“Projects Overview”
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What is the overall status and performance of all projects?

Projects Overview

Power BI Analysis Report — Generated March 08, 2026

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
Want to run this report against your own Autotask PSA data?
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Projects Overview

Power BI Analysis Report — Generated March 08, 2026

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: Project managers, operations leads, and MSP owners tracking delivery

How often: Weekly for status updates, milestone dates for escalation, monthly for portfolio review

Time saved
Assembling project status from multiple tools and conversations takes hours. This report pulls it together.
Delivery visibility
Milestone progress, budget variance, and timeline risks across all active projects.
Client communication
Project status data formatted for client-facing updates and steering meetings.
Report categoryProject 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
AudienceProject managers, operations leads
Where to find this in Proxuma
Power BI › Projects › Projects Overview
What you can measure in this report
Project Summary
Hours by Resource
Monthly Hours Trend
What Should You Do With This Data?
Frequently Asked Questions
AI-Generated Power BI Report
Projects Overview

Power BI Analysis Report — Generated March 08, 2026

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 Project Summary

Data extracted from the Proxuma Demo dataset for projects overview analysis.

ProjectCompanyStatusWorked HoursVariance
Project EnvironmentLewis LLCComplete1,587-382
Project SomebodyCraig-HuynhComplete628-20
Project AlongDoyle-ContrerasComplete536-298
Project LeaveClements, Pham and GarciaComplete417-198
Project ThoughBurke, Armstrong and MorganIn progress339-70
View DAX Query — Project Summary query 
EVALUATE TOPN(10, SUMMARIZECOLUMNS('BI_Autotask_Projects'[project_name], 'BI_Autotask_Projects'[project_status_name], 'BI_Autotask_Projects'[company_name], "WorkedHours", SUM('BI_Autotask_Projects'[worked_hours]), "Variance", SUM('BI_Autotask_Projects'[variance_hours])), [WorkedHours], DESC)
2.0 Hours by Resource

Data extracted from the Proxuma Demo dataset for projects overview analysis.

ResourceHours
Brandon Lynn1,343.7
Brandon Bishop1,361.5
Daniel Daniels1,418.4
Gregory Horn1,504.5
Elizabeth Ortega1,433.4
Jennifer King1,584.5
Jeremy White1,492.5
Dr. Amber Ayala DVM2,399.8
Kevin Allen2,060.1
James Li2,136.0
Maxwell Reed2,050.3
Chelsea Thomas1,779.6
David Hunt1,862.2
Andrew Roberts1,887.7
Jerry Mcfarland1,554.0
View DAX Query — Hours by Resource query 
EVALUATE TOPN(15, SUMMARIZECOLUMNS('BI_Autotask_Time_Entries'[resource_name], "Hours", SUM('BI_Autotask_Time_Entries'[hours_worked])), [Hours], DESC)
3.0 Monthly Hours Trend

Data extracted from the Proxuma Demo dataset for projects overview analysis.

MonthHours
2025022,534.3
2025043,588.0
2025033,330.5
2025073,536.6
2025063,198.0
2025053,314.9
2025082,686.4
2025104,003.3
2026012,115.7
2025123,247.4
2025113,314.2
2025093,864.6
View DAX Query — Monthly Hours Trend query 
EVALUATE TOPN(12, SUMMARIZECOLUMNS('BI_Common_Dim_Date'[year_month], "Hours", SUM('BI_Autotask_Time_Entries'[hours_worked])), 'BI_Common_Dim_Date'[year_month], DESC)
4.0 What Should You Do With This Data?
1

Data-Driven Visibility

This report provides automated visibility into projects overview, replacing manual spreadsheet analysis with live Power BI data.

2

Review Regularly

Schedule a recurring review of projects overview metrics to catch trends before they become problems.

3

Take Action

Use these insights to make data-driven decisions about projects overview improvements in your MSP operations.

5.0 Frequently Asked Questions
What data sources does the Projects Overview report use?

This report pulls data from PSA through the Proxuma Power BI integration, using DAX queries against the live data model.

How often is this data refreshed?

The underlying Power BI dataset refreshes daily. Reports can be regenerated at any time for the latest figures.

Can I customize this projects overview report?

Yes. Proxuma reports are fully customizable. You can modify the DAX queries, add new sections, or adjust the analysis to match your specific MSP needs.

Proxuma Power BI · AI-Generated Report · proxuma.io/powerbi Generated in < 15 minutes via MCP · March 2026
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