Hey there,

We’re excited to introduce ClearPoint Strategy version 16.5.41! This release enhances platform reliability and improves automation and dashboard behavior—making it easier to create, manage, and share insights.

Here’s what’s new in this release:

🔁 Accurate Element Filtering in Reminders

When configuring reminder automations, selecting a specific element type (like Measures or Initiatives) now correctly displays only those results—ensuring you're sending updates to the right owners without confusion.

📬 Streamlined Reminder Setup for Milestones & Initiatives

Milestones are now listed only once in the Elements selector for reminders, and selecting Initiatives correctly includes them in scheduled notifications. This simplifies setup and reduces errors.

📊 Cleaner Dashboard Exports with Data Grids

Exported scorecard detail reports that include a Data Grid no longer introduce extra page breaks or blank space when more than one row of charts is displayed. This ensures smoother layout continuity in PDF exports.

📝 Accurate Element Naming in My Updates Pod

The My Updates pod now displays element names using your organization’s custom naming conventions, providing consistency between configuration and day-to-day use.

🧱 Duplicated Scorecards Now Display Properly

When duplicating a scorecard, the new copy reliably appears in the Manage Scorecards view, allowing users to confirm successful duplication without additional refreshes or troubleshooting.

These updates reflect our continued focus on stability, precision, and intuitive functionality. If you have any questions, reach out to us at [email protected].

Thanks for using ClearPoint, and stay tuned for more updates! 🚀

Hey there,

We’re excited to announce ClearPoint Next version 5.2! This release brings key improvements to System Setup, user management, exports, charts, Gantt views, workflows, and more. With over 50 issues resolved, we’re continuing to refine the CP Next experience to make it more reliable and intuitive for all users—especially admins and report builders.

Here’s what’s new:

✨ Newly Available in CP Next

🧰 System Setup: More Admin Pages

The System Setup area continues to grow! This release adds more tools and updates to help admins configure the account. Admins can now preview the setting overviews for:

• 🏢 Account Settings – Manage organization details, user roles, and account preferences.
• 🎨 Customizations – Personalize fields, labels, charts, and visual styles.
• 🔌 Integration – Set up and manage connections with external systems and data sources.
• 📊 Reports – Configure report templates, sharing settings, and automated exports.
• 🔐 Security – Control authentication, access permissions, and security protocols.

These pages are still under development—more capabilities are coming soon!

👥 Manage Users: New Scorecard & Homepage Tab

Admins can now set user homepages and configure scorecard access from a single “Scorecards and Homepage” tab in each user’s profile. This simplifies permissions and personalization in one place.

🧾 User Access Reports (Exportable)

Admins can now export detailed reports of user access and user activity. These reports are downloadable to Excel and show up under “My Exports” once ready.

🔧 Enhancements and Fixes Across the Platform

📊 Reports & Exports

• Default row count from System Setup is now respected on Grid Reports.
• Export to Excel is now available from the Measure detail page kebab menu.
• Missing columns and default settings in Grid Reports now load properly.
• Briefing Book and HTML export modal now launches correctly from the kebab menu.
• “Include Linked” toggle in export templates now behaves and saves as expected.

📋 Manage Pages & Elements

• Linked elements now appear on Manage Elements pages and display correct scorecards in headers.
• Milestones Manage View now displays Initiative names correctly.
• Linked categories in Objective drawers are now scoped to the correct scorecard.
• Series View now loads element names and saves data type changes correctly.
• Blank state on Manage Elements page no longer appears on initial load.

📈 Charts & Dashboards

• Chart changes triggered via AI now apply and display correctly.
• Gantt task status colors now show by default on element detail pages.
• Explorer View now fills horizontal space with cards as expected.
• Chart auto-refresh behavior fixed when updating element data.

🛠️ Workflows

• Instructions panel now opens by default when starting a workflow task.
• Toggle between Completed/Not Completed now reflects correctly on My Updates.
• Deleting a workflow no longer deletes the associated reporting period.
• Unselecting a reporting period no longer causes the page to go blank.

📄 HTML & Templates

• Token drawer no longer reopens unnecessarily when editing HTML fields.
• Images now center-align properly in the HTML editor.
• HTML and Briefing Book templates now open to the correct tab in the drawer.

⚙️ System Setup Improvements

• Reporting Periods, Frequencies, and Fiscal Year configuration pages added.
• Snapshots and Custom Fields now show correct labels (Deleted/Archived).
• Snapshots and Custom Fields respect toggle to hide/show deleted or archived items.
• “Select All” option added to multiselect dropdowns across exports, setup, and workflows.
• Kebab menus in Manage Pages now include missing Favorite and Delete options.
• Custom Field creation, editing, sort order, and validation behavior restored.
• Expiration date in System Setup now matches the Provisioning Console.
• Scorecards can no longer be edited if locked (no new elements, no inline edits).

🔁 Other Fixes

• Audit logs now reflect the correct user timezone.
• Recycle Bin logs now show correct text (instead of code format).
• Gantt View no longer shows deprecated project management options (like baselines).
• Sentry toolbar no longer displays by default or appears twice on login.
• Home page settings now behave consistently across top nav and logo clicks.

🚀 Be among the first to experience ClearPoint Next!

ClearPoint Next is available for both individual users and full organizations. If you’re an admin and want to enable CP Next for yourself or your team, reach out to your account manager or contact us at [email protected] — we’ll get you set up!

As always, thank you for your continued feedback as we continue building the future of strategy management. Stay tuned—more updates coming soon!

Hey there,

We’re excited to introduce ClearPoint Strategy version 16.5.40! This release enhances platform accuracy, improves layout consistency, and resolves several nuanced issues that surfaced through both internal QA and customer feedback.

Here’s what’s new in this release:

🖼️ Custom Naming Now Displays in “My Updates”

Your organization’s custom element names will now consistently appear in the My Updates pod, improving clarity and alignment with your preferred terminology.

📋 Chart Pods Display by Default for New Measures

Newly created measures correctly include chart pods when a default layout is configured. This ensures a consistent visualization experience across your team.

📈 Default Series Display Properly for New Initiatives

When creating new initiatives via Data Loader, default project evaluation series now display immediately—no need to reload the detail page to see them.

🧩 Element Naming in Multiple Languages Respected

ClearPoint now respects your configured naming conventions and translations across workspaces and pods, allowing for clearer multilingual support.

These updates are part of our ongoing commitment to making ClearPoint more predictable, flexible, and tailored to your organization’s strategy execution needs.. If you have any questions, don’t hesitate to reach out to us at [email protected].

Thanks for using ClearPoint, and stay tuned for more updates! 🚀

Hey there,

We’re excited to announce ClearPoint Next version 5.1! This release includes key improvements across AI, reports, exports, system settings, and more. We’ve made major progress toward a smoother and more reliable CP Next experience—especially for admins working in System Setup and users leveraging AI.

Here’s what’s new:

✨ Newly Available in CP Next

🗃️ Recycle Bin

Admins and Scorecard Admins can now manage deleted elements from a new centralized Recycle Bin page. Restore or permanently remove objectives, measures, initiatives, and more—with filters and search to help you find what you need.

🧾 Revision History Enhancements

Admins can now export the most recent 10,000 logs from the Revision History page, providing a complete snapshot of account-wide changes for auditing or analysis.

The Element Revision History also supports reverting individual field changes—so you can undo errors or easily recover from unwanted updates.

🛠️ System Setup: Expanded Admin Pages

System Setup now includes five new admin pages that will continue rolling out over future updates. In this release, admins can preview the setting overviews for:

• 🏢 Account Settings – Manage organization details, user roles, and account preferences.
• 🎨 Customizations – Personalize fields, labels, charts, and visual styles.
• 🔌 Integration – Set up and manage connections with external systems and data sources.
• 📊 Reports – Configure report templates, sharing settings, and automated exports.
• 🔐 Security – Control authentication, access permissions, and security protocols.

🧠 AI Improvements

We’re continuing to refine AI tools based on your feedback. This release includes fixes to improve:

• Prompt behavior for Analyze Strategy and planning frameworks (SWOT, BSC, etc.)
• Chart creation and updates using natural language
• Series calculation suggestions
• Stability when interacting with AI on chart or series tabs

🔧 Enhancements and Fixes Across the Platform

🗃️ Reports & Exports

• Gantt Charts embedded in Grid Reports now display correctly
• Grid Report search bars now filter results as expected
• HTML/Briefing Book “Generate” modal launches properly from the kebab menu
• Document archive table now displays delete buttons correctly (instead of undelete)

📋 Manage Pages & Elements

• “Manage Elements” page now handles empty lists gracefully
• Scorecards and Elements now correctly respect lock settings (no new items or inline edits)
• Series View loads element names properly
• Data type changes in Series View reflect after save (without requiring page reload)
• Milestones can now be successfully added to Initiatives again

📈 Gantt Charts

• Gantt chart hover animations (like percent complete circles) behave correctly
• Week/quarter labels now display as W1/W2/Q1/Q2 for clarity
• Advanced Project Management features now only appear in the dedicated Gantt view

⚙️ System Setup Improvements

• Fixed 404 errors when accessing QBRs, Snapshots, and Custom Fields
• Snapshots and Custom Fields now show proper labels (Deleted/Archived)
• Toggle support added to hide/show deleted or archived items
• Custom Fields creation, editing, sorting, and deletion behavior restored
• Expiration date now matches the Provisioning Console

🔁 Other Fixes

• SSO logins no longer redirect to CP Next without authenticating
• Alerts now display toast notifications and update the alert bell immediately
• Opening Briefing Book or HTML templates now defaults to the correct tab
• Editing drawers now open to the correct context (Scorecard vs. Measure, etc.)
• Chart color or chart-type changes requested via AI no longer disappear or fail silently

🚀 Be among the first to experience ClearPoint Next!

ClearPoint Next is available for both individual users and full organizations. If you’re an admin and want to enable CP Next for yourself or your team, reach out to your account manager or contact us at [email protected] — we’ll get you set up!

As always, thank you for your continued feedback as we continue building the future of strategy management. Stay tuned—more updates coming soon!

Hey there,

We’re excited to introduce ClearPoint Strategy version 16.5.39! This release improves system reliability, refines user interface behavior, and addresses key issues surfaced by customers and internal QA—ensuring a smoother, more intuitive experience across the platform.

Here’s what’s new in this release:

🔗 Microsoft Teams Integration Now Authenticates Correctly

Users can now log into the Microsoft Teams integration without error. The connection process has been updated to ensure secure, seamless collaboration.

🧭 Home Page Restriction Settings Now Persist

When system admins enable “Prevent Users from Changing Home Page” in System Settings, the setting is now saved as expected—ensuring consistent landing pages for all users.

📉 Consistent Chart Display in Reference Pods

Charts added to page layouts via reference pods now display at full width, improving visibility and ensuring layouts look the way you intended.

🗺️ Strategy Maps Load Reliably

Strategy Maps now load properly, restoring access to your high-level planning visuals.

🔍 Improved Search Support for Numbers and Punctuation

Top Search now returns accurate results for element names that include numbers or punctuation, making it easier to find what you need regardless of naming conventions.

📊 Dashboard Charts Respect Scorecard Selections

Charts are now only displayed in dashboards when their corresponding scorecards are selected—keeping reports focused and accurate.
Affected Customer: Southern Ohio Medical Center

📄 Gauge Charts Export Cleanly to PDF

These enhancements continue our commitment to improving ClearPoint’s usability, stability, and performance across all parts of the platform. If you have any questions, don’t hesitate to reach out to us at [email protected].

Thanks for using ClearPoint, and stay tuned for more updates! 🚀

Hey there,

We’re excited to announce ClearPoint Next version 5! This release delivers a smoother user experience with improvements across Gantt charts, Briefing Book exports, edit interactions, and foundational admin tools. We’ve also introduced a beta preview of the new System Setup, with more to come soon.

Here’s what’s new:

✨ Newly Available in CP Next

🛠️ System Setup (Beta Preview)

We’re introducing a new centralized hub for admins to manage account settings in CP Next. While only the overview pages are available to preview in this release, full configuration functionality is on the way!

These pages are available for preview:

• Account Settings
  Manage organization details, user roles, and account preferences.
• Customizations
  Personalize fields, labels, and visual elements to match your organization’s needs.
• Integration
  Set up and manage connections with external systems and data sources.
• Reports
  Configure report templates, sharing settings, and automated report generation.
• Security
  Control authentication, access permissions, and security protocols.

📊 Advanced Project Management: More Tools Unlocked

Several enhancements have been made to improve the Gantt Chart experience and streamline project management:

• Resource Planning
  Assign users to Milestones with % allocations. Track effort over time and ensure proper capacity planning.
• Resource Planning Report
  View a table of resource allocations across users and milestones with monthly and FTE breakdowns.
• Percent Complete Rollups
  Smarter rollup logic automatically calculates % complete at the Initiative level without relying on calculated fields.
• Critical Path View
  Highlight tasks that form the critical path in your Gantt charts for clearer schedule impact analysis.

Note: These features require Advanced Project Management to be enabled in your account’s feature configuration. Reach out to your account manager for more information.

🔧 Enhancements and Fixes Across the Platform

📄 Briefing Books & Reports

• Briefing Book exports now generate correctly without blank pages.
• Scorecards tab in Briefing Book setup correctly reflects selected content and layout selections.
• Report editing language is now consistent—"Customize Layout" is used across pages for clarity.

🗂️ Gantt Charts

• Baseline and Constraint columns are no longer dependent on toggle options to appear.
• “Show Baselines” no longer triggers unnecessary errors if data is missing.
• Drag-and-drop of task bars is now supported, along with double-click inline editing.
• Owner columns and task status indicators display as expected.
• Gantt chart option selections now persist on refresh.

⚙️ Scorecards, Layouts, and Navigation

• Scorecard duplication works as expected, and default homepage behavior has been stabilized.
• Scorecard statuses are now visible, with plans for future customization.
• Duplicate view names are now prevented on Manage Pages.
• Custom element names (e.g., Risks) now display correctly in navigation and views.

✏️ Editing & Drawer Behavior

• Edit drawers now load the correct context—even when switching between elements or modules.
• Linking drawers properly default to the current scorecard (even if no categories are set).
• Constraints and auto-scheduling behavior now match Classic logic more closely.

💬 AI & SSO

• SSO logins now work correctly when redirected to CP Next.
• Editing or creating elements via the AI assistant no longer shows technical IDs unnecessarily.
• AI no longer navigates to a design screen when attempting to create new elements.

🚀 Be among the first to experience ClearPoint Next!

ClearPoint Next is available for both individual users and full organizations. If you’re an admin and want to enable CP Next for yourself or your team, reach out to your account manager or contact us at [email protected] — we’ll get you set up!

As always, thank you for your continued feedback as we continue building the future of strategy management. Stay tuned—more updates coming soon!

Hey there,

We’re excited to introduce ClearPoint Strategy version 16.5.38! This release enhances reporting consistency, improves layout performance, and addresses several customer-raised issues to ensure a more reliable and intuitive experience.

Here’s what’s new in this release:

🖼️ Accurate Image Updates in Update Fields
​Images uploaded into update fields now remain intact and are no longer swapped with unrelated visuals. This ensures your visual documentation and status updates reflect the intended content.

📊 Clearer Grid Reports with Category Columns
​Reports using the Categories column now render properly, even when combined with Description or custom text fields. You can confidently build comprehensive reports without visual disruption.

📈 Percent Complete Values Display Correctly in Reports
​Initiative Reports now show accurate percentage values when a percent complete is entered on the detail page, keeping performance tracking consistent across views.

🗂️ Cleaner Manage Reports Page
​Diagram and Milestone report types are now excluded from Manage Reports where they are not applicable, streamlining the report creation interface.

🧩 Fewer Duplicates in Grid Report Builder
​The Milestone column tab is now listed only once in the Grid Report column selector, eliminating confusion during report setup.

📦 Improved Clarity on Manage Elements Page
​If a scorecard contains no elements, the Manage Elements page now displays a clear “No matching elements found” message instead of remaining stuck in a loading state.

🗺️ Strategy Maps Now Load in Classic
​Strategy Maps now reliably load across all environments in Classic view, restoring access to high-level planning visuals.

These enhancements continue our commitment to improving ClearPoint’s usability, stability, and performance across all parts of the platform. If you have any questions, don’t hesitate to reach out to us at [email protected].

Thanks for using ClearPoint, and stay tuned for more updates! 🚀

Hey there,

We’re excited to announce ClearPoint Next version 4.7! This release focuses on deeper polish, layout consistency, and smoother workflows across AI tools, Gantt charts, reporting, and workspace customization.

Here’s what’s new:

✨ Newly Available in CP Next

🧠 AI Gets Smarter, Faster, and More Seamless

AI in CP Next now includes:

• A new AI Top Nav: Access AI anytime from the top navigation bar—an always-on assistant that’s ready to help you brainstorm, analyze, plan, or take action across any page.
• Cleaner AI-generated content: You’ll no longer see backend IDs like scorecardId or elementId. Just clean, user-friendly labels.
• Streamlined element creation: When you create scorecards or elements through AI, it now creates them properly—no more misrouted links or beta design screen redirects.
• Improved Recommendations-to-Actions flow: Turn AI-generated recommendations into actionable items more cleanly—status, type, and ownership are correctly handled.

🗃️ Reporting Workflow Enhancements

Reporting workflows now:

• Display sent status and scheduled send date for each scheduled email
• Include element type icons in task lists for easier identification
• Show task completion more cleanly in the chart (labels won’t overlap anymore)
• Properly filter and restore lists when using the user filter
• Let you assign an owner automatically, and sync owner updates between CP Current and CP Next
• Display sent status more meaningfully (“Sent (3 of 3)” or recipient count)

📈 Gantt Chart: Now Project-Ready

Big strides in Gantt functionality:

• Inline editing and drag-and-drop are now supported!
• Dependencies between milestones now update correctly in detail pages and Gantt reports
• Owners now display properly in columns
• “Show Baselines” no longer returns invalid errors
• Status icons now display by default
• Options persist across refreshes (or can be set as system defaults)
• Improved constraints, auto-scheduling, baseline behavior, and date controls

Note: You’ll need to reach out to your Account Manager or Support to enable the “Advanced Project Management” features and access baseline and dependency tracking in full.

📄 HTML & Briefing Books

Briefing Books and HTML exports now:

• Include period selectors and recipient options when generating a report
• Display contents correctly across the Scorecards and Contents tabs
• Retain formatting and linked element selections reliably after saving
• Display cleaner layouts (spacing, headers, and footers improved)
• Avoid blank pages during export

🔧 Enhancements and Fixes Across the Platform

🧾 Manage Pages & Detail Page Polish

• No more duplicate view names—Manage Pages will now prevent it
• Custom names (e.g., renaming Risks to something else) now display correctly in the left nav and Manage Pages
• Completed Date and Attachments pods behave properly across all layouts
• “Favorites” now correctly reflect per-element, not per-element-type
• Views now support properly assigning sort order on import
• Filter toggles now reset correctly when disabled and removed
• Series View now allows period columns to be added or removed again
• Pod styling now editable in Workspaces too
• Layout editing terminology is now standardized—say hello to “Customize Layout” mode across all layout types

📊 Reports

• Scorecard duplication now works as intended—no more disappearing copies
• Upload Edits modal’s close (“×”) button works again
• You can now update measure statuses on new measures as expected
• Objective Score now displays again
• Grid reports now respect layout settings, like Category grouping and full-width columns
• Top edit icon now behaves consistently across Summary and Detail pages

📊 Charts & Strategy Maps

• Gauge charts now default to “Current Period” like in Classic
• Charts now display as expected across layouts and detail pages
• Strategy Map defaults now correctly reflect the active scorecard
• Status indicators on diagrams now update with period changes

📁 Platform Stability

• Scorecards deleted during provisioning no longer retain ghost homepages
• Accounts like Federal Group Way now load as expected with redirect logic corrected
• Gantt charts no longer throw baseline errors due to missing dates
• Edit behavior is now more predictable across the board (e.g., save button availability, default labels)

🚀 Be among the first to experience ClearPoint Next!

ClearPoint Next is available for both individual users and full organizations. If you’re an admin and want to enable CP Next for yourself or your team, reach out to us at [email protected] — we’ll get you set up!

We’re continuing to bring ClearPoint Next closer to full feature parity with ClearPoint Classic, with even more improvements coming soon. Thank you for your continued feedback as we shape the future of strategy management together!

Hey there,

We’re excited to announce ClearPoint Strategy version 16.5.37! This release focuses on improving dashboard performance, layout editing, and user accessibility across reports and exports.

Here’s what’s new in this release:

📊 Dashboard Reports – Accurate chart visibility: Charts that are removed from an element or deleted entirely now automatically stop displaying in dashboard reports, ensuring your reports reflect only current and available data.

🎛️ Layout Editor – Smooth editing for partially hidden pods: Pods set to partial width and hidden in specific views are now fully editable and movable, giving you greater flexibility and control during layout customization—no zooming required.

📂 Export Reports – Streamlined scorecard selection: Content selectors now load properly when editing Briefing Books and HTML exports, even in accounts with large sets of data. Selecting elements, reports, and scorecards for export is now a consistent and intuitive experience.

📌 Navigation Panel – Consistent scorecard visibility: The left-hand navigation panel now loads reliably for all accounts, ensuring uninterrupted access to your scorecards and elements across environments.

📤 Data Exports – Full tag visibility in Excel: When exporting Data Grids to Excel, long tag names are now displayed in full, making it easier to filter and analyze data, especially when working with similar tag prefixes.

👥 User Management – Aligned dropdowns for easier editing: In the By Scorecard view of the Manage Users page, role dropdowns now remain properly aligned with their corresponding scorecard rows—even in accounts with many scorecards.

🔒 SSO Sign-In – Easier access to G2 Reviews: Users can now successfully access the G2 Review page when signing in via Microsoft or Google SSO, simplifying participation in sharing product feedback.

📉 Dashboard Publishing – Leetio dashboards now publish as expected: Leetio dashboards now complete the publishing process properly, allowing updated data to be reflected accurately and efficiently across dashboards.

These enhancements continue our commitment to improving ClearPoint’s usability, stability, and performance across all parts of the platform. If you have any questions, don’t hesitate to reach out to us at [email protected].

Thanks for using ClearPoint, and stay tuned for more updates! 🚀

Hey there,

We’re excited to announce ClearPoint Next version 4.6! This release is packed with improvements across AI assistants, report exports, and detail page interactions. We've also expanded support for milestone management, enhanced HTML exports, and delivered deeper AI integration with assistants that help you plan, calculate, visualize, and evaluate—all in one place.

Here’s what’s new:

✨ Newly Available in CP Next

🧠 AI Assistants: Now in Next!

ClearPoint’s intelligent assistants are now live in CP Next, helping you:

• Access AI from anywhere via the top navigation bar—use it across any page to brainstorm, analyze, or take action instantly.
• Build strategic plans using frameworks like OKRs, SWOT, BSC, and more
• Jumpstart your individual or department goals
• Receive AI-driven suggestions for elements, scorecards, evaluations, and calculations
• Generate AI action items and milestones from recommendations
• Access a full AI transcript log to revisit any previous AI interactions

These tools make getting started with planning easier than ever.

📌 Explorer View for Milestones

You can now manage milestone relationships in Explorer View—just like for other elements. Drag and drop to link to risks and action items, and easily manage parent/child relationships visually.

📈 Enhanced AI Capabilities

AI can now:

• Suggest calculation formulas for your measures
• Recommend the best chart type based on your data
• Propose evaluation thresholds with editable criteria
• Convert recommendations into Action Items or Milestones instantly
• Walk you through building a scorecard, including naming and adding elements

🧠 Bonus: AI now adds formatted content (bullets, bold text, etc.) in Analysis & Recommendations.

🗃️ AI Transcripts Page

Every AI interaction (from Assistants, Analysis, Recommendations, etc.) is now saved in a centralized transcript log. Filter, search, resume chats, or delete past conversations—all in one place.

🔧 Enhancements and Fixes Across the Platform

📄 HTML & Briefing Book Reports

• Templates can now be deleted properly
• “Generate” button shows correct tooltip depending on report type
• HTML tokens link to the correct location and element
• Token inserter is available in Data Fields again
• "Link Report" option is now visible
• Accessibility plugin and report link guidance are now available
• Briefing Books now save correctly and no longer show blank exports
• Header/Footer tab has improved layout and spacing

📊 Reports

• Scorecard Detail Reports now allow pod drag/drop right after creation
• You can now remove your current scorecard from the element list
• Grid reports load properly when Categories are full-width
• Status text no longer gets cut off in inline edit
• Objective Score now displays as expected on detail pages
• Element sorting from Excel import now reflects immediately after save
• Table styling options coming soon—heading and color customization supported in the future

🧾 Manage Pages & Detail Pages

• Completed Date pod shows correctly depending on status
• Kanban board links and edit functions now work reliably
• Pods no longer add unnecessary scroll bars for numbered lists
• Filters now behave properly when removed or toggled
• Sort Order and Reporting Frequency fields preview cleanly in Excel imports
• Top edit icon behavior is now consistent between summary and detail pages

📊 Charts

• Charts now render correctly on detail pages
• Charts can be edited from the layout
• Chart previews work from the Edit drawer

🧠 AI Quality-of-Life Improvements

• AI-generated HTML formatting is now preserved
• Chat transcripts show without requiring a page reload
• Element types are now respected when using AI to build scorecards

🚀 Be among the first to experience ClearPoint Next!

ClearPoint Next is available for both individual users and full organizations. If you’re an admin and want to enable CP Next for yourself or your team, reach out to us at [email protected] — we’ll get you set up!

We’re continuing to bring ClearPoint Next closer to full feature parity with ClearPoint Classic, with even more improvements coming soon. Thank you for your continued feedback as we shape the future of strategy management together!