Health Scores give you a quick, quantitative view of how a client's IT environment is doing. They appear in several places throughout Strategy Overview: next to company names in the companies list, next to Reports in the Reports list, next to item groups within the Assessments tab, and in Dashboard widgets based on tag filters.
Understanding how they're calculated helps you set them up effectively and interpret them correctly.
How Health Scores are calculated
Health Scores use a weighted average based on the grades you assign to Assessment items.
The calculation works like this:
Items marked with a grade that has "Healthy" checked count as 1 multiplied by the item's weight
Items marked with a grade that has "Healthy" unchecked count as 0 (the weight doesn't matter, the item counts against the score)
Items with no grade assigned (unanswered) are skipped entirely and not included in the calculation
This means unanswered items don't hurt your score. Only graded items factor in.
Setting up grades
Go to Settings > Templates > [Your Template] > Parts > Assessments > Grades to configure your grading system. Each grade has two important settings:
Include in Health: when checked, this grade is factored into the Health Score calculation. When unchecked, items with this grade are skipped entirely (same as unanswered).
Healthy: when checked, items with this grade count positively toward the score. When unchecked, they count as zero.
For example, a grade called "Question" might have "Include in Health" unchecked because you haven't evaluated the item yet. A grade called "Healthy" would have both boxes checked. A grade called "At Risk" would have "Include in Health" checked but "Healthy" unchecked.
Setting item weights
Each Assessment item has a weight from 0 to 5 that you set at the template level. Higher weights mean that item has more influence on the overall Health Score. Use weights to ensure critical items (like backup, security, and business continuity) carry more importance than nice-to-have items.
A weight of 0 effectively removes the item from Health Score calculations even if it has a grade.
Where Health Scores appear
Companies list: the overall Health Score from the most recent completed Report
Reports list: the Health Score for each Report
Assessment tab: group-level Health Scores next to each item group name
Dashboard widgets: the Last Report Health widget shows scores filtered by tag, and the Report Progress widget shows score trends over time
Health Scores by tag
One of the most valuable ways to use Health Scores is by tag. Because each Assessment item can have one or more tags, you can create tag-based Health Scores that show how a client is doing in a specific category.
For example, if you tag all your security-related Assessment items with a "Security" tag, you can show a Security Health Score on the Dashboard. This gives clients (and your team) a focused view of where they stand on security specifically, separate from the overall score.
You can take this further by aligning tags with industry frameworks. If your MSP follows a cybersecurity framework like CIS Controls or NIST CSF, tag your Assessment items to match the framework's categories. You'll get Health Scores that map directly to compliance areas, which is powerful for clients in regulated industries or anyone who needs to demonstrate security posture.
Health Scores in widgets
Dashboard widgets use the same calculation but filter by tag. When you set up a Last Report Health or Report Progress widget, you select a tag. The widget then calculates the Health Score using only the Assessment items with that tag.
If no tag is selected, the widget shows the overall Health Score from the previous Report.