This report provides a detailed breakdown of revenue won tracker: mtd, qtd, and ytd at a glance 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
-- Revenue Won MTD
EVALUATE
ROW(
"Revenue_Won_MTD", [Revenue - Won MTD],
"Revenue_Won_QTD", [Revenue - Won QTD],
"Revenue_Won_YTD", [Revenue - Won YTD]
)
-- Underlying MTD measure definition:
-- VAR _StartOfMonth = DATE(YEAR(TODAY()), MONTH(TODAY()), 1)
-- RETURN CALCULATE(
-- SUM(BI_Autotask_Opportunities[amount]),
-- BI_Autotask_Opportunities[status_name] IN {"Closed", "Implemented"},
-- BI_Autotask_Opportunities[closed_date] >= _StartOfMonth,
-- BI_Autotask_Opportunities[closed_date] <= TODAY()
-- )The open pipeline stands at 124 active opportunities worth €3.94M. These are deals in the Active status in Autotask, not yet closed or lost. Converting 25% of this pipeline would add roughly €985K in won revenue, which is more than double the current QTD figure. The pipeline-to-won ratio is a key metric for forecasting close rates and setting realistic quarterly targets.
EVALUATE ROW("TotalDeals", COUNTROWS('BI_HubSpot_Deals'), "TotalPipelineValue", SUM('BI_HubSpot_Deals'[amount]), "WonDeals", CALCULATE(COUNTROWS('BI_HubSpot_Deals'), 'BI_HubSpot_Deals'[deal_stage] = "closedwon"), "WonRevenue", CALCULATE(SUM('BI_HubSpot_Deals'[amount]), 'BI_HubSpot_Deals'[deal_stage] = "closedwon"))Historically, 509 deals were lost for a total value of €7.06M. Against won deals of €3.97M across 832 opportunities, the implied win rate by value is 36%. This is worth watching: if the lost deals were larger on average, it may indicate competitive pricing pressure on higher-value proposals. The average lost deal runs to €13.9K versus €4.8K for won deals.
| Status | Opportunities | Total Value | Avg. Deal Size | Assessment |
|---|---|---|---|---|
| Active (Open) | 124 | €3,938,803 | €31,764 | In progress |
| Closed (Won) | 720 | €3,443,385 | €4,782 | Won |
| Implemented (Won) | 112 | €523,880 | €4,677 | Won |
| Lost | 509 | €7,059,325 | €13,869 | Lost |
EVALUATE
SUMMARIZECOLUMNS(
BI_Autotask_Opportunities[status_name],
"Revenue", SUM(BI_Autotask_Opportunities[amount]),
"Count", COUNTROWS(BI_Autotask_Opportunities),
"Avg_Deal", AVERAGEX(
BI_Autotask_Opportunities,
BI_Autotask_Opportunities[amount]
)
)
ORDER BY [Revenue] DESCAll €420K of Q1 won revenue closed in January and February. March has not yet produced a closed deal. This is common with longer sales cycles where pipeline built in Q4 converts in the first two months of Q1, then the next wave builds through March.
With 124 active opportunities and an average deal size of €31.8K per active deal, even a 15% close rate on current pipeline would deliver €591K in won revenue. That would make Q2 the strongest quarter on record based on these figures.
Average lost deal: €13.9K. Average won deal: €4.7K. This gap suggests competitive pressure at the higher end. Consider whether your proposals for larger deals need stronger value justification or different pricing structures.
Opportunities with status "Closed" or "Implemented" and a non-blank closed_date count as won. The Implemented status typically means the work has been scoped and kicked off. Both statuses are included in the Revenue Won MTD/QTD/YTD measures using the closed_date field as the anchor for the time period filter.
Revenue Won comes from the Opportunities table and represents the deal amount at close. Revenue Total comes from Billing Items and reflects what was actually invoiced. The gap between them shows uninvoiced work, scope changes, or phased billing. A large gap in either direction warrants investigation.
Create a Target measure in your Power BI model and compare it to Revenue Won QTD or YTD using a gauge visual or KPI card. For example, if your Q1 target is €600K, the current €420K puts you at 70% with roughly one week remaining. The interactive dashboard linked above includes a target comparison view.
Yes. The BI_Autotask_Opportunities table contains owner_id, company_id, and opportunity_name fields. You can SUMMARIZE by owner to see which sales rep is producing the most won revenue, or filter to a specific company to see how much new business you have closed with that client over any period.
For MSPs with 30–60 day sales cycles, a common pattern is front-loaded quarters where most deals close in the first month after a strong pipeline month. Tracking this monthly within Power BI lets you spot whether your pipeline is converting steadily or in bursts, which affects capacity planning for the delivery team.
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