The Strategy Module is the core of Strategy Overview. This is where your team builds, manages, and delivers strategic technology Reviews to your clients, bringing together Assessments, Dashboards, Roadmaps, Budgets, and all the other Parts that make up a complete TSM experience. It's the primary module that drives your ongoing client engagements and the one your vCIO team will spend the most time in.
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When you open the Strategy Module, you see your full company list with each client's current Health Score displayed as a color-coded percentage. This gives you an immediate, at-a-glance view of how every client is doing across all of your managed IT clients. You can quickly spot which clients are in good shape and which may need attention before their next Review.
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Each company also shows the status of its Reports (Open or Completed) and the Report date. The icons next to each company name let you quickly create a new Report or jump into an existing one.
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Use the filters at the top to narrow your view by Group, Market, Type, or Template. This is especially useful when you're preparing for a batch of TSM meetings and want to focus on a specific segment of your client base.
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Expanding a company shows all of its Reports over time, both open drafts and completed historical Reports. Each Report displays its date, status, and Health Score. This history is valuable for tracking how a client's IT environment has improved (or declined) across Reviews, and it gives you a quick reference when preparing for an upcoming meeting.
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Completed Reports are locked and archived as historical records. Your current draft is where active work happens. For more on the Report lifecycle, see the Managing Your Reports article.
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When you open a Report, you're in the full strategy workspace. Parts are organized as tabs across the top of the Report, and clicking any Part opens it in the main area. This is where you work through Assessments, configure Parts, build Dashboards, manage Roadmaps and Budgets, present to clients, and generate output.
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Reports are built from Templates, which define a default set of Parts and settings. You can customize individual Reports by adding or removing Parts, but your Template serves as the standard structure for all new Reports. For details on creating your first Report, see Create Your First Report.
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Parts are the building blocks of a Report. Each Part represents a section of content that your team fills out and presents to clients. You can mix and match Parts to create the exact Report structure your MSP needs. The available Part types include:

Parts can be enabled or disabled per Report mode (Build, Display, Presentation), so you control exactly what your team sees while working versus what the client sees during a meeting or on a PDF. For a full breakdown, see Parts Overview.
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Templates define the default structure for new Reports. When you create a Report, it inherits its Parts, settings, and layout from the selected Template. Most MSPs maintain one primary Template and refine it over time as their TSM process matures.
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You can make changes at the Template level and push them to all open draft Reports at once, or adjust individual Reports without affecting the Template. If a Report drifts from its Template over time, you can reconcile it by appending missing Parts or resetting to the Template structure. For more on keeping Reports aligned, see Managing Your Reports.
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Reports have three modes that control how content is displayed:

You can control which Parts appear in each mode and customize column visibility per mode, so the same Report can serve as your working document, your printed deliverable, and your meeting presentation. For details on customizing these modes, see Customizing Your Report Layout.
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Health Scores are calculated from your Assessment grades and give each client a single percentage that represents the overall health of their IT environment. The score is color-coded (green, yellow, red) and visible throughout the platform: on the company list, on Dashboards, and in Report history.
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Because each completed Report captures a Health Score, you can track trends over time. Dashboard widgets can chart how a client's score has improved (or declined) across Reviews, which is one of the most effective ways to demonstrate the value of your ongoing vCIO engagement.
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Health Scores can also be broken down by tag (Security, Efficiency, Fundamentals, etc.), giving you and your clients a more granular view of which areas are strong and which need attention. For details on how scores are calculated, see Understanding Assessments.
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The Strategy Module supports the full TSM delivery workflow. During a live meeting, you open the Report in Presentation Mode and walk through each section with your client. Between meetings, your team works in Build Mode to update Assessments, adjust Roadmaps, and prepare for the next Review.
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After a meeting, you mark the Report as Completed, which locks it as a historical record. Then you create a new Report for the next cycle, and the process continues. For a complete walkthrough of running a TSM meeting, see Deliver Your First TSM.
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If you're new to Strategy Overview, the recommended path is:

For the full onboarding guide, see Getting Started with Strategy Overview.
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