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Strategy

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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 almost 6 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...
Gordon Kent almost 8 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 almost 6 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 almost 8 years ago in Strategy 0 Will not implement

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 about 2 years ago in Strategy / Whiteboards 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 about 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 about 2 years ago in Strategy 0 Already exists

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

Split out competitors and their products

The competitor functionality right now represents the company rather than the products it markets, with products being represented as bullet points in the description. You therefore can't do things like e.g. have different pricing or strengths/wea...
Guest almost 9 years ago in Strategy 1 Already exists

Competitor Social Media Feed

It would be nice to attach competitors social media feed to their evaluation. This would include showing a view of their latest posts.
Guest over 4 years ago in Strategy 0 Future consideration