A breakdown of 9,207 managed devices across 542 clients, by type and category.
A breakdown of 9,207 managed devices across 542 clients, by type and category.
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: Account managers, MSP owners, and service delivery leads
How often: Monthly for client reviews, quarterly for QBRs, on-demand when client signals change
A breakdown of 9,207 managed devices across 542 clients, by type and category.
Key metrics across the entire managed device fleet.
EVALUATE ROW("Total CIs", COUNTROWS('BI_Autotask_Configuration_Items'), "Active CIs", COUNTROWS(FILTER('BI_Autotask_Configuration_Items', 'BI_Autotask_Configuration_Items'[status] = "Active")), "Distinct Companies", DISTINCTCOUNT('BI_Autotask_Configuration_Items'[company_id]), "Distinct Types", DISTINCTCOUNT('BI_Autotask_Configuration_Items'[configuration_item_type_name]), "Distinct Categories", DISTINCTCOUNT('BI_Autotask_Configuration_Items'[configuration_item_category_name]))Top 15 clients by active device count, out of 542 total.
| Company | Devices |
|---|---|
| Martin Group | 2,105 |
| Craig-Huynh | 1,584 |
| Lewis LLC | 985 |
| Little Group | 720 |
| Wall PLC | 411 |
| Lopez-Reyes | 295 |
| Price-Gomez | 281 |
| Richards, Bell and Christensen | 271 |
| Wu-Jackson | 251 |
| Burke, Armstrong and Morgan | 246 |
EVALUATE TOPN(15, ADDCOLUMNS(GROUPBY('BI_Autotask_Configuration_Items', 'BI_Autotask_Configuration_Items'[company_id], "Device_Count", COUNTX(CURRENTGROUP(), 'BI_Autotask_Configuration_Items'[configuration_item_id])), "Company", LOOKUPVALUE('BI_Autotask_Companies'[company_name], 'BI_Autotask_Companies'[company_id], 'BI_Autotask_Configuration_Items'[company_id])), [Device_Count], DESC) ORDER BY [Device_Count] DESC23 device types tracked. Endpoints (workstations + laptops) account for 69.2% of the fleet.
| Device Type | Count |
|---|---|
| Laptop - Windows | 6,933 |
| Desktop - Windows | 2,734 |
| Server | 1,461 |
| Domain Registration | 954 |
| Mobile Device | 478 |
| Access Point | 364 |
| Switch | 145 |
| Firewall | 107 |
| Laptop - Mac | 98 |
| Printer | 83 |
EVALUATE GROUPBY('BI_Autotask_Configuration_Items', 'BI_Autotask_Configuration_Items'[configuration_item_type_name], "Count", COUNTX(CURRENTGROUP(), 'BI_Autotask_Configuration_Items'[configuration_item_id])) ORDER BY [Count] DESCCategories assigned to active configuration items in Autotask.
| Category | Count |
|---|---|
| Environmental health practitioner | 9,741 |
| Nurse, learning disability | 1,463 |
| Therapeutic radiographer | 951 |
| Chartered public finance accountant | 478 |
| Engineer, civil (contracting) | 438 |
| Graphic designer | 419 |
| Lecturer, further education | 133 |
| Arboriculturist | 94 |
| Interior and spatial designer | 33 |
| Warehouse manager | 13 |
| Teacher, adult education | 6 |
How clients group by the number of devices they have under management.
| Size Bracket | Clients | Share | Distribution |
|---|---|---|---|
| 1-5 devices | 78 | 41.9% | |
| 6-20 devices | 45 | 24.2% | |
| 21-50 devices | 24 | 12.9% | |
| 51-100 devices | 18 | 9.7% | |
| 101-500 devices | 19 | 10.2% | |
| 500+ devices | 2 | 1.1% |
The largest concentrations of a single device type at a single client.
| Client | Device Type | Count |
|---|---|---|
| Whitfield Group | Workstation | 1,070 |
| Anderson & Partners | Workstation | 498 |
| Anderson & Partners | Mobile Device | 468 |
| Mitchell Holdings | Workstation | 436 |
| Whitfield Group | Laptop | 278 |
| Reynolds Corp | Workstation | 266 |
| Wall PLC | Workstation | 244 |
| Anderson & Partners | Workstation | 212 |
| Carter Technologies | Workstation | 198 |
| Anderson & Partners | Domain Registration | 158 |
| Reynolds Corp | Access Point | 156 |
| Whitfield Group | Domain Registration | 101 |
| Price-Gomez | Workstation | 91 |
| Carter Technologies | Laptop | 86 |
| Reynolds Corp | Laptop | 84 |
| Price-Gomez | Access Point | 84 |
The fleet of 9,207 active devices is spread unevenly. The top 5 clients account for 44.9% of all managed devices, and the top 10 hold 55.5%. That means a large share of your operational exposure sits with a small number of accounts.
Endpoints (workstations and laptops) make up 69.2% of the fleet at 6,372 devices. Servers account for 378, while network gear (firewalls, switches, access points) totals 598. The ratio of endpoints to infrastructure devices is roughly 6.5:1.
On the inactive side, 4,562 devices sit marked as inactive. That is 33.1% of the total inventory. Periodic cleanup of stale records keeps the data reliable and prevents billing discrepancies.
The average client has 17.0 devices, but the median is likely much lower given that a handful of large accounts skew the mean. The size distribution confirms this: most clients fall in the smaller brackets, while a few enterprise accounts carry hundreds of devices each.
These 5 accounts hold 44.9% of all devices. Verify that per-device billing matches the actual count. Even a small discrepancy at this scale has real revenue impact.
4,562 inactive devices remain in the system. Schedule a quarterly cleanup to remove decommissioned hardware and prevent billing confusion.
Configuration item categories should align with your service catalog. Consistent naming makes reporting and per-device pricing easier to maintain.
Create automated alerts when a client crosses a device count threshold (e.g., 100, 250, 500). This triggers contract review conversations before the next billing cycle.
Show each client their device inventory during Quarterly Business Reviews. It reinforces the scope of your managed services and opens conversations about lifecycle refresh and expansion.
Every active configuration item in Autotask PSA, including workstations, laptops, servers, firewalls, switches, access points, mobile devices, printers, and more. Inactive items are excluded from the main counts but shown separately.
The Power BI dataset syncs with Autotask PSA on a scheduled refresh cycle. Depending on your configuration, this is typically once or twice per day. The numbers in this report reflect the most recent refresh.
This report uses synthetic demo data. In a real environment, configuration item categories would match your Autotask category taxonomy (e.g., Workstation, Server, Network Device).
Yes. In Proxuma Power BI, you can apply client-level filters to drill down into a single account. The DAX queries provided here can also be modified with a WHERE clause to target specific companies.
Export the device count per client and compare it against your contract quantities. Flag any client where the actual count differs from the billed amount by more than 5%. This report gives you the baseline numbers.
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