“Resources Overview”
Autotask PSA Datto RMM Datto Backup Microsoft 365 SmileBack HubSpot IT Glue All reports
AI-GENERATED REPORT
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What is the overview of all resources and their time entry performance?

Resources 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
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Resources 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: Operations managers, service delivery leads, and MSP owners managing capacity

How often: Weekly for scheduling, monthly for utilization reviews, quarterly for staffing decisions

Time saved
Calculating utilization from time entries and ticket data manually is tedious. This report does it automatically.
Capacity insight
See who is overloaded, who has bandwidth, and where bottlenecks form.
Staffing data
Evidence-based decisions about hiring, scheduling, and workload distribution.
Report categoryResource & Capacity
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
AudienceOperations managers, service delivery leads
Where to find this in Proxuma
Power BI › Resources › Resources Overview
What you can measure in this report
Hours by Resource
Billable vs Non-Billable
Monthly Hours Trend
What Should You Do With This Data?
Frequently Asked Questions
AI-Generated Power BI Report
Resources 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 Hours by Resource

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

ResourceTotal HoursBillable HoursEntries
Dr. Amber Ayala DVM2,4001,7492,043
James Li2,1361,3032,236
Kevin Allen2,0601,145715
Maxwell Reed2,0501,8384,513
Andrew Roberts1,8881,5273,705
View DAX Query — Hours by Resource query 
EVALUATE TOPN(15, SUMMARIZECOLUMNS('BI_Autotask_Time_Entries'[resource_name], "TotalHours", SUM('BI_Autotask_Time_Entries'[hours_worked]), "BillableHours", SUM('BI_Autotask_Time_Entries'[Billable Hours]), "EntryCount", COUNTROWS('BI_Autotask_Time_Entries')), [TotalHours], DESC)
2.0 Billable vs Non-Billable

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

Non-BillableHours
-38,363.8
True12,387.8
View DAX Query — Billable vs Non-Billable query 
EVALUATE SUMMARIZECOLUMNS('BI_Autotask_Time_Entries'[is_non_billable], "Hours", SUM('BI_Autotask_Time_Entries'[hours_worked]))
3.0 Monthly Hours Trend

Data extracted from the Proxuma Demo dataset for resources 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 resources overview, replacing manual spreadsheet analysis with live Power BI data.

2

Review Regularly

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

3

Take Action

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

5.0 Frequently Asked Questions
What data sources does the Resources 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 resources 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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