Revenue, cost, and profit margin analysis per client account.
Revenue, cost, and profit margin analysis per client account.
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
Revenue, cost, and profit margin analysis per client account.
High-level profitability across all client accounts.
Across 293 client accounts, total revenue stands at €17,606,768 with an average profit margin of 53.0%. The company retains €9,333,904 in profit after subtracting all service delivery costs. 6 clients currently operate at a loss.
EVALUATE
ROW(
"TotalRevenue", [Revenue - Total],
"TotalCost", [Cost - Total],
"TotalProfit", [Profit - total],
"AvgMargin", [Profit - total - percentage],
"ClientCount", DISTINCTCOUNT('BI_Autotask_Billing_Items'[company_id])
)Your biggest accounts ranked by total billed revenue.
| Company | Revenue | Contracts | Tickets | Hours |
|---|---|---|---|---|
| Craig-Huynh | $2,324,617 | 22 | 5,458 | 4,370 |
| Lewis LLC | $2,212,915 | 13 | 1,758 | 2,801 |
| Little Group | $1,431,177 | 38 | 5,290 | 3,791 |
| Martin Group | $637,092 | 30 | 2,775 | 2,217 |
| Lopez-Reyes | $589,694 | 8 | — | — |
| Wall PLC | $476,622 | 23 | 2,376 | 1,697 |
EVALUATE TOPN(10, SUMMARIZECOLUMNS('BI_Autotask_Companies'[company_name], "Revenue", SUM('BI_Autotask_Billing_Items'[total_amount]), "Contracts", DISTINCTCOUNT('BI_Autotask_Contracts'[contract_id]), "Tickets", COUNTROWS('BI_Autotask_Tickets'), "HoursWorked", SUM('BI_Autotask_Time_Entries'[hours_worked])), [Revenue], DESC)Comparing total revenue (light bar) against actual profit (colored bar) for the top 10 clients. Color indicates margin health: green (50%+), amber (20-50%), red (below 20%).
EVALUATE
TOPN(
20,
ADDCOLUMNS(
SUMMARIZE(
'BI_Autotask_Billing_Items',
'BI_Autotask_Companies'[company_name]
),
"Revenue", CALCULATE([Revenue - Total]),
"Cost", CALCULATE([Cost - Total]),
"Profit", CALCULATE([Profit - total]),
"ProfitPct", CALCULATE([Profit - total - percentage])
),
[Revenue], DESC
)
ORDER BY [Revenue] DESCHighest margin clients that also bring in meaningful revenue.
| # | Client | Margin | Revenue | Profit |
|---|---|---|---|---|
| 1 | Anderson & Partners | 86.9% | €166,279 | €144,567 |
| 2 | Mitchell Healthcare Group | 86.8% | €146,054 | €126,819 |
| 3 | Westbrook Financial | 86.7% | €57,860 | €50,159 |
| 4 | Sterling Manufacturing Co. | 81.7% | €255,698 | €208,886 |
| 5 | Blackwell Engineering | 80.2% | €128,052 | €102,730 |
Clients with the weakest margins. Includes accounts operating at a loss.
| # | Client | Revenue | Cost | Profit/Loss | Margin |
|---|---|---|---|---|---|
| 1 | Anderson & Partners | €23,124 | €89,729 | €-66,605 | -288.0% |
| 2 | Mitchell Healthcare Group | €25,468 | €55,204 | €-29,736 | -116.8% |
| 3 | Westbrook Financial | €2,802 | €3,397 | €-595 | -21.2% |
| 4 | Sterling Manufacturing Co. | €116,947 | €136,712 | €-19,765 | -16.9% |
| 5 | Blackwell Engineering | €589,694 | €645,573 | €-55,879 | -9.5% |
| 6 | Harrison Media LLC | €7,822 | €8,459 | €-637 | -8.1% |
| 7 | Crawford Technology | €1,790 | €1,790 | €0 | 0.0% |
| 8 | Bennett Logistics Inc. | €1,321 | €1,321 | €0 | 0.0% |
| 9 | Sullivan Construction | €2,640 | €2,640 | €0 | 0.0% |
| 10 | Parker Consulting Group | €2,735 | €2,735 | €0 | 0.0% |
How client margins spread across the portfolio.
Based on billing data across all 293 clients:
The spread between the best and worst performers is significant. Your highest-margin client (above $50K revenue) operates at 86.9%, while the lowest drops to -288.0%. That gap points to inconsistent pricing, scope creep on certain accounts, or fundamental differences in how services are delivered per client.
The data tells a clear story. Most of the revenue is concentrated in the top five clients, which together account for over €7,195,494. That concentration creates risk: losing a single top account would materially impact the business.
On the margin side, the average of 53.0% is healthy for an MSP, but the variance is wide. Some clients earn margins above 80%, often because they buy products or fixed-price services with low labor input. Others sit near breakeven or even negative, typically because service delivery hours outpace what the contract covers.
The 6 unprofitable clients deserve immediate attention. These are accounts where your team spends more in labor and resources than the client pays. The question is whether those accounts have strategic value (e.g., a referral source, a growing company) or whether they simply need repricing.
The gap between revenue ranking and margin ranking is also worth noting. Your biggest client by revenue is not necessarily your most profitable by percentage. High revenue with mediocre margins still means you are working hard for modest returns.
Practical next steps based on the profitability data.
6 clients are costing more to serve than they pay. Pull up the time entries for each one and determine whether the issue is underpricing, scope creep, or excessive rework. Schedule a pricing conversation within 30 days.
Your top 5 clients represent a large share of total revenue. If any one of them leaves, the financial impact would be significant. Develop a growth plan to bring mid-tier clients up in revenue so the portfolio is less top-heavy.
Your best-margin clients (above 60%) share patterns: they tend to buy fixed-price or product-heavy bundles with lower labor requirements. Look at those contracts and consider offering similar structures to mid-margin clients.
Profitability can shift quarter to quarter. Set up a monthly margin review for your top 20 clients so you catch downward trends before they become structural problems.
Revenue comes from billing items in Autotask PSA (total_amount). Cost comes from the our_cost field on the same billing items. Profit is revenue minus cost. Margin is profit divided by revenue, expressed as a percentage.
A 0% margin means the cost of goods or services exactly matches what was billed. Negative margins indicate that internal costs (labor, materials, third-party charges) exceeded the billed amount. This often happens with time-and-materials contracts where actual hours exceed estimates.
Industry benchmarks vary, but most MSPs target 40-60% gross margins on managed services. Margins above 60% are strong. Below 30% signals pricing or efficiency issues that need attention.
Yes. Connect Proxuma Power BI to your Autotask PSA instance, and the same DAX queries shown in this report will run against your live billing data. The report generates automatically in under fifteen minutes.
Monthly for your top 20 accounts, quarterly for the full portfolio. Significant contract changes or staffing shifts should trigger an immediate re-check.
Connect Proxuma Power BI to your PSA, RMM, and M365 environment, use an MCP-compatible AI to ask questions, and generate custom reports - in minutes, not days.
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