Deliverables let you create client-ready reports and QBRs using data from Lifecycle Manager and supported integrations. They bring key information together in one place so you can support strategic conversations with your clients, including planning, budgeting, and security reviews.

You can present Deliverables live during a meeting, share them with clients using a secure link, or export them as a PDF.

What is a Deliverable?

A Deliverable is a structured, client-specific report made up of individual sections. Each section focuses on a different area of the client's environment, plans, or performance.

When you create a Deliverable, you choose which sections to include based on the topics you want to review with the client. You can then configure each section to control which data appears and how it's presented.

Accessing Deliverables

To view all Deliverables across all of your clients, click Deliverables from the left navigation menu when All clients is selected from the client picker.

To view Deliverables for a single client:

1. Click the client picker dropdown beneath your account name in the upper left of the page.
   
    
2. Select the client's name from the list (Use the search box to find a specific client, if required).
   The client's name will appear in the client picker to show which client you're currently viewing.

Deliverables page layout

The Deliverables tab lists every Deliverable that exists for the client, showing its name, type (Custom or Template), status (Unpublished or Published), any linked meeting, when it was last updated, and the owner.

The Scheduled tab lists Deliverables set up to generate and send automatically, showing the template used, the client, the send cadence, any recipient overrides, status, and the next delivery date.

The Templates tab lists the Deliverable templates available to your account, grouped by source (ScalePad or Custom), with a search field and a filter for narrowing by source.

Core sections

Data-driven sections powered by Lifecycle Manager:

• Overview
  A high-level snapshot combining goals, roadmap items, and key metrics
• Goals
  Client objectives with status and progress tracking
• Roadmap
  Initiatives organized chronologically
• Budget
  IT spend planning and forecasts
• Agreements
  Vendor contracts and renewal tracking
• Assessments
  Security and compliance assessment results
• Hardware
  Managed hardware and software inventory
• Contacts
  Key client people and stakeholders
• Service Quality
  Service delivery quality metrics

Custom sections

Use a Custom section to add freeform content you write or upload yourself, rather than data pulled from Lifecycle Manager:

• Rich Text
  Add custom text to the Deliverable
• PDF
  Upload a PDF to the Deliverable. Password-protected PDFs can't be used in Deliverables.
• Image
  Upload an image to the Deliverable

You can add more than one Custom section to a Deliverable. Custom sections can be edited and rearranged after they're added.

Integration sections

Some sections pull data from a connected integration. Connect the relevant integration to your account to enable its section:

Risk Management

• Microsoft 365 - Reports on Microsoft Secure Score, including category-level breakdowns across Identity, Data, Devices, Apps, and Infrastructure, prioritized recommendations, and MFA adoption rates.
• KnowBe4 - Security awareness training trends and phishing simulation results.
• Huntress SAT - Security awareness training completion and phishing simulation results.
• Huntress EDR/ITDR - Threat and malware activity to support security improvements and credential hygiene.
• Cork - Security risks and protection gaps to support remediation planning.
• Breach Secure Now - Secure Scores, phishing simulation results, training completion rates, and dark web monitoring data.

Client Experience

• SmileBack - CSAT response distribution, Net Promoter score breakdown, project survey ratings, and recent client feedback.
• Simplesat - Simplesat survey results, presented as proof of service quality.
• Crewhu - Crewhu CSAT results, presented as proof of service quality.

Documentation

• IT Glue - Documentation coverage and status, helping identify missing, expired, or soon-to-expire records.

How Deliverables are used

You can use deliverables for a range of client-facing conversations, including:

• Quarterly business reviews (QBRs)
  Present goals, roadmap, and investments in a single, client-ready view.
• Strategy and roadmap discussions
  Show where the client is today, what’s planned, and how projects align to goals.
• Budget and investment planning
  Review forecasted spend alongside initiatives, assets, and contracts.
• Security and compliance reviews
  Combine assessments, vendor security reports, and roadmap items into one narrative.

Deliverables can be:

• Presented live in a white-labeled presentation mode.
• Shared using a secure link with a password and expiry.
• Exported as a PDF for distribution or record-keeping.

Getting started

Use the articles below to get started with Deliverables and go deeper into specific workflows.

• Create and structure Deliverables

  • Creating a Deliverable (New UI) 
    How to navigate to the Deliverables page and create a Deliverable from scratch or from a template.

  • Adding and configuring Deliverables sections (New UI) 
    How to add or remove sections, change their order, and configure what each section shows.
     

• Share and present Deliverables

  • Presenting and sharing a Deliverable (New UI)
    How to publish a Deliverable, present it live, share it via secure link, and download it as a PDF.
     

• Reuse structures with templates

  • Working with Deliverables Templates (New UI)
    How to create and manage templates, and use them to standardize structures across clients.
     

• Automate delivery

  • Scheduling a Deliverable (New UI)
    How to set up a Deliverable to generate and send automatically on a recurring basis.

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