To view client-specific insights
Navigate to the Clients console
Click into a selected client on the Client console
Click into a predefined insight from the Client Dashboard
Accessing Client Dashboard from Strategic insights |
The insight you’re viewing is indicated by the title in the upper header of the asset list console.
The information presented in the table for a client insight is:
Name & Serial - The asset name and associated serial number.
User - The last logged in user on that asset
The manufacturer - The asset brand
Model - The asset type
Age - The age of the asset (based on purchase date)
Warranty Expiry - Warranty expiration date
The information presented in the table for a client insight is identical to a strategic insight except for the Client column as insights are unique to this client. |
Filtering forecasted assets
An Action required filter enables you to see a list of assets that will be compliant in the next 90 days.
Now - viewing assets that are compliant with an insight's rule.
Soon - viewing assets that are non-compliant with an insight's rule (within 90-days of compliance).
You are able to create initiatives from a list of forecasted assets.
Once you’ve identified issues in your client’s infrastructure, you can convert automated client insights into client-ready recommendations which your clients can approve with one click.