Which agreements need attention?
Compare contract value, delivery, invoicing and remaining billable value.
- PSA for Managed Service Providers
- Reports and analytics
Reports for the questions your team asks
Read agreement economics, approval queues, capacity and collections from operating records.
Overview×
PSA for Managed Service Providers · Overview
PSA for Managed Service Providers dashboard
This quarter
Milestones in view
6Total amount
2,990Missed
3Approved
3Managed service agreements by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Proposed | 44 | ||
| Active | 32 | 73% | |
| On hold | 15 | 47% | |
| Completed | 9 | 60% |
Contract value by status
Sample totals per stage
Questions to answer
Where is approval work waiting?
Review submitted service lines with their engineer, agreement, hours and billable flag.
From Time and expenses
Is delivery capacity aligned?
Compare engineer billable hours, total logged hours and weekly capacity.
From Time and expenses
What is holding up billing?
Check milestone status, due date, amount and billing readiness.
From Milestones
Which invoices need collection work?
Open overdue and disputed monthly billing records with their amounts and due dates.
From Milestones
More reports
Agreement value and consumption List
Compare contract value, delivered amount, invoiced service amount and remaining to bill by agreement.
Agreement margin by client Grouped
Group agreements under Client and compare delivered amount, delivered cost and gross margin percent.
Service approval queue List
Show submitted service entries by agreement, engineer, hours and billable flag.
Engineer utilization List
Compare billable hours logged, total hours logged, weekly capacity hours and utilization percent by engineer.
Milestone billing readiness List
Show milestones by status, due date, amount, agreement and billing readiness.
Collections at risk List
Compare monthly billing amounts and due dates for Overdue and Disputed records.
Expense exposure by agreement Grouped
Group expenses under agreement and compare Amount, Billable and Status.
Operation outcomes List
Show operation type, Result, occurred at and Reference for approval and billing operations.
Set up PSA for Managed Service Providers your way.
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