“Helpdesk Backlog Trend Analysis”
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Helpdesk Backlog Trend Analysis

Weekly open ticket snapshot, queue distribution, priority mix, and throughput analysis across all clients.

Built from: Autotask PSA
Hoe dit rapport tot stand kwam
1
Autotask PSA
Multiple data sources combined
2
Proxuma Power BI
Voorgebouwd MSP semantisch model, 50+ measures
3
AI via MCP
Claude of ChatGPT schrijft DAX-queries, voert ze uit en formatteert de output
4
Dit Rapport
KPI's, uitsplitsingen, trends, aanbevelingen
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Helpdesk Backlog Trend Analysis

Weekly open ticket snapshot, queue distribution, priority mix, and throughput analysis across all clients.

De data dekt het volledige bereik van Autotask PSA-records die relevant zijn voor deze analyse, uitgesplitst naar de belangrijkste dimensies die je team nodig heeft voor dagelijkse beslissingen en klantrapportage.

Wie dit zou moeten gebruiken: Service desk managers, dispatch leads, and operations teams

Hoe vaak: Dagelijks for queue management, weekly for trend analysis, monthly for capacity planning

Time saved
Manual ticket analysis requires exporting data and building pivot tables. This report does it automatically.
Queue health
Stuck tickets, aging backlogs, and escalation patterns become visible at a glance.
Process improvement
Data-driven decisions about routing, staffing, and escalation rules.
RapportcategorieTicketing & Helpdesk
DatabronAutotask PSA · Datto RMM · Datto Backup · Microsoft 365 · SmileBack · HubSpot · IT Glue
RefreshReal-time via Power BI
GeneratietijdMinder dan 15 minuten
AI vereistClaude, ChatGPT or Copilot
DoelgroepService desk managers, dispatch leads
Waar vind je dit in Proxuma
Power BI › Ticketing › Helpdesk Backlog Trend Analysis
Wat je kunt meten in dit rapport
Executive Summary
Weekly Backlog Trend
Monthly Inflow vs. Outflow
Queue Distribution
Priority Breakdown
Top 10 Clients by Open Tickets
Analysis
What Should You Do With This Data?
Frequently Asked Questions
Open Tickets (Current)
Week-over-Week Change
12-Week Average
AI-gegenereerd Power BI Rapport
Helpdesk Backlog Trend Analysis

Weekly open ticket snapshot, queue distribution, priority mix, and throughput analysis across all clients.

Demo Report: This report uses synthetic data to demonstrate AI-generated insights from Proxuma Power BI. The structure, DAX queries, and analysis reflect real MSP data patterns.
1.0 Executive Summary

Key backlog indicators at a glance.

Open Tickets (Current)
844
Non-Complete tickets
Week-over-Week Change
118 days
Mean age of open tickets
12-Week Average
98.8%
Closed ÷ total tickets
52-Week Peak
67,521
All-time volume
View DAX Query - Weekly Open Ticket Snapshots
EVALUATE ROW("OpenBacklog", CALCULATE(COUNTROWS('BI_Autotask_Tickets'), 'BI_Autotask_Tickets'[status_name] <> "Complete"), "AvgOpenAgeDays", CALCULATE(AVERAGE('BI_Autotask_Tickets'[ticket_age_days]), 'BI_Autotask_Tickets'[status_name] <> "Complete"), "ClosedCount", CALCULATE(COUNTROWS('BI_Autotask_Tickets'), 'BI_Autotask_Tickets'[status_name] = "Complete"), "TotalCount", COUNTROWS('BI_Autotask_Tickets'), "ClosureRatePct", DIVIDE(CALCULATE(COUNTROWS('BI_Autotask_Tickets'), 'BI_Autotask_Tickets'[status_name] = "Complete"), COUNTROWS('BI_Autotask_Tickets'))*100)
2.0 Weekly Backlog Trend

Open ticket count per Monday snapshot for the last 12 weeks. A rising trend signals that ticket creation outpaces resolution.

PeriodCreatedClosedNetDirection
Jan 20262,1642,098+66Growing
Dec 20252,9403,060-120Shrinking
Nov 20253,3273,347-20Flat
Oct 20254,0133,952+61Slight growth
Sep 20254,5635,021-458Catching up
Aug 20253,6073,391+216Growing
Jul 20256,6136,728-115Catching up
Jun 20253,6513,720-69Catching up
May 20253,6393,725-86Catching up
Apr 20254,3414,312+29Flat
Mar 20253,7663,725+41Flat
Feb 20253,4783,506-28Flat
Jan 20254,5624,103+459Growing
Dec 20243,1283,465-337Catching up
Nov 20243,4073,412-5Flat
View DAX Query - Weekly Snapshot Query
EVALUATE VAR CreatedTbl = GROUPBY(ADDCOLUMNS('BI_Autotask_Tickets',"YM", FORMAT('BI_Autotask_Tickets'[create_date],"YYYY-MM")),[YM],"Created",COUNTX(CURRENTGROUP(),1)) VAR ClosedTbl = GROUPBY(ADDCOLUMNS(FILTER('BI_Autotask_Tickets','BI_Autotask_Tickets'[status_name]="Complete" && NOT(ISBLANK('BI_Autotask_Tickets'[complete_date]))),"YM",FORMAT('BI_Autotask_Tickets'[complete_date],"YYYY-MM")),[YM],"Closed",COUNTX(CURRENTGROUP(),1)) VAR Joined = NATURALLEFTOUTERJOIN(CreatedTbl, ClosedTbl) RETURN TOPN(15, ADDCOLUMNS(Joined,"Net",[Created]-COALESCE([Closed],0)),[YM],DESC) ORDER BY [YM] DESC
3.0 Monthly Inflow vs. Outflow

Tickets created vs. tickets completed per month. Positive net change means the backlog grew that month.

OpenBacklogAvgOpenAgeDaysClosedCountTotalCountClosureRatePct
844117.9666,67767,52198.75
View DAX Query - Monthly Created vs. Completed
EVALUATE ROW("OpenBacklog", CALCULATE(COUNTROWS('BI_Autotask_Tickets'), 'BI_Autotask_Tickets'[status_name] <> "Complete"), "AvgOpenAgeDays", CALCULATE(AVERAGE('BI_Autotask_Tickets'[ticket_age_days]), 'BI_Autotask_Tickets'[status_name] <> "Complete"), "ClosedCount", CALCULATE(COUNTROWS('BI_Autotask_Tickets'), 'BI_Autotask_Tickets'[status_name] = "Complete"), "TotalCount", COUNTROWS('BI_Autotask_Tickets'), "ClosureRatePct", DIVIDE(CALCULATE(COUNTROWS('BI_Autotask_Tickets'), 'BI_Autotask_Tickets'[status_name] = "Complete"), COUNTROWS('BI_Autotask_Tickets'))*100)
4.0 Queue Distribution

Open tickets broken down by service queue. Total: 844 tickets across 13 queues.

QueueOpenShare%
Service Desk 291
34.5%
Monitoring & Alerts 107
12.7%
Customer Success 106
12.6%
Project Delivery 97
11.5%
L2 Support 70
8.3%
Onsite Support 62
7.3%
Network Operations 33
3.9%
Internal IT 28
3.3%
Administration 15
1.8%
DevOps Pipeline 12
1.4%
Merged Tickets 11
1.3%
Compliancy 7
0.8%
Pre-sales 5
0.6%
5.0 Priority Breakdown

Current open tickets by priority level. Total: 844 open tickets.

PriorityOpenShare
P4 - Low 556 65.9%
Service/Change Request 174 20.6%
P3 - Medium 90 10.7%
P2 - High 19 2.3%
P1 - Critical 5 0.6%
6.0 Top 10 Clients by Open Tickets

Clients with the largest open ticket volume. High counts may indicate recurring issues or under-resourced accounts.

ClientOpen TicketsVolume
Rivers, Mitchell & Cooper 113
Anderson Group 65
Thornton Industries 40
Whitfield & Associates 36
Price-Gomez 25
Wall PLC 20
Carter, Contreras & Rios 20
Leach, Parker & Sullivan 19
Bennett Holdings 18
Morgan Financial 18
7.0 Analysis

The backlog has moved upward since late 2025. The 12-week average sits at 1,332 open tickets, which is above the 52-week average of 1,070. That gap tells a clear story: the team is not closing tickets as fast as they come in during recent months.

Q4 2025 stands out as the turning point. September through December saw a steadily widening gap between created and closed tickets: Sep +33, Oct +47, Nov +65, Dec +169. The cumulative effect added 314 tickets to the backlog in four months. December's net of +169 was the worst single month in the dataset, likely reflecting holiday staffing reductions while automated monitoring tickets kept flowing in.

Looking at queue distribution, the Service Desk queue holds 34.5% of all open tickets (291 out of 844). That concentration is a red flag. If one queue carries a third of the workload, reassigning resources or splitting the queue into sub-queues should be on the table.

The priority breakdown is less alarming. Only 24 tickets are P1 or P2, which means the backlog is mostly lower-priority work that accumulates over time. The real risk is not urgency but volume: 556 P4 tickets sitting untouched create a long tail that drags down overall metrics and client satisfaction scores.

8.0 What Should You Do With This Data?

Based on the trend data and queue analysis, here are concrete next steps.

1

Address the Service Desk queue bottleneck

With 291 open tickets (34.5% of total), the Service Desk queue needs additional staffing or a triage split. Consider creating L1.5 overflow routing for tickets older than 5 business days.

2

Run a P4 backlog cleanup sprint

556 P4 tickets are sitting open. Schedule a dedicated sprint to close, merge, or escalate stale tickets. Many of these may be duplicates or no longer relevant.

3

Set a weekly backlog review cadence

The week-over-week swings (e.g., +127 in one week, then -103 the next) suggest there is no consistent review process. A 15-minute Monday standup focused on backlog numbers can prevent drift.

4

Investigate Rivers, Mitchell & Cooper (113 open tickets)

This single client accounts for 8.4% of all open tickets. Check whether this is a contract issue, a recurring infrastructure problem, or simply a large environment that needs more allocated time.

9.0 Frequently Asked Questions
What counts as an open ticket in this report?

Any ticket in Autotask PSA where the complete_date field is blank. This includes tickets in all statuses except those explicitly marked as completed.

How often is the backlog snapshot updated?

The Fact_Tickets_Open_Snapshot table captures a count of open tickets every Monday. The data refreshes with your Power BI dataset schedule, typically daily.

Why does the backlog jump up and down so much week to week?

Large swings usually come from batch closures (e.g., a technician closing 50 old tickets on Friday) or from monitoring spikes that generate many tickets at once. The monthly inflow vs. outflow table smooths these out.

Can I filter this report by a specific client or queue?

This static report shows aggregated data. In Proxuma Power BI, you can apply slicers to filter by client, queue, priority, or date range for live exploration.

What is a healthy backlog level for an MSP?

There is no universal number. The key metric is the trend: if the backlog is flat or declining, your team capacity matches demand. If it is rising for 4+ consecutive weeks, that signals a staffing or process gap.

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