Feature Releases


Health and Value Assessment Updates

  • Company Creation From Health and Value Assessment (Video 2 minutes)
  • Health and Value Assessment is Editable and Resendable (Video 2 minutes)
  • Health and Value Assessment Dashboard Upgrades: CRM Tool and Reporting (Video 3 minutes)
  • Health And Value Campaign Reporting (Video 2 minutes)
  • Sharing a Completed Health and Value Report with Multiple Recipients Within Firm (Video 2 minutes)
  • Linking An Existing Company Instance To A Health and Value Report (Video 1 minute)

Meetings

  • Initiative and Roadmap Item View, Ease of Moving Between the Two in meetings (Video 1 minute)

Goals: Dashboards/Scorecards

  • Upgrades to Functionality and Speed of Data Entry In Cells On Goals: Dashboards/Scorecards (Video 2 minutes)