Profit & Margins PROFITABILITY CONSOLE
DEMO MODE PSA + Billing API
Profitability Module · v3.1 · ConnectWise + QuickBooks Integration

Profitability & Margin Analysis

Real-time per-client gross margins, cost vs. revenue tracking, EHR monitoring, and automated upsell flags from usage and security gaps. Simulated live data — updates every 5s.

Per-Client Margins
Upsell Flags
EHR Tracking
Erosion Alerts
Service Contribution
Margin Forecasts
PSA Integration
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Client Portfolio

Client Overview

Click any client card to expand a full profitability deep-dive with EHR breakdown, service contribution, cost waterfall, and upsell recommendations.

Aggregate Insights

Portfolio Analytics

Service contribution margins, spend forecasts, vendor cost trends, and cross-client comparisons across the full MSP portfolio.

Service Contribution Margins
// Revenue share × gross margin per service line
Margin Forecast · Next 90 Days
// Projected vs actual based on trend + pipeline
Client Margin Distribution
// Gross margin % across all active clients
MRR vs Cost Trend · 12 Months
// Total revenue vs total delivery cost
EHR by Client · Effective Hourly Rate
// Target: $160–$210/hr · Sorted descending
Margin Erosion Alerts

Active Alerts

Real-time flags for margin drops, cost increases, high-touch clients, and missed upsell opportunities. Severity ranked by financial impact.