AI-GENERATED REPORT

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What is the average deal size across your pipeline?

Average Deal Size

A data-driven analysis of average deal size from your Power BI environment, with breakdowns and actionable findings.

Built from: HubSpot CRM

How this report was made

Autotask PSA

Multiple data sources combined

Proxuma Power BI

Pre-built MSP semantic model, 50+ measures

AI via MCP

Claude or ChatGPT writes DAX queries, executes them, formats output

4
This Report
KPIs, breakdowns, trends, recommendations

                Ready in < 15 min

Average Deal Size

This report analyzes average deal size using data from HubSpot CRM.

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: Sales leads, MSP owners, and account managers tracking pipeline health

How often: Weekly for pipeline reviews, monthly for forecasting, quarterly for strategy

Time saved

Building pipeline reports from CRM exports requires manual filtering and formatting. This report automates it.

Pipeline clarity

Deal stage distribution, win rates, and conversion patterns at a glance.

Forecast accuracy

Historical close rates and deal aging data to improve pipeline forecasting.

Report categorySales & Pipeline

Data sourceAutotask PSA · Datto RMM · Datto Backup · Microsoft 365 · SmileBack · HubSpot · IT Glue

RefreshReal-time via Power BI

Generation timeUnder 15 minutes

AI requiredClaude, ChatGPT or Copilot

AudienceSales leads, MSP owners

Where to find this in Proxuma

Power BI › Sales › Average Deal Size

Get this report for your MSP

What you can measure in this report

Summary Metrics

Analysis

Recommended Actions

Frequently Asked Questions

AI-Generated Power BI Report

Average Deal Size

A data-driven analysis of average deal size from your Power BI environment, with breakdowns and actionable findings.

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

View DAX Query — Summary query

EVALUATE ROW(
  "ActiveDeals", [Pipeline - Count],
  "ActiveAvg", [Pipeline - Avg Deal Size],
  "ActiveTotal", [Pipeline - Total Value],
  "ActiveMax", CALCULATE(MAX('BI_Autotask_Opportunities'[amount]), 'BI_Autotask_Opportunities'[status_name] = "Active"),
  "WonDeals", CALCULATE(COUNTROWS('BI_Autotask_Opportunities'), 'BI_Autotask_Opportunities'[status_name] IN {"Closed","Implemented"}),
  "WonAvg", CALCULATE(AVERAGE('BI_Autotask_Opportunities'[amount]), 'BI_Autotask_Opportunities'[status_name] IN {"Closed","Implemented"}),
  "WonMax", CALCULATE(MAX('BI_Autotask_Opportunities'[amount]), 'BI_Autotask_Opportunities'[status_name] IN {"Closed","Implemented"}),
  "LostAvg", CALCULATE(AVERAGE('BI_Autotask_Opportunities'[amount]), 'BI_Autotask_Opportunities'[status_name] = "Lost"),
  "LostMax", CALCULATE(MAX('BI_Autotask_Opportunities'[amount]), 'BI_Autotask_Opportunities'[status_name] = "Lost")
)

What are these DAX queries? DAX (Data Analysis Expressions) is the formula language Power BI uses to query data. Each collapsible section below shows the exact query the AI wrote and ran. You can copy any query and run it in Power BI Desktop against your own dataset.

2.0 Analysis

What the data is telling us

The data above paints a picture of average deal size across your MSP operations. Look for patterns, outliers, and trends that warrant attention. Each section includes the DAX query used, so you can drill deeper into any metric that catches your eye.

3.0 Recommended Actions

✓

1. Schedule Recurring Review

Set up a weekly or monthly review of average deal size metrics. Trends matter more than snapshots. Use the DAX queries in this report as your starting point.

✓

2. Connect Your Own Data

This report uses demo data. Connect Proxuma Power BI to your own Autotask PSA to generate this analysis from your real numbers.

4.0 Frequently Asked Questions

What data sources does the Average Deal Size report use?

This report pulls data from PSA through the Proxuma Power BI integration, using DAX queries against the live data model.

How often is this data refreshed?

The underlying Power BI dataset refreshes daily. Reports can be regenerated at any time for the latest figures.

Can I customize this average deal size report?

Yes. Proxuma reports are fully customizable. You can modify the DAX queries, add new sections, or adjust the analysis to match your specific MSP needs.

Generate this report from your own data

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