Reports & Analytics
MSP-specific reports built into the platform — no custom report builder needed for the most important data. The reports hub shows a KPI summary strip and links to all available reports.
Reports hub
Navigate to /reports to see the hub. At the top you'll find four KPI cards (Total MRR, Open Pipeline, Renewals in 90 days, At-Risk Accounts) followed by categorized report cards. Click any card to open the full report.
Available reports
Revenue & MRR
MRR Cohort Waterfall
Month-by-month MRR breakdown: New Logo + Expansion - Contraction - Churn = Net MRR. The owner's most important chart.
Stack Deviation
Accounts ranked by deviation from your standard technology stack. High deviation = higher cost to serve and more cross-sell potential.
Cost to Acquire Client
Time and expenses invested per client. Calculates payback period (months until MRR exceeds CAC). Powered by playbook step tracking and logged expenses.
Pipeline & Sales
Pipeline Forecast
Deals grouped by expected close month with probability-weighted MRR, best case, and worst case projections.
Pipeline Velocity
How fast deals move through each stage. Stage conversion rates, average days per stage, and win rates by source and deal type.
Win / Loss Analysis
Aggregated loss reasons, competitor analysis, win patterns by industry vertical, and deal outcome trends over any time period.
Customer Health & Retention
Churn Forecast
At-risk accounts with upcoming renewals, dollar-weighted by MRR impact. Sorted by highest risk first.
Data Health
Field completeness across accounts, contacts, contracts, and deals. Highlights the worst gaps so you know where to focus data entry.
Portfolio & Executive
Executive Dashboard
Portfolio profitability (account table with margin tiers), revenue breakdown by service category, renewal pipeline with 30/60/90/180/365-day buckets, and team performance metrics.
Saving a report
On any report page, click Save Report. Give the saved report a name. The current filter selections, date range, and view parameters are saved. Saved reports appear at the top of the reports hub for quick access.
Scheduling reports
From a saved report, click Schedule Delivery to set up a weekly email delivery. Configure:
- Delivery day and time (e.g., every Monday at 8am)
- Recipients — one or more team members
- Format — email with data summary, or attachment
Exporting to CSV
Every report has an Export CSV button. CSV exports include all records matching the current filters. Exports are rate-limited to 10 per hour per user and are logged in the security audit log.
Note: Exports never include encrypted fields such as integration credentials or internal system tokens.
Role-based report access
Report access is controlled by the reports resource permission. Default access by role:
| Role | Report Access |
|---|---|
| Admin | All reports, all accounts |
| Account Manager | Reports scoped to their assigned accounts |
| Sales Rep | Pipeline and lead reports scoped to their deals |
| Account Manager | All reports, all accounts |
| Service Manager | All reports, all accounts |
| Technician | No report access by default |
| Viewer | Can view reports but cannot export |