8-dimension health scoring
Internal health scores from 0-100 across service quality, engagement, financials, sales, environment, operations, tool stack, and projects.
Client health, revenue and tool coverage in one internal view
Financial data, tool stack compliance, and client health in one view
MSP team view
Give staff a place to review client health, financial indicators and tool stack coverage. Use the underlying evidence and source freshness to decide where to investigate.
Used by MSPs including
What changes for your clients
The problem
No early warning when a client relationship is deteriorating until they cancel or escalate
In MSPortal
Health scores combine ticket trends, engagement, financials, and environment data into a single risk indicator per client
The outcome: Your team spots at-risk clients early and reaches out before small issues become cancellations
The problem
Calculating effective hourly rate and per-seat pricing means pulling data from multiple systems into spreadsheets
In MSPortal
Financial reporting calculates revenue efficiency, seat pricing, and support effort automatically from your PSA data
The outcome: You see which clients have low effective rates or heavy support effort, without manual number-crunching
The problem
No easy way to see which clients are missing critical tools from your standard stack
In MSPortal
A tool stack compliance matrix shows deployment status across every company at a glance
The outcome: Gaps in your standard stack show up per client, ready to link to Planner items
“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
Revenue efficiency metrics
Effective hourly rate, all-in seat pricing, reactive hours per endpoint, and A-F financial grades calculated automatically from PSA data.
MSP team view
Tool stack compliance matrix
See which clients are missing tools from your standard stack at a glance. Link deployment gaps directly to Planner items for remediation.
Health signals
Review health indicators and what drives them. Scores help you investigate; they don’t predict or guarantee client retention.
Operational trend tracking
Internal trend data showing which clients are improving and which need attention, separate from client-facing analytics.
Full portfolio view
Financial grades, health scores, and tool stack completion across every client in one internal view for leadership and account managers.
At a glance
- Use health signals to prioritize client conversations
- See effective hourly rate and seat pricing without spreadsheets
- Track tool stack deployment gaps across every client
- Financial grades (A-F) make it clear which clients need attention
What is the client health score based on?
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.
How does financial reporting work?
Financial Reporting combines supported PSA revenue, support activity and configured endpoint or seat counts. Period and model settings affect metrics and grades; missing evidence can withhold a grade. It does not measure net profit.
What is tool stack compliance?
You define your standard tool stack with categories and required items. The compliance matrix shows which tools are deployed, in progress, or missing at each client. Gaps can be linked directly to Planner items so they become part of the IT roadmap.
Who can access MSP Tools?
MSP Tools is MSP-facing only. Client users cannot see it. Access is controlled through our role-based access control system, so you decide which team members can view health scores, financials, and tool stack data.
Explore related features
See how it would work for your clients.
Book a 30-minute demo with our team, or try it yourself.