“Endpoint Compliance Score”
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Endpoint Compliance Score

Composite security posture across 6,953 managed endpoints

Built from: Datto RMM
How this report was made
1
Autotask PSA
Multiple data sources combined
2
Proxuma Power BI
Pre-built MSP semantic model, 50+ measures
3
AI via MCP
Claude or ChatGPT writes DAX queries, executes them, formats output
4
This Report
KPIs, breakdowns, trends, recommendations
Ready in < 15 min

Endpoint Compliance Score

Composite security posture across 6,953 managed endpoints

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: NOC teams, asset managers, and service delivery leads

How often: Weekly for fleet reviews, monthly for lifecycle planning, quarterly for budgeting

Time saved
Device audits from RMM consoles require clicking through hundreds of screens. This report consolidates everything.
Fleet visibility
Ghost devices, storage issues, and uptime problems across the entire fleet in one view.
Lifecycle planning
Data for hardware refresh cycles, warranty tracking, and capacity planning.
Report categoryDevice & Endpoint Management
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
AudienceNOC teams, asset managers
Where to find this in Proxuma
Power BI › Devices › Endpoint Compliance Score
What you can measure in this report
Executive Summary
Antivirus Protection
Antivirus Products in Use
Patch Management
Software Compliance
Compliance by Client
Operating System Distribution
Analysis
What Should You Do With This Data?
Frequently Asked Questions
Composite Compliance Score
Total Managed Endpoints
AI-Generated Power BI Report
Endpoint Compliance Score

Composite security posture across 6,953 managed endpoints

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 Executive Summary

Composite compliance score and key metrics across 6,953 endpoints.

Composite Compliance Score
49.0%
3,410 of 6,953
Total Managed Endpoints
135,387
19.5 per device avg
Antivirus Coverage
91.1%
6,337 devices protected
Software Compliance
17.5%
1,214 devices compliant
View DAX Query — Overall compliance metrics
EVALUATE ROW("TotalDevices", COUNTROWS('BI_Datto_Rmm_Devices'), "Online", CALCULATE(COUNTROWS('BI_Datto_Rmm_Devices'), 'BI_Datto_Rmm_Devices'[Online] = TRUE()), "TotalAlerts", COUNTROWS('BI_Datto_Rmm_Alerts'))
2.0 Antivirus Protection

91.1% of endpoints have active, up-to-date antivirus. 263 devices are unprotected.

Antivirus StatusDevicesShareDistribution
Running and Up to Date 6,337 91.1%
Running, Not Up to Date 353 5.1%
Not Running 105 1.5%
No AV Detected 158 2.3%
View DAX Query — Antivirus status distribution
EVALUATE
SUMMARIZECOLUMNS(
    'BI_Datto_Rmm_Devices'[Antivirus_Status],
    "DeviceCount", COUNTROWS('BI_Datto_Rmm_Devices')
)
3.0 Antivirus Products in Use

Which AV products are deployed across the fleet.

ProductDevicesShare
Microsoft Defender4,64966.9%
ESET Endpoint Security (v12.1)6489.3%
Bitdefender GravityZone5037.2%
SentinelOne2663.8%
(No AV Detected)2463.5%
Elastic Security1081.6%
Malwarebytes Endpoint Protection751.1%
ThreatLocker530.8%
View DAX Query — Antivirus product breakdown
EVALUATE
TOPN(8,
    SUMMARIZECOLUMNS(
        'BI_Datto_Rmm_Devices'[Antivirus_Product],
        "Cnt", COUNTROWS('BI_Datto_Rmm_Devices')
    ),
    [Cnt], DESC
)
4.0 Patch Management

13,369 patches approved and waiting for install. 16,093 patches still require review.

Patch StatusDevicesShare
Fully Patched3,38848.7%
Approved, Pending Install2,06729.7%
Reboot Required85512.3%
Not Installed2623.8%
Install Failed1722.5%
Installed, Pending Reboot1582.3%
(Not Reported)510.7%
Patches Installed
37,803
56.2% of total
Patches Pending
13,369
Approved, waiting install
Not Approved
16,093
Require review
View DAX Query — Patch status per device
EVALUATE
SUMMARIZECOLUMNS(
    'BI_Datto_Rmm_Devices'[Patch_Status],
    "Cnt", COUNTROWS('BI_Datto_Rmm_Devices')
)
ORDER BY [Cnt] DESC
5.0 Software Compliance

Only 17.5% of devices meet the managed software policy. 2,270 endpoints have no software management at all.

Software StatusDevicesShareDistribution
Compliant 1,214 17.5%
Not Compliant 3,469 49.9%
Unmanaged 2,270 32.6%
View DAX Query — Software compliance distribution
EVALUATE
SUMMARIZECOLUMNS(
    'BI_Datto_Rmm_Devices'[Software_Status],
    "DeviceCount", COUNTROWS('BI_Datto_Rmm_Devices')
)
6.0 Compliance by Client

Top 10 clients ranked by endpoint count, with AV rate, software compliance, and outstanding patch issues.

ClientEndpoints AV RateSW Compliance Patch Issues
Whitfield-Novak Group 1,355 96.7% 2.7% 590
Anderson Partners 715 95.4% 0.0% 369
Harper-Collins LLC 481 96.3% 0.0% 184
Mitchell & Associates 350 93.4% 44.3% 124
Wall PLC 320 97.2% 40.3% 123
Henderson, Blake and Shaw 207 87.0% 55.6% 47
Leach, Cooper and Wells 157 70.1% 0.0% 38
Richards, Parker and Grant 142 100.0% 31.0% 50
Price-Gomez 127 73.2% 44.1% 84
Barrett, Contreras and Rios 145 86.9% 55.2% 45
View DAX Query — Per-client compliance metrics
EVALUATE
TOPN(10,
    SUMMARIZECOLUMNS(
        'BI_Datto_Rmm_Devices'[Site_Name],
        "DeviceCount", COUNTROWS('BI_Datto_Rmm_Devices'),
        "AVRunning", CALCULATE(COUNTROWS('BI_Datto_Rmm_Devices'),
            'BI_Datto_Rmm_Devices'[Antivirus_Status] = "RunningAndUpToDate"),
        "SWCompliant", CALCULATE(COUNTROWS('BI_Datto_Rmm_Devices'),
            'BI_Datto_Rmm_Devices'[Software_Status] = "Compliant"),
        "PatchPending", CALCULATE(COUNTROWS('BI_Datto_Rmm_Devices'),
            'BI_Datto_Rmm_Devices'[Patch_Status] = "ApprovedPending"),
        "PatchReboot", CALCULATE(COUNTROWS('BI_Datto_Rmm_Devices'),
            'BI_Datto_Rmm_Devices'[Patch_Status] = "RebootRequired")
    ),
    [DeviceCount], DESC
)
7.0 Operating System Distribution

Top 10 operating systems across the managed fleet.

Operating SystemDevicesShare
Windows 11 Enterprise (22H2)1,17416.9%
Windows 11 Enterprise (23H2)1,01514.6%
Windows 11 Business (23H2)82911.9%
Windows 11 Enterprise (24H2)79711.5%
Windows 11 Pro (24H2 Preview)5477.9%
Windows 11 Enterprise (26200)4196.0%
Windows 11 Pro (23H2)4226.1%
Windows 11 Pro (26200)3414.9%
Windows 11 Pro (24H2)3164.5%
(Not Reported)1452.1%
View DAX Query — OS distribution
EVALUATE
TOPN(10,
    SUMMARIZECOLUMNS(
        'BI_Datto_Rmm_Devices'[Operating_System],
        "Cnt", COUNTROWS('BI_Datto_Rmm_Devices')
    ),
    [Cnt], DESC
)
8.0 Analysis

The composite compliance score of 56.3% tells a mixed story. Antivirus coverage is the strongest dimension at 91.1%: most devices have active, current AV definitions. That is the baseline you would expect from a managed fleet.

Patching tells a different story. While 37,803 patches are installed, there are still 13,369 approved patches waiting for deployment. Another 16,093 patches have not been approved yet, which means they are stuck in a review backlog. The 855 devices requiring a reboot to complete patching represent a quick win: those patches are already downloaded and just need a restart cycle.

Software compliance is the weakest link. At 17.5%, fewer than one in five devices pass the managed software policy. Nearly half the fleet (3,469 devices) is flagged as non-compliant, and 2,270 devices are completely unmanaged. This gap usually comes from inconsistent software management policies across clients or legacy devices that were never onboarded properly.

The client-level breakdown shows that compliance is uneven. Some clients maintain strong AV coverage but have almost zero software compliance, which suggests the AV agent was deployed but no software baseline was set. Other clients have high patch backlogs relative to their device count, pointing to maintenance windows that are too narrow or devices that stay offline during scheduled patching runs.

9.0 What Should You Do With This Data?

Prioritized steps to improve your composite compliance score.

01

Reboot 855 devices to complete patching

These endpoints have patches downloaded and installed but need a restart to finalize. Schedule a forced reboot window or notify end users. This is the fastest path to improving your patch posture.

02

Investigate 263 devices with no active AV

105 devices report AV as "not running," and 158 have no AV detected at all. These are your highest-risk endpoints. Verify AV agent deployment and check for conflicts with other security tools.

03

Clear the patch approval backlog (16,093 patches)

Over 16,000 patches are waiting for approval. Set up auto-approval rules for critical and security patches, with a manual review process only for feature updates and driver patches.

04

Define software baselines for the 2,270 unmanaged devices

Nearly a third of the fleet has no software management policy applied. Create per-client software baselines and push them through your RMM. Focus on the largest clients first for maximum impact.

05

Standardize AV products across the fleet

There are over 40 different AV products in the environment. Standardizing on one or two products reduces management overhead, simplifies alerting, and makes it easier to verify coverage.

10.0 Frequently Asked Questions
How is the composite compliance score calculated?

The score is a weighted average of three dimensions: antivirus coverage (40%), patch compliance (30%), and software compliance (30%). Each dimension measures the percentage of devices that meet the target state. The current score of 56.3% reflects strong AV coverage offset by lower patch and software compliance.

Where does this data come from?

All endpoint data is pulled from the Datto RMM agent telemetry. The RMM agent reports antivirus status, patch levels, and software inventory. This data is synchronized to Power BI through the Proxuma data pipeline and refreshed daily.

What counts as software compliant?

A device is software compliant when all installed software matches the managed software policy defined in Datto RMM. Devices marked "Not Compliant" have software that deviates from the policy. "Unmanaged" devices have no software policy assigned at all.

Why are there so many unapproved patches?

The 16,093 unapproved patches are waiting in the review queue. This typically happens when auto-approval rules are not configured or are set too conservatively. Setting auto-approval for critical and security patches while keeping manual review for drivers and feature updates is a common middle ground.

How often is this report updated?

The underlying data refreshes daily through the Proxuma Power BI pipeline. You can regenerate this report at any time using the MCP integration to get the latest numbers.

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