This report provides a detailed breakdown of new client revenue trajectories 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 Type | Amount | Companies | Avg/Company |
|---|---|---|---|
| Billing Items | $17,606,769 | 293 | $60,091 |
| Charges | $6,697,517 | 160 | $41,860 |
EVALUATE ROW("TotalBillingRevenue", SUM('BI_Autotask_Billing_Items'[total_amount]), "BilledCompanies", DISTINCTCOUNT('BI_Autotask_Billing_Items'[company_id]), "TotalChargesRevenue", SUM('BI_Autotask_Charges'[billable_amount]), "ChargedCompanies", DISTINCTCOUNT('BI_Autotask_Charges'[company_id]))| Month | Craig-Huynh | Lewis LLC | Little Group |
|---|---|---|---|
| Aug 2024 | $116,618 | $9,657 | $108,189 |
| Sep 2024 | $128,804 | $13,649 | $112,316 |
| Oct 2024 | $137,024 | $18,293 | $127,412 |
| Nov 2024 | $144,321 | $46,255 | $109,903 |
| Dec 2024 | $130,802 | $87,548 | $99,221 |
| Jan 2025 | $132,979 | $126,809 | $97,403 |
| Feb 2025 | $155,205 | $133,755 | $95,620 |
| Mar 2025 | $146,959 | $220,304 | $90,843 |
| Apr 2025 | $149,933 | $414,479 | $85,925 |
EVALUATE
SUMMARIZECOLUMNS(
'BI_Autotask_Companies'[company_name],
'BI_Common_Dim_Date'[year_month],
"MonthlyRevenue",
CALCULATE(SUM('BI_Autotask_Billing_Items'[extended_price]))
)
WHERE 'BI_Autotask_Companies'[company_id] IN {302, 614, 178}
ORDER BY
'BI_Autotask_Companies'[company_name] ASC,
'BI_Common_Dim_Date'[year_month] ASCLewis LLC started billing at $9,657 in August 2024 and reached $414,479 in April 2025 — a 43x increase in 9 months. This kind of acceleration suggests expanding scope, additional services, or significant infrastructure growth. It is now on track to become the second-largest client by annual revenue.
Craig-Huynh ramped from $117K to $155K per month within three months and has stayed in that range since. At $2.77M total in 19 months, it is already the top revenue-generating new client. The consistent monthly billing suggests a managed services contract with predictable scope.
Little Group peaked at $127K in October 2024 and has been drifting down to $86K in April 2025 — a 32% decline. At 20 months as a client, this could reflect a contract renegotiation, scope reduction, or early churn signal. A proactive QBR is warranted before this becomes an at-risk situation.
The data shows 15 clients with first billing dates in 2024, with the majority onboarded in July–August 2024. This concentrated intake period means several clients hit the 12-month mark around mid-2025 — a natural point for contract renewals, QBRs, and upsell conversations across the board.
extended_price column in the BI_Autotask_Billing_Items table. This represents line-item billed amounts from Autotask invoices and includes both labor and charges. The total_amount column on the same table does not carry valid values in the demo dataset.Connect Proxuma Power BI to your PSA, RMM, and M365 environment, use an MCP-compatible AI to ask questions, and generate custom reports - in minutes, not days.
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