The “Overview” dashboard offers a snapshot of your tenant's overall health, including the compliance rate for policies enabled in your Playbooks. It displays the count of critical and warning policy violations. This tab also gives you access to the Configuration Manager, allowing you to track changes in your tenant.
This guide will introduce you to the features and widgets available in this section.
Overview widgets
Overall tenant grade
The “Overall tenant grade” widget provides insight into your tenant's health. It assigns a grade ranging from A+ (indicating the highest possible tenant health score) to F. This grading reflects a compliance percentage with your policies, ranging from 100% to 0%. The calculation considers only the enabled critical and warning policies for which you have set a threshold. Non-compliance with critical policies has a more significant impact on reducing your score compared to warning policies. For further details, please refer to the guide on understanding your tenant score.
Total policies with violations
The “Total policies with violations” widget provides a summary of enabled policies that have either critical or warning severity levels and are not compliant across your Playbooks. Critical policies are indicated by a red danger icon, and warning policies by a yellow danger icon.
Clicking on this widget will open a report displaying the name, severity level, and corresponding Playbook for each policy. From this page, you can quickly assess the compliance status and severity of these policies. Depending on your role and permissions, you may also have the ability to take actions such as editing the policy or accessing its full report.
For more information on policy severity, please see the “Policy severity levels” article.
Tenant setting in the last 7 days (Configuration Manager)
This widget provides a summary of the configuration changes detected in your tenant settings during the last week. By clicking on it, you'll be directed to a detailed report that outlines the changes identified over time. Additionally, from this report, you can access the Configuration Manager.
For further details, please consult the “Configuration Manager report and widget” article.
Playbook widgets
Playbook widgets are sorted by priority to streamline the review process. Low-compliance Playbooks are displayed at the top, while compliant and informational Playbooks are positioned at the bottom.
The compliance percentage for each Playbook is calculated based on the number of compliant policies out of the total number of enabled policies with set thresholds. Each Playbook, whether out-of-the-box or custom, with at least one enabled policy, features a widget that displays this compliance score using a color code for quick assessment:
- Green: indicates the Playbook is 75-100% compliant, requiring no immediate action.
- Yellow: suggests the Playbook is 50-74% compliant, needing some attention, though it's not critical.
- Red: signals the Playbook is less than 50% compliant, urging prompt action to address violations.
- Grey: indicates that no threshold has been set, or the policy is informational. In these cases, a compliance percentage is not applicable, and “N/A” is displayed instead.
In the widget's top-right corner, the total number of enabled policies is shown, and clicking this number directs you to the specific Playbook tab where all enabled policies are listed.
Additionally, clicking on the number of critical or warning policies marked by red or yellow danger icons will filter the Playbook tab to show the policies that need attention.
For instance, in the “Licenses” Playbook shown below, 9 policies have thresholds, of which 7 are compliant, resulting in a compliance percentage of 76%.
Overview features
Comparison and trends
The Overview dashboard enables you to compare your current compliance status with that of previous periods, such as the last month, last quarter, or last year. This comparison helps you monitor your progress over time. To do this, click on “Policies needing attention” and choose the period you're interested in. The dashboard will then refresh to indicate whether the trend is positive (shown in green) or negative (shown in red) in comparison to the previous period. Additionally, it displays the compliance percentage recorded on the final day of the chosen interval (month, quarter, or year).
If the trending option (monthly, quarterly, yearly) is selected but your organization lacks data from that period, you will currently see a 0% trend.
Delegated administrators only have access to the “Policies needing attention” dashboard.
Playbook filter
In the Overview dashboard, you can filter the category of Playbooks you want to view. By default, all Playbooks are visible. However, using the dropdown menu, you can choose to view only CoreView Playbooks (out-of-the-box), only Custom Playbooks, only Compliant Playbooks, or only Non-compliant Playbooks.
