The MSPbots Agreement Profitability App is a comprehensive set of dashboards built specifically for ConnectWise PSA. Each dashboard works together to help you monitor agreement health, surface margin leaks, and enable data driven decision making across your service business.
Regardless of whether your MSP operates on tight or generous margins, lacking clear visibility into which agreements are profitable and which are quietly draining resources makes it nearly impossible to make informed, data-driven decisions about pricing, scope, staffing, or renewals.
Low-margin contracts consume technician hours, hide true labor costs, and quietly erode annual profits. The MSPbots Agreement Profitability App gives the leadership team the power to see profitability, act quickly, and grow sustainably
Monitor performance over 12 months, not just one billing cycle. Detect seasonal spikes, or under serviced clients before they cause churn.
See at a glance which agreements are healthy and which are draining resources. One dashboard instantly shows you profit, effective rate, and contribution rate per agreement.
Include materials, third-party tools, licenses, and labor all rolled into one view. No more surprises during QBRs or renewals.
Use our Margin Heat Map to quickly identify accounts that should be renegotiated, upsold, or scoped down.
Visualize gross profit, margin %, and effective rates across all agreements.
Drill into individual agreements to investigate profit slippage at the company or invoice level.
Instantly spot which clients need pricing adjustments or scope conversations.
Break down additional costs, prices, and margins across agreements to track billing accuracy and profitability.
Easily adjust profitability calculations to reflect how your agreements and additions are structured.
