The Overdue Tab, Pulse Report Filters, In-line Editing

February 16, 2022: Overdue Tab, Client Status Filter for Pulse, and In-line Editing for Goals

1. Overdue Tab enhanced to display overdue contracts for selected time period & prior period.
2. Back by popular demand, the Client Status Filter is enabled on the Pulse Reports.
3. We've added In-line editing in the Goals app for quick and easy updates.

Overdue Tab

The Overdue Tab has been enhanced to display overdue contracts for the "Selected time period" so you know exactly what is overdue for the month, quarter, year, or custom renewal timeframes. 

Other changes to the Overdue Tab are contracts with future dates are no longer classified as overdue, and overdue contracts from a prior period can easily be filtered by clicking on "(prior period)" for a comprehensive list of all contracts that are overdue.

In the example above, there are 2 contracts that are overdue in the selected time period, and 15 overdue contracts from previous periods that are not represented in the overdue summary amount or in the data table.

Client Status Filter for Pulse Reports

Back by popular demand, the Client Status Filter has been enabled for the Pulse reports. Users can view All client Pulse data by default or filter by Active, Inactive, Trial and Terminated clients for a more granular view into the Pulse data.

In-line Editing for the Goals App 

We've added In-line Editing in the Goals app for quick and easy updates. In-line edits can be performed on the Actuals, Targets and Dates.

The stage can be easily updated by clicking on the current stage and selecting a new stage in the drop-down.

Goal progress can be updated by clicking on the progress bar and moving to the desired percent complete via drag-n-drop.

Additional comments can be added by clicking on the comment field or the existing comment.