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About

DataTako is a white-label Power BI Embedded portal powered by Microsoft Fabric. Share interactive reports and dashboards with clients, partners, or stakeholders without individual Power BI licenses. Features include full custom branding, Row-Level Security, Microsoft SSO/MFA, scheduled email delivery, multi-dataset support, and tenant switching. Organizations typically save up to 60% on Power BI licensing while delivering a professional, branded analytics experience. Your data never leaves your Power BI environment.

About

Strategy Overview is a vCIO/QBR automation platform built by MSPs to streamline client strategic planning and digital transformation. It automates quarterly business reviews, including assessments, executive summaries, dashboards, roadmaps, budgets, and Office 365 and asset lifecycle reporting, via a modular template engine powered by the Arya AI agent. The system integrates with PSA/RMM tools (ConnectWise, Autotask, Kaseya BMS, Syncro, Halo PSA) and Office 365 to sync company data, assets, user lists, tickets, warranties, and licensing. Clients gain access to a fully white-labeled portal showcasing their strategy, health scores, asset and user data, tickets, budgets, and roadmaps. It updates warranty and asset information automatically, enabling MSPs to reduce QBR prep time from hours to minutes, standardize processes, surface security/compliance insights, drive proactive recommendations, and convert assessments into strategic revenue guidance.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Consulting firms, SaaS companies, enterprises, IT departments, data analytics teams, and any organization sharing Power BI reports with external clients or stakeholders

Audience

vCIOs and MSP leaders wanting a solution to automate QBRs, asset audits, and client portals, turning routine reviews into strategic growth conversations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$200/month
Free Version
Free Trial

Pricing

$60 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

DataTako
Founded: 2023
Netherlands
datatako.com

Company Information

Strategy Overview
United States
www.strategyoverview.com

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Thread

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Categories

Categories

MSP

Integrations

Microsoft Power BI
Autotask PSA
Auvik
BrightGauge
ConnectBooster
ConnectWise Automate
Gravity Forms
HubSpot CRM
Hudu
Liongard
LiveChat
MSPCFO
Microsoft Forms
Microsoft Intune
QuoteWerks
Quoter
Salesforce
Simplesat
TimeZest
Zendesk

Integrations

Microsoft Power BI
Autotask PSA
Auvik
BrightGauge
ConnectBooster
ConnectWise Automate
Gravity Forms
HubSpot CRM
Hudu
Liongard
LiveChat
MSPCFO
Microsoft Forms
Microsoft Intune
QuoteWerks
Quoter
Salesforce
Simplesat
TimeZest
Zendesk
Claim DataTako and update features and information
Claim DataTako and update features and information
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Claim Strategy Overview and update features and information