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!

Reporting Dashboards


  • 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:


  • As a user, I need to be able to create and switch between more than one dashboard. So that I can visualize data available in widgets in different contexts.

  • As a user, I need the dashboards to be 4 instead of three columns wide and I would like to be able to have widgets that use 1, 2, or 4 columns of width - perhaps extending the amount of data that is displayed for each widget in meaningful ways?

  • As a user, I need a print/export control that will allow me to export my dashboard view to a printer or PDF

  • As a user, I need a Key Performance Indicator Widget. When 1 column it should just display a summary, when 4 columns it could display the summary and breakdown details

  • As a user, I need a Critical Success Factor widget. When 1 column it should display just a summary, when 4 columns it could display the summary, and a view of contributing plan elements including their health

  • As a user, I need a 4 column wide filterable grid view. This grid view should return a list of Plan elements and related attributes. It should be sort-able and perhaps give me controls to perform quick actions like adding a progress note or updating a status.

    • Example Filter results

      • A cross departmental view of Plan elements assigned to individuals on my team (could drive a departmental meeting)

      • A grid view of all tactics and action items under a selected objective

      • Could be lots of uses we cannot foresee as long as we provide a reasonable list of logical filters.

  • Guest
  • Mar 14 2019
  • Released
  • Attach files
  • Guest commented
    3 May, 2019 01:14pm

    I vote for the part of this feedback that asks for a widget for the CSFs and their health status.