Key Features
Global & Company Views
View aggregated metrics across all companies or drill down into a single company’s dashboard
Summary Metrics
At-a-glance counts for tickets, compliance, planner items, goals, and devices
Widget Dashboard
Interactive widgets for compliance, tickets, devices, planner, goals, training, reports, and meetings
Quick Navigation
Click any metric or widget item to navigate directly to the relevant module
Accessing Company Overview
1
Navigate to Company
Click Company in the left sidebar.
2
Choose View Mode
Use the company selector dropdown at the top to:
- Global View: See aggregated metrics for all companies
- Assigned View: See metrics for companies assigned to you
- Single Company: Select a specific company to view its dashboard
Summary Metrics
The top of the dashboard displays key summary metrics:| Metric | Description |
|---|---|
| Open Tickets | Total open tickets across all or selected company |
| Planner Items | Total planner items with upcoming count |
| Incomplete Goals | Goals not yet completed |
| Upcoming Meetings | Scheduled meetings count |
| Reports | Total reports available |
Dashboard Widgets
The dashboard displays interactive widgets organized in a responsive grid layout:Compliance Widget
Displays recent compliance checks with:- Check name and company
- Status indicator (Pass, Fail, Pending)
- Due date and priority
- Quick link to view check details
Tickets Widget
Shows current open tickets:- Ticket summary and company
- Priority and status
- Created date
- Direct link to ticket details
Devices Widget
Highlights devices with alerts:- Device name and type
- Alert status and severity
- Company association
- Quick access to device details
Planner Widget
Displays upcoming planner items:- Item title and company
- Due date and status
- Priority level
- Link to planner module
Goals Widget
Shows strategic goals:- Goal title and company
- Progress status
- Target completion date
- Navigate to goals module
Training Widget
Summarizes training status:- Completion rates
- Courses in progress
- Overdue assignments
- Link to training dashboard
Reports Widget
Lists recent and scheduled reports:- Report name and type
- Last run date
- Status
- Quick access to run or view
Meetings Widget
Shows upcoming meetings:- Meeting title
- Date and time
- Company association
- Link to calendar
Global View
When viewing in Global mode:- All widgets aggregate data across all companies
- Summary metrics show totals for your entire tenant
- Items are sorted by priority and due date
- Company names appear on each item for context
Global view is ideal for MSP managers and administrators who need to monitor all client activity at once.
Single Company View
Click any company name or select a company from the dropdown to view its dedicated dashboard:- All widgets filter to show only that company’s data
- Summary metrics reflect only the selected company
- Company name appears in the page header
- Navigation respects company context when clicking into modules
Navigating Between Companies
- Use the company selector dropdown to switch companies
- Select “Global” to return to the aggregated view
- Select “Assigned” to see only companies assigned to you
- Click a different company name in any widget to switch to that company
Widget Interactions
Each widget supports:| Interaction | Action |
|---|---|
| Click item | Navigate to item details |
| View All link | Go to the full module list |
| Hover | See additional details tooltip |
| Company link | Switch to that company’s view |
Company Scope Events
The dashboard responds to company scope changes:- Switching from Global to Single Company view reloads the dashboard
- The URL updates to reflect the selected company (
/company/{id}) - All widgets refresh with the new company context
- Other modules remember your company selection
Best Practices
Daily Monitoring
Daily Monitoring
Start your day on the Global view to identify companies needing immediate attention. Look for overdue compliance checks, open tickets, and upcoming planner items.
Company Check-ins
Company Check-ins
Before client meetings, switch to that company’s view to review their current status across all modules.
Priority Focus
Priority Focus
Widgets highlight high-priority items. Address red/urgent indicators first before moving to routine tasks.
Use Quick Navigation
Use Quick Navigation