Reporting > Strategy Tables > Actions > Checklist or Milestones
Have the option to go the one level deeper and pull Milestones and Checklist items.
Reporting
14 days ago
Reporting > Strategy Tables > Actions > Checklist or Milestones
Have the option to go the one level deeper and pull Milestones and Checklist items.
Reporting
14 days ago
Update Template: Predefine the title and/or make it optional
In Update templates, the default title is the date of the update: “Update for Jan 2026”. It would be useful to have the option to customize the default title (for example the name of the template or something different), and maybe an extra field to capture the period of the update, and also choosing to disable the title / make it optional .
Progress Updates
about 1 month ago
Update Template: Predefine the title and/or make it optional
In Update templates, the default title is the date of the update: “Update for Jan 2026”. It would be useful to have the option to customize the default title (for example the name of the template or something different), and maybe an extra field to capture the period of the update, and also choosing to disable the title / make it optional .
Progress Updates
about 1 month ago
Activity logs include before/after values
Right now, the activity log surfaces detail but not all details (e.g. before/after values for a date change). Adding all value changes to keep track of changes would be very useful. Activity log should also be a pre-built widget with a plan or focus area filter to be accessed from reports.
Workspace Management
about 1 month ago
Activity logs include before/after values
Right now, the activity log surfaces detail but not all details (e.g. before/after values for a date change). Adding all value changes to keep track of changes would be very useful. Activity log should also be a pre-built widget with a plan or focus area filter to be accessed from reports.
Workspace Management
about 1 month ago
Reports > Focus Area > Filter on Measure Tables
Hi team - please can we add the ability to filter by Focus Area for the Strategy Tables e.g. Measure Table.
Reporting
5 days ago
Reports > Focus Area > Filter on Measure Tables
Hi team - please can we add the ability to filter by Focus Area for the Strategy Tables e.g. Measure Table.
Reporting
5 days ago
Plan Alignment - Full Screen
Would be nice to be able to full screen the plan alignment view with none of the website headers or navigation. Takes up 30% of the page when i’m trying to explore the plan alignment. In truth, same comment for the strategy model. Would be nice to go full screen and not be stuck in the section of the tool
Planning
7 days ago
Plan Alignment - Full Screen
Would be nice to be able to full screen the plan alignment view with none of the website headers or navigation. Takes up 30% of the page when i’m trying to explore the plan alignment. In truth, same comment for the strategy model. Would be nice to go full screen and not be stuck in the section of the tool
Planning
7 days ago
Input historical data when making updates
When creating progress updates, it would be great to be able to configure the date for the data point, so it doesn’t have to be only current date. A lot of customers get the data later and would like to attribute it to a past date.
Progress Updates
12 days ago
Input historical data when making updates
When creating progress updates, it would be great to be able to configure the date for the data point, so it doesn’t have to be only current date. A lot of customers get the data later and would like to attribute it to a past date.
Progress Updates
12 days ago
Update logic for achieved elements
When an element has ended and is achieved, the last update should not be flagged in red since it suggests the update is old or there is something off about that element. We should either mark it green or remove entirely once end date has passed since we won’t typically update it anymore.
Planning
13 days ago
Update logic for achieved elements
When an element has ended and is achieved, the last update should not be flagged in red since it suggests the update is old or there is something off about that element. We should either mark it green or remove entirely once end date has passed since we won’t typically update it anymore.
Planning
13 days ago
Option to delete comments in Reports
Could we add an option to delete comments in Reports? For Admins and maybe the person that made the comment only. Since we cannot edit them to fix typos or delete a comment that is no longer relevant
Reporting
13 days ago
Option to delete comments in Reports
Could we add an option to delete comments in Reports? For Admins and maybe the person that made the comment only. Since we cannot edit them to fix typos or delete a comment that is no longer relevant
Reporting
13 days ago
Plan Alignment Link on Plans Page
Could we add a link/button on the Plans/teams page that opens a new window the the Plan Alignment page? it’s always a little more effort to go to Insights, Skip over the intelligence section and get to alignment. I’d usually want to do it from the Plans section?
Workspace Management
14 days ago
Plan Alignment Link on Plans Page
Could we add a link/button on the Plans/teams page that opens a new window the the Plan Alignment page? it’s always a little more effort to go to Insights, Skip over the intelligence section and get to alignment. I’d usually want to do it from the Plans section?
Workspace Management
14 days ago
Duplicate > Toggle On Duplicating the Weights of Success Criteria
Ability to toggle the ability to take over duplicating the weights of success criteria.
Planning
14 days ago
Duplicate > Toggle On Duplicating the Weights of Success Criteria
Ability to toggle the ability to take over duplicating the weights of success criteria.
Planning
14 days ago
Ability to have $ be other Dollars e.g. CAD, AUD etc.
Customers like the $ sign, rather than the custom AUD, CAD etc.
Metrics, Integrations & Data
29 days ago
Ability to have $ be other Dollars e.g. CAD, AUD etc.
Customers like the $ sign, rather than the custom AUD, CAD etc.
Metrics, Integrations & Data
29 days ago
Bulk actions in Planner: Populating custom fields
It would be useful to be able to edit or populate the content of a custom field in bulk with the the bulk action feature in the Plan. The dropdown custom field as a start point because there are fixed options that might be repeated throughout several goals and is most likely to have the same option applied to lots of elements. For example: a priority type of dropdown.
Planning
about 1 month ago
Bulk actions in Planner: Populating custom fields
It would be useful to be able to edit or populate the content of a custom field in bulk with the the bulk action feature in the Plan. The dropdown custom field as a start point because there are fixed options that might be repeated throughout several goals and is most likely to have the same option applied to lots of elements. For example: a priority type of dropdown.
Planning
about 1 month ago
Custom Field Differ by Element Type
Ability to have a different Custom Field template per Element Type, currently at Objective, Measure and Action level. Means we have to see for all Objective Types etc.
Workspace Management
about 2 months ago
Custom Field Differ by Element Type
Ability to have a different Custom Field template per Element Type, currently at Objective, Measure and Action level. Means we have to see for all Objective Types etc.
Workspace Management
about 2 months ago
Add Information/Data to a Metric
Ability to add informational fields per Metric e.g. Description, Custom Fields etc.
Metrics, Integrations & Data
about 1 month ago
Add Information/Data to a Metric
Ability to add informational fields per Metric e.g. Description, Custom Fields etc.
Metrics, Integrations & Data
about 1 month ago
Colour the expected progress arrows in report widgets
Right now Expected progress arrows are hardly distinguishable from the grey line bar, it’d be great to colour them so they can be seen from far when presenting the PDF or the report.
Planning
20 days ago
Colour the expected progress arrows in report widgets
Right now Expected progress arrows are hardly distinguishable from the grey line bar, it’d be great to colour them so they can be seen from far when presenting the PDF or the report.
Planning
20 days ago
Balanced Scorecard AI Insights as a Report widget
We use Balanced Scorecard as a way to categorise our strategy and initiatives. We’d need to add an AI widget for Balanced Scorecard summaries so we can provide high level overviews of the business to our Board!
Planning
21 days ago
Balanced Scorecard AI Insights as a Report widget
We use Balanced Scorecard as a way to categorise our strategy and initiatives. We’d need to add an AI widget for Balanced Scorecard summaries so we can provide high level overviews of the business to our Board!
Planning
21 days ago
Make Filter on Insights > Alignment View Sticky/Save-able
Hi team - please may we request the ability to have the filters on Insights > Alignment View as sticky/or save-able. Currently you have to apply the filters each time. This is for when you go into the 'Objectives/criteria' view.
Workspace Management
about 1 month ago
Make Filter on Insights > Alignment View Sticky/Save-able
Hi team - please may we request the ability to have the filters on Insights > Alignment View as sticky/or save-able. Currently you have to apply the filters each time. This is for when you go into the 'Objectives/criteria' view.
Workspace Management
about 1 month ago
Custom Chart Improvement (Baseline Starting Month to "Zero" for New Year)
(Impacting measures that are connected to a metric and using the YTD setting) The custom charts currently calculating "Change from Previous Period" by pulling data from the underlying Metric’s history, even if that history predates the start date of the Measure itself. Example: Metric contains data for 2025 and 2026 but has YTD January. Measure starts Jan 2026 but chart shows Jan value as difference from Dec 2025-Jan 2026 Problem: The user’s intent in creating a measure that starts in 2026 is to establish a new baseline. The workaround is for the customer to import metrics for every year, or skip the integration altogether which defeats the purpose. Suggestion: The chart should respect the measure start date as a hard boundary.
Reporting
29 days ago
Custom Chart Improvement (Baseline Starting Month to "Zero" for New Year)
(Impacting measures that are connected to a metric and using the YTD setting) The custom charts currently calculating "Change from Previous Period" by pulling data from the underlying Metric’s history, even if that history predates the start date of the Measure itself. Example: Metric contains data for 2025 and 2026 but has YTD January. Measure starts Jan 2026 but chart shows Jan value as difference from Dec 2025-Jan 2026 Problem: The user’s intent in creating a measure that starts in 2026 is to establish a new baseline. The workaround is for the customer to import metrics for every year, or skip the integration altogether which defeats the purpose. Suggestion: The chart should respect the measure start date as a hard boundary.
Reporting
29 days ago