The Companies Module is your central client list. Every company you manage in Strategy Overview lives here, whether it was synced from your PSA or added manually. Beyond just listing your clients, the Companies Module gives you a quick overview of each company's key details and serves as a launching point for deeper work.

The main view shows all your companies with key information at a glance. You can filter and sort the list to find what you need. If you have a PSA connected, your company list stays in sync automatically. Changes to company names, types, and statuses in your PSA flow into Strategy Overview.

If you're not using a PSA integration, you can add companies manually by clicking Add Company or import them in bulk using the Excel Import option. If you plan to connect a PSA later, that's fine. You can add companies manually now and map them to your PSA companies once the integration is set up. For details on adding your first companies, see the Getting Started collection.

When you open a company, you'll see four tabs:

The Dashboard tab is the first thing you see when you open a company. It shows a set of configurable widgets that give you a quick snapshot of the client. You can build out a dashboard that shows Health Scores (overall and by tag, like Security or Efficiency), asset counts and breakdowns (Computers by OS, Servers by OS), Site and Managed User counts, a Progress chart tracking Health Scores over time, a Strategy widget with Report history, a Stack Radar chart, the assigned vCIO, and more.

You can customize the Dashboard by clicking Edit Widgets. Each widget has a Show checkbox to toggle its visibility, and you can add new widgets from a library of available sources. Some widgets pull data from a Report template, so you'll need to set the widget's Source to the correct template for it to display useful information. If a widget appears blank, that's usually why.

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The Company tab is where you view and edit the company's core details: name, website, description, start and end dates, Types, Markets, Primary Market, Groups, assigned Users, and Status.

If your company data is synced from a PSA, most of these fields update automatically. You can still edit them in Strategy Overview, but keep in mind that PSA-synced fields may overwrite your changes on the next sync. For fields you want to manage locally, it's best to manage them in your PSA so both systems stay consistent.

You can upload a logo for each company on the Company tab. This logo can be inserted into your Cover Page using a macro in the Cover Page text editor. The macro inserts the image at its original size and does not scale it, so the dimensions of the image you upload will determine how it appears on the Cover Page.

Smaller images tend to work better. A square logo around 300x300 pixels or a horizontal logo around 660x300 pixels is a reasonable starting point, but the right size will depend on your Cover Page layout and what else you include on the page. You may need to experiment to get it looking the way you want. Upload the logo in JPEG format.

Not every MSP uses the company logo on their Cover Page. Some prefer to show only their own MSP branding, which is perfectly fine. If you do choose to include the client's logo, it can add a nice personalized touch to the deliverable.

The Sites tab lists all locations associated with the company, including site name, address, city, state, postal code, time zone, and status. You can add Sites manually using the Add Site button. If your PSA syncs site data, it will appear here automatically. For more on how Sites work with Reports, see the Sites and Locations article in the Going Deeper collection.

The Tickets tab shows support tickets for this company synced from your PSA. You can filter by board, view open or closed tickets, group by service board, and customize which columns are visible. There's also an Add Ticket In PSA link that takes you directly to your PSA to create a new ticket. For more on ticket permissions and configuration, see the Tickets Module article later in this collection.

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These three fields help you organize and segment your client list:

​Types define what kind of client this is (e.g., Client, Prospect, Former Client). Types with the "Prospect" checkbox checked won't appear in the Schedule or Stack modules, which keeps your operational views focused on active clients.

​Markets represent the industries or verticals your clients operate in (e.g., Healthcare, Legal, Manufacturing). Every company needs at least one market and a primary market. If your PSA supports markets, it's best to manage them there and let them sync. Not all PSAs have a markets field, so you may need to manage markets directly in Strategy Overview under Settings > General > Markets.

Groups organize companies into segments for access control and team organization (e.g., by vCIO, by territory, by account manager). Groups control which users can see which companies. You can manage Groups at Settings > General > Groups.

You can assign specific team members to a company so they appear on Reports and have access to that client's data. The assigned user typically represents the primary vCIO or account manager for that relationship. This assignment shows up on the Dashboard's vCIO widget and helps track who owns each client relationship.