This report provides a detailed breakdown of client revenue month-over-month report for managed service providers.
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
Total billed revenue across all clients for the most recent full months.
-- Dataset not available for this report.
-- DAX will be authored in a future Phase 3 pass.Total revenue billed across all clients, August 2024 through January 2026.
| Month | Revenue | Cost | Profit | Margin |
|---|---|---|---|---|
| Aug 2024 | $850,721 | $341,174 | $509,547 | 59.9% |
| Sep 2024 | $827,356 | $329,694 | $497,662 | 60.2% |
| Oct 2024 | $872,119 | $339,276 | $532,843 | 61.1% |
| Nov 2024 | $846,378 | $467,360 | $379,018 | 44.8% |
| Dec 2024 | $933,099 | $456,466 | $476,633 | 51.1% |
| Jan 2025 | $942,444 | $426,958 | $515,487 | 54.7% |
| Feb 2025 | $1,051,887 | $497,151 | $554,737 | 52.7% |
| Mar 2025 | $1,106,651 | $552,775 | $553,876 | 50.1% |
| Apr 2025 | $1,341,613 | $721,781 | $619,833 | 46.2% |
| May 2025 | $1,080,822 | $788,927 | $291,895 | 27.0% |
| Jun 2025 | $1,033,307 | $409,835 | $623,472 | 60.3% |
| Jul 2025 | $1,045,558 | $428,079 | $617,479 | 59.0% |
| Aug 2025 | $1,058,862 | $416,369 | $642,493 | 60.7% |
| Sep 2025 | $1,002,352 | $514,945 | $487,407 | 48.6% |
| Oct 2025 | $1,006,189 | $501,872 | $504,317 | 50.1% |
| Nov 2025 | $927,813 | $422,695 | $505,118 | 54.5% |
| Dec 2025 | $887,195 | $399,887 | $487,308 | 54.9% |
| Jan 2026 | $770,865 | $245,047 | $525,819 | 68.2% |
-- Dataset not available for this report.
-- DAX will be authored in a future Phase 3 pass.Top 20 clients by total revenue, showing the most recent month-over-month change. Sorted by total lifetime revenue descending.
| Client | Dec 2025 | Jan 2026 | Change | MoM% | Status |
|---|---|---|---|---|---|
| Craig-Huynh | $136,721 | $109,533 | -$27,188 | -19.9% | Watch |
| Lewis LLC | $58,770 | $59,279 | +$509 | +0.9% | Stable |
| Little Group | $83,468 | $67,909 | -$15,560 | -18.6% | Watch |
| Burke, Armstrong and Morgan | $34,680 | $18,941 | -$15,739 | -45.4% | Alert |
| Martin Group | $50,966 | $42,297 | -$8,669 | -17.0% | Watch |
| Lopez-Reyes | $29,982 | $29,604 | -$378 | -1.3% | Stable |
| Wall PLC | $28,030 | $32,027 | +$3,997 | +14.3% | Growing |
| Wu-Jackson | $21,259 | $16,215 | -$5,044 | -23.7% | Watch |
| Hahn Group | $16,426 | $12,495 | -$3,931 | -23.9% | Watch |
| Ramos Group | $18,601 | $15,897 | -$2,704 | -14.5% | Stable |
| Richards, Bell and Christensen | $17,249 | $17,213 | -$36 | -0.2% | Stable |
| Thompson, Contreras and Rios | $16,099 | $16,475 | +$376 | +2.3% | Growing |
| Price-Gomez | $14,284 | $13,575 | -$709 | -5.0% | Stable |
| Torres-Jones | $14,819 | $13,928 | -$891 | -6.0% | Stable |
| Kelley-Walsh | $13,029 | $13,304 | +$275 | +2.1% | Growing |
| Patterson, Riley and Lawson | $11,248 | $11,462 | +$214 | +1.9% | Growing |
| Buchanan, Acosta and Chambers | $11,601 | $9,453 | -$2,148 | -18.5% | Watch |
| Lee-Dalton | $7,314 | $7,306 | -$8 | -0.1% | Stable |
| Montgomery-Peck | $7,377 | $6,989 | -$388 | -5.3% | Stable |
| Clements, Pham and Garcia | $6,954 | $5,057 | -$1,897 | -27.3% | Watch |
-- Dataset not available for this report.
-- DAX will be authored in a future Phase 3 pass.What the data tells you — and what to do about it.
Revenue fell from $34,680 in December to $18,941 in January — a $15,739 drop. This is the sharpest percentage decline among your top clients. Verify whether this is a project ending or early churn signal.
At $2.3M in total revenue, Craig-Huynh matters most to your numbers. A 20% MoM dip from $136K to $109K may reflect project completion, but given the size of this account, it warrants a check-in.
Little Group fell 18.6% ($83K → $68K). Martin Group fell 17.0% ($51K → $42K). Two large accounts dipping simultaneously in the same month increases the overall January shortfall.
Revenue grew from $28,030 to $32,027 — a 14.3% increase. This is an active upsell relationship. Look at what's driving the growth and replicate it with similar clients.
At $2.2M in total revenue and virtually flat MoM (+0.9%), Lewis LLC represents a dependable revenue base. Strong contract structure here — worth using as a reference for renewal negotiations with other clients.
Understanding whether a dip is seasonal or structural changes how you respond. Here's what 18 months of data shows.
The data shows a clear peak in April–June each year. April 2025 reached $1.34M — the highest month in the dataset. This likely reflects project kick-offs tied to annual budget cycles. If you're not scheduling QBRs and upsell conversations in Q1, you're missing the window where clients make decisions.
At $1.08M revenue and $789K cost, May 2025's 27% margin was the weakest in 18 months. High revenue months can mask margin erosion — this is exactly why tracking cost alongside revenue matters. Something drove cost up sharply in May: a large project delivery, subcontractor spend, or overtime. Worth investigating in your PSA time entries.
January 2026 at $771K is lower than January 2025 at $942K — a year-over-year decline of 18%. If this were purely seasonal, you'd expect roughly the same floor each year. The gap suggests some revenue from Q1 2025 hasn't been replaced or that project-based revenue from late 2024 hasn't carried forward into 2026 contracts.
August through November 2025 showed the most stable revenue band in the dataset. That consistency across four months indicates recurring contract revenue is holding. The December and January dip is almost certainly driven by project-based work slowing, not by contract cancellations.
-- Dataset not available for this report.
-- DAX will be authored in a future Phase 3 pass.Revenue tracking is only useful if it changes how you manage client relationships. Here's a practical action plan by segment.
Burke, Armstrong and Morgan dropped 45% in one month. That's either a project ending or a warning sign. Either way, it needs an immediate conversation. Check their open tickets, review their contract renewal date, and verify whether they have any outstanding proposals or pending decisions. Don't wait for them to reach out.
Craig-Huynh, Little Group, Martin Group, Wu-Jackson, Hahn Group, and Buchanan, Acosta and Chambers all declined between 15 and 30%. For these accounts, a quarterly business review is the right response. Bring data: show them their ticket volumes, SLA compliance, and what you've delivered. Position the conversation around value, not just billing.
Wall PLC (+14.3%), Thompson Contreras and Rios (+2.3%), and Kelley-Walsh (+2.1%) are all trending up. These are the clients most likely to say yes to expanded services, new projects, or additional seats. Start an upsell conversation while the relationship momentum is positive — not six months later when growth has stalled.
Lewis LLC, Richards Bell and Christensen, Lee-Dalton, and Patterson Riley and Lawson are all flat within ±2%. These clients represent your revenue floor. Prioritize renewing their contracts early, respond to their tickets fast, and make sure SLA compliance stays high. Flat revenue from a happy client beats trying to win back a churned one.
-- Dataset not available for this report.
-- DAX will be authored in a future Phase 3 pass.Revenue trends become more useful when they connect to specific business actions. These are the patterns MSP owners and account managers find most valuable in practice.
Walking into a quarterly business review with a chart showing revenue growth over 12 months is a different conversation than arriving without data. Clients who see that their spending has increased typically ask why — and that's an opportunity to show what you delivered. Clients whose revenue has declined may be quietly considering alternatives; this data lets you get ahead of that conversation.
If you can see that Q1 consistently runs 15–20% below Q4, you can plan staffing and cash flow accordingly. Many MSPs use three months of trailing revenue per client to set quarterly targets and flag accounts where actual performance is diverging from forecast before the month closes.
A drop in billed revenue that doesn't match a drop in ticket volume usually means something broke in the billing pipeline — time entries not approved, invoices stuck in draft, or a project billing milestone not triggered. Monthly comparison at the client level makes these gaps visible faster than waiting for a monthly invoice run to surface discrepancies.
When a client's revenue has grown 20% year-over-year, that's the right time to renegotiate the contract rate. When revenue has declined, that's the time to focus on delivering visible wins before the renewal conversation. MoM data tells you which conversation you need to have — and when.
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