“SLA Performance by Client: Who's Getting the Best (and Worst) Service?”
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SLA Performance by Client: Who's Getting the Best (and Worst) Service?

A client-level breakdown of first response and resolution SLA compliance across 67,521 tickets from Autotask PSA. This report identifies which clients consistently hit SLA targets and which ones fall short. 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

SLA Performance by Client: Who's Getting the Best (and Worst) Service?

A client-level breakdown of first response and resolution SLA compliance across 67,521 tickets from Autotask PSA. This report identifies which clients consistently hit SLA targets and which ones fall short. 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 delivery managers, operations leads, and MSP owners tracking service quality

How often: Weekly for operational adjustments, monthly for client reporting, quarterly for contract reviews

Time saved
Pulling per-client SLA data from PSA manually takes hours. This report delivers the breakdown in minutes.
Client-level clarity
Portfolio averages mask the clients getting poor service. This report surfaces the specific accounts that need attention.
Contract evidence
Concrete SLA data per client gives you proof points for renewals, pricing adjustments, or staffing conversations.
Report categorySLA & Service Performance
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 delivery managers, operations leads
Where to find this in Proxuma
Power BI › SLA › SLA Performance by Client: Who's Gett...
What you can measure in this report
Summary KPIs
SLA Performance by Client
Client SLA Heatmap
Ticket Volume vs SLA Compliance
Monthly Client SLA Trends
Data Quality & Methodology
Analysis
Recommended Actions
Frequently Asked Questions
TOTAL TICKETS
FIRST RESPONSE MET
RESOLUTION MET
AI-Generated Power BI Report
SLA Performance by Client:
Who's Getting the Best (and Worst) Service?

A client-level breakdown of first response and resolution SLA compliance across 67,521 tickets from Autotask PSA. This report identifies which clients consistently hit SLA targets and which ones fall short. PSA

Demo Report: This report uses anonymized data to demonstrate AI-generated insights from Proxuma Power BI. Company names have been replaced with Client A through L. The DAX queries and analysis patterns reflect real MSP data.
1.0 Summary KPIs

Overall SLA metrics across all 67,521 tickets in the Autotask PSA dataset.

TOTAL TICKETS
67,521
All ticket types
FIRST RESPONSE MET
80.1%
Below 85% target
RESOLUTION MET
90.2%
Above 85% target
CLIENTS ANALYZED
12
Top 12 by volume
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: Overall SLA
EVALUATE
SUMMARIZECOLUMNS(
    "FirstResponseMet", [Tickets - First Response Met %],
    "ResolutionMet", [Tickets - Resolution Met %],
    "TotalTickets", [Tickets - Count - Created]
)
2.0 SLA Performance by Client

Top 12 clients ranked by ticket volume. Color coding: green = 85%+, amber = 70-85%, red = below 70%.

MetricValue
Resolution Met90.2%
First Hour Fix16.1%
Same-Day30.0%
Closure98.8%
DAX Query: SLA by Client
EVALUATE ROW("ResolutionMet", [Tickets - Resolution Met %], "FirstHourFix", [Tickets - First Hour Fix %], "SameDayRes", [Tickets - Same Day Resolution %], "ClosureRate", [Tickets - Closure Rate %], "TotalTickets", [Tickets - Count - Created])
3.0 Client SLA Heatmap

Side-by-side view of first response and resolution SLA per client. The gap column shows the difference between first response and resolution - larger gaps indicate a triage bottleneck rather than a capacity issue.

Client FR Met % Res Met % Gap (pp) Risk Level
Client C 43.2% 79.3% 36.1 Critical
Client J 68.6% 86.0% 17.4 Critical
Client L 70.1% 93.1% 23.0 At risk
Client H 76.3% 95.1% 18.8 At risk
Client D 73.7% 88.3% 14.6 At risk
Client I 75.4% 87.1% 11.7 At risk
Client E 98.0% 99.9% 1.9 On target

pp = percentage points. Only clients with notable gaps or risk levels are shown.

4.0 Ticket Volume vs SLA Compliance

Does higher ticket volume lead to worse SLA compliance? This table shows volume tiers alongside average first response rates to find out.

Volume Tier Clients Avg Tickets Avg FR Met % Avg Res Met %
High (5,000+) Client A, B, C 5,710 73.0% 88.2%
Medium (2,000-4,999) Client D, E, F, G 2,424 85.7% 92.9%
Low (under 2,000) Client H, I, J, K, L 1,720 75.0% 90.6%

The high-volume tier average is dragged down by Client C (43.2%). Without Client C, the high-volume average jumps to 87.9%.

5.0 Monthly Client SLA Trends

First response compliance by month for the three most critical clients. Tracks whether performance is improving or declining over time.

Client Aug Sep Oct Nov Dec Jan Trend
Client C 41.8% 39.7% 38.1% 42.6% 48.3% 52.1% Improving
Client J 65.2% 62.8% 64.1% 70.3% 74.6% 78.2% Improving
Client E 97.4% 98.1% 97.8% 98.3% 98.6% 99.1% Stable
6.0 Data Quality & Methodology

This report was generated by an AI agent connected to Proxuma Power BI through the MCP (Model Context Protocol) server. The AI wrote DAX queries against the BI_Autotask_Tickets table, executed them, and formatted the results into this document.

Data source: Autotask PSA, synced to Power BI through the Proxuma connector. The dataset contains 67,521 tickets across 12 clients (selected by ticket volume using TOPN). First response compliance uses the first_response_met field (int64, filtered with + 0 = 1). Resolution compliance uses the resolution_met field with the same filter logic.

Client selection: The 12 clients shown are the top 12 by ticket volume. Smaller clients are excluded because their sample sizes may produce unstable percentages.

Limitations: Anonymized client names (Client A-L) replace actual company names. Monthly trend data for individual clients may show variance due to seasonal patterns. Ticket volume per client per month ranges from roughly 50 to 1,100, so single-month percentages for low-volume clients should be treated as directional rather than precise.

7.0 Analysis

Client C is an outlier that drags the entire portfolio down. At 43.2% first response compliance on 6,381 tickets, Client C is the highest-volume client with the worst first response rate by a wide margin. Their resolution rate (79.3%) is also below target. With over 6,000 tickets, this is not a sampling issue. The 36.1 percentage point gap between first response and resolution suggests a severe triage bottleneck, possibly caused by misaligned SLA targets, a timezone mismatch, or insufficient resource allocation for this account.

Client J sits 16.4 points below the 85% target for first response, while their resolution rate (86.0%) just clears it. The 17.4pp gap between first response and resolution confirms the team eventually catches up, but the initial response consistently runs late. This pattern points to a scheduling or triage bottleneck rather than a skills issue. The good news: Client J has improved from 65.2% in August to 78.2% in January, a steady climb that suggests recent changes are having an effect.

Client E proves the system can perform at the highest level. With 98.0% first response and 99.9% resolution compliance across 2,364 tickets, Client E is the benchmark. This is not a low-volume outlier. Whatever process, SLA configuration, or resource allocation applies to Client E should be studied and replicated for the underperformers.

Volume alone does not explain the gap. The medium-volume tier (2,000-5,000 tickets) averages 85.7% first response, while both the high and low tiers underperform. Without Client C, the high-volume tier jumps to 87.9%. The problem is concentrated in specific accounts, not spread evenly across the portfolio.

DAX Query: Gap Analysis
EVALUATE
ADDCOLUMNS(
    TOPN(5,
        SUMMARIZECOLUMNS(
            'BI_Autotask_Tickets'[company_name],
            "FRGap", [Tickets - First Response Met %] - 0.85
        ),
        [FRGap], ASC
    ),
    "BelowTarget", IF([FRGap] < 0, "Yes", "No")
)
8.0 Recommended Actions

Practical steps to close the gaps identified in this report.

1

Prioritize Client C for an SLA review

At 43.2% first response compliance on 6,381 tickets, this is the single biggest drag on the overall 80.1% number. Start by checking whether their SLA targets match the actual service agreement. If the targets are correct, run a time-of-day analysis to find when breaches cluster. A mismatched timezone or after-hours ticket pattern can cause this kind of systemic miss.

2

Audit the triage process for clients below 75%

Clients C, J, L, D, and I all fall below the 85% first response target. Four of them still hit resolution targets, which means the work gets done. The bottleneck is at intake: tickets sit in the queue too long before someone picks them up. Consider auto-assignment rules or a dedicated first-response rotation for high-volume clients.

3

Use Client E as a reference model

With 98.0% first response and 99.9% resolution rates, Client E proves the system can perform at the highest level. Pull their SLA configuration, ticket routing rules, and resource assignment patterns. Compare those against Client C and Client J to identify structural differences. The gap between 43.2% and 98.0% is too large to explain with volume alone.

4

Set up automated alerts for clients below 70%

Clients J (68.6%) and Client C (43.2%) should have been flagged earlier. A weekly Power BI alert on clients below the 70% threshold gives the service desk lead time to intervene before a quarterly review surfaces the problem.

5

Track the improving trend for Client J

Client J has climbed from 65.2% in August to 78.2% in January. That is a 13 point improvement over six months. Whatever changed for this client is working. Document the changes and keep the momentum going. At the current rate, Client J could reach the 85% target within two to three months.

9.0 Frequently Asked Questions
Why do some clients have high resolution rates but low first response rates?

First response and resolution SLA windows are separate timers. A ticket can miss its 1-hour first response target but still get resolved within its 8-hour resolution window. This is common when the initial pickup is slow (queue backlog, after-hours tickets) but the actual fix is quick once someone starts working. The gap signals a triage or scheduling problem, not a skills problem.

How are the 12 clients selected for this report?

The DAX query uses TOPN(12, ..., [TicketCount], DESC) to select the 12 clients with the highest ticket volume. This ensures the analysis covers the clients that generate the most work and have the biggest impact on overall SLA numbers. Smaller clients are excluded because their sample sizes may not produce stable percentages.

What does the gap column in the heatmap mean?

The gap column shows the difference in percentage points between resolution SLA met and first response SLA met. A large gap (like Client C at 36.1pp) means the client's tickets eventually get resolved on time, but the initial response is consistently late. This points to a triage or dispatch problem rather than a team capacity issue. A small gap (like Client E at 1.9pp) means both metrics are aligned and performing well.

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.

How often should I review client-level SLA data?

Monthly is the minimum. For clients in the critical risk category (below 70% first response), a weekly check is recommended. Set up Power BI alerts to flag any client that drops below 70% so you can intervene before the monthly review. Quarterly business reviews should include a trend view like section 5.0 to track progress.

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