Free Excel Tool for MSP Owners

Which Clients Are Actually Strengthening Your MSP?

Recurring revenue does not tell the whole story.

The Ultimate MSP Client Profitability Scorecard helps you identify clients that may be quietly draining margin, service capacity, owner attention, or team energy.

Use the workbook to:

• Estimate recurring client gross margin

• Identify disproportionate service workload

• Account for owner attention and client friction

• Find potential repricing opportunities

• Expose MRR and gross-profit concentration risk

The macro-free Excel workbook includes editable assumptions, a simple client-input sheet, a portfolio dashboard, and a completed example.

Created by Scott Phillips, who spent more than 30 years owning and operating an IT services business that evolved into an MSP.

No accounting-system access required. Your client information remains inside your workbook.

Provided for educational and informational purposes. Results are estimates based on user-entered information and assumptions and do not constitute accounting, tax, legal, valuation, investment, or pricing advice.