Scorecards

Visualize your clients' strengths and weaknesses

Generate Scorecards from Insights to grade client assets and infrastructure, and give them recommendations on what to do next.

Show clients the risks and opportunities for their business

Scorecards simplify complex issues affecting your clients’ IT. Show them what’s impacting their businesses, like bad assets, hardware, or software at risk of failure. Or even celebrate what’s going well. Risks and improvement opportunities for their businesses are now crystal clear.

Spend more time engaging with clients

Scorecards are made quickly by leveraging data from Lifecycle Manager Insights. Use the presentation mode to walk clients through the issues at hand by showing the color-coded score, pre-formatted executive summary, budget, and recommendations. Make sure they get a copy of the white-label PDF version so they can review your recommendations.
Scorecards are great because they hit all the fundamentals. They are perfect to show during our regular meetings as an executive summary.
Joe Markert
CEO, Function One
It’s super-easy to pump out Scorecards. They’re simple, color-coded, and straight to the point. It shows what we’re talking about, where we’re at, and how much it costs.
Aaron Waters
President, Rayne Technologies

Develop custom Scorecards to track what you want

Scorecards are based on Liefcycle Manager’s Insights data, but you can customize them to suit your needs. Modify them to highlight wins with your clients or show them where they need improvements. Plus, each client can see their overall DMI™ score at the top of the scorecard to get an overall idea of where they environment stands.

Integrate with asset lifecycle communication

Integrate with asset lifecycle communication Insights from the Lifecycle Manager dashboard can be pulled into the Scorecards feature as their own category. Customize additional Scorecards to highlight specific needs to your clients.

Easily shareable

Use presentation mode to give clients a polished presentation, or download and send PDF versions. The visual design of Scorecards are easy for all audiences to understand.

Customize priority

Change the priority of categories to customize the order in which they appear. Order your Scorecards sections to align with a meeting agenda or discussion topic for easy reference.
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