — and the default reports in your PSA won't tell you. I build client profitability reports that show the real cost-to-serve for every account.
- Revenue vs. fully-loaded labor cost by client
- Agreement margin analysis (what each agreement actually earns)
- Trending profitability over time (is a client getting more expensive to serve?)
- Out-of-scope work tracking and leakage identification
SLA Compliance
If you can't measure SLA compliance, you can't improve it — and you can't prove it to clients during QBRs. I build SLA reports that track response time, resolution time, and escalation compliance by client, team, and priority.
- Response and resolution SLA compliance by priority tier
- SLA breach trending and root cause analysis
- Client-facing SLA reports for QBR presentations
- Real-time SLA dashboards for dispatch and service managers
Billing Accuracy
Revenue leakage is invisible until you measure it. I build reports that compare what you should be billing against what you actually are — and flag the gaps before they become patterns.
- Unbilled time and expense identification
- Agreement addition reconciliation (PSA vs. vendor actual)
- Invoice aging and collection velocity tracking
- Revenue recognition accuracy for deferred billing
Platforms I work with
I build reports and dashboards natively inside your PSA, or connect your data to external visualization platforms — whichever makes sense for your team.
ConnectWise Report Writer
Custom SQL-based reports built directly in ConnectWise for scheduled delivery and ad-hoc analysis.
HaloPSA Reporting
Native HaloPSA reports, custom views, and dashboard widgets tailored to your KPIs.
Power BI
Advanced visualizations and interactive dashboards with scheduled data refresh from your PSA.
BrightGauge / Grafana
MSP-focused dashboarding platforms with multi-source data integration for wall-mounted displays and client reports.
From a recent engagement
A mid-market MSP's finance team was making decisions on stale spreadsheet data because report generation took minutes. After rebuilding their reporting infrastructure:
| Transactions | Before | After | Improvement |
|---|---|---|---|
| 1,000 | ~1s | ~12ms | 71x faster |
| 10,000 | ~6s | ~78ms | 79x faster |
| 50,000 | ~41s | ~380ms | 108x faster |
| 100,000 | ~98s | ~720ms | 136x faster |
“The finance team went from waiting for data to drowning in it — in the best way possible.”
See what your data is trying to tell you
I'll review your current reporting and show you what's possible with the data you already have.