Product Updates

Learn how to rename the four goal type levels in StratSimple — KPI, Objective, Key Result, and Initiative — to whatever terminology your organization prefers. The changes apply across the entire platform, including dashboards, reporting, and generated presentations.

Know a non-profit that could benefit from smarter strategy and simpler reporting? Invite them today! When you invite someone, you both save on your plan, and our community of strategic, mission-driven organizations grows stronger!

Enter backdated KPI updates when past entries were missed. This also covers how to enter KPI updates through your Dashboard.

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Walk through the filter feature on the StratSimple dashboard, learning why it's useful and how to use it. This page covers the different ways to filter — by strategic pillar, health status, owner, and date — as well as options to exclude certain item types or hide completed work.

StratSimple now lets you link annual objectives to one or more long-term strategic pillars, with pillar tags shown directly on the dashboard so anyone can immediately see what each objective supports. You can set up pillars, attach them to objectives under Relationships, and filter the dashboard by pillar to highlight alignment, focus areas, and gaps without extra spreadsheets.