Product Ideas

Have you got a great idea to improve one of our software products? We'd love to hear it! Please share the details with our product team and your idea will be evaluated for release. Thank you!

4 Vote

Key Performance Indicator Map or Sunburst

In speaking with Spitty at Transform Rockford, he is interested in having a map or sunburst similar to the Plan Map that would reflect the Key Performance Indicators tied to the associated Projects and their metrics. At a time, they have 70-90 met...

Created 11 Jan 05:03pm

Dashboards & Reporting / Key Performance Indicators

0 Future consideration
6 Vote

Ability To Have Saved Filters in Search Function

I met with Marty at Attack Poverty and she explained that she runs reports often via the search function. She would like to be able to have "saved filters" for reports she runs on a recurring basis.

Created 18 Mar 07:23pm

Dashboards & Reporting / Search & Navigation

1 Approved for future release
5 Vote

Progress Note Report

Summary: Would be beneficial for a plan administrator to pull a report of the last time a Progress Note was entered in any part of the strategic plan to see if there are areas that are either a. not needed or b. need MORE attention or a push to en...

Created 2 Mar 06:56pm

Dashboards & Reporting

0 Future consideration
2 Vote

Enable Admin (Consultant) to set up end user's dashboard

I would like the ability to log in to end user's environments as an Admin and set up their dashboard before presenting their plan to them.

Created 22 Feb 05:46pm

Dashboards & Reporting / System Administration

0 Future consideration
3 Vote

Usage Digest

Would like an automated report sent weekly to Admin's with the following peramiteres:Individual users who did not log in over last 7 days.Individual users who did log in over the last 7 days.Number of Progress Notes entered by user over the last 7...

Created 22 Jul 04:46pm

Dashboards & Reporting

0 Approved for future release
1 Vote

Suggest corrective actions

For example if a segment or strategy is red or amber, it will be nice if there is a pop-up on that segment or strategy that suggests what action item or KPI or objective can be adjusted to bring the segment or strategy to green.

Created 11 Jun 06:07pm

Dashboards & Reporting

0 Future consideration
3 Vote

My Work Widget

When flipping the widget over, under Section, separate Strategy from Objective and Tactics from Action Items. The icons are not intuitive enough. Also be able to have "My Work" sort by Target Date not just Start Date as it is today. -Submitting on...

Created 18 May 08:08pm

Dashboards & Reporting

0 Future consideration
1 Vote

Ability to See Completed Projects

Ability to see completed projects in the starburst so at a glance people can see the progress that has been made on the plan.

Created 27 Apr 09:13pm

Dashboards & Reporting

0 Future consideration
4 Vote

Reporting Dashboards

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:...

Created 14 Mar 05:52pm

Dashboards & Reporting

1 Future consideration
3 Vote

Export Strategy Tree

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

Created 8 Oct 09:13pm

Dashboards & Reporting

2 Future consideration