See your MSP's financial health in real time. IntegrateIT's revenue dashboard shows revenue, costs, and profit margins broken down by customer, service line, and time period -- so you always know which clients are profitable, which services generate the most revenue, and where your margins are under pressure.
Most MSPs know their total revenue but cannot answer the question that matters most: "which customers are actually profitable?" Revenue data lives in accounting software, cost data is scattered across payroll, vendor invoices, and tool subscriptions, and the link between service delivery effort and revenue is invisible. Without this connection, MSPs cannot identify unprofitable clients, underpriced contracts, or service lines that drain resources. IntegrateIT brings revenue, costs, and labor data together in a single dashboard that makes profitability visible at every level of your business.
The revenue dashboard pulls invoiced revenue from your connected accounting platform (QuickBooks or Xero) and displays it alongside cost data and time entries from IntegrateIT. You see total revenue, total costs, gross margin, and net margin -- updated as new invoices and time entries are recorded.
View revenue by month, quarter, or year. Compare current period performance against previous periods to spot trends. Drill down from the top-level summary into individual customers, service lines, or contracts.
IntegrateIT calculates profitability at the customer level by combining contract revenue with the actual cost of servicing that customer -- including technician time (valued at their cost rate), third-party vendor costs, and allocated overhead. The result is a per-customer profit margin that tells you exactly which clients contribute to your bottom line and which ones cost more to serve than they pay.
Sort customers by profitability to identify your top 10 most profitable clients and your bottom 10 least profitable. Use this data to make informed decisions about pricing adjustments, service scope changes, or strategic client off-boarding.
Revenue
Contract revenue + project revenue + ad-hoc billing from accounting integration
Labor Cost
Technician hours logged against this customer, valued at each tech's cost rate
Third-Party Costs
Vendor expenses, licensing costs, and tool subscriptions allocated to this customer
Margin
Revenue minus all costs, expressed as a dollar amount and percentage
Track how your revenue grows (or contracts) month over month with trend charts that show recurring revenue, project revenue, and one-time revenue separately. Identify seasonal patterns, measure the impact of new client acquisitions, and spot revenue dips before they become critical.
Generate profit-and-loss reports by time period, customer segment, or service line. These reports pull data directly from your accounting integration and combine it with labor cost data from IntegrateIT's time tracking module, giving you a P&L view that no standalone accounting tool can provide.
Understand which services drive the most revenue and which ones consume the most resources. IntegrateIT breaks down revenue by service category -- managed services, project work, break-fix, consulting, and any custom categories you define. See not just how much each service generates, but how profitable each service line is after accounting for the labor and costs required to deliver it.
Monthly recurring revenue (MRR) from managed service contracts, showing growth or churn trends over time.
Revenue from project-based work including migrations, deployments, and infrastructure projects billed on completion or milestones.
One-time and per-incident revenue from break-fix work, hardware sales, and consulting engagements outside of contracts.
Revenue tracking is most powerful when paired with contract and time data.
Link revenue directly to contracts to see actual invoiced amounts versus contract value and track renewal-driven revenue growth.
Labor cost data from time tracking feeds directly into profitability calculations, giving you accurate cost-of-service figures per customer.
Connect your accounting and payment platforms to feed real revenue data into the dashboard.
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