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

Very quickly, you are able to identify the most challenges that exist across your fleet of managed assets. By using the insights provided at the account level, you can easily determine your next step to take action against 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.


The Strategy Dashboard surfaces relevant information, such as the number of assets affected, and is displayed prominently in each insight notification pane to reduce the amount of information to filter through. This is important information about all your clients you would otherwise 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 are not compliant with the insight rule. Prompt action is required.

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

  • Green - Fully compliant insights. No action is required.

Clicking into a predefined insight from the Strategy/Client Dashboard displays the specific insight details. When viewing the specific insight details, you can drill down into each client that is included in that insight. 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.

Additional articles to read

Did this answer your question?