The Client Dashboard is identical in almost every way to the Strategy Dashboard except that insights are specific to that client, the Digital Maturity Index (DMI) marks the digital health of your client, and surfaced data in a client dashboard is accessible to be actioned on with an initiative.

By using the insights provided at the account level, you can easily determine your next steps against critical assets.

How to access Client Dashboards

There are two paths to accessing client dashboards.

  1. Click Clients in your left-hand navigation bar.

  2. Click into a selected client on the Client Console


  1. Click the Strategy button in your left-hand navigation bar.

  2. Click into a predefined insight pane on the Strategy Dashboard

  3. Click into a client from the Strategic insights

Within seconds, you identify the main challenges facing a client. By using the insights provided at the client level, you can easily take the next step to mitigate risk against critical asset performance issues.

Digital Maturity Index (DMI)

The Digital Maturity Index on the Client Dashboard is the score that marks the digital health of your client. Learn more in the Digital Maturity Index (DMI) article.

Identify clients with critical issues and risks

The Client console includes a DMI column which enables you to quickly view a client's current environment state and identify clients with risk in seconds. Once a client is identified that requires action, click the client name in the Client column to display the Client Dashboard.

The 30-day trend column indicates which clients are on an upward DMI trajectory (improving) and on a downward DMI trajectory (needing attention) among DMI ranges.

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.

Simplifying areas of concern and explaining the reasons behind proposed solutions helps the client better understand the issues.

Providing clients with digestible information, without the time-consuming data analysis, manual data collection helps deliver recommendations that will drive clients forward. Using Scorecards in regular meetings with your clients can help you better understand their goals and challenges.

Taking action on client insights

The Client 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. The Client Dashboard divides this vital information into several categories. An insight can be used as a first step for the mitigation of critical asset issues by adding those assets within that insight to an initiative.

Getting your clients to understand the benefits of investment in IT can be challenging. Our initiative templates help you communicate 'the why' behind your recommendations.

From modernizing assets (replacing hardware or moving to the cloud) to software modernization (unsupported software or the lack of comprehensive endpoint security) to procuring warranty coverage (or identifying the lack of coverage), initiatives make it possible to implement quick responses to asset management challenges.

For example, let’s look at the selected Insight (High-risk servers) on a Client Dashboard.

Clicking into a predefined insight from the Client Dashboard displays the specific insight details. The insight you’re viewing is indicated by the title in the upper header of the asset list console. Learn more in the What are Insights? article.

It’s from here that you can add to initiatives (similar to a project) to mitigate critical asset issues. ScalePad Lifecycle Manager Initiatives is the tool that enables you to take instant action with your clients against critical asset performance issues and risks. It serves as a communication layer that enables you to create, publish, and deliver proposals directly from the Lifecycle Manager platform to your clients.

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

  • Red - These are high-risk insights when a partner is not fully compliant. 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.

Viewing Initiatives from the Client Dashboard

In addition to gaining access to client initiatives by clicking on the Initiatives tab, you are also able to find and manage all initiatives you have created for a particular client for easier reference and to keep track of what has been done for that client.

Initiatives from the dashboard

Currently, this information displays the number of Initiatives created for each client (on each client's strategy dashboard). Clicking the Initiatives tile displays the Initiative list view where you can manage and track existing Initiatives.

Additional articles to read

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