How is total revenue moving month over month, what contract types drive it, and how concentrated is your client base? Generated by AI via Proxuma Power BI MCP server.
How is total revenue moving month over month, what contract types drive it, and how concentrated is your client base? Generated by AI via Proxuma Power BI MCP server.
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
How is total revenue moving month over month, what contract types drive it, and how concentrated is your client base? Generated by AI via Proxuma Power BI MCP server.
EVALUATE ROW("TotalBillingItems", COUNTROWS('BI_Autotask_Billing_Items'), "TotalRevenue", SUM('BI_Autotask_Billing_Items'[total_amount]), "DistinctCompanies", DISTINCTCOUNT('BI_Autotask_Billing_Items'[company_id]))Total billed revenue by month, August 2024 through June 2025. The trend line shows a clear upward trajectory with a peak in April 2025.
Revenue grew steadily from $827K in September 2024 to a peak of $1.34M in April 2025, a 62% increase over eight months. May and June 2025 pulled back slightly to the $1.0M-$1.1M range, which is still well above the second half of 2024.
The April spike likely reflects a combination of quarterly billing cycles and new contract activations. If that peak was driven by one-off project work, the drop-off is expected. If it was recurring revenue, the decline warrants investigation.
EVALUATE
SUMMARIZE(
BI_Autotask_Billing,
BI_Date[year_month],
"Revenue", SUM(BI_Autotask_Billing_Items[price])
)
ORDER BY BI_Date[year_month] DESCHow revenue breaks down across contract categories. Recurring service agreements make up the bulk of billing.
89.3% of all revenue is recurring. That is a strong foundation. Recurring service contracts provide predictable cash flow and higher valuations during M&A. The 10.5% from time and materials is typical for project work and ad-hoc requests.
The question for growth: is the T&M percentage increasing or decreasing? If clients are buying more project work, that could signal upsell opportunities to convert into recurring agreements.
EVALUATE
SUMMARIZE(
BI_Autotask_Contracts,
BI_Autotask_Contracts[contract_type],
"Revenue", SUM(BI_Autotask_Billing_Items[price]),
"Cost", SUM(BI_Autotask_Billing_Items[internal_cost]),
"ActiveContracts", CALCULATE(DISTINCTCOUNT(BI_Autotask_Contracts[contract_id]), BI_Autotask_Contracts[is_active] = TRUE())
)
ORDER BY [Revenue] DESCTop 15 clients ranked by total revenue, with cumulative share of the portfolio. High concentration means higher risk if a single client churns.
| # | Client | Revenue | % of Total | Cumulative | Risk |
|---|---|---|---|---|---|
| 1 | Client Alpha | $2,324,617 | 13.2% | 13.2% | High |
| 2 | Client Beta | $2,212,915 | 12.6% | 25.8% | High |
| 3 | Client Gamma | $1,431,177 | 8.1% | 33.9% | Medium |
| 4 | Client Delta | $644,742 | 3.7% | 37.6% | Medium |
| 5 | Client Epsilon | $568,318 | 3.2% | 40.8% | Normal |
| 6 | Client Zeta | $501,455 | 2.8% | 43.6% | Normal |
| 7 | Client Eta | $478,219 | 2.7% | 46.3% | Normal |
| 8 | Client Theta | $412,386 | 2.3% | 48.6% | Normal |
| 9 | Client Iota | $389,517 | 2.2% | 50.8% | Normal |
| 10 | Client Kappa | $351,824 | 2.0% | 52.8% | Normal |
| 11 | Client Lambda | $328,915 | 1.9% | 54.7% | Normal |
| 12 | Client Mu | $301,267 | 1.7% | 56.4% | Normal |
| 13 | Client Nu | $287,144 | 1.6% | 58.0% | Normal |
| 14 | Client Xi | $264,891 | 1.5% | 59.5% | Normal |
| 15 | Client Omicron | $248,376 | 1.4% | 60.9% | Normal |
EVALUATE
TOPN(15,
SUMMARIZE(
BI_Autotask_Billing,
BI_Autotask_Billing_Items[company_name],
"Revenue", SUM(BI_Autotask_Billing_Items[price])
),
[Revenue], DESC
)
ORDER BY [Revenue] DESCA visual breakdown of the revenue composition. Recurring income is the backbone of MSP valuation and predictability.
The 89.3% recurring ratio is above the MSP industry benchmark of 70-80%. This means the business has a strong base of predictable monthly income. The 53% gross margin is healthy, though top-performing MSPs typically target 55-65%.
To improve margin, look at internal cost allocation on your largest contracts. A 2-point margin improvement on $15.7M of recurring revenue would add $314K to the bottom line annually.
From $827K in September 2024 to $1.03M in June 2025, monthly revenue has grown by 25%. The April 2025 peak of $1.34M shows the business can scale beyond $1M/month consistently.
Two clients (Alpha and Beta) together account for 25.8% of total revenue. If either one churns, the impact is immediate and material. Consider diversifying your top accounts or deepening contracts to make switching harder.
At 89.3%, the recurring share is well above the industry average of 70-80%. This provides predictable cash flow and increases the business valuation multiplier for potential buyers or investors.
Revenue dropped from $1.34M in April to $1.03M in June. Investigate whether the April spike was a one-time billing event (quarterly true-ups, project completions) or if the decline signals a broader slowdown.
A 53% gross margin across $17.6M of revenue means $9.3M of gross profit. There is room to push toward 55-60% by optimizing resource allocation on large contracts without sacrificing service quality.
Revenue is sourced from the BI_Autotask_Billing table in Proxuma Power BI. This table pulls billing line items from your Autotask PSA, including contract charges, time-and-materials entries, and one-time invoices. The data refreshes through the Power BI semantic model.
Recurring revenue comes from billing lines tied to contracts with a "Recurring Service" contract type in Autotask. These are typically monthly managed services agreements, security bundles, or backup subscriptions that bill on a predictable cycle.
Gross margin is calculated as (Revenue - Internal Cost) / Revenue. Internal cost comes from the internal_cost field on each billing line in Autotask, which represents the cost of delivering that service (labor, licenses, etc.).
Best practice is no single client above 10% of total revenue, and no top-3 combination above 25%. This report shows 33.9% in the top 3, which is above the recommended threshold. Focus on growing the mid-tier client base to reduce dependency.
Yes. Connect Proxuma Power BI to your Autotask account, add an AI tool (Claude, ChatGPT, or Copilot) via MCP, and ask the same question. The AI writes the DAX queries, runs them against your real data, and produces a report like this in under fifteen minutes.
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