Run the MSP from the numbers, not the inbox.
Owners, CEOs, COOs, and service leaders get one operational picture — utilization, margin, pipeline, delivery health, and risk — assembled from the PSA, RMM, and finance systems you already use. No more Monday morning spreadsheet rituals.
- 1 view
- of every account, project, and contract
- Real-time
- utilization, margin, and pipeline
- Zero
- weekly status decks to assemble
Leadership cockpit · Stonebridge MSP
Live · click any tile to drill in
Corei · This week for leadership
- Tier 2 capacity at 88% — approve dispatch shift before Thursday.
- Cobalt contract auto-renews in 41 days — uplift modeled at +6.5%.
- Two projects trending over budget — recovery plans drafted.
Why it matters to the leadership team
Leadership shouldn't be the last to know.
Most MSP leaders are flying on lagging indicators — month-end reports, escalations, and anecdotes from the floor. Corei closes the gap between what's happening in the business and what leadership sees.
One source of truth
PSA, RMM, finance, and CRM stitched into a single live picture — the same numbers across every conversation, every meeting, every board pack.
Margin you can defend
Effective rate, contract profitability, and project burn surfaced before they erode the quarter — not at month-end close.
Decisions tied to evidence
Every metric drills back to the underlying tickets, timecards, projects, and invoices. No mystery numbers in the leadership meeting.
Strategy that actually executes
Quarterly initiatives become tracked work in the PSA — owners, due dates, and progress visible at the leadership level.
Risk surfaced early
Concentration risk, SLA exposure, security posture, and renewal risk flagged before they become customer escalations.
Less time in spreadsheets
Leaders stop assembling status — they spend the week coaching, selling, and unblocking the team.
The leadership cockpit
Six lenses on the business — always live.
Financial health
MRR, ARR, gross margin, EBITDA proxy, AR aging, and cash position in one screen.
Service delivery
SLA hit rate, MTTR, backlog age, dispatch coverage, and CSAT — by team and by tier.
Team utilization
Billable hours, capacity, time-off, and overtime trends — surfaced before burn-out shows up.
Project portfolio
RAG status, hours burned vs budgeted, milestone risk, and recovery plans across active projects.
Sales pipeline
Stage value, win probability, deal velocity, and forecast vs quota — linked to delivery capacity.
Risk & compliance
Customer concentration, contract risk, security posture, and renewal exposure — flagged with owners.
Built for every seat at the leadership table
One platform, four views of the same business.
Owner / CEO
Sees the whole business on one page — growth, margin, cash, and risk — without waiting for the controller's monthly pack.
- EBITDA trend and drivers
- Customer concentration and churn risk
- Strategic initiative progress
COO / Service Director
Knows where capacity is tight, which queues are slipping, and which projects need attention this week — not next month.
- Real-time SLA and backlog
- Utilization by team and tier
- Project recovery plans
CFO / Controller
Stops chasing data across PSA, time, and accounting. Margin by contract, by project, by tech — already reconciled.
- Contract-level profitability
- AR aging tied to delivery
- Forecast vs actuals, live
CRO / Sales Leader
Pipeline that reflects what delivery can actually take on — and account expansion signals from the support and project data.
- Forecast with delivery capacity
- Expansion signals from PSA + RMM
- Win/loss patterns by segment
A cadence that actually runs itself
From daily pulse to quarterly board pack.
Daily
Stand-up snapshot
Backlog, SLA exposure, today's at-risk projects, and any spike in tickets — pushed to leadership chat.
Weekly
Leadership review
Utilization, pipeline movement, margin trend, and exec actions due — assembled by Corei.
Monthly
Business review
P&L by service line, contract profitability, churn analysis, and a draft narrative for the board.
Quarterly
Strategy + QBR pack
Customer QBRs, strategic initiative scorecards, and budget vs actuals — one click to export.
Go deeper
Related modules for leadership.
The EBITDA-focused PSA
A PSA built around margin and administrative leverage — not just ticket counts. See how Corei turns the PSA into a profit engine.
Explore
Dashboards
The visual layer of the leadership cockpit — composable, role-specific, and grounded in live data.
Explore
QBR Insights
Take the leadership picture out to customers — AI-assembled Quarterly Business Reviews in minutes.
Explore
Stop running the MSP from the rear-view mirror.
See your business the way your investors and your future buyer will — with one live picture and the evidence to back every number.