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!

1 Vote

Top 4 users widget on Plan Overview page

Is there a way to expand the top users widget to include the top 8 users? Or is there an opportunity to change that widget into a usage metric of some sort?

Created 8 Mar 10:09pm

Dashboards & Reporting

0 Future consideration
7 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

2 Already exists
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
1 Vote

Show Closed/Complete Items in Work Center and Strategy Overview

I would like to set an action to Closed/Complete and still be able to see it listed in various work center and strategy overview visualizations.

Created 17 Jan 10:11pm

Dashboards & Reporting

0 Already exists
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
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 las...

Created 22 Jul 04:46pm

Dashboards & Reporting

0 Approved for future release
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

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 Not Likely to Implement
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 Approved for future release
4 Vote

Export Summary - "One-Sheeter"

Summary: In discussions with Jeff he would like to see a one page export that depicts an individual strategic plan Vision Values Mission Drivers KPIs Similar to our Internal SupplyCore 2022 Strategy Map Need is to be able to present something to p...

Created 17 Oct 07:44pm

Dashboards & Reporting

0 Approved for future release