Technology Stack Assessments
Stack assessments document a client's current technology environment, measure deviation from your standard stack, and automatically surface upsell opportunities where gaps exist.
Pre-sale vs post-sale assessments
Assessments serve two purposes depending on the account lifecycle:
Pre-sale (PROSPECT type)
Used during the sales process to document the prospect's environment, estimate onboarding complexity, generate a risk report, and build the foundation for your proposal. Assessment gaps become scope items in the proposal.
Post-sale (ACTIVE type)
Ongoing documentation of an active client's stack. Updated as their environment evolves. Gaps in an active client's assessment become cross-sell opportunities. Never locked — always editable.
The 12 assessment categories
Each assessment evaluates the client across these standard categories:
MSPs can add, remove, or rename categories in Settings to match their assessment methodology.
Category scores
Each category is scored GREEN, YELLOW, or RED:
Category is well-covered with an appropriate solution. Meets or exceeds the MSP standard stack.
Category has a solution but it's suboptimal, aging, or not aligned with the standard. Needs attention within 6–12 months.
Category has a significant gap — no solution, end-of-life product, or a known risk. Requires immediate action or a remediation timeline.
Stack deviation score
Your MSP has a standard stack — the preferred vendor/product for each category (configured in Settings → Standard Stack). The deviation score measures how far a client's actual stack deviates from your standard:
A client using your standard Firewall, EDR, and Backup solutions but running their own LOB app and a non-standard email security tool has a deviation score of: 2 ÷ 12 × 100 = 16.7%
High-deviation clients typically have higher cost-to-serve (more one-off support for non-standard tools) and represent upsell opportunities to migrate them to your standard stack.
Service mapping and auto-created deals
For each RED category in an assessment, you can map it to a service your MSP offers. When you save a RED category with a service mapping, Breadbox automatically creates anUpsell deal in the pipeline linked to that account.
This turns your assessment into an automatic pipeline generator. A prospect with RED Backup and RED Email Security categories will have two upsell deals created for those services — without any manual data entry in the pipeline.
The Gaps & Opportunities card
On the account Overview tab, the Gaps & Opportunities card lists all RED categories from the most recent assessment, each linked to a service mapping if configured. This gives account managers and Account Managers an at-a-glance upsell agenda for every client.