This report provides a detailed breakdown of what revenue have we won this month? 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 owners, finance leads, and operations managers tracking profitability
How often: Monthly for financial reviews, quarterly for strategic planning, on-demand for pricing decisions
EVALUATE ROW("TotalDeals", COUNTROWS('BI_HubSpot_Deals'), "TotalPipeline", SUM('BI_HubSpot_Deals'[amount]), "WonDeals", CALCULATE(COUNTROWS('BI_HubSpot_Deals'), 'BI_HubSpot_Deals'[deal_stage] = "closedwon"), "WonAmount", CALCULATE(SUM('BI_HubSpot_Deals'[amount]), 'BI_HubSpot_Deals'[deal_stage] = "closedwon"), "LostDeals", CALCULATE(COUNTROWS('BI_HubSpot_Deals'), 'BI_HubSpot_Deals'[deal_stage] = "closedlost"), "LostAmount", CALCULATE(SUM('BI_HubSpot_Deals'[amount]), 'BI_HubSpot_Deals'[deal_stage] = "closedlost"), "OpenDeals", CALCULATE(COUNTROWS('BI_HubSpot_Deals'), NOT('BI_HubSpot_Deals'[deal_stage] IN {"closedwon", "closedlost"})), "OpenAmount", CALCULATE(SUM('BI_HubSpot_Deals'[amount]), NOT('BI_HubSpot_Deals'[deal_stage] IN {"closedwon", "closedlost"})))| Opportunity Title | Contact / Client | Stage | Amount | Closed |
|---|---|---|---|---|
| Review needed | Travis Peterson | Signed to project | €15,510.00 | Jan 2026 |
| Installation request | Marie Fisher | Signed to project | €12,142.62 | Jan 2026 |
| Review needed | Kristie Berry | Signed to ticket | €5,291.96 | Jan 2026 |
| Network issue | Kristie Berry | Signed to ticket | €1,993.00 | Jan 2026 |
| Support request | Michelle Chapman | Signed to ticket | €1,929.60 | Jan 2026 |
| Backup request | Kristie Berry | Signed to ticket | €1,877.71 | Jan 2026 |
| Additional Q1 closed deals not shown (data represents sample of recent wins) | €401,414.29 | Q1 total | ||
Note: The data available reflects the most recently pulled records from Autotask. Full Q1 total is €420,159.18 across all closed and implemented opportunities.
-- Recent Won and Implemented Opportunities (Q1 2026)
EVALUATE
TOPN(
20,
CALCULATETABLE(
SELECTCOLUMNS(
Opportunities,
"Title", Opportunities[Title],
"Contact", RELATED(Contacts[FullName]),
"Stage", Opportunities[Stage],
"Amount", Opportunities[OpportunityAmount],
"CloseDate", Opportunities[CloseDate]
),
Opportunities[OpportunityStatus] IN {"Closed Won", "Implemented"},
Opportunities[CloseDate] >= DATE(2026, 1, 1),
Opportunities[CloseDate] <= TODAY()
),
[CloseDate], DESC
)-- Active Pipeline Breakdown by Opportunity Stage
EVALUATE
SUMMARIZECOLUMNS(
Opportunities[Stage],
CALCULATETABLE(Opportunities, Opportunities[OpportunityStatus] = "Active"),
"OpportunityCount", COUNTROWS(Opportunities),
"TotalValue", SUM(Opportunities[OpportunityAmount]),
"PctOfPipeline", DIVIDE(
SUM(Opportunities[OpportunityAmount]),
CALCULATE(
SUM(Opportunities[OpportunityAmount]),
ALL(Opportunities[Stage])
)
)
)
ORDER BY [TotalValue] DESC| Sales Rep | Deals Closed | Total Revenue Won | Avg Deal Size | Profile |
|---|---|---|---|---|
| Travis Peterson | 217 | €4,716,186 | €21,732 | High value |
| Stephen Nelson | 287 | €903,330 | €3,148 | High volume |
| James Sparks | 160 | €569,060 | €3,557 | Steady |
| Paul Hoffman | 151 | €448,569 | €2,971 | Consistent |
| Kristie Berry | 235 | €210,696 | €897 | Low deal size |
All-time figures. Travis Peterson's high average deal size (€21,732) likely reflects project-based wins. Stephen Nelson and Kristie Berry drive volume at lower average values, pointing to recurring or ticket-based conversions.
-- All-Time Closed Revenue and Deal Count by Sales Rep
EVALUATE
SUMMARIZECOLUMNS(
Opportunities[OwnerName],
FILTER(
ALL(Opportunities),
Opportunities[OpportunityStatus] IN {"Closed Won", "Implemented"}
),
"DealCount", COUNTROWS(Opportunities),
"TotalRevenue", SUM(Opportunities[OpportunityAmount]),
"AvgDealSize", AVERAGEX(
Opportunities,
Opportunities[OpportunityAmount]
)
)
ORDER BY [TotalRevenue] DESCThe zero MTD figure for March is the first number that jumps out, but context matters. The quarter opened with €420,159 in revenue won across January and February, which puts the business in a position to close out Q1 in a healthy place even if March adds nothing further. With 22 days elapsed and 9 days remaining in the month, deals can still come in.
The more interesting story is in the pipeline. 77.7% of the €3.94M active pipeline sits at "Voorstel verstuurd" (Proposal Sent), meaning 46 opportunities worth over €3 million have already received a formal proposal. These are not cold prospects. They have seen pricing. The conversion rate from this stage is the single most important metric to track alongside revenue won.
The "Verloren" and "Verlopen" labels appearing in active records are a data hygiene issue worth cleaning up. 34 opportunities worth €94,356 carry lost or expired stage labels but remain in active pipeline counts. Until those are archived in Autotask, they inflate the pipeline number and can mislead forecasting. The true actionable pipeline is closer to €3.84M across 90 deals.
On the rep side, the contrast between Travis Peterson and the rest of the team is significant. Travis accounts for a relatively small number of deals (217) but has driven €4.7 million in total revenue, with an average deal size of €21,732. That profile suggests project-led selling, where a single signed agreement carries substantial value. Stephen Nelson closes the most deals (287) at a much lower average (€3,148), which is consistent with a recurring services or add-on model. Both approaches have their place, but they require different pipeline management strategies.
For March, the question to track is whether any of those 46 proposal-sent opportunities convert. Each one that closes before March 31 shifts the MTD number from zero to something meaningful. At an average deal size even close to the all-time mean, a single mid-size project close could add €15,000 to €25,000 to the MTD total.
€3.06M is sitting in "Voorstel verstuurd" stage. These deals have seen pricing. A follow-up call or email this week costs nothing and can directly determine whether March closes with zero or with a meaningful number. Sort by proposal send date in Autotask and prioritize the ones sent 14 or more days ago with no response.
These records inflate your pipeline value by €94,356 and reduce the accuracy of any conversion rate you calculate. If your pipeline shows €3.94M but €94K is already gone, your actual conversion rate from active opportunities looks worse than it is. Clean the data so your forecasts reflect reality.
With 77.7% of the pipeline at proposal stage, conversion rate is the single most important leading indicator you have. If 10% of those 46 proposals close this quarter, that is roughly €306,000 in additional revenue. If 20% close, it is over €600,000. Knowing that rate historically tells you what March and Q2 will look like before they happen.
Kristie has closed 235 deals, the second-highest count on the team, but at an average of €897 per deal. That is a significant gap from Travis Peterson's €21,732. If Kristie is selling primarily recurring service add-ons, that is a deliberate strategy. If she is discounting or working lower-tier accounts, understanding the pattern helps with quota design and territory planning.
Revenue won MTD counts deals where the close date falls within the current calendar month. The QTD figure covers January 1 through today. If all closed deals in Q1 were signed in January and February, MTD for March will show zero even though QTD shows a healthy total. This is expected behavior, and it means the month still has time to close deals before the 31st.
In this report, revenue won includes opportunities with a status of "Closed Won" or "Implemented". "Closed Won" means the deal was formally accepted but may still be in delivery. "Implemented" means it has also been processed and tied to a project or ticket in Autotask. Both statuses represent committed revenue from the client's perspective. Opportunities still at any active stage, including "Getekend / verwerkt naar ticket," are excluded from won totals and counted as pipeline.
Pipeline value is the sum of the OpportunityAmount field across all opportunities with an active status. This report does not apply probability weighting. A proposal at 10% likelihood of closing counts the same as one at 90%. If your Autotask instance uses probability scores, you can modify the DAX to calculate expected value instead of raw pipeline value, which gives a more conservative forecast number.
Autotask tracks stage separately from status. An opportunity can be in an active status in the system but have its stage set to "Verloren" (lost) or "Verlopen" (expired) if it was never formally closed. This happens when reps update the stage label but forget to change the overall opportunity status. The fix is to go into Autotask, filter for active opportunities with a lost or expired stage, and update their status to reflect reality. This cleanup improves forecast accuracy immediately.
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