NexusPulse is the MSP KPI engine, implementing the TruMethods SMART Numbers
methodology. Each month it collects raw input metrics about your MSP — seats,
agreements, tickets, revenue, expenses, sales activity — and computes dozens of
derived KPIs (margins, leverage ratios, profit, business-health scores, and
enterprise value), grades them against industry targets, and surfaces actionable
findings in the SMART Numbers Command Center.
Open it at /performance.
When to use it
- Monthly business review — read net profit %, MRR margin, Rule of 40, and AISP
against TruMethods benchmarks.
- Diagnose operational efficiency (RHEM, reactive tickets per seat, close %).
- Track sales-motion health (dials per appointment, close rate, net MRR gain).
- Estimate what the business is worth (Enterprise Value from trailing net profit).
- Generate a saved monthly performance report to track over time.
Where the numbers come from
- Auto-collected from NEXOS CORE: seats (product assignments), agreements and
MRR changes (contracts), staff/roles (users), reactive tickets and time
(helpdesk), and sales activity (CRM, quotes).
- From QuickBooks — revenue and all expense categories come from the QBO
Profit & Loss, summed by your account mappings.
- Manual overrides — any input you edit is respected on the next collection.
The monthly run collects inputs, applies your overrides, computes the KPIs, and
saves the snapshot; a background job finalizes the prior month automatically.
Scorecard and analysis
Each KPI is graded green / yellow / red against TruMethods target bands, and
the analyzer emits prioritized findings with a plain-English diagnosis, dollar
impact, and a recommended action that deep-links into the relevant tool.
Enterprise Value rolls monthly snapshots into quarters and applies a
net-profit-based multiplier.
Good to know
Connect and map QuickBooks for accurate margins. Without QBO connected and
accounts mapped, all expense categories fall back to 0 — so every margin,
profit, and expense KPI is unreliable until then. Revenue still derives from
contracts and invoices.
- The monthly executive summary is rule-based, not AI-generated today.
- Year-over-year metrics need a prior-year snapshot before they populate.
- Grading bands and a few unit-economics assumptions are fixed to TruMethods
defaults, not tenant-tunable.
