Kota Ops

Margin Dashboard

MRR vs vendor cost per customer

Period:

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Delivery & Billing

DattoRMM · COWs · Autotask — what Kota provides and bills for

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DattoRMM Device Report

DattoRMM → Sites → Device Report → Export CSV

How to Import

Edits auto-save to your browser.

📉

Drop CSV or click

COWs Warranty Report

CyberDrain → Export warranty CSV

How to Import

Edits auto-save to your browser.

🔒

Drop CSV or click

Kota Ops Autotask Report

Autotask → Reports → Kota-OPS → Export XLSX

How to Import

Edits auto-save to your browser.

📋

Drop XLSX or click

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Vendor Costs

Kaseya · Pax8 · Sherweb · Axcient · LastPass — what it costs to deliver services

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Kaseya Invoice

Billing → Invoices → Download → Excel (.xls)

How to Import

Edits auto-save to your browser.

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Drop XLS or click

Pax8 Invoice

Billing → Invoices → Download CSV

How to Import

Edits auto-save to your browser.

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Drop CSV or click

Sherweb Invoice

Billing → Invoices → Download CSV (CSWI*.csv)

How to Import

Edits auto-save to your browser.

💾

Drop CSV or click

Axcient Usage Report

Reports → Usage Lines → Export CSV (usagelines.csv)

How to Import

Edits auto-save to your browser.

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Drop CSV or click

LastPass Billing Report

Admin → Billing → Download billing report CSV

How to Import

Edits auto-save to your browser.

💾

Drop CSV or click

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License & Reference

Meraki — expiration tracking only, $0 vendor cost

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Meraki License Export

Dashboard → Organization → License → Export CSV

How to Import

Edits auto-save to your browser.

🏠

Drop CSV or click

⚠ Device Registry Reset

Permanently deletes device records. Use before re-importing to start fresh. Customer records are not affected.

Fetching records…

Service Item Mappings

Map Autotask billing items to vendor products. Skip = exclude from import (retired items). Unmapped = 100% margin.

Select all

Customer Aliases

Maps vendor/Datto customer names to Kota AT names. Auto-saved when you click "Remember" during any import.

Service Cost Mapping

Autotask Item Name

Vendor

Vendor Product(s)

Select a vendor first

Allocation Type

Notes

Imported Items

Toggle Skip on any item to prevent it from being imported in future reports.

Add Alias

Vendor / Datto Name *

Exact name as it appears in the vendor file or DattoRMM

Kota Customer Name *

Must match the Autotask customer name exactly

Source / Vendor

Customer Name Matching

Review and confirm customer name matches

Asset Count

Compare DattoRMM device counts against AT billing — spot under/over-billed customers

DattoRMM:

Loading…

AT Period:

+2 Datto has more than billed

−1 Datto has fewer than billed

? No DattoRMM data for this site

Select a billing period above to compare.

Licenses

M365 & Google seat counts · Meraki expiration tracking · Most recent import

⚠

License Reconciliation

Compare Pax8 NCE & Sherweb active seats vs AT billed qty — spot over/under-billing

AT Billing Period:

Find AT item:

Debug customer:

Pax8 NCE Tracker

Pax8 Portal → Subscriptions → NCE Tracker → Export CSV

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Drop CSV or click

Sherweb Subscriptions

Sherweb Portal → Clients → Export client subscriptions CSV

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Drop CSV or click

Map vendor product names to AT billing items. Used for reconciliation matching.

Kota Tools

Fixed overhead costs spread across all customers in the Margin Dashboard

From Kaseya Invoice

Auto-populated from latest Kaseya import · read-only

Manual Entries

No manual entries yet. Add tools like MSPCFO Premium, internet service, phone bill, etc.

Service Cost Components

Map Kaseya invoice lines + tools to AT service items — computes blended cost per unit

Add Service Cost Component

Component Name

Autotask Service Item

Must match AT item name exactly. Blended rate = total cost ÷ total qty billed for this item.

Kaseya Invoice Lines to Include

Additional Tools to Include

Optional — adds flat tool monthly cost to the blended rate (e.g. LastPass, ScreenConnect).

Notes

Add Tool

Tool / Subscription Name

Vendor

Cost

Billing Frequency

Cost Tier

Linked Autotask Service Item

Must match the Autotask billing item name exactly. Cost splits evenly across all customers billed for this service each period.

Purchase Date

Term (months)

Renewal Date

Auto-calculated from purchase date + term, or enter manually.

Notes

Work Vehicles

Track service history and upcoming maintenance

Building & Service Vendors

HVAC, electrical, plumbing, insurance and other vendors

Add Subscription

Add Vehicle

Log Service

Add Vendor