Free MSP End-of-Year

Excel Workbook for Autotask

Modern Excel dashboards, no VBA, clean data connections, and AI-ready exports. A professional development project created to contribute to the MSP community.

Enter your email to receive the full workbook and the demo workbook

Your email will include links to both the full Excel workbook and the demo Excel workbook. Your information is used only to deliver the download links. No services are offered, and you will not receive sales outreach.

Free MSP End-of-Year Excel Workbook

Built for Autotask MSPs — Modern, AI-Ready, No VBA

Includes both the full workbook and the demo version.

What You'll Receive (Delivered by Email)

  • Full MSP End-of-Year Workbook

  • Demo Workbook with sample Autotask data

  • Instructions for connecting to the Autotask Report Data Cache

  • Steps for exporting AI-ready data files

  • Link to the companion GPT for automated Executive and Operational reporting

  • (These features are part of the workbook itself; no services are offered.

What the Workbook Does

Direct Data Connection

Connects directly to the Autotask Report Data Cache

Clean & Modern

Conducting thorough market research to uncover opportunities and inform business decisions.

Digital Transformation

Clear, high-level summaries of ticket, backlog, SLA, alerts, and operational performance.

Operational Dashboards

Detailed 12-month, 6-month, and 3-month trend analysis for frontline service leaders.

AI-Ready Exports

Structured outputs designed for ChatGPT, Copilot, or any AI tool — no prompt engineering needed.

Complete Performance Review

Full visibility into ticket flow, backlog aging, technician efficiency, client engagement, and service quality.

Instant AI Analysis

Who It's Designed For

About the Creator

Get the Workbook

Start analyzing your MSP performance today

Your email will include links to both the full workbook and the demo workbook. Your information is used only to deliver the download links. No services are offered, and you will not receive sales outreach.

Published by Rourke Ventures, LLC

This workbook is provided free of charge for educational and professional development purposes.

No consulting services are being offered or provided.