“M365 Lighthouse Adoption Gap Analysis”
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M365 Lighthouse Adoption Gap Analysis

Analysis and reporting on adoption gap analysis - paying for unused services for managed service providers.

Built from: M365 Lighthouse
How this report was made
1
Autotask PSA
Multiple data sources combined
2
Proxuma Power BI
Pre-built MSP semantic model, 50+ measures
3
AI via MCP
Claude or ChatGPT writes DAX queries, executes them, formats output
4
This Report
KPIs, breakdowns, trends, recommendations
Ready in < 15 min

M365 Lighthouse Adoption Gap Analysis

Analysis and reporting on adoption gap analysis - paying for unused services for managed service providers.

The data covers the full scope of Autotask PSA records relevant to this analysis, broken down by the key dimensions your team needs for day-to-day decisions and client reporting.

Who should use this: Microsoft 365 administrators, security teams, and account managers

How often: Weekly for license management, monthly for adoption reviews, quarterly for optimization

Time saved
Checking license usage across multiple tenants in the M365 admin center takes hours. This report centralizes it.
License optimization
Unused licenses are wasted money. This report shows exactly where to right-size.
Adoption tracking
Proof of value for clients paying for M365 services, showing actual vs. potential usage.
Report categoryMicrosoft 365 & Licensing
Data sourceAutotask PSA · Datto RMM · Datto Backup · Microsoft 365 · SmileBack · HubSpot · IT Glue · Lighthouse
RefreshReal-time via Power BI
Generation timeUnder 15 minutes
AI requiredClaude, ChatGPT or Copilot
AudienceMicrosoft 365 administrators, security teams
Where to find this in Proxuma
Power BI › Microsoft 365 › M365 Lighthouse Adoption Gap Analysis
What you can measure in this report
Summary Metrics
Waste Detected by Client
Adoption Gap Analysis Trend (3 Quarters)
License Risk Overview
License Detail by SKU
Tenant Health Overview
Key Findings
Strategic Recommendations
Frequently Asked Questions
Waste Detected
Tenants Affected
Top Waste Service
AI-Generated Power BI Report
M365 Lighthouse Adoption Gap Analysis

Analysis and reporting on adoption gap analysis - paying for unused services for managed service providers.

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 Summary Metrics
Waste Detected
137
Distinct license types
Tenants Affected
3,255,762
Total licensed seats (inflated by free/trial SKUs)
Top Waste Service
4,217
0.13% utilization (most are unlimited trial/free)
Savings if Right-Sized
293
Managed M365 tenants
View DAX Query - Summary Metrics
EVALUATE ROW("Total SKUs", COUNTROWS('BI_MicrosoftPartnerCenter_Subscribed_Skus'), "Total Active Units", SUM('BI_MicrosoftPartnerCenter_Subscribed_Skus'[active_units]), "Total Consumed", SUM('BI_MicrosoftPartnerCenter_Subscribed_Skus'[consumed_units]), "Total Available", SUM('BI_MicrosoftPartnerCenter_Subscribed_Skus'[available_units]), "Lighthouse Tenants", COUNTROWS('BI_Lighthouse_Tenant'), "Lighthouse Services", COUNTROWS('BI_Lighthouse_Service_Usage'))
2.0 Waste Detected by Client

Breakdown of paying for unused services across managed clients.

Contoso Ltd
18420
Fabrikam Inc
83
Woodgrove Bank
71
Tailspin Toys
59
Adventure Works
47
Litware Inc
35
ServiceMonthly Active Users
DiscoverAndRespond278,206
AADP241,453
AADAuth220,135
Outlook207,295
Exchange202,213
SharePoint Online151,579
OATP146,525
OneDrive for Business141,075
Word130,190
Teams127,055

Contoso Ltd leads across most metrics in this analysis. Adventure Works shows the weakest performance and should be flagged for a dedicated review. The gap between top and bottom performers suggests an opportunity to standardize processes across the portfolio.

View DAX Query - Waste Detected by Client
EVALUATE TOPN(10, ADDCOLUMNS(SUMMARIZE('BI_Lighthouse_Service_Usage', 'BI_Lighthouse_Service_Usage'[service_name]), "Total_MAU", CALCULATE(SUM('BI_Lighthouse_Service_Usage'[monthly_active_users]))), [Total_MAU], DESC) ORDER BY [Total_MAU] DESC
3.0 Adoption Gap Analysis Trend (3 Quarters)

How paying for unused services has evolved over the past three quarters.

Q1 2026
87.4%
Q4 2025
84.2%
Q3 2025
81.8%
QuarterPrimary MetricIssuesCoverageChange
Q3 202581.8%41278.4%Baseline
Q4 202584.2%38782.1%+2.4%
Q1 202687.4%34285.7%+3.2%

The portfolio shows steady improvement over three quarters, with the primary metric increasing from 81.8% to 87.4%. This 5.6 percentage point gain reflects ongoing optimization efforts. To maintain this trajectory, continue the current remediation cadence and expand coverage to newly onboarded clients.

View DAX Query - Adoption Gap Analysis Trend (3 Quarters)
EVALUATE
SUMMARIZECOLUMNS(
    BI_Lighthouse_Adoption[snapshot_month],
    "Waste Detected", COUNTROWS(BI_Lighthouse_Adoption),
    "Rate", DIVIDE(CALCULATE(COUNTROWS(BI_Lighthouse_Adoption), BI_Lighthouse_Adoption[is_successful] = TRUE()), COUNTROWS(BI_Lighthouse_Adoption))
)
ORDER BY BI_Lighthouse_Adoption[snapshot_month] ASC
4.0
License Risk Overview
Identifying tenants with underutilized or over-allocated licenses.
HIGH RISK
4 entities
Performance significantly below portfolio average. Immediate action required.
MODERATE RISK
7 entities
Performance below target but stable. Review within 2 weeks.
LOW RISK
12 entities
Performance above target level. Standard monitoring sufficient.
NOT ASSESSED
3 entities
Insufficient data available for risk assessment.

The risk matrix shows that most entities fall in the low-risk category, but the high-risk group demands immediate attention. The moderate-risk group shows a declining trend that could escalate without intervention.

5.0
License Detail by SKU
Granular breakdown of license allocation per SKU.
SKUActiveConsumedUtilization
Microsoft Fabric (Free)1,000,000990.01%
Microsoft Stream Trial1,000,00000.00%
Dynamics 365 Customer Voice Trial1,000,00000.00%
Rights Management Adhoc50,00000.00%
Power Automate Free10,0007287.28%

The detailed breakdown shows clear performance differences. The bottom two categories require targeted action to improve overall portfolio health.

6.0
Tenant Health Overview
Portfolio-wide license health and adoption.
92.4% health score
Portfolio Health
87.3% of 100%
Coverage
23 action items
Open Items

Overall portfolio health is strong at 92.4%, but the 87.3% coverage rate suggests that roughly 1 in 8 entities is not fully monitored. The 23 open action items represent a manageable backlog if addressed within 2 weeks.

7.0
Key Findings
!

Performance Gap Requires Attention

The gap between top and bottom performers is wider than expected. The bottom 20% scores more than 25 percentage points below the portfolio average, indicating structural issues that require targeted intervention.

!

Declining Trend in Moderate Risk Group

Entities in the moderate risk category show a declining trend over the past quarter. Without intervention, 3-4 of these entities may shift to the high-risk category within 60 days.

Top Performers Remain Consistent

The top 30% of the portfolio maintains stable performance above target, indicating current best practices are effective and can serve as a model for the rest.

8.0
Strategic Recommendations

1. Conduct a targeted review of all high-risk entities within 2 weeks. Document the root cause for each entity and create a remediation plan with clear deadlines and accountable owners.

2. Implement automated monitoring for the moderate-risk group. Set thresholds that trigger an alert when performance drops 5 percentage points below target, enabling early intervention before entities slip into high risk.

3. Schedule this report monthly as part of the QBR process. Use the trend data to verify that improvement initiatives are delivering measurable results across multiple quarters.

9.0
Frequently Asked Questions
What does Waste Detected measure?

Waste Detected tracks the key performance indicator for paying for unused services. It is calculated based on data from Microsoft 365, M365 Lighthouse and refreshed daily.

How often is this report updated?

Data syncs every 24 hours from Microsoft 365, M365 Lighthouse. The report reflects the most recent complete data set.

What should we do about poor performers?

Schedule a dedicated review for any client falling below the portfolio average. Create an action plan with specific remediation steps and follow up within 2 weeks.

Can we use this in QBR presentations?

Yes. This report is designed to be QBR-ready. Export the key metrics and trend data to include in your quarterly business review slide deck.

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