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Strategy

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Allow worksheet formulas to reference goal statuses

Currently the goal status field is not available to filter on using worksheets. A use case for supporting the goal status in a worksheet formula would be to do a count of rolled up goals that are in the status "Achieved" with this formula: count(s...
Madeleine Black over 3 years ago in Strategy 0 Future consideration

Sort Persona and Competitor Profiles

You are not currently able to auto-sort Profiles from the Competitor or Persona screens. This makes searching for profiles exceedingly difficult & it's not very intuitive. Would like a standard A>Z Z>A Sort buttons on these Strategy Page...
Guest over 5 years ago in Strategy 1 Future consideration

Track Goal Metrics

It would be ideal to track metrics against the goals to see quantitative progress against the success metric provided.
Alyssa Menke almost 2 years ago in Strategy 3 Future consideration

Strategic Initiative workflow view does not save settings

I’ve added customized settings for the initiative cards in the new strategic initiative workflow view. The settings keep returning to the default. The settings should be saved as part of my profile and I shouldn't have to keep entering them.
Guest almost 2 years ago in Strategy 0 Already exists

Access Strategy Models within Populated Fields

Our teams would like to start using specific Model Templates to organize their Epics/Strategic work as the structure is more visual for strategic planning of business cases. However, you cannot connect this record type to other records nor can you...
Guest over 5 years ago in Strategy 0 Future consideration

Show child Products on Product Line Overview page

On a Product Line's overview page, display a list of its children Products.
Max Cascone over 7 years ago in Strategy 0 Future consideration

Be able to plot Epics across the pyramid of Innovation, Value/revenue creation, and Keeping the lights on as an alternative to the value/effort quad plot

While plotting Goals and Initiatives in the quad view of value/effort across high/low is useful, we'd also like to be able to plot or categorize Epics ( and maybe Goals) in the three-level pyramid of Innovation, Value and Keeping the Lights on. Wi...
Guest over 7 years ago in Strategy 0 Future consideration

Set Goals/Initiatives to Default to Detail view

The default view for Goals and Initiatives is the quadrant / scoring view; it would be nice to be able to default (at either the Account or User level) to the Detail view which is far more useful.
Guest over 5 years ago in Strategy 0 Unlikely to implement

Add Title to export to PDF

As a product manager, I want the title of the page I'm exporting to PDF/Image/Notebook to appear with the page content so that the content can be understood more easily. Specifically, I noticed this when exporting a Vision page from a product to...
Dan Molloy over 7 years ago in Strategy 0 Will not implement

Under "Company" in the "Overview tab"

Be able to edit the information on the company view by bringing in custom fields to enrich the information on what the company info is and projects.
Richard Cabral about 2 years ago in Strategy 3 Already exists