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!

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! 🌟