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The Company Audit provides a comprehensive health assessment of all your client companies across MSPortal.ai. View audit scores, identify configuration gaps, and track company setup completion at a glance. Company Audit Dashboard

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Accessing Company Audit

1

Navigate to Company Overview

Click Company Overview in the left sidebar under the Planning section.
2

Open the Overview Menu

Click the Overview Menu button in the top-right corner of the page.Overview Menu
3

Select Company Audit

Click Company Audit from the dropdown menu.

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Summary Cards

At the top of the page, four summary cards provide an instant overview of company health:
Focus on companies in the “Critical” category first to ensure all clients have proper configurations in place.

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Understanding Audit Scores

The audit score is calculated based on multiple factors that indicate how well a company is configured in MSPortal.ai:
A higher score indicates better configuration. Scores are displayed with color-coded progress bars: green (80%+), yellow (60-79%), and red (below 60%).

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Audit Report Table

The main audit report displays all companies with configurable columns showing key metrics across every module.

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Default Columns

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Customizing Columns

Click the Columns button to show or hide columns based on your needs. Columns are organized into categories: Columns Menu
  • Company Name
  • Audit Score
  • Setup Complete
  • Has Address
  • Has Phone
  • Has Website
  • Locations
  • Devices
  • Active Devices
  • Total Checks
  • Overdue Checks
  • Upcoming Checks
  • Last Compliance Run
  • QBR Scheduled
  • Next QBR
  • Last QBR
  • Upcoming Meetings
  • Next Meeting
  • Future Meetings
  • Planner Items
  • Overdue Planner
  • In Progress
  • Upcoming Planner Items
  • Total Goals
  • Incomplete Goals
  • High Priority Goals
  • Total Surveys
  • Completed Surveys
  • Last Survey
  • Avg NPS
  • Has Budget
  • Budget Categories
  • Total Budget
  • Users (Active/Total)
  • Total Users
  • Active Users
  • Integrations
  • Active Integrations
  • Created
  • Last Activity
Your column preferences are saved automatically and will persist across sessions.

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Filtering and Sorting

Use the search box to filter companies by name. Type any part of the company name to instantly filter the results.

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Filter by Role

Use the Filter by Role dropdown to show only companies where a specific person is assigned to a role. This is useful for:
  • Viewing all companies managed by a specific TAM
  • Seeing which companies a vCIO is responsible for
  • Checking workload distribution across team members

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Sorting

Click any column header to sort the table by that column. Click again to toggle between ascending and descending order. A sort indicator arrow shows the current sort direction.

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Actions

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Refresh Data

Click the Refresh button to reload the audit data with the latest information from the database.

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Export to CSV

Click the Export button to download the current view (including any active filters) as a CSV file. The export includes all visible columns based on your column preferences.

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Best Practices

Review the Company Audit weekly to identify companies that need attention. Focus on:
  • Companies with low audit scores
  • Companies missing QBR schedules
  • Companies with no assigned roles
Ensure all companies have TAM and vCIO roles assigned. Filter by role to verify workload distribution across your team.
Enable additional columns like “Has Address”, “Has Phone”, and “Has Website” to identify companies with incomplete basic information.
Use the Export feature to create periodic reports on company health. Filter by specific criteria before exporting to create targeted reports.

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Troubleshooting

Review the company’s configuration across all modules. Common issues include:
  • No roles assigned to the company
  • Missing QBR schedule
  • No upcoming compliance checks scheduled
  • Zero devices or locations configured
  • No budget items set up
The audit data is refreshed when the page loads. Click the Refresh button to get the latest data at any time.
Use the Columns button to enable additional columns. Some columns are hidden by default to keep the view manageable.

Company Overview

Return to the main Company Overview dashboard

Compliance

Manage compliance checks and frameworks

Planner

Create and track roadmap items

Settings: Companies

Configure company settings and roles