Atera Quarterly Business Review Template for MSPs
A strategic quarterly review template covering business alignment, IT roadmap, budget planning, and technology recommendations for MSP client meetings.
What's Included
- Business Alignment Review
- Quarterly Performance Summary
- Budget vs. Actual Analysis
- Technology Roadmap
- Risk Assessment
- Strategic Recommendations
- Action Items & Timeline
Why Atera MSPs Need a QBR
QBRs transform you from a vendor into a strategic partner. They're your opportunity to align IT strategy with business goals, upsell valuable services, and prevent client churn before it starts.
Atera Preset reports for hardware, ticketing, patches, and technician overview. Custom analytics (Explore) only on Power tier and above. However, these built-in reports are typically designed for internal operations — not for client communication. This template bridges that gap with a professional, client-ready format structured around Atera's data exports.
Atera is best for: Small MSPs and solo technicians who want simple setup with unlimited device management at a flat per-tech price.
How to Use This Template
- Schedule the QBR meeting 2-3 weeks in advance with key stakeholders
- Aggregate 3 months of performance data and prepare trend analysis
- Identify 2-3 strategic recommendations tied to the client's business goals
- Present budget analysis and propose adjustments if needed
- Document action items with owners and deadlines before leaving the meeting
How to Export Ticket Data from Atera
To populate this report template with real data from Atera, follow these steps to export your ticket data:
- Navigate to the Reports tab in the Atera console
- Select Ticketing Summary or Customer Tickets Overview
- Set the date range and client filters
- Click Export and choose CSV or Excel format
- Note: full ticket history requires per-ticket API calls
API alternative: REST API with Swagger V3 documentation. X-API-KEY auth, 700 requests/minute limit.
Why Atera MSPs Need This Report
Preset reports for hardware, ticketing, patches, and technician overview. Custom analytics (Explore) only on Power tier and above.
This template fills the gap by providing a professional, client-ready quarterly business review format that you can populate with data exported from Atera.
Atera Strengths
- Per-technician pricing with unlimited devices — most predictable cost model
- AI Copilot auto-resolves up to 85% of L1 tickets
- Fastest setup: cloud-native, no on-prem, single-pane for RMM+PSA
Reporting Limitations
- Reporting lacks customization depth compared to enterprise tools
- Bulk CSV export of tickets is not available from the web UI — requires Reports or API
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