“CI Warranty Tracker: End-of-Life Risk Across Your Portfolio”
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CI Warranty Tracker: End-of-Life Risk Across Your Portfolio

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
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This Report
KPIs, breakdowns, trends, recommendations
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CI Warranty Tracker: End-of-Life Risk Across Your Portfolio

This report provides a detailed breakdown of ci warranty tracker: end-of-life risk across your portfolio for managed service providers.

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 › CI Warranty Tracker: End-of-Life Risk...
What you can measure in this report
Portfolio Warranty Overview
CI Inventory by Device Type
Estimated Warranty Risk by Device Class
Key Findings and Recommendations
Frequently Asked Questions
Total CIs Tracked
Hardware CIs (Warranty-Trackable)
Est. Past Warranty
Expiring Next 90 Days
Asset Management Report
Generated: March 2026
Dataset: Demo Data
Report ID: AST-117
Sources: Autotask PSADatto RMM
CI Warranty Tracker: End-of-Life Risk Across Your Portfolio
13,769 configuration items across 543 clients — inventory by device type and estimated warranty risk based on standard 3-year hardware lifecycle, sourced from Autotask PSA via Proxuma Power BI
Demo Report: This report uses synthetic demo data. Warranty expiration dates are estimated from standard 3-year hardware lifecycles — in your Autotask environment, actual warranty_expiration_date field values drive these figures in real time.
01
Portfolio Warranty Overview
Total CIs monitored, hardware refresh exposure, and near-term expiry volume
Total CIs Tracked
13,769
9,207 active (66.9%)
Hardware CIs (Warranty-Trackable)
23
Distinct categories
Est. Past Warranty
Laptop - Windows
6,933 CIs (50.4%)
Expiring Next 90 Days
1,447
12% of hardware CIs

With 12,052 warranty-trackable hardware devices across the client base, roughly 4,219 are estimated to be past their standard 3-year warranty. That's a significant hardware refresh pipeline. The 1,447 devices expiring within the next 90 days are the ones that deserve attention first — these are the conversations your account managers should be opening now, not after a component fails.

View DAX Query — Warranty Overview KPIs
EVALUATE ROW("TotalCIs", COUNTROWS('BI_Autotask_Configuration_Items'), "ActiveCIs", CALCULATE(COUNTROWS('BI_Autotask_Configuration_Items'), 'BI_Autotask_Configuration_Items'[is_active] = TRUE()), "TypeCount", DISTINCTCOUNT('BI_Autotask_Configuration_Items'[configuration_item_type_name]))
02
CI Inventory by Device Type
All 13,769 CIs categorized by type — the foundation of warranty tracking
TypeCount
Laptop - Windows6,933
Desktop - Windows2,734
Server1,461
Domain Registration954
Mobile Device478
Access Point364

Laptops and desktops make up 70.3% of the CI inventory — expected for an MSP serving businesses of typical size. What matters most for warranty risk, though, is the 1,461 servers and 107 firewalls. These are the devices where an out-of-warranty failure carries the highest recovery cost and the longest client impact window.

View DAX Query — CI Count by Device Type
EVALUATE TOPN(10, SUMMARIZECOLUMNS('BI_Autotask_Configuration_Items'[configuration_item_type_name], "Count", COUNTROWS('BI_Autotask_Configuration_Items')), [Count], DESC)
03
Estimated Warranty Risk by Device Class
Past warranty, expiring soon, and in-warranty estimates based on standard 3-year hardware lifecycle
Past warranty
Expiring within 90 days
In warranty
Server (1,461)
584 expired
Firewall (107)
45 expired
Desktop — Windows (2,734)
984 expired
Switch / Access Point (509)
173 expired
Laptop — Windows (6,933)
2,288 expired

Servers carry the highest per-unit risk. At an estimated 40% past warranty across 1,461 units, there are roughly 584 servers running without vendor coverage. For an MSP, this is both a liability and an opportunity: every one of those servers represents a hardware refresh conversation that could include project labor, new licensing, and ongoing managed services revenue.

Firewalls deserve attention disproportionate to their count. A single out-of-warranty firewall failure at a critical client can mean hours of outage and a support escalation. At 42% estimated past warranty across 107 units, roughly 45 client sites are operating without hardware coverage on their perimeter security device.

View DAX Query — Warranty Status by Device Type
EVALUATE
ADDCOLUMNS(
    VALUES('BI_Autotask_Configuration_Items'[configuration_item_type_name]),
    "total_cis", CALCULATE(COUNTROWS('BI_Autotask_Configuration_Items')),
    "past_warranty", CALCULATE(
        COUNTROWS('BI_Autotask_Configuration_Items'),
        NOT(ISBLANK('BI_Autotask_Configuration_Items'[warranty_expiration_date])),
        'BI_Autotask_Configuration_Items'[warranty_expiration_date] < TODAY()
    ),
    "expiring_90d", CALCULATE(
        COUNTROWS('BI_Autotask_Configuration_Items'),
        NOT(ISBLANK('BI_Autotask_Configuration_Items'[warranty_expiration_date])),
        'BI_Autotask_Configuration_Items'[warranty_expiration_date] >= TODAY(),
        'BI_Autotask_Configuration_Items'[warranty_expiration_date] <= TODAY() + 90
    ),
    "in_warranty", CALCULATE(
        COUNTROWS('BI_Autotask_Configuration_Items'),
        NOT(ISBLANK('BI_Autotask_Configuration_Items'[warranty_expiration_date])),
        'BI_Autotask_Configuration_Items'[warranty_expiration_date] > TODAY() + 90
    )
)
ORDER BY [past_warranty] DESC
04
Key Findings and Recommendations
!

Servers are the highest-priority refresh targets

With 1,461 servers in the portfolio and an estimated 40% past warranty, this represents 584 servers running without vendor hardware coverage. Server failures without active support contracts mean paying emergency replacement pricing, waiting for parts, and absorbing labor costs that clients may not expect to see on a bill. A proactive refresh program for servers older than 3 years directly reduces this exposure.

!

Firewalls past warranty are a security and continuity risk

An estimated 45 firewalls are operating past standard warranty. Beyond the hardware failure risk, out-of-warranty security appliances may also lose vendor firmware updates and security patches. For any client on a security-conscious compliance framework, this is a reportable gap. Account managers should have a firewall lifecycle conversation with the affected clients.

!

163 untyped CIs need classification before warranty tracking can work

Without a device type assigned, CIs cannot be grouped into warranty risk buckets. A one-time cleanup of these 163 untyped configuration items — assigning the correct type name in Autotask — makes this entire report more accurate. It also improves the quality of every other CI-related report in the Proxuma model.

The warranty tracking data model is ready — it needs population

The warranty_expiration_date field exists on every CI in Autotask. The Proxuma Power BI model reads it directly. The only step remaining is ensuring that engineers populate this field when a device is onboarded. A one-time backfill for existing devices (using vendor serial lookups) followed by an onboarding checklist update will activate real-time warranty alerting across the full portfolio.

05
Frequently Asked Questions
Where does warranty data come from in Autotask?

Autotask PSA has a warranty_expiration_date field on every Configuration Item record. It can be populated manually, via CSV import, or synced automatically through integrations with vendors like Lenovo, Dell, or HP. RMM tools such as Datto RMM also have a Warranty_Date field that can be cross-referenced. Proxuma Power BI reads both sources and surfaces them in this report.

How do I backfill warranty dates for existing devices?

Most major hardware vendors offer serial number lookup APIs or bulk warranty check tools. Dell has a free warranty API, Lenovo has a batch lookup tool, and HP has a warranty check portal. Export your CI serial numbers from Autotask, run them through the vendor tools, and import the resulting warranty dates back via CSV update. For Datto RMM-connected devices, warranty data is often already available in the RMM agent and can be synced to Autotask automatically.

How should I prioritize which expired devices to address first?

Prioritize by two factors: business impact of failure and replacement lead time. Servers at client sites with no redundancy or cold spare should be at the top of the list — a failed server with a two-week part lead time and no coverage is a major incident. Firewalls are second, given the security and continuity implications. Laptops and desktops, while numerous, typically have shorter replacement cycles and more readily available stock for rapid swap.

Can I send automated warranty alerts to clients?

With Proxuma Power BI connected to your Autotask data, you can share filtered views of this report with specific clients — showing only their own devices. QBR decks built from the Proxuma model can include a warranty section automatically. For automated alerting, Autotask's notification rules can be configured to trigger when warranty dates fall within a set number of days, pushing email alerts to account managers without any manual review.

What is a typical hardware refresh cycle for MSP clients?

Most MSPs recommend 3–5 years for workstations and 3–5 years for servers, depending on workload. The practical trigger is warranty expiration, not age: a 6-year-old server with extended warranty coverage is measurably lower risk than a 4-year-old one without it. Building refresh conversations around the warranty expiration date — rather than arbitrary age thresholds — gives clients a concrete, vendor-validated reason to plan replacement spending.

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