Fuel-IQ

Revision History

Fuel-IQ Release 3.2.0

New

  • Password expiration options have been added
  • You now have the ability to disable a user's access without deleting them

Improved

  • Added the "Figure-it-Out-Factor" and "Coachable" competencies to a manager's view of their salespeople.
  • Added the ability to drill down from manager/leader summaries into individual user competency details
  • You can now create and save organization-wide Powersearch filters
  • Powersearch now has the option to filter on sales role
  • You can now jump from Powersearch results to a user's metrics screen
  • The resources screen will now provide access to results PDFs for multiple checkpoints
  • "Sales Role" has been added to the hierarchy views and can be filter on
  • The lines on the Checkpoint Comparison spider charts have been made thicker for easier viewing.
  • When adding an activity to an action plan it is saved automatically. No need to click a save button

Fix

    The leader checkpoint comparison chart was showing the manager's average instead of the leader's average
  • The reporting engine filter value field was case sensitive. It is now case insensitive

Fuel-IQ Release 3.1.1

New

  • You can now view the organization's login history

Improved

  • Sales enablement users can now add and remove action plan activities from users
  • Added the sales role field to the organization hierarchy list
  • Redesigned the wizard for adding activities to action plans.
  • Sales enablement users can now see team rollup data and checkpoint comparison rollups.
  • Sales enablement users now have power search ability
  • Added "Activity Groups" and "Plan Owner Email" fields to the "Action Plan Activities" type in the reporting engine
  • Added "Activity Groups" field to the "Activities Catalog" type in the reporting engine
  • When inviting a user, a message will indicate if the user has already been invited.

Fuel-IQ Release 3.1.0

New

  • Leader competency comparisons
  • Rollup of competency comparison by teams or hierarchy

Improved

  • Org superusers can now control MFA for individual users

Fixed

  • Mirroring a leader on the dashboard and clicking on any of the bar charts under "Sales Managers" results in a blank screen.
  • Lead data charts didn't resize correctly
  • Competency comparison charts didn't resize properly
  • There was a problem entering an MFA code on mobile phones

Fuel-IQ Release 3.0.0

New

  • Personal data for leaders has been added.
  • You can now create custom groups of activities.
  • The BCI Sales Excellence Series can be assigned and accessed directly from within Fuel-IQ.
  • MFA is now supported at the individual level and at the organization level.

Updated

  • Leaders have been added to the chart view under Hierarchy
  • When selecting activities for action plans, competencies that don't have available activities are greyed out.
  • You can now filter on "No Value" in the reporting engine.
  • Organization superusers can now invite other organization superusers.
  • Under "Short Term Priorities" on user's dashboards, yellow items sort to the top of the list.
  • Under "Competency Comparisons", the minimum value for a competency strength and the role based average score have been added to the charts.
  • The companion guides in the resources section have been updated.
  • The user type report in the "Reporting Engine" now include sales enablement and superusers.
  • "Tactical Competencies" has been renamed to "Management Competencies" for managers.

Fixed

  • There was a situation where if a team had no salespeople on it and the user looked at certain competencies, they would get a blank screen.
  • If some users did not have values for certain competencies, rollup views containing those users would display misleading statistics. The rollups now display the percentage of users with "No Value".
  • When assigning activities from "Power Search", some activities were not showing up.
  • You can now sort on competencies in the "Reporting Engine"

Fuel-IQ Release 2.3.1

Fixed

  • The competency field did not appear in report exports
  • Org superusers could not see the superuser report type

New

  • Managers can now add new action plans for their direct reportees
  • The ability to consume older checkpoint data from Objective Management Group

Improvements

  • Exported reports have better formatting

Fuel-IQ Release 2.3.0

New

  • Added custom reporting capability with export to Excel
  • Added the ability for users to see a comparison of their various checkpoints.

Improvements

  • Reorganized the "Action Menu" items list for better usability
  • The first row in the hierarchy view now stays on the screen instead of scrolling off.

Fuel-IQ Release 2.2.1

New

  • Sales enablement can create coaching sessions
  • New organizational (chart) view under the hierarchy section

Improvements

  • The sales DNA graph on the salesperson's dashboard now displays their sales role.

Fuel-IQ Release 2.2.0

Fixes

  • Corrected an issue where duplicate results would show up in search/filter results.
  • Fixed an issue where the weak/strong ranges for Self-limiting Beliefs were not displaying properly.

Improvements

  • Added a explanatory message when there are no qualifying short term priorities.
  • Users can now report to executive leaders.
  • Add a spreadsheet summary view of all users to the "My Hierarchy" area.
  • Added "Sales Percentile" to the drill down results view. This is only viewable by a user's manager, not the user.
  • Teams now support dynamic additions. When you add a user with reportees, you have the option to add the reportees as well. This is dynamic so that any new reportees to the user are automatically part of the team.
  • Teams now supported nesting, so you can add one team to another.
  • Team management now has an "Effective Members" view that shows all users that are currently considered part of the team, either directly or dynamically (indirectly).
  • Increased the inactivity timeout value.
  • Added a column to the hierarchy views that indicates if there is assessment data in the system for each user.
  • Added a column for that shows when each user last took an assessment.
  • Added a new sales enablement role that can view user data in selected teams, across organizations.
  • You can now sort on team size in the teams view
  • In hierarchy views, you can now specify to search on specific columns instead of across all columns.
  • You can now search for an "N/A" value.
  • The performance associated with the display of large lists of users has been improved.

Fuel-IQ Release 2.1.1

New

  • When new releases are pushed out, a pop up will appear when a user logs in, giving them a link to the release notes page.
  • The My Hierarchy tab for managers and leaders now includes a dashboard and drill down view for their reporting structure. It is no longer necessary to create teams to see rollup values on the hierarchy.
  • There is a new team management view that allows adding and removing multiple users from teams managing the team leads

Improved

  • Ability to assign a user to multiple teams at one time.
  • Added columns for "Created By", "Created Date", and "Updated Date" to the teams screen.
  • Added a column for the OMG order number to the hierarchy tables. This will only get filled in for new orders.
  • On the coaching screen for managers and leader, we have added a column showing the number of coaching sessions for each user.
  • Activities for managers are now separate from salesperson activities.

Fuel-IQ Release 2.1.0

Improved

  • We have combined the two hierarchy pages. There is no longer a need to select "Manage Hierarchy" to adjust the reporting structure or team memberships.
  • For each user role (Salesperson, Manager, etc.) your selections will be remembered until you clear them or logout. The selected names are shown at the top of the table.

Fuel-IQ Release 2.0.0

Improved

  • Action plans have been completely revamped to provide a more comprehensive process.
  • Teams now support the concept of a team lead. This replaces the ability of all managers on a team being able to see the team information. This new feature is turned off by default and must be turned on in the Org Settings screen.
  • The Leader screen has be re-organized for better readability.
  • In Power Search attribute values that are part of the filter are now displayed in the results table.
  • Attributes for tactical sales competencies now have information icons that display the attribute's definition when hovered over.

New

  • Coaching prep forms and coaching session notes have been added
  • In the Resources section a link has been added to the user's personal PDF report. Manager's will also be able to see a coaching PDF report for users that they mirror.

Fuel-IQ Release 1.4.0

Fixes

  • Corrected some issues with text overrunning a tile edge or being too small.
  • For leaders, clicking on the Coachable or Timeframe graphs under "Supportive Development Factors" went to the wrong drill down screen.

Improved

  • Drilling down from Leader dashboard graphs now shows attribute rollups.
  • Renamed "Sales Competencies through the sales process" to " My Team's Sales Competencies Through the Sales Process" on the manager's and leader's team dashboards.
  • Rearranged tiles and graphs on the major competency screens for better readability.
  • Renamed "Selling Competencies" to "Tactical Competencies".
  • Attribute screens have been rearranged for better readability and information icons have been added to display descriptions.
  • The line spacing for text descriptions has been reduced to provide more information on each screen.
  • On attribute screens, the height of the attribute rows has been reduced for better readability.
  • The default activities in the activity catalog have been renamed for more clarity.

New

  • Clicking on the tile title of a major competency will take you to the drilldown screen for that competency.

Fuel-IQ Release 1.3.0

Fixes

  • Performance issues for large organizations have been addressed
  • In "Powersearch" the "!=" operator has been replaced with <>" for clarity.
  • An issue with multi-level manager assignments, where the leader was not properly calculated, has been corrected.

Improved

  • When a manager or leader is viewing the "All Teams" summary screen, hovering over a competency name, will display a description of that competency.
  • The tiles on the Attributes screens have been rearranged for better readability.
  • Users can now be promoted to Executive Leaders.
  • For managers and leaders, on the teams listing under "My Teams", the "View Metircs" link has been renamed to "Drilldown" for better clarify.
  • Font sizes on charts have been increased, and they will shrink when the windows shrinks.

New

  • A downloadable manager's coaching prep form has been added to the "Resources" section for managers.
  • Managers and Leaders can now mirror their reporting users. This allows them to see exactly what the user sees.
  • The companion guide pdf for salespeople has been added to the manager's "Resources" area.
  • Users can now be demoted (e.g. manager to salesperson).