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Strategy

Strategy is a three-tab area: Coverage (the default view), Workload, and Performance. A persistent “Intelligence” button in the header stays available no matter which tab you’re on. This page covers the shell and the Coverage tab; Workload and Performance are covered on their own in People and Analytics.

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Coverage tab

A map of your organization’s content coverage across your hierarchy of schools and departments. A piece of content counts as “published” here based on where it currently sits in its board’s workflow — which is a different definition of “published” than the Performance tab uses (there, it depends on whether a live URL has been set). Keep that distinction in mind if the numbers between the two don’t seem to match.

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What you can do

  • Filter by content type and time window, from the last 7 days up to a year, or a custom range.
  • Browse a grid of schools, each showing a breakdown by content type, how recently they’ve published, and a total count.
  • Use “See Gaps” to surface schools or departments with no coverage at all.
  • Drill into a school for a department-level breakdown and a publishing timeline — the timeline automatically zooms to week, month, or quarter view depending on the window you’ve selected.
  • Use Compare mode to overlay publishing timelines for up to 3 schools side by side.
  • Jump from here into a contact’s card history and reference links, since coverage is ultimately about the sources behind your content.

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The Intelligence button

The header’s Intelligence button surfaces signals about the health of your organization’s work — stalled boards, overdue rates, slowing cycle times, boards that have gone quiet, bottlenecks, and positive signals like sustained improvement — shown as up to 5 ranked cards, with the button itself color-coded to reflect what it finds. Deeper trend detail is available to admins and managers. This is a different engine from the AEO/citation intelligence covered in the Intelligence pack — they share a similar visual style but not the same underlying signals.

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Connections to other features

Cards open the same detail view used everywhere else in the app. Contacts data powers the coverage/sources view, and any card you open here carries its board and campaign context with it.