The start of the new year gives us all the opportunity to gain a fresh perspective and formulate a strategy for accomplishing the goals we have set for ourselves. This is applicable to our personal and professional lives alike. 


Many managed service provider (MSP) owners use the start of a new year to understand their current financial posture and to see where tweaks need to be made in order to close the year in a really healthy place. 


A great way to keep an eye on an MSP's financial health is by displaying critical metrics in a visible, easily-referenced dashboard that updates automatically. So, this month, we're sharing a Financial Health dashboard, with high-level metrics that any executive will want to keep her or his eyes on. 


Financial Health dashboard - view here

Sample BrightGauge dashboard - financial health

The metrics covered in this dashboard include:

  • EBITDA (Earnings Before Interest, Tax, Deprecation & Amortization)
  • MRR (Monthly Recurring Revenue)
  • Margin %
  • Churn % 
  • Lifetime Value gauge:  insight into the potential total revenue each customer can bring, taking into account average MRR, churn rate, and margin.


To recreate this dashboard for your own team, check out the links below:

Financial Health Dashboard (Public view link)

Financial Health Dashboard Buildout Key 


Please feel free to reach out to with any questions you have!

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