Your PSA has the data. You just can't see it.
Turn your PSA data into decisions.
Every ticket, time entry, agreement, and invoice in your PSA tells a story, but only if you can see it. Most MSPs run on default reports that show activity without context. What's your margin on that top client? Which tech is actually hitting utilization targets? You need 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 Dashboard
47
Open Tickets
2
SLA Breaches
12
Unbilled Hours
What I build
Reports and dashboards that drive decisions.
Executive Dashboards
MRR tracking, client profitability heatmaps, service delivery cost analysis, pipeline velocity, and operational KPIs with red/yellow/green indicators.
Technician Performance
Billable vs. non-billable utilization, ticket volume and resolution rates, time entry compliance, effective hourly rate, and workload distribution.
Client Profitability
Revenue vs. fully-loaded labor cost, agreement margin analysis, trending profitability over time, and out-of-scope work tracking.
SLA Compliance
Response and resolution SLA compliance by priority, breach trending with root cause analysis, client-facing QBR reports, and real-time dispatch dashboards.
Billing Accuracy
Unbilled time identification, agreement addition reconciliation, invoice aging tracking, and revenue recognition accuracy for deferred billing.
When reports take minutes to generate, teams stop using them. When they take milliseconds, data becomes part of every decision.
136x
Faster report generation at 100K transactions
~720ms
Time to process 100,000 transactions
15+
Dashboard views built for a single engagement
Platforms
Built where your team already works
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 interactive visualizations with scheduled data refresh from your PSA.
BrightGauge / Grafana
MSP-focused dashboarding with multi-source data integration for wall displays and client reports.
Real results
Query performance at scale
A mid-market MSP's finance team was making decisions on stale spreadsheet data because report generation took minutes. After rebuilding their reporting infrastructure:
~1s
~12ms
~6s
~78ms
~41s
~380ms
~98s
~720ms
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.