The short version: pick 10 to 15 numbers that show, week by week, whether the business is healthy: sales activity, service delivery, money and people. Give each one owner and a goal. Pull ticket numbers from your PSA and money numbers from QuickBooks automatically, and type the rest in each Monday.
Why weekly numbers
Monthly financials tell you what already happened. A weekly scorecard shows trouble while there is still time to act: tickets piling up, proposals drying up or cash slipping. The leadership team reads it every week in the first minutes of the meeting, and anything off track becomes an issue to solve.
A starting set for an MSP
| Number | Typical owner | Example goal |
|---|---|---|
| Tickets opened this week | Service manager | Watch the trend |
| Tickets closed this week | Service manager | At least as many as opened |
| Open tickets right now | Service manager | Under a set number per technician |
| Tickets closed the same day | Service desk lead | 60% or more |
| Customer satisfaction | Service manager | 4.7 out of 5 or more |
| Income this week | Owner or finance | Weekly share of the annual goal |
| Cash in the bank | Finance | Above a set floor |
| Money owed to us | Finance | Under a set amount |
| New monthly recurring revenue signed | Sales | Weekly share of the quarterly goal |
| Qualified meetings held | Sales | 3 or more |
| Proposals sent | Sales | 2 or more |
| Technician hours billed or used | Service manager | A set percentage of available hours |
| Onboardings on schedule | Projects lead | All of them |
These are starting points. Keep the ones you would act on, drop the rest, and change the goals to fit your size and pricing.
Where each number comes from
From your PSA, automatically
BOSS connects to Autotask, ConnectWise PSA, HaloPSA and Kaseya BMS and fills tickets opened, tickets closed and open tickets each week. The same numbers show on the daily huddle board for today.
From QuickBooks, automatically
QuickBooks Online connects with a sign-in. QuickBooks Desktop connects through Intuit's free QuickBooks Web Connector. Either one fills income for the week, cash in bank accounts and money owed to you. See QuickBooks Desktop scorecard for how the Desktop setup works.
Formulas, webhooks and a weekly entry
Some numbers are made from others, such as tickets closed divided by tickets opened. Those can be formulas. Anything in another system can be sent to BOSS by a webhook from Zapier, Power Automate or your own script. The rest, like satisfaction scores or meetings held, take a minute for their owner to type in each Monday.
Setting goals
- Start each goal from what the last 8 to 13 weeks actually looked like, then raise it a little.
- Use "or more" or "or less" so on track and off track are never a judgment call.
- Give each number one owner. Shared ownership means nobody looks at it.
- Review the set each quarter. Retire a number nobody has acted on in a quarter.
Building it in BOSS
When you set up BOSS you can pick starter numbers for an MSP, then rename, re-goal or remove them. The scorecard shows recent weeks side by side with off-track weeks marked, and any off-track number can be dropped on the issues list from the meeting. Connectors are part of the Pro plan.
Questions
How many numbers should an MSP scorecard have?
Between 5 and 15. Fewer than 5 misses parts of the business. More than 15 takes too long to read in a weekly meeting and starts to hide the ones that matter.
Can the scorecard pull numbers from Autotask or ConnectWise?
Yes. BOSS fills tickets opened, tickets closed and open tickets from Autotask, ConnectWise PSA, HaloPSA or Kaseya BMS each week, and shows today's numbers on the daily huddle board.
Can the scorecard pull from QuickBooks?
Yes. QuickBooks Online and QuickBooks Desktop both fill income for the week, cash in bank accounts and money owed to you.
What if a number is not in any system?
Type it in each week, make it a formula from other numbers, or send it by webhook from Zapier, Power Automate or a script.