The best MSPs don't just react to problems. They help clients plan ahead, make smarter decisions, and invest with confidence.
This release is focused on helping you do exactly that—with new capabilities that make budgeting, reporting, and strategic planning easier than ever.
We're bringing more of the capabilities Partners know from Lifecycle Insights directly into the Lifecycle Manager platform, while building new experiences designed specifically for the future of Customer Success.
Plan Better
Strategic planning starts with visibility and a clear path forward.
Monthly Budgeting
You can now build budgets on a monthly basis instead of just quarterly. Set initiative targets by day, month, or quarter, and forecast hardware refreshes, contract costs, and planned initiatives up to 12 months out.
For MSPs running monthly planning cycles, this creates a more accurate view of upcoming investments, helping your clients make decisions with confidence.
Export Global Roadmaps to CSV or Excel
Need a portfolio-wide view of strategic initiatives?
You can now export Global Roadmap data to CSV or Excel and filter by status, timeline, priority, clients, account managers, segments, and more.
Whether you're preparing for QBRs, leadership reviews, or internal planning sessions, getting the right data is now much easier.
Deliver Better Recommendations
The best recommendations are backed by context, supported by data, and easy for clients to understand.
Add Attachments and Links to Initiatives
Initiatives can now include supporting files and links, allowing you to attach proposals, quotes, documentation, and reference materials directly to roadmap items.
Everything stays connected to the initiative, making client reviews more productive and reducing the need to hunt through emails or shared folders.
Know Your Clients Better
Customer Success starts with context. The more you know about your clients, the better guidance you can provide.
Last Active Dates for Microsoft 365 Users
A new Last Active column in Contacts helps identify inactive accounts, support license optimization efforts, and improve security hygiene across client environments.
Whether you're reviewing licenses, cleaning up stale accounts, or preparing for a client review, you'll now have more visibility into how Microsoft 365 accounts are being used.
Helping MSPs Move From Reporting to Planning
Every enhancement in this release supports the same goal: helping MSPs move beyond reporting on what's happened and start planning for what comes next.
Whether you're building monthly budgets, strengthening roadmap recommendations, or gaining deeper client insights, these updates make it easier to deliver strategic value and create better client outcomes.
Many of these enhancements also represent continued Lifecycle Insights parity, making it easier for partners to consolidate strategic planning, reporting, and Customer Success workflows within Lifecycle Manager.
For partners using Lifecycle Insights today, we offer migration tools and support to help you transition smoothly and take advantage of everything Lifecycle Manager has to offer.
We're excited to continue building the platform that helps MSPs move from reactive service delivery to strategic client success.
Want to see these new capabilities in action? Get in touch with your Account Manager or Book a Demo today.