A breakdown of revenue, cost, and profit per client from Autotask PSA. This report ranks your top 15 clients by revenue, tracks quarterly trends, and flags accounts showing churn risk signals. PSA
A breakdown of revenue, cost, and profit per client from Autotask PSA. This report ranks your top 15 clients by revenue, tracks quarterly trends, and flags accounts showing churn risk signals. PSA
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: MSP owners, finance leads, and operations managers tracking profitability
How often: Monthly for financial reviews, quarterly for strategic planning, on-demand for pricing decisions
A breakdown of revenue, cost, and profit per client from Autotask PSA. This report ranks your top 15 clients by revenue, tracks quarterly trends, and flags accounts showing churn risk signals. PSA
High-level financial KPIs across the full client base from Autotask PSA.
EVALUATE
TOPN(15,
SUMMARIZECOLUMNS(
'BI_Autotask_Companies'[company_name],
"Revenue", [Revenue - Total],
"Cost", [Cost - Total],
"Profit", [Profit - total],
"ProfitPct", [Profit - total - percentage]
),
[Revenue], DESC
)
ORDER BY [Revenue] DESCTop 15 clients ranked by total revenue. The top 3 clients account for 34% of all revenue, which creates significant concentration risk.
Revenue trajectory for the three most notable clients. Client A is growing steadily. Client B is volatile. Client C is in clear decline.
EVALUATE
TOPN(60,
SUMMARIZECOLUMNS(
'BI_Autotask_Companies'[company_name],
'BI_Common_Dim_Date'[year_quarter],
"Revenue", [Revenue - Total]
),
[Revenue], DESC
)Profit margin per client with color-coded status. Red cells indicate negative or dangerously low margins.
| Client | Revenue | Cost | Profit | Margin |
|---|---|---|---|---|
| Client A | €2,324,617 | €1,013,970 | €1,310,647 | 56.4% |
| Client B | €2,212,915 | €894,222 | €1,318,693 | 59.6% |
| Client C | €1,431,177 | €603,420 | €827,758 | 57.8% |
| Client D | €637,092 | €248,212 | €388,880 | 61.0% |
| Client E | €589,694 | €645,574 | -€55,879 | -9.5% |
| Client F | €476,622 | €214,395 | €262,227 | 55.0% |
| Client G | €469,660 | €224,394 | €245,267 | 52.2% |
| Client H | €416,450 | €206,868 | €209,582 | 50.3% |
| Client I | €328,165 | €107,091 | €221,073 | 67.4% |
| Client J | €321,669 | €121,483 | €200,186 | 62.2% |
| Client K | €320,832 | €141,416 | €179,416 | 55.9% |
| Client L | €286,926 | €120,188 | €166,739 | 58.1% |
| Client M | €255,698 | €46,812 | €208,887 | 81.7% |
| Client N | €253,148 | €133,138 | €120,010 | 47.4% |
| Client O | €214,469 | €133,755 | €80,714 | 37.6% |
Clients flagged based on declining revenue, negative margin, or below-average profitability.
Three clients show clear warning signals. The risk is not theoretical: the data shows money leaving, margins compressing, and revenue dropping quarter after quarter.
Client E is losing money on every project. With costs exceeding revenue by over 55K, this is the only client in the top 15 with a negative margin. Every hour your team spends on Client E costs you money. Unless the contract is structured to turn profitable in a specific quarter, this needs immediate attention.
Client C is in steady decline. Revenue dropped from 230K in Q1'25 to 151K in Q4'25, and the most recent data shows just 68K in Q1'26. That is a 70% drop in one year. This is not seasonal variation. Something changed in the relationship.
Client O has the lowest margin in the group at 37.6%. While the revenue itself is modest (214K), the margin puts pressure on your team's utilization. At that level, any scope creep makes the account unprofitable.
EVALUATE
SUMMARIZECOLUMNS(
'BI_Autotask_Companies'[company_name],
TREATAS({20253, 20254, 20261}, 'BI_Common_Dim_Date'[year_quarter]),
"Revenue", [Revenue - Total]
)
ORDER BY [Revenue] DESCThis is the only client with costs higher than revenue. At a -9.5% margin, every engagement loses money. If this continues for another quarter, the total loss will exceed €70K. Review the contract terms, check for unbilled hours or out-of-scope work, and have the profitability conversation with the account owner.
From €230K in Q1'25 to €68K in Q1'26, Client C is clearly reducing spend. The margin is still healthy at 57.8%, so this is not a profitability problem. It is a volume problem. The client is either moving services in-house, splitting work across vendors, or preparing to leave entirely. A direct conversation about their roadmap is overdue.
Revenue climbed from €358K in Q4'24 to €460K in Q4'25, a 28% increase over four quarters. The margin holds steady at 56.4%. This is a healthy, growing account. Protect it. Make sure the service quality stays consistent and explore upsell opportunities while the relationship is strong.
The data points to three priorities, ranked by financial impact.
1. Fix or exit Client E. A negative margin is not sustainable. Pull the last 90 days of time entries and compare them to the contract scope. If the team is doing work that is not covered, renegotiate the contract. If the contract itself is unprofitable, consider whether this relationship makes strategic sense. Every month you wait costs another €15K+.
2. Re-engage Client C before it is too late. A 70% revenue decline does not reverse on its own. Schedule a business review. Ask what changed. If they are moving services elsewhere, find out why and whether you can win that work back. If they are simply shrinking, adjust your staffing to match the new revenue level so margins stay healthy.
3. Reduce concentration risk. Your top 3 clients represent 34% of total revenue. If any one of them leaves, that is over €800K in annual revenue at risk. Actively pursue new clients or deepen relationships with mid-tier accounts (Clients F through K) to spread the risk. A good target is no single client above 15% of total revenue.
4. Set up automated monitoring. Configure Power BI to send weekly alerts when any client's rolling quarterly revenue drops more than 15%. Catching a decline in the first quarter gives you three months to act. Catching it in the third quarter gives you nothing.
This report was generated by an AI agent connected to Proxuma Power BI through the MCP (Model Context Protocol) server. The AI wrote three DAX queries against the BI_Autotask_Companies table and the BI_Common_Dim_Date dimension, executed them, and formatted the results into this document.
Data source: Autotask PSA, synced to Power BI through the Proxuma connector. The dataset covers all revenue-generating clients. Revenue, cost, and profit are calculated using the standard Proxuma measures: [Revenue - Total], [Cost - Total], [Profit - total], and [Profit - total - percentage].
Scope: Top 15 clients by total revenue. Quarterly trends cover Q3 2024 through Q1 2026. Churn risk flags are based on quarter-over-quarter revenue decline exceeding 20% and/or negative profit margins.
Anonymization: Client names have been replaced with generic labels (Client A through O) for this demo report. In a live deployment, you would see your actual company names.
In this report, churn is defined as a sustained quarterly revenue decline of 20% or more. A single bad quarter could be seasonal, but two or more consecutive declining quarters signals a real trend. Complete churn means revenue drops to zero, but partial churn (revenue shrinking significantly) is often more dangerous because it goes unnoticed longer.
Client E's costs (645K) exceed revenue (590K) by about 56K. This typically happens when a contract was priced too low, when significant out-of-scope work is being done without billing, or when the client requires more senior (expensive) engineers than planned. The fix requires a contract review and a conversation about scope alignment.
Most MSPs target a gross margin between 50% and 65% per client. Below 40% typically means the account is under-priced or over-serviced. Above 70% is excellent but rare for managed services. Client M at 81.7% likely has a high proportion of recurring revenue with low support costs, which is the ideal profile.
Yes. Copy any query from the toggles above and paste it into DAX Studio or the Power BI Desktop performance analyzer. The queries reference standard Proxuma data model tables and measures that exist in every Proxuma Power BI deployment. If you are using a different data model, you may need to adjust the table and column names.
Monthly for the revenue and margin overview. Quarterly for the trend analysis, since quarterly data needs at least three data points to show a meaningful pattern. If you set up automated alerts (revenue drop > 15% quarter-over-quarter), you can run the full report less frequently and focus on the flagged accounts instead.
Revenue concentration risk means too much of your income depends on a small number of clients. In this dataset, the top 3 clients generate 34% of total revenue. If one of them churns, you lose over 800K in annual revenue overnight. The general guideline is no single client above 15% and no three clients above 30%. Diversifying your client base reduces the impact of any single departure.
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