Hey there,

We’re excited to announce ClearPoint Strategy version 16.5.23! This release focuses on improving the reliability and efficiency of key workflows, ensuring a smoother experience for managing your strategy.

Here’s what’s new in this release:

📝 Enhanced Data Management - Smoother updates: Updates to detail page fields are now more intuitive, ensuring data accuracy without unintended changes to related fields like Completed Dates.

📄 Streamlined Page Edits - Enhanced efficiency: Saving edits on element detail pages is now smoother and more intuitive, ensuring a consistent and hassle-free experience across all account configurations.

These updates reflect our dedication to delivering a platform that empowers you to manage your strategy with greater ease and confidence. If you have any questions about these enhancements, our team is here to help at [email protected].

Thank you for being a part of ClearPoint, and we look forward to bringing you more exciting updates in the future! 🌟

Hey there,

We’re excited to announce ClearPoint Strategy version 16.5.22! This release focuses on simplifying administrative workflows, enhancing permissions management, and improving clarity across your strategy management experience.

Here’s what’s new in this release:

👥 Streamlined User Group Management - Improved setup experience: Creating new user groups is now faster and more reliable, ensuring administrators can efficiently manage team permissions and group structures without disruption.

✅ Enhanced Approvals Workflow - Refined permissions assignments: Users with “By Scorecard” permissions can now be seamlessly assigned as Scorecard Owners when their permissions indicate admin-level access. This refinement supports smoother approvals processes and ensures team roles align correctly.

🎛️ Custom Field Flexibility - Easier picklist updates: Custom picklist fields can now be cleared or updated effortlessly, providing greater flexibility when managing data entries and field options.

🤖 AI Visibility Improvements - Clearer interface: Disabled AI features no longer appear in your account, reducing confusion and ensuring a streamlined user interface for accounts not utilizing AI.

These updates are designed to enhance usability, clarity, and flexibility across ClearPoint. For assistance or questions about this release, please reach out to us at [email protected].

Thank you for being a valued ClearPoint user and stay tuned for more updates! 🌟

Hey there,

We’re excited to announce ClearPoint Strategy version 16.5.21! This release brings enhanced functionality, greater stability, and improved workflows to support your strategy management goals.

Here’s what’s new in this release:

📊 Improved Chart Duplication - Retains original settings for clarity: Duplicated charts now correctly mirror the original chart’s settings, ensuring consistency when managing data visualizations across your reports.

🗺️ Reliable Map Loading - Enhanced geographic insights: Maps now load seamlessly without errors, allowing you to confidently integrate location-based data into your reporting and analysis workflows.

📅 Streamlined Period Management - Archived periods excluded from summary reports: Archived periods no longer appear in summary reports, keeping your data clean and focused on active reporting periods.

⚙️ Bulk Changes - Optimized scripting for smoother updates: Running bulk scripts is now more efficient and reliable, streamlining bulk updates across your ClearPoint account.

🔄 Accurate Aggregate Status - Automatic updates with tags: Aggregate status calculations with tags reliably update automatically, ensuring real-time accuracy in status roll-ups and visual representations.

🔐 Enhanced Access Group Management - Simplified configuration: Access group creation and modification workflows have been refined, ensuring dropdown selections align correctly and reducing confusion in administrative tasks.

✅ Approvals Workflow - Seamless review and approval experience: Review and approve modals now load consistently, ensuring an uninterrupted and efficient approvals process for your team.

⏳ Revision History Reliability - Comprehensive logging: Revision history data consistently displays accurately, giving you complete visibility into past changes and providing confidence in tracking updates.

🏗️ Milestone Updates - Smooth bulk changes: Adding milestones through bulk changes works as expected, ensuring you can efficiently manage project timelines.

These updates reflect our ongoing dedication to delivering a reliable, user-friendly platform for your strategy management. For questions or support, please contact us at [email protected].

Enjoy the enhancements and stay tuned for future updates! 🌟

Hey there,

We’re excited to announce ClearPoint Strategy version 16.5.20! This release focuses on improving platform reliability, enhancing customization options, and ensuring a seamless experience for all users.

Here’s what’s new in this release:

📧 Streamlined Reminders - Improved notification consistency: Notifications for reminders now send with improved reliability, ensuring users receive the right number of updates without unnecessary duplicates, keeping communication timely and clear.

🗺️ Expanded Export Options - Maps added to HTML and Briefing Books: ClearPoint now supports adding maps to HTML exports and Briefing Books, expanding your ability to share rich, location-based insights effectively across your reports.

📊 Dashboard Stability - Reliable handling of empty analysis fields: Dashboards now operate smoothly, even when an analysis field is empty, ensuring uninterrupted access to key performance insights and reports.

🔐 User Permissions - Clear error messaging for layout reports: Permissions error messages have been updated to provide clearer guidance when users lack sufficient access for editing pods on Scorecard layout reports, improving usability and user support.

These updates underscore our commitment to delivering a stable and user-friendly platform for your strategy management needs. For questions or assistance, contact us at [email protected].

Enjoy the enhancements and stay tuned for more updates! 🌟

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! 🌟