N-able Quarterly Business Review Template for MSPs

What's Included

• Business Alignment Review
• Quarterly Performance Summary
• Budget vs. Actual Analysis
• Technology Roadmap
• Risk Assessment
• Strategic Recommendations
• Action Items & Timeline

Why N-able 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.

N-able N-central Built-in online reports plus optional Report Manager add-on with 50+ pre-built branded stock reports across network, security, patch, and help desk categories. 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 N-able's data exports.

N-able is best for: Larger MSPs managing complex, multi-tenant environments who need enterprise-grade automation and patching.

How to Use This Template

1. Schedule the QBR meeting 2-3 weeks in advance with key stakeholders
2. Aggregate 3 months of performance data and prepare trend analysis
3. Identify 2-3 strategic recommendations tied to the client's business goals
4. Present budget analysis and propose adjustments if needed
5. Document action items with owners and deadlines before leaving the meeting

How to Export Ticket Data from N-able

To populate this report template with real data from N-able N-central, follow these steps to export your ticket data:

1. Navigate to Reports and select the desired report
2. Complete parameters and click View Report
3. Click Export at the bottom, select CSV format
4. For dashboards: Analytics > Dashboards, click ellipsis > Export as CSV or XLSX
5. Note: Data Export must be enabled in Admin Console first

API alternative: REST API (V2) with OAuth2 auth and Swagger documentation. Also supports legacy SOAP API.

Why N-able MSPs Need This Report

Built-in online reports plus optional Report Manager add-on with 50+ pre-built branded stock reports across network, security, patch, and help desk categories.

This template fills the gap by providing a professional, client-ready quarterly business review format that you can populate with data exported from N-able N-central.

N-able Strengths

• Enterprise-grade scalability for massive multi-tenant deployments
• Most powerful patching engine in the RMM space
• Deepest automation with layered policy inheritance (Organization > Customer > Site > Device)

Reporting Limitations

• Scheduled reports are forced to run at 3 AM with no custom scheduling
• Complex initial setup; overpriced for smaller MSPs

N-able QBR FAQ