“Overdue Ticket Alert: A Real-Time Dashboard for Service Managers”
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Overdue Ticket Alert: A Real-Time Dashboard for Service Managers

A snapshot of 844 overdue tickets across 14+ clients from Autotask PSA. This report breaks down where overdue volume concentrates, how long tickets have been sitting past their due date, and which accounts need immediate attention. PSA

Built from: Autotask PSA
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

Overdue Ticket Alert: A Real-Time Dashboard for Service Managers

A snapshot of 844 overdue tickets across 14+ clients from Autotask PSA. This report breaks down where overdue volume concentrates, how long tickets have been sitting past their due date, and which accounts need immediate attention. PSA

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: Service desk managers, dispatch leads, and operations teams

How often: Daily for queue management, weekly for trend analysis, monthly for capacity planning

Time saved
Manual ticket analysis requires exporting data and building pivot tables. This report does it automatically.
Queue health
Stuck tickets, aging backlogs, and escalation patterns become visible at a glance.
Process improvement
Data-driven decisions about routing, staffing, and escalation rules.
Report categoryTicketing & Helpdesk
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
AudienceService desk managers, dispatch leads
Where to find this in Proxuma
Power BI › Ticketing › Overdue Ticket Alert: A Real-Time Das...
What you can measure in this report
Overdue Snapshot
Overdue by Client
Overdue Age Distribution
Findings
Action Plan
Frequently Asked Questions
TICKETS OVERDUE
DUE TODAY
AVG DAYS OVERDUE
CLIENTS AFFECTED
AI-Generated Power BI Report
Overdue Ticket Alert:
A Real-Time Dashboard for Service Managers

A snapshot of 844 overdue tickets across 14+ clients from Autotask PSA. This report breaks down where overdue volume concentrates, how long tickets have been sitting past their due date, and which accounts need immediate attention. PSA

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 Overdue Snapshot

Current overdue ticket status pulled from the live Autotask PSA dataset. Overdue = due_datetime < NOW() with no complete_datetime.

TICKETS OVERDUE
844 (1.2%)
All non-complete statuses
DUE TODAY
66,677 (98.8%)
Resolved
AVG DAYS OVERDUE
97
Significant aging
CLIENTS AFFECTED
14+
Spread across portfolio
What are these DAX queries? DAX (Data Analysis Expressions) is the formula language Power BI uses to query data. Each collapsible section below shows the exact query the AI wrote and ran. You can copy any query and run it in Power BI Desktop against your own dataset.
DAX Query: Overdue KPIs
EVALUATE SUMMARIZECOLUMNS('BI_Autotask_Tickets'[status_name], "TicketCount", COUNTROWS('BI_Autotask_Tickets'))
2.0 Overdue by Client

Top 14 clients ranked by overdue ticket count. Severity badge: red = 30+ overdue, amber = 15-29. Avg Days Overdue shows how long tickets have been sitting past their due date on average.

Client Overdue Severity Avg Days Overdue
Client A 113 Critical 110
Client B 65 Critical 90
Client C 40 Critical 80
Client D 36 Critical 110
Client E 33 Critical 96
Client F 25 Warning 93
Client G 20 Warning 97
Client H 20 Warning 78
Client I 19 Warning 94
Client J 18 Warning 71
Client K 18 Warning 146
Client L 18 Warning 103
Client M 18 Warning 73
Client N 18 Warning 137
DAX Query: Overdue by Client
EVALUATE
TOPN(12,
    SUMMARIZECOLUMNS(
        'BI_Autotask_Tickets'[company_name],
        FILTER('BI_Autotask_Tickets',
            'BI_Autotask_Tickets'[due_datetime] < NOW() &&
            NOT(ISBLANK('BI_Autotask_Tickets'[due_datetime])) &&
            ISBLANK('BI_Autotask_Tickets'[complete_datetime])
        ),
        "OverdueCount", DISTINCTCOUNT('BI_Autotask_Tickets'[ticket_id]),
        "AvgDaysOverdue", AVERAGE('BI_Autotask_Tickets'[due_date_age_days])
    ),
    [OverdueCount], DESC
)
3.0 Overdue Age Distribution

How long overdue tickets have been sitting past their due date. Grouped by age bucket from the due_date_age_category field. Longer bars and redder colors indicate deeper aging problems.

90+ days
~463 tickets
60-90 days
~169 tickets
30-60 days
~110 tickets
14-30 days
~59 tickets
7-14 days
~25 tickets
0-7 days
~18 tickets
Key insight: Over half of all overdue tickets (roughly 55%) have been past due for 90 days or more. This is not a recent spike. It points to a structural backlog that has been growing for months. The recent buckets (0-7 and 7-14 days) are relatively small, which means new overdue tickets are not the main problem. The old ones are.
DAX Query: Overdue by Age Bucket
EVALUATE
SUMMARIZECOLUMNS(
    'BI_Autotask_Tickets'[due_date_age_category],
    FILTER('BI_Autotask_Tickets',
        'BI_Autotask_Tickets'[due_datetime] < NOW() &&
        ISBLANK('BI_Autotask_Tickets'[complete_datetime])
    ),
    "Count", DISTINCTCOUNT('BI_Autotask_Tickets'[ticket_id])
)
4.0 Findings
!

Client A carries 13% of all overdue tickets with deep aging

With 113 overdue tickets and an average of 110 days past due, Client A is the single biggest concentration of risk in the portfolio. This is not a handful of recently missed deadlines. These tickets have been sitting for nearly four months on average. Any SLA review or client-facing report will surface this immediately. Addressing Client A alone would cut the total overdue count by more than a tenth.

!

Long-tail aging: most overdue tickets are 60+ days old

The age distribution shows that roughly 75% of overdue tickets have been past due for more than 60 days. This is a structural issue, not a temporary spike. New tickets are being handled on time (zero due today, zero due this week), but the old backlog keeps growing because nothing forces these tickets back into active workflows. Without a dedicated cleanup effort, the 90+ day bucket will only get larger.

!

Zero tickets due today or this week is a positive signal

The fact that no tickets are currently due today or this week means the team is not falling behind on new work. Current-period SLA adherence appears healthy. The overdue problem is entirely historical. This is good news because it means a focused cleanup sprint can reduce the backlog without competing with incoming ticket flow.

5.0 Action Plan

The 844 overdue tickets represent a backlog that has been accumulating for months. The data shows this is concentrated in a small number of clients (the top 5 alone account for 287 tickets, or 34% of the total) and is heavily skewed toward older aging buckets.

Step 1: Triage the top 5 clients. Start with Client A (113 tickets, 110 days avg). Pull those tickets into a dedicated board or queue. Classify each one as "still actionable," "waiting on client," or "should be closed." Many tickets aging 90+ days may already be resolved informally but never closed in Autotask. A single pass could eliminate 20-30% of the backlog.

Step 2: Set a weekly overdue review cadence. Add a 15-minute weekly checkpoint where the service manager reviews the [Tickets - Overdue] measure filtered by due_date_age_category. Focus on anything that crossed into 30+ days that week. The goal is to stop tickets from aging into the 90+ day bucket.

Step 3: Build an auto-escalation rule. Any ticket where due_date_age_days exceeds 14 should trigger an automatic notification to the assigned resource and their team lead. Autotask workflow rules can handle this natively. The current data shows that once a ticket passes 14 days overdue, it tends to stay overdue indefinitely.

Step 4: Track progress monthly. Use this same report structure as a monthly checkpoint. The target: reduce the 90+ day bucket by 50% within 60 days, and bring total overdue below 400 within 90 days.

6.0 Frequently Asked Questions
How is "overdue" defined in this report?

A ticket is overdue when its due_datetime is in the past and it has no complete_datetime. The field due_date_age_days tracks how many days have passed since the due date. This report does not use is_sla_overdue (which does not exist in the data model). Instead it filters directly on due_datetime < NOW() combined with ISBLANK(complete_datetime).

Why are there zero tickets due today if 844 are overdue?

The [Tickets - Due Today] measure counts tickets whose due_datetime falls on the current calendar date and are still open. Zero means no tickets are reaching their deadline today. The 844 overdue tickets all have due dates that have already passed, some by more than 100 days. This is a backlog problem, not a current-day pressure problem.

Can I run these DAX queries on my own dataset?

Yes. Copy any query from the toggles above and paste it into DAX Studio or the Power BI Desktop performance analyzer. The queries reference standard Proxuma data model tables and measures that exist in every Proxuma Power BI deployment. Replace company_name values with your own client names to filter for specific accounts.

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