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Going Deeper with Strategy Overview

Templates, marketplace, client portal, roles and permissions, and advanced platform configuration for teams ready to customize their process.

10 articles
Understanding Strategy TemplatesHow templates control your assessment structure, grading logic, Part configuration, and what data appears in a Report.
How Template Changes Affect Your ReportsWhat happens to draft and completed Reports when you update your strategy template.
Customizing Your AssessmentHow to add and edit assessment items, configure grade and status columns, and set health standards.
The MarketplaceHow to browse and install pre-built assessment templates and content packs from the Marketplace.
Health Score LogicHow Health Scores are calculated from assessment grades, including item weights, skipped items, and grade values.
Dashboard and WidgetsHow to use the Dashboard and its Widgets to monitor client health, track plan progress, and view key metrics across your client base.
Sites and LocationsHow to segment a client's technology data and assessment by physical location.
Setting Up a Custom DomainHow to configure custom subdomains so clients access the platform at your MSP's URL.
Setting Up a Custom EmailHow to configure a custom email address so invitations and reports come from your domain.
Managing Your ReportsHow to create new report versions, archive old reports, and manage report status across the review cycle.
Strategy Overview Knowledgebase