Hey there,

We’re excited to announce ClearPoint Strategy version 16.5.19! This release brings reliability improvements to enhance your workflow efficiency, customization options, and overall system performance.

Here’s what’s new in this release:

💬 OKR Management - Quick and easy discussion access: The functionality to access discussions in Goals is now more reliable, ensuring quick and easy accessibility for seamless collaboration across your teams.

📝 Page Customization - Improved edit layout functionality: The edit layout feature now performs with enhanced stability, allowing flexible and consistent customization of your detail page layouts.

These updates reflect our commitment to providing a stable, user-friendly platform for strategy management. For questions or assistance, reach out to [email protected].

Enjoy the enhancements and stay tuned for more updates! 🌟

Hey there,

ClearPoint Strategy is excited to unveil a stunning enhancement to our platform—Modernized Charts! This update reimagines our most frequently used charts with a fresh, contemporary design that enhances the way data is visualized, interpreted, and shared.

🖼️ A New Era of Data Visualization: Modernized Charts

Modernized Charts bring a polished, sophisticated look to your data, with sharper visuals and improved functionality to make data storytelling clearer and more impactful. Whether you're presenting quarterly reports, tracking KPIs, or displaying key metrics on dashboards, these chart updates are designed to transform the way your data is presented.

Key Features of Modernized Charts

• Fresh Look & Feel: Modernized Charts feature sharper, visually appealing elements, ensuring your data is presented with clarity and professionalism.
• User-Friendly Enhancements: Improved padding, clearer boundaries, and refined color schemes make it easier to differentiate between data points, creating a better overall user experience.
• Improved Tooltips & Data Labels: Shared tooltips provide clearer insights across categories, while enhanced data labels ensure key figures are prominent and easily understood.
• Better Fit for Reporting: Designed with reporting in mind, these modernized charts help you tell more compelling data stories—perfect for stakeholder presentations and executive dashboards.
• Y-Axis Customization: You now have the option to hide the Y-axis, creating a cleaner, streamlined view of your data.

Detailed Descriptions of Each New Modernized Chart Type:

• Modernized Column Chart: Featuring vibrant colors and rounded borders, this chart improves readability, making it ideal for visualizing comparisons between categories over time or across multiple categories. Perfect for quarterly reports, sales comparisons, or tracking KPIs.
• Modernized Stacked Area Chart: Enhanced transparency between layers allows better insights into how different segments contribute to the total. This chart is perfect for showing cumulative data over time, such as stacked contributions to revenue, expenses, or resource allocation.
• Modernized Bar Chart: Rounded edges and enhanced padding create a cleaner look, making it ideal for performance comparisons across teams or departments. Best used for comparing results among categories.
• Modernized Solid Gauge Chart: Features a modern arc design with smooth transitions and improved color gradients, ideal for tracking progress toward goals, resource usage, or capacity tracking.
• Modernized Gauge Chart: This chart has a refined design focusing on clear data indicators for quick readability, making it great for tracking performance metrics like efficiency, satisfaction scores, or process completions.
• Modernized Radial Chart: Offers a full 360-degree view, perfect for illustrating multi-layered data such as departmental performance or goal progress. This chart provides distinct inner and outer layers for segment comparisons, enhancing data clarity.
• Modernized Spline Chart: Provides smoother curves for time-series data, allowing elegant trend visualization. Excellent for visualizing trends over time, such as revenue growth, website traffic, or engagement metrics.
• Modernized Combo Chart (Column + Spline): Combines column and spline visualizations, offering multiple perspectives on the same dataset, useful for tracking actuals vs. targets.
• Modernized Pie Chart: Offers sharper slices and vibrant color schemes, making it perfect for illustrating proportions within a dataset, such as budget breakdowns or market share.
• Modernized Donut Chart: Features a hollow center for additional labels, ideal for displaying data distribution while keeping the central space for key details. This chart is great for showing contribution percentages.
• Modernized Stacked Column Chart: Allows cumulative comparisons by stacking segments, making complex data more digestible. This chart is ideal for showing cumulative data like revenue by product lines or regional performance.

Benefits of Modernized Charts

ClearPoint's Modernized Charts empower your organization with enhanced data visualization tools that make it easier to:

• Present data clearly and professionally, elevating the quality of your reports and dashboards.
• Customize charts to align with your specific reporting needs, ensuring your data tells the right story.
• Provide stakeholders with clearer insights, improving decision-making and strategic alignment.

How to Access the Modernized Charts

When adding or editing a chart in ClearPoint, simply navigate to the Chart Type dropdown and select the new modernized versions under the "Modern" header. These sleek charts are available for all existing chart types, ready to elevate your data presentation.

Get Started with Modernized Charts

Modernized Charts in ClearPoint Strategy not only refresh your data visualizations but also provide robust tools to make your reports more compelling. Explore these modernized chart types to enhance your dashboards and presentations, helping you communicate data insights with greater clarity and impact.

For more information on integrating Modernized Charts into your workflow, contact your Customer Success Manager or visit the ClearPoint Strategy Support Center. Need assistance? Reach out to [email protected] .

Elevate your data storytelling with ClearPoint Strategy's Modernized Charts. Start visualizing your data like never before! 🌟

Hey there,

We’re excited to announce ClearPoint Strategy version 16.5.18! This release introduces a range of enhancements and features designed to improve user experience, streamline workflows, and enhance data clarity in your strategy management.

Here’s what’s new in this release:

📊 Modernized Chart Experience - Enhanced visual clarity: Our revamped charts now feature sharper, visually appealing elements with improved padding and color schemes, making it easier to differentiate data points. Shared tooltips and enhanced data labels ensure key figures stand out, helping you convey compelling data stories for presentations and dashboards.

🔄 Enhanced Scheduled Copy Forward - Improved clarity and usability: The Copy Forward Schedule now includes informative messages that clarify how source and destination periods are determined, ensuring users understand their data transfers. Users can view and edit setup details after saving a schedule, maintaining flexibility without the need to recreate settings. Confirmation emails now detail what data was copied, enhancing transparency and reducing confusion.

🔧 Optimized User Management - Streamlined permissions: Bulk changes to user permissions now update correctly, ensuring your user management processes are efficient and reliable. This enhancement addresses issues where permissions for users with existing access were not updating as expected.

📅 Refined Workspace Experience - Improved naming conventions: Workspaces set as the homepage now display names correctly instead of ID codes, enhancing user navigation and overall experience.

🛠️ System Stability Improvements - Enhanced performance: Fixes have been implemented to prevent issues such as loading previews getting stuck during bulk changes and ensuring smoother operation of custom HTML updates. Additionally, we have resolved instances where notifications were not sent due to CC errors.

📈 Charting Reliability - Enhanced functionality: Charts have received critical updates to address overlaps in radial chart values and improve formatting, ensuring your data is represented clearly and accurately. The functionality for automatically evaluated initiatives in Gantt chart reports has been refined, providing better usability in your project management. Moreover, the quick map function now applies user picklist fields correctly, ensuring a seamless mapping experience.

🔍 Summary Report Enhancements - Improved accuracy: Summary report exports now correctly display number values instead of "Object," ensuring clarity in your data presentations. Additionally, updates made on summary reports will now retain changes upon saving, improving data reliability for all users.

📧 Enhanced Notification Functionality - Improved reliability: The notification system for program measures has been optimized, ensuring notifications are created and sent reliably without system failures or page refresh requests.

📅 Calculated Field Accuracy - Consistent calculations: Text-based calculated fields that utilize specific periods in their calculations now maintain consistent outputs regardless of the reporting period, ensuring accuracy in your data analysis.

📥 Download Functionality Restoration - Improved access: Users can now successfully download charts in all formats, enhancing accessibility to your visual data.

🔐 Login Settings Stability - Reliable settings: Changes to O365 and Google login settings are now consistently saved, ensuring smoother user access to the platform.

These updates reflect our commitment to delivering a user-friendly platform that empowers you to manage your strategy with greater efficiency and effectiveness. If you have any questions or need assistance with these updates, don’t hesitate to reach out to [email protected].

Stay tuned for more exciting updates and enjoy these enhancements today! 🌟

Hey there,

We’re excited to announce ClearPoint Strategy version 16.5.17! This release brings a series of improvements aimed at enhancing your dashboard management, data accuracy, and overall user experience.

Here’s what’s new in this release:

📊 Refined Dashboard Display - Enhanced chart formatting: Custom Y-Axis formats, including decimals, currency, and percentage symbols, now display correctly, ensuring your data is both accurate and visually clear.

📈 Streamlined Dashboard Customization - Cleaner layout: You can now easily remove placeholder messages from dashboards without visual clutter, helping you maintain a clean, professional look in your reports.

🎨 Dashboard Styling Enhancements - Improved visual clarity: Dashboard subtext and body text colors are now aligned, offering a more cohesive visual experience, while series names on pie/donut charts display correctly for better interpretation of your data.

📝 Improved Milestone Management - Accurate custom dates: Custom milestone completion dates are now correctly saved when using in-line editing or marking them complete from the edit page, ensuring reliable project tracking.

🔗 Consistent Data Across Pages - Synchronized periods: Dashboard periods now match those on Detail Pages, ensuring consistency in data presentation across different views.

🚀 Performance Enhancements - Faster recalculations: HTML custom pods with data fields now automatically recalculate, providing quicker updates for more dynamic insights.

These updates underscore our commitment to improving your ClearPoint experience, delivering more reliable tools for your strategy management. If you have any questions or need assistance with these updates, don’t hesitate to reach out to us at [email protected].

Stay tuned for more exciting updates and enjoy these enhancements today! 🌟

Hey there,

We’re excited to announce ClearPoint Strategy version 16.5.16! This release introduces several key improvements designed to enhance your experience, improve performance, and give you greater flexibility in managing your data and reports.

Here’s what’s new in this release:

📊 Improved Dashboard Display - Enhanced chart readability: Special characters on the Y-Axis of charts are now displayed correctly, ensuring your data is presented without formatting issues.

💬 Persistent Support Icon - Always available help: The support icon remains accessible across all tabs, ensuring uninterrupted access to help whenever you need it.

🔗 Seamless Support Center Access - Effortless navigation: The Support Center link in Workspaces now functions correctly, providing easy access to help resources when required.

🚀 Optimized Performance - Faster scorecard navigation: Users navigating through multiple scorecards will now experience smoother performance, reducing lag and improving workflow efficiency.

📄 Accessible Revision History Reports - Streamlined tracking: Revision history reports are now fully downloadable and can be emailed, making it easier to track and share changes within ClearPoint.

These updates reflect our ongoing commitment to delivering a platform that empowers you to manage your strategy effectively and efficiently. If you have any questions or need assistance with these updates, reach out to us at [email protected].

We look forward to bringing you more exciting updates soon! 🌟

Hey there,

We’re excited to announce ClearPoint Strategy version 16.5.15! This release brings significant enhancements and feature improvements designed to streamline your workflows, boost performance, and ensure greater flexibility in managing your strategy.

Here’s what’s new in this release:

⚙️ Bulk Workspace Management - Simplified homepage setup: Users can now bulk set Workspaces as their homepage, enabling more efficient customization and quicker access to key information.

📊 Enhanced Chart Management - Smarter control: You now have better safeguards against deleting custom charts in use while retaining the ability to remove unused ones, offering better control over your reports and visualizations.

🗂️ Refined Data Loader Experience - Reliable processing: Files scheduled to run consecutively through the Data Loader now execute more reliably, enhancing the consistency of data integration workflows.

📅 Accurate Milestone Tracking - Seamless updates: Marking milestones as complete now reflects the correct custom date, providing more reliable tracking of project timelines and milestones.

🔄 Optimized Bulk Changes - Streamlined updates: Bulk changes to linked measures have been refined to prevent duplications, ensuring more efficient updates across your account.

🔧 Improved Role Management - Streamlined user roles: Bulk-adding roles to users ensures that both newly added and previously assigned roles are preserved, enhancing the efficiency of role management for smoother user administration across scorecards.

📈 Dashboard Generation Reliability - Enhanced consistency: Dashboards now generate and load charts and data more reliably, providing a smoother experience and uninterrupted access to your insights.

🔒 Refined Workflow Management - Enhanced visibility: Disabled workflows now have clearer icon displays, improving the user interface for workflow management.

🔄 Updated Copy Forward Feature - Enhanced flexibility: The Copy Forward feature supports copying data from locked periods into unlocked ones, offering greater control and usability across elements and scorecards.

These updates highlight our ongoing commitment to delivering a platform that empowers you to manage your strategy effectively and efficiently. ClearPoint Strategy’s continued improvements are designed to help you achieve your strategic goals with greater ease. If you have any questions or need assistance with these updates, don’t hesitate to reach out to [email protected].

Stay tuned for more exciting updates and start enjoying these latest enhancements today! 🌟

Hey there,

ClearPoint Strategy is excited to introduce version 16.5.14, featuring a collection of valuable enhancements and improvements designed to optimize your user experience. This update focuses on strengthening performance, streamlining workflows, and delivering new features to empower your strategic management.

Here’s a look at what’s new in this release:

🤖 Hoshin Kanri AI Assistant - Enhanced guidance: The Hoshin Kanri AI Assistant is now live, providing intuitive recommendations and insights to assist with your strategic planning and execution.

⚙️ Resilient Performance - Improved stability: Enhancements in report generation and load balancing deliver greater resilience and reliability, ensuring a smoother experience even under heavy load.

📋 Efficient Notification Management - Better organization: Notifications now display correctly in the edit modal, enabling easier updates and management of your notifications.

🗂️ Enhanced Scorecard Management - Refined usability: The archiving of multiple scorecards is now readily available, simplifying the organization and storage of your scorecards.

📅 Detailed Gantt Charts - Accurate formatting: Gantt charts in HTML exports are now displayed in a continuous format without being split into multiple pods, providing clear and concise reporting.

📈 AI Assistant Refinements - Smarter insights: The AI Assistant now accurately recognizes and displays linked elements, ensuring that you receive more comprehensive and actionable insights.

🛠️ Strengthened System Monitoring - Proactive support: New monitoring systems have been implemented for our scheduler, enabling more precise tracking and faster resolution of any system issues.

These updates reflect ClearPoint Strategy’s commitment to delivering a superior experience that empowers your strategic goals. We continue to focus on enhancing performance, security, and the usability of our platform to better support your strategic management needs. For any questions or further assistance, feel free to reach out to [email protected].

Stay tuned for more exciting updates as we continue refining ClearPoint Strategy to help you achieve your objectives. Experience the latest features and improvements today! 🌟

Hey there,

ClearPoint Strategy is excited to announce the release of version 16.5.13, featuring a variety of enhancements aimed at improving your user experience. This update introduces valuable improvements to streamline functionality and enhance overall performance.

Here’s a look at what’s new in this release:

📈 Enhanced Dashboard Reports - Improved usability: The Favorite and Discussion buttons are now perfectly placed, ensuring a more organized and accessible dashboard experience.

📋 Optimized Bulk Changes - Reliable updates: The bulk changes feature now handles milestone measure series without creating duplicates, ensuring accurate data management.

🔄 Improved Synchronization - Seamless integration: Synchronization between ClearPoint Strategy and Planhat is now fully functional, providing consistent access to the Success Portal.

📥 Effortless Exporting - Smooth processing: Exporting reports to Excel or PDF now processes without delays, ensuring quick and efficient access to your data.

🔍 Reliable Data Loader - Efficient mapping: Picklist mappings in the Data Loader now load without issues, streamlining your data import process.

🔧 Stable Page Exports - Accurate display: Page exports now display all elements correctly, ensuring comprehensive and accurate document exports.

🔒 Enhanced Security - Seamless portal access: Upon clicking on a link to open the EverAfter portal, a token request is now automatically triggered, enhancing security and user experience.

📊 Consistent Gantt Charts - Accurate indicators: Gantt charts display status indicators based on your settings, providing a clear and accurate project overview.

📄 Improved User Home Page - Reliable performance: The user home page now loads consistently without crashing, ensuring a stable and reliable user experience.

🌐 Optimized Login Experience - Smooth access: Accessing a link before logging in no longer results in a blank screen, providing a seamless transition into the app.

These enhancements reflect ClearPoint Strategy’s dedication to continuously improving your strategic management experience. Our goal is to enhance your productivity and support your strategic goals more effectively. For any questions or assistance with these updates, please reach out to [email protected].

For any questions or assistance with these updates, please reach out to [email protected].

Stay tuned for more exciting updates as we continue to refine ClearPoint Strategy to better serve your needs. Experience the benefits of our latest features and enhancements today! 🌟

Hey there,

ClearPoint Strategy is thrilled to announce the release of version 16.5.12, featuring a host of enhancements designed to elevate your user experience. This update focuses on improving functionality, reliability, and overall performance.

Here’s a look at what’s new in this release:

📧 Revitalized Email Page Feature - Efficient emailing: The "Email page" feature is now fully operational, making it easier to share pages with your team effortlessly.

📊 Refined Scorecard Homepage - Enhanced access: Scorecard homepage reports are now fully functional across all accounts, ensuring consistent and accurate access to your scorecards.

📈 Stable Chart View Functionality - Reliable performance: The View Chart Type button now provides a smooth and uninterrupted chart viewing experience.

📅 Enhanced Fiscal Year Management - Streamlined selection: Adding fiscal years via the dropdown menu now prevents duplicate entries, simplifying your financial planning and reporting.

🗂️ Streamlined My Scorecard Page - Efficient display: Element pages in My Scorecard now display correctly once per user, whether they are an owner or collaborator, simplifying scorecard management.

📄 Enhanced Report Duplication - Seamless experience: Enjoy an improved report duplication process with clear and consistent labeling, ensuring accurate identification of duplicated reports.

🔍 Optimized Data Table Interaction - Smooth operation: Right-click options in data tables now function seamlessly, allowing you to access calculation maps without interruptions.

📋 Improved Milestone Management - Reliable updates: Milestone completion statuses are now consistently saved, ensuring that your project reports reflect the most accurate information.

🔒 Strengthened Security - Updated protection: Our HTML text editor has been upgraded to the latest version, enhancing data security and protecting against vulnerabilities.

These enhancements underscore ClearPoint Strategy’s commitment to delivering a top-tier strategic management platform. Our goal is to improve your productivity and support your strategic goals more effectively.

For any questions or assistance with these updates, please reach out to [email protected].

Stay tuned for more exciting updates as we continue to refine ClearPoint Strategy to better meet your needs. Experience the benefits of our latest features and enhancements today! 🌟

Hey there,

ClearPoint Strategy is excited to announce the release of version 16.5.11, bringing you a suite of enhancements designed to improve your strategic management experience. These updates focus on delivering greater functionality, efficiency, and ease of use.

Here's a breakdown of the key enhancements in this release:

📄 Consistent Report Duplication - Enhanced formatting: Enjoy improved consistency when duplicating reports, ensuring that names with special characters maintain their intended formatting.

📋 Streamlined Project Evaluation - Clear data presentation: Data tables are now optimized to ensure a clean presentation when project evaluations are disabled.

🛠️ Controlled Initiative Status - Accurate status updates: Automatically evaluated initiatives in Gantt chart reports now reflect accurate statuses, maintaining data integrity and control.

🔒 Robust Character Handling - Stable application: Special characters inputted under chart search options are now handled effectively, ensuring the app remains stable and responsive.

🔍 Enhanced Summary Reports - Accurate search results: Summary reports' chart search options now return accurate results, enhancing your ability to find relevant data efficiently.

📥 Improved Bulk Changes - Clear previews: Bulk change scripts reliably display valid error previews, helping you manage bulk updates with confidence.

🔔 Enhanced Approvals Process - Clear notifications: The approval review screens now show accurate text and percent complete changes, enhancing the transparency of the approvals process.

📊 Improved Alignment Matrix - Efficient element selection: Alignment Matrix reports now load efficiently, allowing you to select specific elements without delays.

🔄 Refined Measure Data Tables - Consistent calculations: Measure data tables now display calculated values consistently, ensuring accuracy across different views and exports.

These enhancements highlight ClearPoint Strategy's commitment to continuous improvement and delivering a platform that meets your strategic management needs. We strive to provide you with tools that enhance your productivity, streamline your workflows, and empower you to achieve your strategic goals more effectively.

For questions or assistance with navigating these enhancements, don't hesitate to reach out to [email protected].

Stay tuned for more updates and improvements as we continue to evolve ClearPoint Strategy to support your strategic management journey. Experience the transformative power of ClearPoint's latest features and simplify your strategic management process today! 🌟