Configure columns
Choose which columns to show in the Initiatives table.
Interactions / Month
Top Groups by Tasks
Task Status
Initiative Status
VP Distribution
Meetings / Month
Meetings by Group
Value Proposition Detail
| VP Name | Total | Completed | Pending | Clients | Statuses |
|---|
Management Summary
Next Steps
Legend
Smart Recommendations
Local-only data — everything stays in this browser; the app makes no network calls. App version v
How this is enforced
The optional synced folder is just a local directory; your sync client (Ctera) does the uploading in the background. The no-network guarantee is enforced by the browser itself via Content-Security-Policy (connect-src 'none'): any attempt by any code on this page to transmit data over the network is blocked before it leaves the machine.
Hidden items
Contacts you hid from your own view (from the contact’s edit form). Hiding a contact hides all their tasks, initiatives and notes too. Local only — nothing is deleted and nobody else is affected.
Import data
Import from clipboard or Excel file
Paste tab-separated rows from Excel, or upload an .xlsx with Initiatives / Contacts / Tasks sheets.
Export data
Export .xlsx (raw backup)
Full raw dump — every record and column, exactly as stored. Use this for backups.
Export PPTX
Client review deck — summary slide plus per-group slides, with an optional date-range filter.
Snapshots
Create snapshot
Save a point-in-time copy of all your data (kept locally). Up to 10 snapshots are kept — restore or delete them below.
Danger zone
Clear all data
Deletes everything stored in this browser. Take a snapshot or export first.