The Dashboard gives you a visual summary of key metrics using configurable Widgets. Dashboards appear in three places in Strategy Overview, each with a different audience and purpose.

Note: Only Admins and Managers can add, change, or delete Widgets. Widget layout is tenant-wide, so changes apply to all users.

Recommended dashboard layouts

Strategy Home Page

Your top-level view of all client health. Use this for a cross-client overview your whole team can reference.

Companies Page

Internal use: gives your team a quick snapshot of a specific client.

Report Dashboard Part

Client-facing. This Dashboard appears inside Strategy Reports.

Adding Widgets

Report Template: Go to Settings > Templates > [Your Template] > Parts > Dashboard > Add
Specific Report: Open the draft Report, go to the Dashboard tab, click the pencil icon near the Part name, then click Add
Company Dashboard: Open the Company page, click the pencil icon near the Overview tab
Strategy Module: Open the Strategy Module, click the pencil icon near the Overview area

Customizing Widgets

All Widget settings are managed from the Edit KeyData form.

From here you can:

Set Permissions to control which User Groups can see each Widget (no selection means all users)
Toggle Visibility to show or hide Widgets from Reports
Change the Label displayed on the Widget
Delete Widgets you no longer need
Reorder and resize Widgets using drag and drop

Color Rules

Several Widgets support Color Rules, which let you assign colors to specific values so your dashboard draws attention to what matters. The Assets Chart widget shown below, for example, uses color rules to distinguish operating systems at a glance.

To add a Color Rule, open the Widget's Edit form and click Add Color Rule. For each rule, set:

Color: the indicator color shown on the Widget
Operator: how the value is matched (Contains, =, etc.). The Contains operator is not case-sensitive.
Value: the text or value to match

Rules are evaluated in order. Add as many as you need to cover the values you want to highlight.

Widget types

Last Report Health

Shows a Health Score percentage for a specific Tag. If no Tag is set, shows the overall Health Score from the previous Report. Required settings: Template and Health Tag.

Report Progress

A line graph showing Health Score trends over time, filtered by Tag. Configure: date range, tags, and color rules.

Template Group Radar

Shows Health Score distribution by Assessment item Groups from the latest Report. Configure which Groups to include.

Template User

Shows the Primary User/vCIO assigned to the Company. Change the Primary User by clicking their photo or from the Schedule Module.

Company Info

Shows basic Company information from the Company page.

Report List

Quick navigation Widget showing the list of Company Reports.

Assets Chart

Shows asset distribution by type and a selected criteria. Requires asset data from your PSA integration. Displays "No data" for Companies without one set up. Configure: asset type, criteria, and color rules.

Assets Count

Shows a count of assets by type and status. Useful for quick metrics like total workstations or servers past warranty. Requires asset data from your PSA integration. Displays "No data" for Companies without one set up. Configure: asset type, status, and color rules.

Companies Count

Shows the number of Companies matching selected filters. Available on the Strategy Module Dashboard. Configure: Company groups, types, markets, and color rules.

Items Count

Shows the count of Assessment items matching selected filters. Available on the Strategy Module Dashboard only. Configure: Template (required), groups, and tags.