🚀 ClearPoint Next 5.1 Release Highlights!

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!