The External Content Module appears in the sidebar and lets you add links or embedded content that live outside of any specific Report. This is useful for giving your team or clients quick access to external resources like dashboards, documentation portals, knowledge bases, or any web-based tool.
You can add two types of items to the module:
External Content — A link to an external URL. Clicking it opens the resource either within Strategy Overview or in a new tab.
Embed Content — An embedded resource (like a BrightGauge dashboard, Lucidchart diagram, or Microsoft Office document) that renders directly inside Strategy Overview using an embed link.
You can rename the External Content module to whatever label makes sense for your clients (e.g., "Resources," "Dashboards," "Knowledge Base"). Module labels are customized in module settings.
This is one of the things that makes Strategy Overview so flexible as a client portal. Some common use cases:
A link to the client's billing portal from their accounting or payment provider
An embedded new user request form (from Cognito Forms, your RPA software, or any form tool)
Links to training materials, acceptable use policies, or onboarding documentation
An embedded BrightGauge or other reporting dashboard
Anything web-based that your clients need quick access to can live here, which means fewer tools for clients to bookmark and remember.
External Content and Embed Content can also be added as Parts inside a Report, which is covered in the Delivering TSMs collection under Understanding Report Parts.