Autotask PSA Masterclass - Profitability Reporting


September 2019


11:00 AM - 12:00 PM AEST

Do you know which of your contracts or customers are profitable? Join us for a session where we discuss and demonstrate how to report on profitability from within Autotask PSA. We will look at what values make up the profitability calculation and where costs and revenue values are gathered from. We will review the best places within PSA to view profitability and discuss the differences with each view point.
During this event, you will learn:

  • To demonstrate how partners can actively look at each customer/contract and see if they are making money on them.
  • Demonstrate to partners how to look at this data within Autotask,
  • Where to go to get the reports which show this
  • How to make sure the system is set up properly to record this

And more!

Our Presenters

Polly Fisher

Polly Fisher


Senior Implementation Manager