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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

Add whiteboard previews to strategic model components

I embedded a whiteboard into a strategic model component. It was a brainstorming session, and I was hoping a thumbnail or something would show on the strategic model itself. But instead there’s just a link to the whiteboard. A thumbnail of the whi...
Erik Johnson almost 2 years ago in Strategy / Whiteboards 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

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

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

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

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 almost 6 years ago in Strategy 0 Unlikely to implement

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

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 almost 8 years ago in Strategy 0 Will not implement

Allow update of initiative rank through CSV import

We rely on initiative rank, but the drag and drop can be a tedious and difficult way to manage that. Since rank is a field that can be exported to csv, it would be really useful if we could import an update to rank for initiatives. Then we can qui...
Guest over 6 years ago in Strategy 0 Future consideration