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Overview

The Company Overview module provides a comprehensive dashboard view of company health metrics, compliance status, and upcoming activities. It serves as your command center for monitoring all aspects of client management in MSPortal.ai.

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Key Features

Performance Metrics

Real-time summary cards showing key performance indicators

Compliance Monitoring

Track compliance issues and recent runs at a glance

Activity Tracking

View upcoming planner items and scheduled activities

Company Audit

Comprehensive audit view with detailed module analysis

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Dashboard Components

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Summary Cards

The top section displays key metrics across different modules:
  • Compliance Status: Active checks, recent issues, completion rates
  • Survey Metrics: Response rates, NPS scores, feedback trends
  • Goal Progress: Active goals, completion status, milestones
  • Ticket Volume: Open tickets, resolution times, SLA compliance
  • Device Status: Total devices, warranty expirations, refresh needs

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Compliance Issues Card

Monitor critical compliance issues requiring attention:
  • Issue severity levels (Critical, High, Medium, Low)
  • Affected compliance frameworks
  • Days since detection
  • Quick links to resolution actions

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Recent Runs Card

Track recent compliance run activities:
  • Run completion status
  • Framework coverage
  • Issue discovery trends
  • Schedule adherence

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Planner Items Card

View upcoming scheduled activities:
  • Tasks due today, this week, and this month
  • Priority indicators
  • Assignment status
  • Quick access to planner module

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Company Summary Card

This card appears only in global view when no specific company is selected
Displays aggregated metrics across all companies:
  • Total managed companies
  • Overall compliance health
  • Combined ticket volume
  • Multi-company trends

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View Modes

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Company-Specific View

When a company is selected from the company selector:
  • Shows data filtered to selected company only
  • Displays company-specific metrics
  • Enables detailed drill-down capabilities

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Global View

When no company is selected (all companies):
  • Shows aggregated data across all companies
  • Displays Company Summary Card
  • Enables cross-company comparisons
  • Useful for MSP-wide monitoring

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Company Audit

Access the audit view by clicking the menu icon in the page header and selecting “Company Audit”.

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Audit Features

  • Module Coverage: Analysis of all enabled modules
  • Data Completeness: Identifies missing or incomplete information
  • Activity Analysis: Recent activity patterns and trends
  • Recommendations: AI-powered suggestions for improvements
  • Export Options: Generate audit reports in various formats

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Audit Sections

  1. Compliance Audit: Framework coverage and check completeness
  2. Survey Audit: Response rates and feedback analysis
  3. Goal Audit: Goal setting and achievement metrics
  4. Ticket Audit: Service delivery performance
  5. Device Audit: Asset management completeness

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Data Refresh

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Automatic Refresh

  • Dashboard data refreshes automatically every 5 minutes
  • Real-time updates for critical metrics
  • Background sync for non-critical data

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Manual Refresh

  • Click the refresh icon in the Company Overview menu
  • Force refresh specific cards using individual refresh buttons
  • Audit data can be refreshed using the “Refresh Audit” button

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Filtering and Customization

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Time Period Selection

  • Today, This Week, This Month, This Quarter
  • Custom date ranges
  • Year-over-year comparisons

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Metric Filtering

  • Show/hide specific metric cards
  • Adjust threshold values for alerts
  • Customize card ordering

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Company Filtering

Company filtering is controlled by the global company selector in the top navigation bar

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Performance Optimization

The Company Overview uses several optimization techniques:
  • Cached Data: Frequently accessed data is cached for performance
  • Progressive Loading: Cards load independently to improve perceived speed
  • Smart Refresh: Only updates changed data to minimize network usage

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Quick Actions

Access related modules directly from the dashboard:
  • Click compliance issues to navigate to Compliance module
  • Click planner items to open in Planner
  • Click survey metrics to view Surveys
  • Click goal progress to manage Goals
The Company Overview menu (⋮) provides:
  • Navigate to Company Audit
  • Refresh dashboard data
  • Export dashboard snapshot
  • Configure dashboard preferences

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Best Practices

Start each day by reviewing the Company Overview to identify priorities
Address critical compliance issues immediately when they appear
Run company audits monthly to ensure data completeness
Use global view weekly to monitor overall MSP performance

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Permissions

Access to Company Overview features requires:
  • read_dashboard permission for viewing
  • read_compliance for compliance sections
  • read_planner for planner items
  • view_all_companies for global view
  • Compliance - Detailed compliance management
  • Planner - Task and schedule management
  • Surveys - Customer satisfaction tracking
  • Goals - Strategic objective management
  • Reports - Detailed reporting and analytics