The Dashboard Part gives you a visual summary of key metrics using configurable Widgets. Dashboards appear in several places: inside Reports (as the Dashboard Part), on individual Company pages, and in the Strategy Module overview.
Where Dashboards live
Dashboards appear in three places in Strategy Overview:
Report Dashboard: the Dashboard Part within a Report. Configure it at the Template level or per Report.
Company Dashboard: each Company has its own Dashboard page showing Widgets specific to that client.
Strategy Module Dashboard: an overview Dashboard showing cross-client metrics.
Adding Widgets
You need Admin permissions to add, change, or delete 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.
Widget types
Last Report Health: shows a Health Score percentage filtered by a tag you select. If no tag is specified, it shows the overall Health Score from the previous Report. Requires a Template selection and a Health tag.
Report Progress: a line graph showing Health Score trends over time, filtered by tag. You can configure the date range, select multiple tags, and set color rules.
Template Group Radar: shows Health Score distribution by Assessment item Groups from the latest Report. You can select which Groups to include.
Template User: shows the Primary User/vCIO assigned to the Company. You can change the Primary User by clicking the photo or from the Schedule Module.
Company Info: shows basic Company information from the Company page.
Report List: a quick navigation Widget showing the list of Company Reports.
Assets Chart: shows a diagram of asset distribution by type and a selected criteria. Requires asset/technology data from your integrations.
Assets Count: shows a count of assets by type and status. Useful for quick metrics like "total workstations" or "servers past warranty."
Companies Count: shows the number of Companies matching selected filters (Groups, types, Markets). Available on the Strategy Module Dashboard.
Items Count: shows the count of Assessment items matching selected filters (Template, Groups, tags). Available on the Strategy Module Dashboard.
Site Count: shows the number of active client sites (including the main site).
External Content: embeds content from an external source like BrightGauge by URL.
Customizing Widgets
From the "Edit KeyData" form, you can:
Set Permissions to control which User Groups can see each Widget
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