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How to use the Client Dashboard
How to use the Client Dashboard
Randy White avatar
Written by Randy White
Updated over a week ago

The Client Dashboard is the same as the Strategy Dashboard, except that insights are specific to each client. The Digital Maturity Index (DMI) measures your client's digital health and surfaces data that can be acted upon with Initiatives.

You can easily determine your next steps against critical assets by using insights provided at the client level.

How to access Client Dashboards

There are two paths to accessing client dashboards.

  1. In the left-hand navigation bar, click Clients.

  2. From the Client Console, select a client


  1. In the left-hand navigation bar, click Strategy.

  2. On the Strategy Dashboard, click into a predefined insight pane

  3. From the Strategic insights page, click on a client

Within seconds, you identify a client's key challenges. The insights provided at the client level help you take the next step in mitigating critical asset performance risks.

Client Dashboard Processes

There are multiple processes available for identifying, sharing, and addressing critical asset risks and issues, similar to the Strategy Dashboard.

  1. View Digital Maturity Index - 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.

  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.

    1. Identifying clients with critical issues and risks - The Client console includes a DMI column which enables you to assess 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 shows which clients are on an upward DMI trajectory (improving) and on a downward DMI trajectory (needing attention) among DMI ranges.

  3. Create personalized 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.

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.

Taking action on client insights

To reduce the amount of information to filter through, the Client Dashboard displays relevant information, such as the number of assets affected, prominently in each insight notification pane. The Client Dashboard sorts the insights into categories. An insight can mitigate critical asset issues by adding those assets to an initiative as a first step.

It's challenging to convince your clients to invest in IT. With our initiative templates, you can explain 'why' your recommendations are important.

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.

From the Client Dashboard, clicking on a predefined insight displays its details. Learn more in the What are Insights? article.

From here, you can add to initiatives to mitigate critical asset issues.

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.

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.

Viewing Initiatives from the Client Dashboard

As well as being able to access client initiatives by clicking on the Initiatives tab, you can also track and manage all initiatives you have created for a particular client for easier reference.

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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