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Getting Started

Initial Setup Guide if you're new to Strategy Overview

8 articles
Setting Up Strategy OverviewAdmin setup guide for configuring Strategy Overview for your team: integrations, branding, users, schedule, and building your first Report.
Using Strategy OverviewA complete guide to the platform: Modules, Reports, Assessments, IT Plans, and presenting TSMs to clients.
Create Your First ReportStep-by-step guide to creating your first client Report, from selecting a template to reviewing it in Display Mode.
Set Up Your TeamHow to invite team members and assign roles that control what each person can see and do.
Configure Your BrandingHow to add your company logo and brand colors so the portal and reports reflect your MSP's identity.
Deliver Your First TSMA walkthrough of running your first Technology Strategy Meeting, from opening the report in Presentation Mode to presenting it with a client.
Strategy Overview Onboarding Best PracticesTen best practices for a successful Strategy Overview rollout, from assigning SMEs to keeping your first TSMs simple and focused.
Getting HelpHow to get help with Strategy Overview, including the chat widget, knowledge base, and booking a call with our team.
Strategy Overview Knowledgebase