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!

Hey there,

We’re excited to announce ClearPoint Strategy version 16.5.36! This release includes enhancements that improve access to feedback tools, streamline dashboard publishing, and boost performance for review workflows—helping you stay informed, responsive, and effective.

Here’s what’s new in this release:

📊 Dashboard Publishing – Smooth & Reliable Updates: Dashboards now publish consistently with the latest data, ensuring your visual reports stay current and informative with each update.

🔐 SSO Access – Effortless G2 Review Participation: Users can now access G2 reviews using Microsoft or Google Single Sign-On, making it quicker and easier to share your ClearPoint experience.

📋 Multiple Picklist Filters – Accurate results restored: Grid Report filters on multiple picklist fields now correctly include elements with matching values, even when multiple options are selected—ensuring consistent and expected filtering behavior.

These updates reflect our ongoing commitment to delivering a dependable and intuitive platform for managing strategy and performance. Have questions? Reach out to us anytime at [email protected].

Thanks for being part of the ClearPoint community—we’re always working to bring you more! 🌟

Hey there,

We’re back with ClearPoint Next version 4.5! This release brings smarter AI access across more locations, improvements to report editing and navigation, and a new embedded G2 review experience. We've also squashed a number of bugs and continued tightening up the visual polish throughout the platform.

Here’s what’s new:

✨ Newly Available in CP Next

🤖 AI Now Available in More Places

AI-powered analysis and recommendations can now be launched directly from:

• Summary reports (inline edits)
• The Manage Elements list view
• The Edit Element drawer

This gives users quicker access to contextual insights from wherever they work.

⭐ G2 Review Link Now Embedded in ClearPoint

It’s now easier than ever to leave a review on G2—without having to log in or create an account. Our new G2 integration lets users:

• Launch the G2 review directly from within ClearPoint
• Automatically log in using their ClearPoint credentials
• Share meaningful feedback in just a few clicks

This feature is embedded securely in CP Next and available to admins for broader outreach.

🔧 Enhancements and Fixes Across the Platform

📊 Reporting Improvements

• Hidden reports no longer appear in the left-hand nav
• Series Status columns are editable again
• Breadcrumbs now include Diagrams and function correctly
• Default row counts from CP Current are now honored in Grid reports
• Category columns no longer show an irrelevant period selector
• Matrix reports have been renamed to “Alignment Reports” and behave as expected when switching formats

📈 Diagrams (formerly Strategy Maps)

• Diagrams can now be added to Briefing Books and HTML reports
• Images on diagrams now persist after saving and refreshing
• Diagram names and options are properly displayed across dropdowns and exports

📋 Editing Behavior & Usability

• Save button now consistently appears after making changes on detail pages
• Inline cursor jumping in HTML fields has been fixed—typing now respects the cursor location
• Element links now appear correctly in Explorer view
• “Navigate to Element” button now functions in Explorer view
• Scorecard detail reports now reflect pod setting changes immediately after saving

🛠️ General Improvements

• Users can now add elements from other scorecards in reports
• Editing column headers now uses consistent wording
• Home scorecard names are no longer redundantly shown in tables
• Reports switch reliably when selecting a different detail report
• Summary table performance and display accuracy improved

🚀 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 16.5.35! This release brings refinements that make managing scorecards, dashboards, user permissions, and collaboration tools more reliable and seamless—helping your team stay aligned and focused on strategy.

Here’s what’s new in this release:

📊 Scorecard Stability – Smooth navigation across KPI dashboards: Scorecard landing pages with KPI Value Place Charts now load reliably via the left-hand navigation panel, ensuring consistent access to important data visuals.

🔐 User Management – Streamlined permission assignment: When editing “By Scorecard” users, archived scorecards are now excluded from the scorecard list—making it easier to assign permissions only to relevant scorecards.

📌 Mentions – Improved clarity and stability: Workspace mentions now handle deleted users gracefully, and resolved mentions no longer appear in the “My Mentions” pod—giving users a cleaner and more accurate workspace experience.

These updates reflect our ongoing commitment to improving your experience across the platform. If you have any questions or feedback, our team is always here to help at [email protected].

Thank you for being part of ClearPoint—more updates are on the way! 🌟

Hey there,

We’re excited to announce ClearPoint Next version 4.4! This release introduces powerful new features for managing summary reports and enhances the AI experience with smarter, context-aware insights. It also includes more than 40 updates to improve reliability, reduce friction, and refine visuals throughout the platform—making CP Next even more intuitive and efficient.

Here’s what’s new in this release:

✨ Newly Available in CP Next

🧾 Manage Summary Reports

A new Manage Summary Reports page brings full configuration control to CP Next! Users can now:

• Add, edit, duplicate, and delete summary reports
• Set sort order via drag-and-drop
• Show or hide deleted reports
• Sort columns and configure filters
• Customize report columns, groupings, and advanced styling
• Manage reference, scorecard, and grid report types—all in one place

🤖 Smarter AI Analysis & Recommendations

AI features are now more intelligent and flexible. They:

• Adapt to available data across the account
• Provide fallback insights when information is limited
• Display helpful messages when data is insufficient
• Respect role-based permissions and scope boundaries

🔧 Enhancements and Fixes Across the Platform

📩 Automations & Scheduling Improvements

• Scheduled emails in Reporting Workflows can now be duplicated.
• Non-admin users can no longer access restricted automation pages.
• Scheduling options and UI alignment have been improved in Briefing Books and other areas.

🖼️ Layout & Page Behavior Fixes

• “Save to All” now correctly applies pod layouts across elements.
• Data tables now highlight fiscal years properly and reflect entered series values without needing to press Enter.
• Pod scrollbars no longer appear unnecessarily with list formatting.
• Inline editing no longer persists across reporting periods.
• Token inserters have been removed from inappropriate modals.

📊 Chart & Export Visual Refinements

• Charts now apply default colors immediately on load.
• Exported Excel reports retain bullet/number formatting from HTML.
• Download menus no longer overflow or redirect unexpectedly.
• Chart UI menus now reflect previously saved changes.

📁 Manage Elements & Scorecards

• Row height, filtering, and view-cloning behavior have been fixed.
• Custom fields (string, image) now save properly or fail gracefully.
• Scorecard filters and archived scorecards display accurately.
• Sorting, view switching, and link saving now behave as expected.

📧 Email, Notifications & Workflows

• Emails now require recipients and body before sending.
• Notifications via Quick Map now preserve user links.
• Workspace notifications pods now load gracefully (with fallback text if empty).
• Workflow instructions display correct formatting and ownership.
• Confetti returns when you complete a workflow—because you earned it.

🛠️ General Improvements

• Breadcrumb navigation works reliably across views and tabs.
• Diagrams (strategy maps) now retain status indicator colors in dark mode.
• Users can now cancel emoji reactions and update pod titles.
• Milestone sliders and completion dates behave consistently.
• UI polishing includes merged cell highlighting, red cancel buttons, and crash protections for disabled custom fields.

🚀 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 16.5.34! This release focuses on improving platform reliability, enhancing data visibility, and streamlining system behavior—making it even easier to manage your strategy with confidence.

Here’s what’s new in this release:

📈 Revision History – Clearer audit trail for percent complete: Updates to the percent complete field on Initiatives and Milestones now appear properly in the revision history, giving you full visibility into progress changes over time.

🧭 Homepage Favorites – Cleaner favorites management: Setting a page as your homepage now displays it correctly in the My Favorites list without duplication, ensuring your favorites stay organized and accurate.

🔗 API Documentation – Easy access to developer tools: The link to ClearPoint’s OpenAPI 3.0 specifications on our Postman support page now works as intended, so developers can easily find and explore our API documentation for building integrations.

These improvements help ensure a smoother experience across your strategy platform. If you have any questions or feedback, reach out to us at [email protected].

Thanks for being a part of the ClearPoint community—more exciting updates are coming soon! 🌟

Hey there,

We’re excited to announce ClearPoint Next version 4.3! This release introduces brand-new capabilities for diagrams (previously known as strategy maps), emailing pages directly, and exporting reports to Excel—along with key visual updates and reliability improvements. These changes help streamline your workflows and make sharing and managing reports easier than ever.

Here’s what’s new in this release:

✨ Newly Available in CP Next

🗺️ Diagrams — Visualize and Share Strategy Maps

Strategy maps are now available in CP Next as diagrams! You can manage, design, and edit them just like in ClearPoint Current. Add background colors or images, drag and arrange elements, filter by type, and customize how icons and labels display. Diagrams now support:

• Export to PDF from the kebab menu
• Email Page (send as a PDF attachment)
• Favorite and Homepage controls
• A new Discussions drawer for collaborative comments
• Click-through navigation to element detail pages

📧 Email Any Page — Summary Reports, Detail Pages & Diagrams

All report types and detail pages now include an “Email Page” option in the kebab menu. Select recipients, add a subject and message, choose page size and orientation, and send the PDF with a single click—no downloads or extra steps required.

📊 Excel Exports for Summary Reports

Grid layout summary reports now include an “Export to Excel” option from the kebab menu. The export preserves:

• Column groupings and layout
• Reporting frequencies and period labels
• Header colors and custom column styles
• Status formatting via background colors (icon-only status not included)

🔧 Enhancements and Fixes Across the Platform

📈 Chart & Series View Updates

• Switching chart types during preview now preserves settings and structure.
• Series names and reporting periods now save reliably.
• UI fixes: filters, option columns, percent formatting, and kebab menu behavior in Series View are all improved.

🧱 Layout, Report, and Navigation Improvements

• Gantt chart pods now auto-scale to fit visible periods—no unnecessary scrolling.
• Deleted reports can no longer be accessed from the Manage Reports page.
• The “Edit Report Settings” option is now accessible from within summary report pages.
• Email functionality now behaves consistently across summary, detail, and diagram pages.

📁 Automation and Workflow Polishing

• Non-admin users no longer see Automations in the left-hand nav.
• Mark Complete/Incomplete toggles now update properly across workflows and workspaces.
• Reporting workflow toggle buttons no longer overlap table headers.
• Workflow detail pages now load as expected (no more infinite loading).
• Users now see toast notifications when completing the final workflow task.

🎨 Visual Consistency & Settings Fixes

• Primary, secondary, and accent color settings now save and display correctly.
• Evaluation Criteria in project evaluations no longer shows status twice.
• Pod dependencies, category links, and detail page custom fields now load correctly.
• Status icons, favorites, and scorecard-related fields now render as expected.

🛠 General Fixes

• Bulk element adds on Manage Pages no longer throw false error messages.
• Default behavior for adding milestones and objectives is now stable and consistent.
• Updaters no longer have access to HTML Exports, resolving related errors.

🚀 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 16.5.33! This release brings backend stability improvements and targeted fixes to ensure consistent dashboard performance and better user access to your strategic data.

Here’s what’s new in this release:

📊 Dashboard Reliability – Improved performance for Published Dashboards: Published Dashboards now load more reliably without interruption, ensuring uninterrupted visibility into your most important data. This enhancement strengthens backend stability so dashboards remain available without requiring manual resets.

These updates reflect our commitment to maintaining a seamless and dependable experience across the platform. If you have any questions about these improvements, don’t hesitate to reach out to us at [email protected].

Thanks for being part of the ClearPoint community—and stay tuned for more helpful updates ahead! 🌟

Hey there,

We’re excited to announce ClearPoint Strategy version 16.5.32! This release focuses on improving data accuracy, enhancing search functionality, and strengthening platform stability to ensure a smoother, more efficient experience for your strategic management workflows.

Here’s what’s new in this release:

🔍 Search Functionality – Improved result access: Users can now easily access all search results across elements, reports, and tags without needing to adjust their view, making it simpler to navigate and locate key information.

🖥️ Search Labels – Clearer display: Object ID search results now display with the correct labels, ensuring a cleaner and more intuitive search experience.

📊 Quick Chart Visuals – Consistent KPI data: KPI Value Quick Charts now accurately carry forward the last available data across periods, even when periods fall outside the reporting frequency, helping maintain consistent visual insights.

🏠 Homepage Settings – Reliable user preferences: Updates to user homepages from the Manage Users page now save correctly, ensuring that user preferences remain intact and deliver a personalized login experience.

These updates reflect our ongoing commitment to providing a reliable, user-friendly platform that helps you manage your strategy with clarity and ease. If you have any questions about these enhancements, feel free to reach out to us at [email protected].

Thank you for being part of the ClearPoint community — stay tuned for more great updates ahead! 🌟

Hey there,

We’re excited to announce ClearPoint Next version 4.2! This release delivers exciting new automation features plus refinements across elements, schedules, reports, and dashboards—making your experience smoother, more intuitive, and more powerful than ever.

Here’s what’s new in this release:

✨ Newly Available in CP Next

🔔 Automations: Notifications
Admins and Scorecard Admins can now easily manage element-based notifications through a clean table view and drawer interface. Configure triggers, set conditions, map recipients, and monitor notifications—everything you need to keep your team informed.

⏰ Automations: Reminders
Stay on top of key tasks with the new Reminders module. Set up, edit, duplicate, or schedule reminder emails for element owners or collaborators, all through an intuitive interface with full control over message details, recipients, and scheduling.

🔧 Enhancements and Fixes Across the Platform

📈 Manage Elements & Series Improvements

• Sort order changes now persist after import and inline edits.
• Series View now properly shows “Reporting Frequency” (not mislabeled as “Period Groups”).
• Filters in Series View apply immediately—no page reload needed.
• Adding “Reporting Frequency” no longer causes the Element Name column to disappear.
• Bulk deleting elements now works reliably.
• Adding multiple elements preserves previous field changes without resetting.

🛠 Drawer & Inline Editing Enhancements

• Double-clicking modals no longer exits unexpectedly to inline edit mode.
• Series duplication now avoids naming and caching issues.
• Editing data tables no longer unexpectedly affects charts.
• Evaluation modals now load fully, and the close button (“X”) works as expected.
• Dependencies field is now visible in the Initiative edit drawer.

📊 Reports & Dashboard Refinements

• Dashboard reports no longer show edit buttons where they shouldn’t.
• Dashboard View double-clicking no longer allows unintended chart edits.
• Hidden or deleted reports no longer display by default on Manage pages.
• Saving layouts on Scorecard Detail Reports applies only to individual scorecards, as intended.

📋 Schedules & Automation Polishing

• Deleted or disabled schedules now display clear labels.
• Schedule types like “Publish Dashboard” now show readable labels.
• Required fields are enforced when creating schedules, ensuring clean data.

🎨 Field & Customization Fixes

• String custom field pods now correctly display content (no more blank views).
• Multiple picklist fields now prevent duplicate selections.
• Status icons, My Scorecard, and My Favorites custom fields now render properly.

🛡 Profile & Stability Updates

• User Profile Settings now load without crashing.
• HTML Token dropdowns in data fields now update visually and function without crashing.

🚀 Try ClearPoint Next Today
ClearPoint Next is available for both individual users and organizations. Interested in enabling it for yourself or your team? Reach out to [email protected]—we’re happy to 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!