Features
Everything you need to run your MSP
From dashboards to reports, alerts to client portals — ScopeGrid replaces your spreadsheets and browser tabs.
CEreadiness,scoredautomatically
Five-control verdict per client, pulled live from your M365, RMM, and EDR. Hand the assessor an evidence pack — don't build one.
- Pass / partial / fail across all five Cyber Essentials controls
- Estate rollup: spot the clients that need work this week
- Manual override with reviewer + expiry for evidence the API can't see
- AI Coach drafts a prioritised fix list per client
- Daily snapshots track 12 months of compliance posture
Stopsellinglicencesnobodyuses
Scan every M365 tenant for inactive users, over-tier assignments, and duplicate SKUs — with a £/month figure on every recommendation.
- Inactive user detection across the estate (configurable threshold)
- Wrong-tier alerts (E3 with no Teams or SharePoint usage)
- Duplicate SKU consolidation (e.g. standalone Exchange + E3)
- Per-rec saving in £ — open / dismissed / actioned lifecycle
- Auto-resolve: rec disappears as soon as the underlying issue is fixed
Knowwhichclientsareactuallyprofitable
Live revenue minus PSA-recorded cost on every active agreement, classified healthy / at-risk / loss. Find the leaks before the year-end review does.
- Per-agreement revenue, cost, gross profit, and margin %
- Estate-wide blended margin tracked daily
- Loss-making agreements surface to the top automatically
- Line-by-line breakdown — see which products kill the margin
- Target / at-risk thresholds tunable per tenant
AcquiredanotherMSP?Seetheopportunityindays,notmonths
Snapshot the acquired entity's PSA estate as a frozen artefact-of-record, then compare it side-by-side with your live PSA — vendor overlap, margin opportunities, duplicate clients.
- Frozen PSA snapshot per acquisition — read-only, audit-friendly
- Vendor overlap matrix: shared vs primary-only vs acquired-only
- Margin opportunities: products priced inconsistently across the acquired clients (with annualised £ uplift)
- Duplicate client detection between snapshot and your live PSA
- AI agent answers "what's the financial story of this acquisition?" in one prompt
Quarterlyreviewsyouraccountmanagerswillactuallyuse
Branded QBR pack per client per quarter — AI-drafted exec summary and forward recommendations, your data, your colours. Email it in two clicks.
- Cover, exec summary, service, security, backup, licensing, recommendations — every section pre-shaped
- AI exec summary + AI recommendations both default to aggressive redaction (names tokenised before they leave your tenant)
- Sends through your tenant SMTP with your branding, or our shared fallback
- Archive view of every QBR ever sent — search by client and quarter
- Preview button renders the full HTML before you commit to sending
Buildtheperfectview
Drag-and-drop dashboard builder with real-time data from all your integrations.
- 10 widget types including KPI, threshold, table, charts, gauge, leaderboard, and more
- 45+ data sources across 15 integrations
- Flexible responsive grid layout
- Per-client and per-tenant data scoping
Knowbeforeyourclientsdo—throughthechanneltheyactuallywatch
Threshold rules across every data source, fanning out to email, Microsoft Teams, Slack, and a fresh PSA ticket — in parallel, with severity-coloured chat cards.
- Threshold rules on any data source, with cooldowns + per-client scoping
- Microsoft Teams + Slack via incoming webhooks — secrets encrypted at rest
- Auto-create a ConnectWise / HaloPSA / Autotask ticket on every fire (auto-routes to the alert's client)
- Email via your own SMTP (or Microsoft 365 Graph) with branded templates
- Per-rule "send test" button validates the wiring without waiting for a real fire; clone any rule for the next client in one click
- "Did this fire?" badges show last-7-day fire counts inline so you can spot noisy or silent rules at a glance
- Bulk enable / disable for maintenance windows; consolidated activity feed shows every fire with per-channel send status
Reportsonautopilot
Branded HTML email reports, sent on a schedule you define — with the same multi-channel fan-out as alerts.
- Weekly, monthly, or quarterly schedules with email + Teams + Slack delivery in parallel
- Branded HTML templates with your logo, colours, and AI-drafted exec summary at the top
- Send-now button fires a schedule on demand for ad-hoc client updates, no waiting for cron
- Send via your own SMTP / Microsoft 365 Graph, or our shared pool out of the box
- Clone any schedule for the next client; bulk pause everything before a busy period
Enterprise-gradeaccesscontrol
Single sign-on, domain verification, and organisation-level isolation. Available as an add-on.
- Passkey authentication (biometric sign-in)
- Two-factor authentication with TOTP
- SAML and OIDC single sign-on
- Organisation-level data isolation
Yourbrand,yourdomain
Your brand everywhere — custom domains, email sending, and client portals. Available as an add-on.
- Custom domain mapping with automatic SSL
- Branded reports, emails, and client portals
- Custom SMTP — send from your own domain
- White-label experience end to end
Sharewithoutthefriction
Magic link sharing for external stakeholders. No accounts needed.
- One-time magic link authentication
- 15-minute session expiry for security
- Branded external portal
- Per-dashboard access control
Dashboardsonthebigscreen
Put live dashboards on office TVs without anyone staying signed in.
- Device token authentication — no user session needed
- Auto-rotating dashboard carousel
- 8-character activation code for easy TV setup
- Manage and revoke devices from settings
A solid quarter on the security front — Conditional Access now covers all licensed users and we resolved the patch backlog that dragged Q1. Two outstanding items: warehouse depot machines need EDR coverage before next quarter, and the £62/mo of stale E3 licences should come off the next bill.
| Device | Status | CPU |
|---|---|---|
| acme-fw-01 | Online | 42% |
| acme-sw-02 | Online | 18% |
| acme-ap-03 | Warning | 87% |
_acme.dashboard.acme.com → cname.scopegrid.appCE readiness, scored automatically
Five-control verdict per client, pulled live from your M365, RMM, and EDR. Hand the assessor an evidence pack — don't build one.
- Pass / partial / fail across all five Cyber Essentials controls
- Estate rollup: spot the clients that need work this week
- Manual override with reviewer + expiry for evidence the API can't see
- AI Coach drafts a prioritised fix list per client
- Daily snapshots track 12 months of compliance posture
Stop selling licences nobody uses
Scan every M365 tenant for inactive users, over-tier assignments, and duplicate SKUs — with a £/month figure on every recommendation.
- Inactive user detection across the estate (configurable threshold)
- Wrong-tier alerts (E3 with no Teams or SharePoint usage)
- Duplicate SKU consolidation (e.g. standalone Exchange + E3)
- Per-rec saving in £ — open / dismissed / actioned lifecycle
- Auto-resolve: rec disappears as soon as the underlying issue is fixed
Know which clients are actually profitable
Live revenue minus PSA-recorded cost on every active agreement, classified healthy / at-risk / loss. Find the leaks before the year-end review does.
- Per-agreement revenue, cost, gross profit, and margin %
- Estate-wide blended margin tracked daily
- Loss-making agreements surface to the top automatically
- Line-by-line breakdown — see which products kill the margin
- Target / at-risk thresholds tunable per tenant
Acquired another MSP? See the opportunity in days, not months
Snapshot the acquired entity's PSA estate as a frozen artefact-of-record, then compare it side-by-side with your live PSA — vendor overlap, margin opportunities, duplicate clients.
- Frozen PSA snapshot per acquisition — read-only, audit-friendly
- Vendor overlap matrix: shared vs primary-only vs acquired-only
- Margin opportunities: products priced inconsistently across the acquired clients (with annualised £ uplift)
- Duplicate client detection between snapshot and your live PSA
- AI agent answers "what's the financial story of this acquisition?" in one prompt
Quarterly reviews your account managers will actually use
Branded QBR pack per client per quarter — AI-drafted exec summary and forward recommendations, your data, your colours. Email it in two clicks.
- Cover, exec summary, service, security, backup, licensing, recommendations — every section pre-shaped
- AI exec summary + AI recommendations both default to aggressive redaction (names tokenised before they leave your tenant)
- Sends through your tenant SMTP with your branding, or our shared fallback
- Archive view of every QBR ever sent — search by client and quarter
- Preview button renders the full HTML before you commit to sending
A solid quarter on the security front — Conditional Access now covers all licensed users and we resolved the patch backlog that dragged Q1. Two outstanding items: warehouse depot machines need EDR coverage before next quarter, and the £62/mo of stale E3 licences should come off the next bill.
Build the perfect view
Drag-and-drop dashboard builder with real-time data from all your integrations.
- 10 widget types including KPI, threshold, table, charts, gauge, leaderboard, and more
- 45+ data sources across 15 integrations
- Flexible responsive grid layout
- Per-client and per-tenant data scoping
| Device | Status | CPU |
|---|---|---|
| acme-fw-01 | Online | 42% |
| acme-sw-02 | Online | 18% |
| acme-ap-03 | Warning | 87% |
Know before your clients do — through the channel they actually watch
Threshold rules across every data source, fanning out to email, Microsoft Teams, Slack, and a fresh PSA ticket — in parallel, with severity-coloured chat cards.
- Threshold rules on any data source, with cooldowns + per-client scoping
- Microsoft Teams + Slack via incoming webhooks — secrets encrypted at rest
- Auto-create a ConnectWise / HaloPSA / Autotask ticket on every fire (auto-routes to the alert's client)
- Email via your own SMTP (or Microsoft 365 Graph) with branded templates
- Per-rule "send test" button validates the wiring without waiting for a real fire; clone any rule for the next client in one click
- "Did this fire?" badges show last-7-day fire counts inline so you can spot noisy or silent rules at a glance
- Bulk enable / disable for maintenance windows; consolidated activity feed shows every fire with per-channel send status
Reports on autopilot
Branded HTML email reports, sent on a schedule you define — with the same multi-channel fan-out as alerts.
- Weekly, monthly, or quarterly schedules with email + Teams + Slack delivery in parallel
- Branded HTML templates with your logo, colours, and AI-drafted exec summary at the top
- Send-now button fires a schedule on demand for ad-hoc client updates, no waiting for cron
- Send via your own SMTP / Microsoft 365 Graph, or our shared pool out of the box
- Clone any schedule for the next client; bulk pause everything before a busy period
Enterprise-grade access control
Single sign-on, domain verification, and organisation-level isolation. Available as an add-on.
- Passkey authentication (biometric sign-in)
- Two-factor authentication with TOTP
- SAML and OIDC single sign-on
- Organisation-level data isolation
Your brand, your domain
Your brand everywhere — custom domains, email sending, and client portals. Available as an add-on.
- Custom domain mapping with automatic SSL
- Branded reports, emails, and client portals
- Custom SMTP — send from your own domain
- White-label experience end to end
_acme.dashboard.acme.com → cname.scopegrid.appShare without the friction
Magic link sharing for external stakeholders. No accounts needed.
- One-time magic link authentication
- 15-minute session expiry for security
- Branded external portal
- Per-dashboard access control
Dashboards on the big screen
Put live dashboards on office TVs without anyone staying signed in.
- Device token authentication — no user session needed
- Auto-rotating dashboard carousel
- 8-character activation code for easy TV setup
- Manage and revoke devices from settings