Dashboard and Widgets

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.

Report Dashboard: the Dashboard Part within a Report. Configure it at the template level or per Report.
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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.

You need Admin permissions to add, change, or delete widgets.
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To add widgets to a Report template: Go to Settings > Templates > [Your Template] > Parts > Dashboard > Add.

To add widgets to a specific Report: Open the draft Report, go to the Dashboard tab, click the pencil icon near the Part name, then click Add.
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To add widgets to a Company Dashboard: Open the company page, click the pencil icon near the Overview tab.

To add widgets to the Strategy module: Open the Strategy module, click the pencil icon near the Overview area.

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.
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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.
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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.
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Company Info: shows basic company information from the company page.

Report List: a quick navigation widget showing the list of company Reports.
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Assets Chart: shows a diagram of asset distribution by type and a selected criteria. Requires asset/technology data from your integrations.
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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.
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Items Count: shows the count of Assessment items matching selected filters (template, groups, tags). Available on the Strategy module dashboard.
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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.

From the "Edit KeyData" form, you can: