How to use the Strategy Dashboard

The Strategy Dashboard is a powerful tool, that offers dynamic insights into your daily activities. It displays vital information about all your clients and provides a distinctive DMI score, becoming a pivotal resource for gauging the digital health of your organization.

The transformative nature of the dashboard equips you to quickly identify and prioritize assets with the most pressing challenges in your fleet. By delivering account-level insights, it empowers you to make informed decisions and take proactive steps toward addressing critical assets.

In this article, we'll explore the impact of the Strategy Dashboard on your daily activities, focusing on how it streamlines your decision-making processes and drives your organization's success.

The Strategy dashboard in a snapshot

The Strategy Dashboard serves as an indispensable tool for assessing the overall digital health of your clients. At its core, the Digital Maturity Index (DMI) stands as an important metric, offering a concise score that encapsulates this vital aspect.

We'll explore the key steps and features of the Strategy Dashboard, focusing on its ability to simplify complex tasks of aligning clients on concerns, risks, and opportunities within their IT environments. The Strategy dashboard helps you turn insights into easy-to-understand assessments, making it easier to work with clients and make smart strategic decisions.

Access and navigation

As previously mentioned, the Digital Maturity Index (DMI) is a crucial benchmark for gaining insights into your clients' digital health. However, the Strategy Dashboard's true power lies in its user-friendly design, which simplifies access to essential information and streamlines navigation.

Making the most of the Strategy dashboard features

To streamline your decision-making process and eliminate the need for exhaustive information sifting, the Strategy Dashboard presents pertinent details front and center, including the number of affected assets, ensuring that essential information is readily accessible.


Digital Maturity Index

The Digital Maturity Index (DMI) on the Strategy Dashboard is the score that marks the overall digital health of your clients. Think of DMI as a trustworthy guide, helping you make smart decisions and spruce up your clients' digital environment.

It's important to understand that the DMI doesn't just provide an average of your clients' digital health; rather, it's an all-encompassing assessment based on all assets under MSP management. Learn more in the Digital Maturity Index (DMI) article.


To reduce the amount of information to be filtered through, the Strategy Dashboard surfaces relevant information, such as the number of affected assets. This is essential information regarding all your clients that you don't have to search for. Insights use color codes for quick identification:

  • Red - High-risk insights requiring prompt action.
  • Blue - Compliant insights, not as critical as red.
  • Green - No assets comply with the Insight rule; no action is needed.

Insights categorize vital information into several categories.

  • High-risk: server and security issues that could create significant downtime if not addressed.
  • Hardware modernization: Identifies aged server and workstation assets.
  • Software modernization: Identifies unsupported OS and non-Office 365 installations on workstations and VM assets.
  • Warranty coverage: Workstations and servers with expired or expiring ScalePad Warranty Services or OEM warranties.
  • Security: Integrates Breach Secure Now to identify information on which end users are at risk on security training and simulated phishing attack data (requires a Breach Secure integration).
  • Backup monitoring: Integrates Backup Radar with Lifecycle Manager to identify unmonitored servers, workstations, and virtual machines. This insight checks for a configured backup monitoring policy (requires a Backup Radar subscription).
  • Personal insights: Provide account managers with a deeper understanding of their clients or their entire MSP's health.

Clicking into a predefined insight from the Strategy/Client Dashboard displays specific insight details. When viewing the specific insight details, you can drill down into each affected client. Learn more in the What are Insights? article.

Using Insights to help score IT categories using Scorecards

Clients don’t always have time to grasp the details to get aligned on concerns, risks, & opportunities in IT environments. Instead of providing solutions directly from Insights, use the key information within Insights to create an understandable assessment of the client's IT environment.

Due to the fact that the Strategy Dashboard provides insights based on all assets within the MSP's management, finding unique issues among clients may be challenging. Some of those Insights could signal that there are broader issues and concerns that may apply to more than one client, such as assets with an unsupported OS, unprotected assets, assets lacking endpoint protection, or assets that may indicate they are not capable of an OS upgrade.

You can score IT categories with individual Scorecard items using data from Insights that address a particular category in the Scorecard, where the Scorecard itself is an assessment of the client's IT environment.

Using the Strategy Dashboard workflows

The power of the Strategy Dashboard empowers you to dig deeper to navigate your client's digital landscape with the ability to identify specific Insights that require action. This means not only identifying assets that demand attention but also renewing warranties, assessing security training results, and assessing infrastructure well in advance. It's about proactive engagement and strategic planning, ensuring your clients' environments remain compliant and optimized.

  1. View Digital Maturity Index - A Digital Maturity Index (DMI) is a common language and shared accountability for you and your clients to have data-driven discussions on how to improve their technology outlook. DMI provides easy-to-understand assessments for clients and facilitates client buy-in for investing in their environment.

  2. Identify specific Insights to be actioned on - From identifying assets that have been actioned on or need to be actioned on with the In Initiative filter to immediately viewing and refining existing Insights, to quickly identifying and renewing warranty coverage, and for you to take a proactive approach in assessing your client’s infrastructure environment, and forecast assets that are non-compliant with insights rules up to 120 days in advance.

  3. Create strategic Insights - Personalized insights are created independently from the pre-defined Insights. Account managers can create personalized insights to track different standards than those offered by Lifecycle Manager’s predefined insights.

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