> ## 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.

# Read a company’s health details

> Interpret scores, dimensions, history and the current Standards list without confusing their meanings.

**Audience:** MSP staff. Company portal users cannot open this Client Health detail page.

Open **MSP Tools > Client Health**, then select a company row or Spotlight entry. Check the company title and **Last computed** date before interpreting the results. Use the back arrow to return to the portfolio.

## Read the summary

A numeric **Health Score** uses the published model and its available evidence. It is not an average of every number visible below. Hover over the score to see contributing dimensions and applied weights.

The default model requires at least three scored dimensions and 40% evidence coverage for an overall numeric result. With insufficient evidence, the overall score card can be absent even when individual dimensions have useful values. **N/A** and **Limited data** are not zero scores.

**Risk Level** is the calculated band unless a manual flag overrides it. The standard bands are Thriving from 80, Healthy from 60, At Risk from 40 and Critical below 40. Displayed scores are rounded, so a boundary value should be interpreted with its actual risk label. A manual risk flag changes the label, not the score.

**Standards Compliance**, when available, is the Standards percentage recorded in the published scorecard. Other cards can be omitted when evidence is unavailable.

## Inspect dimensions and drivers

**Dimension Breakdown** shows dimensions with a score or observed evidence. Read the score, applied weight, evidence coverage and metric values together. A 100 score with 0% applied weight does not contribute to the overall score.

A displayed dimension may say **Excluded from health score**. Metrics shown as **Disabled** do not carry scoring weight. Some unavailable or entirely excluded dimensions are omitted; absence is not evidence of a healthy result. Percentages, days, currency and other units describe different measures and should not be compared as raw numbers.

**Top Negative Drivers** identifies the dimensions creating the largest modeled score loss. The points are score impact, not money, ticket counts or proof of a specific fault. Open the relevant product area and check the underlying records before acting. A company can have driver information even when its evidence is insufficient for an overall numeric score.

## Read the 180-day history

The **Health Score Trend (180 days)** uses published scorecards. Select **Show Dimensions** to add individual dimension lines and the legend; use **Hide Dimensions** to return to the overall line. Hover over the chart to inspect available values.

A model revision creates a gap rather than connecting incompatible scores. Other missing values can also leave blank sections. A chart with no overall line can mean its historical overall scores are unavailable; adding dimension lines may reveal useful evidence. With too few history points, an empty-state message replaces the chart.

An upward score is not proof that your latest intervention caused the change. Compare source freshness, model revision, enabled metrics and coverage as well as the values.

## Compare the current Standards list

The Standards table below the score breakdown is read separately from current company deployment records. Its badge counts **deployed items / all listed items**. That raw item count is not the same calculation as applicable required checks or one-of-group scoring.

The table can therefore differ from the saved Standards Compliance percentage because its timing and denominator differ. It is not automatically a score calculation error. Use the [Standards matrix](/user-guides/msp-tools/read-standards-matrix) for current applicability, groups and deployment alignment.

Where available, the table shows item, vendor, category, status and notes, plus an **Open in Planner** icon. Notes prefer the linked item's public notes, falling back to private notes; they are not a guarantee that both note fields are shown. Category is hidden on narrow screens and Notes on smaller layouts. Open the linked Planner item for its full context.

These table statuses are read-only here. To record a deployment, follow [Update Standards deployments](/user-guides/msp-tools/update-standard-deployments). To change a relationship risk label, follow [Manage manual risk flags](/user-guides/msp-tools/manage-client-risk-flags).

## FAQs

<AccordionGroup>
  <Accordion title="Where can I inspect the reasons behind a health score?">
    Open the company from Client Health and review Dimension Breakdown, applied weights, evidence coverage and Top Negative Drivers.
  </Accordion>

  <Accordion title="Why is the Health Score card missing?">
    There may be insufficient evidence for an overall numeric score, even though some dimensions have usable values.
  </Accordion>

  <Accordion title="Does a dimension score of 100 always help the overall score?">
    No. Check its applied weight and whether it is excluded; a 0% weight contributes nothing.
  </Accordion>

  <Accordion title="What do the negative-driver points mean?">
    They are modeled score impact, not financial loss or a count of incidents.
  </Accordion>

  <Accordion title="Can negative drivers appear without an overall score?">
    Yes. Individual dimensions can have evidence and impact information while the overall score remains unavailable.
  </Accordion>

  <Accordion title="How do I see individual dimension trends?">
    Select Show Dimensions on the 180-day chart, then Hide Dimensions to return to the overall line.
  </Accordion>

  <Accordion title="Why is there a gap in the trend?">
    A model revision intentionally separates comparable segments; missing score values can also leave gaps.
  </Accordion>

  <Accordion title="Why is the chart blank although it has dates?">
    Historical overall scores can be unavailable. Try Show Dimensions and inspect coverage rather than treating the blank line as zero.
  </Accordion>

  <Accordion title="Why does the current Standards list differ from Standards Compliance?">
    The list reads current records and counts deployed items out of all listed items; the scorecard uses a published snapshot and applicable required/group scoring.
  </Accordion>

  <Accordion title="Does the Standards notes column show every note?">
    No. It prefers public Planner notes and falls back to private notes. Open the linked item for full context.
  </Accordion>

  <Accordion title="Can I edit deployment status in the health detail table?">
    No. Use the Standards matrix to update deployments.
  </Accordion>

  <Accordion title="Why does a rounded score appear close to another risk band?">
    Risk is based on the underlying score, while the displayed number is rounded. Also check for a Manual override.
  </Accordion>
</AccordionGroup>

For all eight dimensions, source windows and provider coverage, see [Understand Client Health scoring and evidence](/user-guides/msp-tools/understand-health-scoring).
