Power BI Analysis Report — Generated March 08, 2026
Power BI Analysis Report — Generated March 08, 2026
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
Power BI Analysis Report — Generated March 08, 2026
Data extracted from the Proxuma Demo dataset for costs overview analysis.
| Metric | Value |
|---|---|
| Revenue | $17,606,769 |
| Total Hours | 50,752 |
| Billable Hours | 38,364 (75.6%) |
| Revenue/Hour | $347 |
| Resources | 77 |
| Companies | 283 |
EVALUATE ROW("TotalRevenue", SUM('BI_Autotask_Billing_Items'[total_amount]), "TotalHours", SUM('BI_Autotask_Time_Entries'[hours_worked]), "BillableHours", SUM('BI_Autotask_Time_Entries'[Billable Hours]), "Resources", DISTINCTCOUNT('BI_Autotask_Time_Entries'[resource_name]), "Companies", DISTINCTCOUNT('BI_Autotask_Contracts'[company_id]))Data extracted from the Proxuma Demo dataset for costs overview analysis.
| Company | Revenue |
|---|---|
| Montgomery-Peck | €214,468 |
| Hahn Group | €253,148 |
| Wu-Jackson | €321,669 |
| Torres-Jones | €255,698 |
| Thompson, Contreras and Rios | €320,831 |
| Patterson, Riley and Lawson | €416,449 |
| Richards, Bell and Christensen | €328,164 |
| Burke, Armstrong and Morgan | €469,660 |
| Price-Gomez | €286,926 |
| Little Group | €1,431,177 |
| Wall PLC | €476,622 |
| Craig-Huynh | €2,324,616 |
| Martin Group | €637,091 |
| Lopez-Reyes | €589,694 |
| Lewis LLC | €2,212,914 |
EVALUATE TOPN(15, SUMMARIZECOLUMNS('BI_Autotask_Companies'[company_name], "Revenue", SUM('BI_Autotask_Billing_Items'[total_amount])), [Revenue], DESC)Data extracted from the Proxuma Demo dataset for costs overview analysis.
| Non-Billable | Hours |
|---|---|
| - | 38,363.8 |
| True | 12,387.8 |
EVALUATE SUMMARIZECOLUMNS('BI_Autotask_Time_Entries'[is_non_billable], "Hours", SUM('BI_Autotask_Time_Entries'[hours_worked]))Data extracted from the Proxuma Demo dataset for costs overview analysis.
| Company | Hours |
|---|---|
| Richards, Bell and Christensen | 782.4 |
| Wu-Jackson | 962.0 |
| Price-Gomez | 864.9 |
| Martin Group | 2,217.0 |
| Thompson, Contreras and Rios | 1,006.1 |
| Doyle-Contreras | 961.9 |
| Clements, Pham and Garcia | 866.3 |
| - | 7,264.2 |
| Lewis LLC | 2,801.1 |
| Little Group | 3,791.4 |
| Craig-Huynh | 4,370.4 |
| Rivers, Rogers and Mitchell | 1,661.8 |
| Burke, Armstrong and Morgan | 1,312.3 |
| Wall PLC | 1,696.9 |
| Ramos Group | 1,170.6 |
EVALUATE TOPN(15, SUMMARIZECOLUMNS('BI_Autotask_Companies'[company_name], "Hours", SUM('BI_Autotask_Time_Entries'[hours_worked])), [Hours], DESC)This report provides automated visibility into costs overview, replacing manual spreadsheet analysis with live Power BI data.
Schedule a recurring review of costs overview metrics to catch trends before they become problems.
Use these insights to make data-driven decisions about costs overview improvements in your MSP operations.
This report pulls data from PSA through the Proxuma Power BI integration, using DAX queries against the live data model.
The underlying Power BI dataset refreshes daily. Reports can be regenerated at any time for the latest figures.
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.
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.
See more reports Get started