> ## Documentation Index
> Fetch the complete documentation index at: https://docs.msportal.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Company Overview

> Monitor company health and performance metrics across all modules from a centralized dashboard

The Company Overview provides a centralized dashboard to monitor all companies within your MSPortal.ai tenant. View key metrics, track compliance status, manage tickets, and quickly identify companies that need attention.

## Key Features

<CardGroup cols={2}>
  <Card title="Global & Company Views" icon="globe">
    View aggregated metrics across all companies or drill down into a single company's dashboard
  </Card>

  <Card title="Summary Metrics" icon="chart-line">
    At-a-glance counts for tickets, compliance, planner items, goals, and devices
  </Card>

  <Card title="Widget Dashboard" icon="grid-2">
    Interactive widgets for compliance, tickets, devices, planner, goals, training, reports, and meetings
  </Card>

  <Card title="Quick Navigation" icon="arrow-pointer">
    Click any metric or widget item to navigate directly to the relevant module
  </Card>
</CardGroup>

## Accessing Company Overview

<Steps>
  <Step title="Navigate to Company">
    Click **Company** in the left sidebar.
  </Step>

  <Step title="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
  </Step>
</Steps>

## 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                           |

<Tip>Click any metric card to navigate directly to that module for more details.</Tip>

## 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

<Note>
  Global view is ideal for MSP managers and administrators who need to monitor all client activity at once.
</Note>

## 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

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="Company Check-ins">
    Before client meetings, switch to that company's view to review their current status across all modules.
  </Accordion>

  <Accordion title="Priority Focus">
    Widgets highlight high-priority items. Address red/urgent indicators first before moving to routine tasks.
  </Accordion>

  <Accordion title="Use Quick Navigation">
    Click directly into items from widgets to take action. This is faster than navigating through menus.
  </Accordion>
</AccordionGroup>

## Related Resources

<CardGroup cols={2}>
  <Card title="Company Audit" icon="clipboard-check" href="./audit">
    Track company setup completion and configuration health
  </Card>

  <Card title="Compliance" icon="shield-check" href="../compliance">
    Manage compliance checks and frameworks
  </Card>

  <Card title="Tickets" icon="ticket" href="../ticketing">
    View and manage support tickets
  </Card>

  <Card title="Planner" icon="calendar-check" href="../planner">
    Create and track roadmap items
  </Card>

  <Card title="Goals" icon="bullseye" href="../goals">
    Set and monitor strategic goals
  </Card>

  <Card title="Training" icon="graduation-cap" href="../training">
    Manage security awareness training
  </Card>
</CardGroup>