The Client Dashboard gives you a clear view of a client’s IT environment in Lifecycle Manager. It brings together key information about the client in one place. 
Access to some sections depends on your plan and whether the client has a Lifecycle Manager X license applied.

Accessing a Client’s Dashboard

You can open a client’s dashboard from the navigation bar at the top of the screen:

1. Hover over Home.
2. Select Clients.
3. Click the client’s name to open their dashboard.

Dashboard View

At the top of the page, you'll see the client's name, a starred indicator showing whether the client has been starred as a favourite, and the segment to which the client has been assigned.

 

Navigation panel

The navigation panel on the left side of the client dashboard lets you move between sections.

Features that require a Pro subscription or a Lifecycle Manager X license appear greyed out if they aren't available for that client.

• Overview: The main dashboard page. The client's environment is summarized here.
• Goals: Tracks objectives and progress towards them.
  Learn more: Managing Client Goals
• ClientIQ (BETA): Provides an AI-generated summary of the client's business and industry.
  Learn more: Using ClientIQ (Beta)
• Roadmap: Outlines Initiatives and projects over time.
  Learn more: Getting started with roadmaps 
• Meetings: Shows scheduled and past meetings.
  Learn more: Managing client meetings
• Budget: Forecasts and planned spending.
  Learn more: Understanding budget forecasts
• Assessments: Conduct assessments and view completed assessments for this client.
  Learn more: Conducting assessments
• Analytics (BETA): View CSAT and ticket trends for this client.
  Learn more: Understanding client analytics (Beta)
• Contacts: Synced personnel for this client.
  Learn more: Viewing client personnel
• Contracts: Tracks agreements, subscriptions, and expirations.
  Learn more: Vendor & Contract management overview
• Activities: Action Items and notes for this client.
  Learn more: Managing Client Activities with Action Items and Notes
• Assets:
  • Hardware: Managed hardware assets associated with this client.
  • Software: Software assets associated with this client.
  • Saas: Saas licenses and contracts associated with this client.
• Deliverables:
  Learn more: Creating reports using deliverables
• Scheduled reports: Settings for scheduling automatic reports to send to this client.
  Learn more: Scheduling reports for automated distribution
• Marketplace: Access add-on services
  • Workstation Assurance
    Learn more: Workstation Assurance overview
  • Infrastructure Protection
    Learn more: Buying Infrastructure protection for clients
  • IT asset disposal
    Learn more: IT Asset disposal overview
• Settings: Hardware, Warranty, and general settings specific to this client.
  Learn more: Configuring Lifecycle Manager for Each Managed Client

Digital Maturity Index (DMI)

The Digital Maturity Index panel shows the client’s DMI score. This score ranges from 300 to 850 and measures how closely the client’s environment aligns with best practices. A color indicator makes the score easy to interpret:

• Green - Healthy environment

• Yellow - Investigation recommended

• Red - Attention required

Learn more: Leveraging Digital Maturity Index (DMI)

Goals

The Goals panel shows the objectives you set with your client. These can include compliance targets, technology improvements, or other outcomes you track together. From here, you can quickly see the goals in place and how progress is measured.

 

People

The People panel shows the account team members assigned to the client and the key contacts in the client’s business. This gives you a clear view of who is responsible on your side and who the decision makers or day-to-day contacts are at the client's business.

Upcoming meetings, Action items, Notes, and ClientIQ

This panel can be switched between four tabs using the controls at the top:

• Upcoming meetings: Lists the client’s scheduled meetings.

• Action items: Displays tasks or follow-ups linked to the client.

• Notes: A space to record and review notes from client conversations.

• ClientIQ: Shows a client summary and an industry comparison generated from the ClientIQ section of the dashboard.

Roadmap

The Roadmap panel shows initiatives planned for the client, organized by quarter. It provides a simple, visual way to present projects that are in progress or scheduled for the future.
You can filter the Initiatives displayed here by status, using the dropdown filter at the top of the panel.

 

Assessment summary

The Assessment summary panel shows the results of the most recent assessment. You can switch between assessments using the dropdown at the top of the panel. From here, you can also create a new assessment or download the full assessment report.

 

Contracts

The Contracts panel shows vendor contracts linked to the client. It gives you visibility into details such as contract type, renewal dates, and expiration status.

 

Insights

The Insights panel uses automated, rules-based analyses to surface issues in the client’s environment. Each card represents an area of concern, making it easy to see where attention is needed.

Insight categories include:

• High-risk: Highlights severe server and security issues that could cause downtime if not addressed quickly.

• Hardware modernization: Identifies aging servers and workstations needing upgrades or replacements.

• Software modernization: Flags unsupported operating systems and applications.

• Warranty coverage: Tracks workstations and servers with expiring or expired warranties.

• Backup monitoring: Highlights servers, workstations, and VMs without active backup policies (requires a Backup Radar subscription).

• Your insights: Lets you add custom insights for a specific client.

You can create personalized insights by modifying existing policies or defining new ones. This allows you to focus on the standards and risks that matter most to your business. Clicking on an Insight opens the related asset list, allowing you to review the specific devices or systems involved.

Learn more: What are Insights