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How to use the Strategy Dashboard
How to use the Strategy Dashboard
Randy White avatar
Written by Randy White
Updated this week

The Strategy Dashboard displays insights about all your clients and provides a DMI score that marks the digital health of your own organization.

This means you can quickly identify which assets present the most challenges throughout your fleet. With account-level insights, you can easily decide your next step for taking action on critical assets.

Digital Maturity Index

The Digital Maturity Index (DMI) on the Strategy Dashboard is the score that marks the overall digital health of your clients.

The Digital Maturity Index (DMI) on the Strategy Dashboard is based on all assets under MSP management. It is not an average of your clients' DMI scores. 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.

Not all insights require action. For ease of use, insights are color-coded for quick identification.

  • Red - These are high-risk insights that comply with the insight rule. Prompt action is required.

  • Blue - Compliant insights that are not as critical as high-risk insights.

  • Green - No assets currently comply with the Insight rule. No action is required.

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.

Strategy dashboard processes

  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 to 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.

Additional articles to read

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