Going Deeper with Strategy Overview
Templates, marketplace, client portal, roles and permissions, and advanced platform configuration for teams ready to customize their process.
10 articles
- Understanding Strategy TemplatesHow templates control your assessment structure, grading logic, Part configuration, and what data appears in a Report.
- How Template Changes Affect Your ReportsWhat happens to draft and completed Reports when you update your strategy template.
- Customizing Your AssessmentHow to add and edit assessment items, configure grade and status columns, and set health standards.
- The MarketplaceHow to browse and install pre-built assessment templates and content packs from the Marketplace.
- Health Score LogicHow Health Scores are calculated from assessment grades, including item weights, skipped items, and grade values.
- Dashboard and WidgetsHow to use the Dashboard and its Widgets to monitor client health, track plan progress, and view key metrics across your client base.
- Sites and LocationsHow to segment a client's technology data and assessment by physical location.
- Setting Up a Custom DomainHow to configure custom subdomains so clients access the platform at your MSP's URL.
- Setting Up a Custom EmailHow to configure a custom email address so invitations and reports come from your domain.
- Managing Your ReportsHow to create new report versions, archive old reports, and manage report status across the review cycle.