Find the margin questions
Compare client revenue with service effort. Identify missing time, unbilled work and costs that need allocation.
For MSP owners
Know where your MSP’s time, cost and client risk meet.
Decide where to add capacity, which client work needs attention and what your next platform would cost.
From a cost question to a decision.
01 / The problem
The headline margin leaves questions.
Revenue and costs cover different periods. Missing time can distort the picture.
- Client revenue
- Period to reconcile
- Time + tool costs
- Time incomplete
- Decision + owner
- Decision waiting
02 / Connect the work
Compare the same client and month.
Link the source records, mark missing entries and make allocation assumptions visible.
- Client revenue
- Period aligned
- Time + tool costs
- Sources connected
- Decision + owner
- Gaps identified
03 / Illustrative outcome
Know what to resolve before deciding.
Leave with the unexplained difference, its owner and the evidence still needed.
- Client revenue
- Inputs traceable
- Time + tool costs
- Open questions named
- Decision + owner
- Next owner assigned
Bring client revenue, approved time and allocated tool costs into the same period before judging margin.
Book a walkthrough Concept example. Check current scope.Start with the decision
What needs to work better?
See what the stack really costs
Include subscriptions, storage, retained tools and migration effort in the comparison.
Choose the next capacity move
Identify recurring administrative work before deciding whether to add people, change a process or test automation.
Follow the work
A practical agenda for your walkthrough.
Use your own operating problem to review each decision and the record it should leave.
- Review
Bring one client and one month
Use anonymized revenue, approved time and tool costs for the same billing period.
- Prioritize
Trace one unexplained difference
Follow missing time or an unexpected cost back to its source and responsible owner.
- Improve
Leave with a specific next step
Agree on the missing evidence, who will supply it and whether a scoped pilot is useful.
Try one useful scenario
Revenue, service effort and exceptions
Fictional example: a client has 1,000 units of monthly revenue, 300 of approved labor and 200 of allocated tools. The illustrative contribution is 500 before overhead, tax and omitted costs.
Illustrative evaluation scenario, not a recorded product result.What a useful result must show
Reconcile contract, time and cost sources for the same period. Mark incomplete time entries and allocation assumptions before interpreting margin.
Get the evaluation worksheet →Check the support boundaries
- Contract revenue and billing period
- Approved service time and loaded cost
- Retained tools/provider costs
- Missing data and allocation assumptions
This arithmetic example is not a product report or a forecast. Bring one client’s anonymized model, required cost sources and exception rules to the owner walkthrough.
Check public evidence and availability →Bring these three inputs.
Current tool inventory
List the systems you would retain, replace or connect. Note renewal dates and export constraints.
Commercial assumptions
Bring device and SaaS-user counts, storage needs and any costs excluded from your current headline price.
Transition dependencies
Identify required providers, unsupported objects and the people who must approve a cutover.
Scope, availability and evaluation details
Questions, answered
Questions for this evaluation.
Can Dayrook replace an entire MSP stack at once?
A migration can cover multiple systems, but replacement should follow verified discovery, dry runs, reconciliation, and an agreed cutover sequence.
Does the owner view expose technician-only data?
Access is governed by role and policy. Executive summaries can link to evidence without granting unnecessary operational privileges.