Tracking Innovation Opportunities
Use the Innovation Opportunities list, the Portfolios page and each opportunity page to follow progress, learning and spending.
You can follow the status of all your opportunities from the list and the Portfolios page, then open an opportunity to see its details.
Before you start
- Choose the right context. Opportunities in your personal workspace and in each team workspace are listed separately.
- The list requires a Pro license or a team role.
Steps
- In the Leader sidebar, click Innovation Opportunities. Each row shows the opportunity name, its portfolio, the last update date and the Assumptions vs Knowledge bar. Hover over or click the bar to see how many hypotheses are untested, true and false.
- Use the search box above the list to find an opportunity by name.
- To see opportunities grouped by portfolio, click Portfolios in the sidebar. Click a portfolio card to filter the list below the chart, or click Select all portfolios to see everything. The list shows each opportunity's Stage (Step) and its Assumptions vs Knowledge bar.
- Click an opportunity name to open its page. There you can check:
- The Next Cycle bar, with the current stage and step.
- The Assumptions vs Knowledge section, with its Assumptions and Knowledge tables.
- The Budget card with Allocated, Spent and Available amounts and a spending chart.
- The spending history, Next Tools, Resources and AI Agent Suggestions.
- To see everything on one screen, open the three-dots menu and choose Full report.
Tips
- Click Opportunity detail under the header to expand the challenge statement, objectives, description, start date, budget and responsible person.
- The Budget card only appears when the opportunity is in a portfolio other than Unassigned.