Product Ideas

As a Plan Admin, I am currently reminding people to enter in Target dates if they chose not to enter one when creating a tactic/action. If we could either have it force entry of a target date on tactics/actions or have the ability to pull a repor...

One of our customers requested having the ability to export the strategy tree in order to present reports to her managing partners.

Is it counter-intuitive to have links (both internal and external) be able to work from any level to any level? From any one element to any one element. Especially with regards to CSFs and KPIs..if they eventually affect the health of something....

Summary:currently related links are still visible for archived items. If something is archived, shouldn't related links also be "archived". And then stop contributing to score if they still do.

SummaryThe Strategy Starburst should have a default depth limit of 3 elements deep. The user can drill in to further detail from there by tapping on an element. This is necessary because on more complex plans the tactics and action items can be to...

Summary:Why worry about what specific reports a customer needs? Instead provide them with some basic tools to be able to view/print/export as PDF the data in a way that speaks to their sensibilities. I propose an expansion of Envision's Dashboard:...

From Customer:I just added a KPI for the first time and am wondering if it is possible to label the data points so that the data point value shows (without hovering over it)? I’d like to show the values of each data point but I don’t see a way to ...

Allow a user to choose how they would like to see their KPI data displayed.Toggle between viewsTypesBarPieStacked Bar (comparison?)Line

Summary:Provide the ability to create a public link to an Envision Report or Envision Dashboard (future) These publicly available links would build the output on the fly delivering the latest version. This could be used to distribute report result...

Summary:This has been requested twice now through beta and sales feedback to allow for a Parent strategic plan that could have child plans that roll up into it. This could be a Corporation that has child or subsidiaries. Use Cases:A backbone suppo...