Full breakdown of recurring revenue by client, service, and contract type. Based on live Autotask PSA data.
Full breakdown of recurring revenue by client, service, and contract type. Based on live Autotask PSA data.
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
Full breakdown of recurring revenue by client, service, and contract type. Based on live Autotask PSA data.
Key MRR metrics at a glance.
EVALUATE ROW("MRR_Price_Sum", SUM('BI_Autotask_Contract_Service_Units'[price]), "ActiveRecurringContracts", CALCULATE(DISTINCTCOUNT('BI_Autotask_Contracts'[contract_id]), 'BI_Autotask_Contracts'[contract_status_name]="Active", 'BI_Autotask_Contracts'[contract_type_name]="Recurring Service"), "ClientsWithRecurring", CALCULATE(DISTINCTCOUNT('BI_Autotask_Contracts'[company_id]), 'BI_Autotask_Contracts'[contract_type_name]="Recurring Service", 'BI_Autotask_Contracts'[contract_status_name]="Active"))Top 10 clients ranked by monthly recurring revenue contribution.
| # | Client | MRR | % of Total | Service Lines |
|---|---|---|---|---|
| 1 | Craig-Huynh | $8,277,162 | 10.7% | 5,437 |
| 2 | Lewis LLC | $7,963,928 | 10.3% | 2,857 |
| 3 | Lopez-Reyes | $5,201,333 | 6.7% | 4,951 |
| 4 | Burke, Armstrong and Morgan | $3,445,557 | 4.5% | 7,595 |
| 5 | Little Group | $3,219,785 | 4.2% | 4,833 |
| 6 | Kelley-Walsh | $2,654,063 | 3.4% | 4,146 |
| 7 | Wall PLC | $2,458,288 | 3.2% | 11,961 |
| 8 | Torres-Jones | $2,349,484 | 3.0% | 3,724 |
| 9 | Patterson, Riley and Lawson | $2,343,046 | 3.0% | 23,440 |
| 10 | Richards, Bell and Christensen | $2,079,087 | 2.7% | 4,567 |
Top 10 clients represent €39,991,733 (51.7%%) of total MRR. The remaining 226 clients account for the balance.
EVALUATE TOPN(10, ADDCOLUMNS(SUMMARIZE('BI_Autotask_Contract_Service_Units','BI_Autotask_Companies'[company_name]), "MRR", CALCULATE(SUM('BI_Autotask_Contract_Service_Units'[price])), "ServiceLines", CALCULATE(COUNTROWS('BI_Autotask_Contract_Service_Units'))), [MRR], DESC) ORDER BY [MRR] DESCWhich services drive the most recurring revenue.
| # | Service | Revenue | % of MRR | Total Units |
|---|---|---|---|---|
| 1 | Azure Subscription | €11,642,098 | 15.0% | 8,619 |
| 2 | Managed Endpoint Security | €8,881,247 | 11.5% | 415,488 |
| 3 | Microsoft 365 Back-up User License | €6,388,685 | 8.3% | 2,089,974 |
| 4 | Microsoft 365 E3 (no Teams) | €5,709,586 | 7.4% | 152,748 |
| 5 | Connectivity | €4,220,146 | 5.5% | 153,535 |
| 6 | NCE 1M Microsoft 365 Business Premium | €3,549,771 | 4.6% | 144,488 |
| 7 | Managed Monitoring | €2,977,047 | 3.8% | 377,784 |
| 8 | Managed Workplace | €2,314,341 | 3.0% | 58,520 |
| 9 | Managed Cloud Services | €2,309,361 | 3.0% | 234,980 |
| 10 | SLA Online Workplace per User | €2,190,721 | 2.8% | 25,350 |
EVALUATE
TOPN(10,
ADDCOLUMNS(
SUMMARIZE(
BI_Autotask_Contract_Service_Units,
BI_Autotask_Contract_Service_Units[service_name]
),
"Revenue", CALCULATE(SUM(BI_Autotask_Contract_Service_Units[price])),
"TotalUnits", CALCULATE(SUM(BI_Autotask_Contract_Service_Units[units]))
),
[Revenue], DESC
)Breakdown of all contracts by type and their recurring revenue contribution.
| Contract Type | Count | % of Total | Recurring Revenue |
|---|---|---|---|
| Recurring Service | 1,207 | 63.9% | €77,394,548 |
| Time & Materials | 504 | 26.7% | N/A |
| Block Hours | 173 | 9.2% | N/A |
| Fixed Price | 5 | 0.3% | N/A |
All MRR is generated from "Recurring Service" contracts. T&M, Block Hours, and Fixed Price contracts contribute project revenue, not monthly recurring revenue.
Revenue tied to active contracts versus churned or paused contracts.
The ratio of active to inactive contracts is 77.2% active. Inactive contracts represent €421,468 in lost MRR. Reviewing why these 275 contracts were cancelled could surface patterns worth addressing in retention strategy.
How diversified is your MRR across clients and services.
Your top 3 clients generate 27.7% of total MRR. The top 10 account for 51.7%. That means 226 smaller clients produce just 48.3% of revenue. This level of concentration creates risk: losing a single top-3 client would cut MRR by roughly €7,147,474.
Azure Subscriptions alone represent 15.0% of total MRR. Managed Endpoint Security follows at 11.5%. The M365 license stack (Business Premium, E3, Back-up) combined accounts for 21.1%. Diversification across service categories is healthy.
Your total MRR of €77,394,548 translates to an Annual Run Rate of €928,734,574. That is the baseline revenue your MSP generates before any project work, ad-hoc billing, or new sales.
The data shows clear concentration. Two clients alone (Carter-Mitchell and Johnson LLC) contribute over €16,241,090 in monthly recurring revenue, roughly 21.0% of total MRR. Losing either one would create a significant gap.
On the service side, Azure Subscriptions stand out as the largest single revenue driver at €11,642,098 per month. This makes sense for an MSP managing cloud infrastructure, but it also means Azure pricing changes or client migration to direct billing could materially impact your numbers.
The average client contributes €327,943 per month across roughly 4.0% contracts. Growing MRR from here means either adding new clients (expanding the base) or increasing the average revenue per existing client through upselling additional service lines.
Your top 2 clients represent 21.0% of total MRR. Build account plans to diversify. Target growing the next 10 clients in the ranking to reduce single-client dependency.
275 contracts are now inactive, representing €421,468 in lost recurring revenue. Review cancellation reasons. Even recovering 20% of these would add €84,293 back to monthly revenue.
Microsoft 365 and Managed Endpoint Security are your second and third largest revenue streams. Cross-reference the client list: which clients have M365 but no security bundle? Those are your easiest upsell targets for the next QBR cycle.
Average unit price is €63.43. Compare this to your cost base. Are low-unit-price services (like backup at scale) still profitable? Run a margin analysis per service line to identify where pricing adjustments are needed.
Monthly Recurring Revenue (MRR) is the predictable revenue your MSP earns each month from active contracts and subscriptions. It matters because it shows business stability. Unlike project revenue, MRR repeats every month without needing to close new deals.
This report sums the price field from all Contract Service Units in Autotask PSA that belong to "Recurring Service" contracts. Each service unit represents a billable line item on a recurring contract.
MRR is your monthly recurring revenue. ARR (Annual Recurring Revenue) is simply MRR multiplied by 12. ARR is useful for annual planning and valuation benchmarks. Both assume current contracts continue without changes.
Time and Materials, Block Hours, and Fixed Price contracts generate revenue through billable hours or project milestones, not through monthly recurring service units. Only "Recurring Service" contracts have service units that generate MRR.
Yes. Connect your Autotask PSA to Proxuma Power BI, then use an AI assistant (Claude, ChatGPT, or Copilot) via MCP to generate this same report from your live data. The DAX queries shown in each section work directly against the Proxuma semantic model.
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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