“Upsell Opportunities”
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AI-GENERATED REPORT
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What upsell opportunities exist in the pipeline?

Upsell Opportunities

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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Upsell Opportunities

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: MSP operations teams and service delivery managers

How often: As needed for specific analysis or reporting requirements

Time saved
Manual data extraction and formatting takes hours. This report delivers results in minutes.
Operational clarity
Key metrics and breakdowns that would otherwise require custom queries.
Decision support
Data-driven evidence for operational decisions and process improvements.
Report categoryOther
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
AudienceMSP operations teams
Where to find this in Proxuma
Power BI › Report › Upsell Opportunities
What you can measure in this report
Revenue by Company
Monthly Revenue Trend
Contracts by Type
What Should You Do With This Data?
Frequently Asked Questions
AI-Generated Power BI Report
Upsell Opportunities

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 Revenue by Company

Data extracted from the Proxuma Demo dataset for upsell opportunities analysis.

CompanyRevenue
Montgomery-Peck€214,468
Hahn Group€253,148
Wu-Jackson€321,669
Torres-Jones€255,698
Thompson, Contreras and Rios€320,831
Patterson, Riley and Lawson€416,449
Richards, Bell and Christensen€328,164
Burke, Armstrong and Morgan€469,660
Price-Gomez€286,926
Little Group€1,431,177
Wall PLC€476,622
Craig-Huynh€2,324,616
Martin Group€637,091
Lopez-Reyes€589,694
Lewis LLC€2,212,914
View DAX Query — Revenue by Company query 
EVALUATE TOPN(15, SUMMARIZECOLUMNS('BI_Autotask_Companies'[company_name], "Revenue", SUM('BI_Autotask_Billing_Items'[total_amount])), [Revenue], DESC)
2.0 Monthly Revenue Trend

Data extracted from the Proxuma Demo dataset for upsell opportunities analysis.

MonthRevenue
202502€1,051,887
202504€1,341,613
202503€1,106,650
202507€1,045,558
202506€1,033,307
202505€1,080,821
202508€1,058,862
202510€1,006,188
202601€770,865
202512€887,195
202511€927,812
202509€1,002,352
View DAX Query — Monthly Revenue Trend query 
EVALUATE TOPN(12, SUMMARIZECOLUMNS('BI_Common_Dim_Date'[year_month], "Revenue", SUM('BI_Autotask_Billing_Items'[total_amount])), 'BI_Common_Dim_Date'[year_month], DESC)
3.0 Contracts by Type

Data extracted from the Proxuma Demo dataset for upsell opportunities analysis.

TypeCount
Recurring Service1,207
Time & Materials504
Block Hours173
Fixed Price5
View DAX Query — Contracts by Type query 
EVALUATE SUMMARIZECOLUMNS('BI_Autotask_Contracts'[contract_type_name], "Count", COUNTROWS('BI_Autotask_Contracts'))
4.0 What Should You Do With This Data?
1

Data-Driven Visibility

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

2

Review Regularly

Schedule a recurring review of upsell opportunities metrics to catch trends before they become problems.

3

Take Action

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

5.0 Frequently Asked Questions
What data sources does the Upsell Opportunities report use?

This report pulls data from PSA, M365 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 upsell opportunities 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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