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Exporting the Strategy Hierarchy

Prepare for strategy review meetings easily by building and exporting a PPT including strategy alignments, progress, and status. 



  • Navigate to the Corporate Strategy 
  • Open the hierarchy view to be exported
  • Click the ... ellipsis button on any tile in the hierarchy, then select Preview to PowerPoint

  • A side panel will display where you can adjust the following:
    • Expand or collapse the levels of hierarchy to display in the slide
    • Remove a slide
    • Add a new slide

  • Once all the data you wish to export from the hierarchy is added to the side panel, click the Export button 
  • The PowerPoint will download to your computer