Audience-appropriate metrics
Share operational metrics with clients while financial and relationship analysis stays with your staff.
Show clients whether their IT is getting better
Trends that show clients whether their IT is improving
MSP team view
Track trends in ticket, device and compliance metrics. Choose the dashboards and reports each audience sees; company access and permissions control visibility.
Used by MSPs including
What changes for your clients
The problem
Clients have no way to see how their IT environment is performing overall
In MSPortal
Trend data built from ticket history, compliance status and device health, shared with clients through the dashboards you choose
The outcome: Clients see a clear picture of their IT health, and the team spends less time manually assembling status reports
The problem
Clients don't know if their IT environment is getting better or worse until something breaks
In MSPortal
Trend indicators show clients which areas are improving and which need attention
The outcome: Clients see the overall trend, not just the latest incident
The problem
Clients can't see whether their IT is improving month over month
In MSPortal
Trend analysis tracks compliance completion, ticket volume, device health, and engagement over time with clear visual indicators
The outcome: Clients see measurable improvement in their own dashboard, and the data is ready when review meetings come around
“MSPortal.ai has become a core part of how we run account management at tech42. It gives us a single place to manage client health, track planning and budgeting, and run technical strategy meetings. It replaced the patchwork of reports we used to pull from multiple vendors. Our clients notice the professionalism, and internally it's saved us real time. Highly recommend it for any MSP looking to level up their client experience.”
What's included
MSP team view
Progress over time
Trend lines show clients whether their IT health is improving month over month.
MSP team view
Portfolio comparison
Compare metrics across companies internally to spot patterns and decide where to look closer.
Evidence for follow-up
Review what’s driving each metric before choosing recommendations for a client.
Connected data
Metrics come from synced records. Check the time window, coverage and freshness before reading a trend.
QBR-ready insights
Health trends flow directly into QBR reports, so review meetings open with real progress data instead of anecdotes.
At a glance
- Give clients access to the operational metrics you choose to share
- Trend indicators show clients how their metrics change over time
- Portfolio view helps the team know where to focus attention next
- Review synchronized data with its coverage and freshness in mind
What data does business intelligence use?
Available reporting sources include ticket, device, compliance, survey, usage and training records. Coverage and refresh timing depend on your connected integrations and configuration.
How does client health scoring work?
Client Health uses eight dimensions: service, engagement, financial, sales, projects, standards, environment and operations. The published score depends on enabled metrics and evidence coverage; insufficient evidence can produce a Limited data result.
Can clients see their health score?
Client users see the dashboards and metrics their permissions allow. Internal MSP health and financial views are separate; do not assume that a staff health score is published to clients.
Is this different from BrightGauge or MSPbots?
MSPortal includes dashboards and reporting alongside its client portal. Compare the specific metrics, integrations, permissions and external dashboard requirements you need when evaluating BrightGauge or MSPbots.
Explore related features
See how it would work for your clients.
Book a 30-minute demo with our team, or try it yourself.