Health Score Configuration lets you control which dimensions factor into each company’s overall health score. Enable or disable dimensions to match what matters most to your MSP.Documentation Index
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Accessing Scoring Settings
- Click Settings in the sidebar
- Under the MSP Tools group, select Scoring
Dimensions
The health score is composed of up to 8 dimensions. Each dimension can be toggled on or off. Disabled dimensions are excluded from the overall score calculation, and their weight is redistributed across the remaining enabled dimensions.| Dimension | What It Measures |
|---|---|
| Service Quality | Ticket resolution time, hours per ticket, and escalation rate |
| Engagement | Last contact recency, meeting frequency, and NPS scores |
| Financial | Overdue invoice count and average days to pay |
| Sales | Opportunity recency and quote win rate |
| Projects | Active project count and project recency over the last year |
| Standards | Percentage of required tools deployed at the company. Categories with Require one of group enabled count as a single check satisfied by any deployed item. |
| Environment | Device count and active user percentage across managed devices |
| Operational | Overdue planner tasks and goal completion percentage |
Configuring Dimensions
Enable or disable dimensions
Toggle each dimension on or off based on what you want included in the health score. A summary at the bottom shows how many of the 8 dimensions are enabled.
How Dimensions Affect Health Scores
When a dimension is enabled, it contributes its weighted score to the overall health grade. When disabled:- The dimension is excluded from the score calculation entirely
- Its weight is redistributed proportionally across remaining dimensions
- Company health scores are recalculated on the next daily refresh (2:00 AM UTC)
Changes to dimension settings take effect on the next daily health score refresh. Existing scores remain unchanged until then.
Permissions
| Permission | Access Level |
|---|---|
read_settings_client_health | View scoring configuration |
manage_settings_client_health | Modify scoring configuration |
Related Resources
Client Health
See how health scores are calculated and displayed
MSP Tools Overview
Overview of all MSP Tools features