Services Profit Detail by Company (Live Report)

This report breaks down recurring service profitability at the most practical level: by service, by client, by recurring contract.

See exactly which services are profitable, which are barely breaking even, and which ones are secretly bleeding margin. Instead of guessing where money is made or lost, you get a clear breakdown of monthly recurring revenue vs cost vs margin for every client and every service you provide.

If you’ve ever stared at your P&L thinking:

“Where is the margin actually coming from?”
“Is this contract even worth it?”
“Which services are subsidizing others?”

This report tells you — instantly.

💡 Perfect For

✔️ MSP owners evaluating contract profitability
✔️ CFOs and ops managers preparing QBRs and renewals
✔️ Reviewing pricing before renewals or scope increases
✔️ Identifying underpriced or over-delivered services
✔️ Strategic service stack decisions (what stays / what goes)

📊 What This Tells You

• Revenue, internal cost, and margin per recurring service

• Which clients are profitable vs underwater

• Which services carry the business (and which drag it down)

• Where pricing or labor alignment is out of balance

• Evidence to support price adjustments before renewal

📦 What You Get

📄 PDF Build Guide

• Step-by-step walkthrough of the entire build

• Every formula included + appendix for copy/paste

• Field-by-field explanations so you actually learn LiveReports

🔧 Format & Structure Training

• Why each step exists (not just “click here”)

• Understand how LiveReports think so you can modify confidently

🎥 Support & Fine Tuning

• Email support included

• Short video explainers to help with tuning your layout

🚀 Optional Install Help (Add-On)

• Available when bundling multiple reports

• I’ll install and tune it with you in your tenant

🔌 Plug-and-Play Ready

• Built for most Autotask tenants

• Use as-is or customize as your stack evolves

✨ Bonus

• Build reporting skills you can reuse across your PSA

• Perfect foundation for deeper financial analytics

🛠️ Technical Requirements

• Autotask LiveReports access

• Recurring services and billing configured