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NH360 Portfolio Insights v7

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Updated July 14, 2025

The July 2025 update introduces essential features to NH360 Portfolio Insights 7. With form types, managing forms becomes simpler and more streamlined. With the all-new Metrics form type, users can assign metrics to entities, set entity-level targets, and track metric progress.

Let us explore each of these updates.

Simplified forms configuration

To simplify managing forms, we have differentiated them into multiple types. Now, when users create newforms, they select from the available types within the Create menu. Each form type offers a curated set of available views, each of which is tailored to the type’s unique purpose.

All-new Metrics form type

The new Metrics form type enables users to track metric progress and set fine-grained metric targets at the initiative level. This all-new experience presents a consolidated view of all metrics assigned to an initiative. It facilitates progress tracking in a dialog, which automatically preselects the correct granularity and date range for the selected metric.

Other improvements

This update also includes various refinements that streamline user interactions and unify important terminology.

  • Assessments are now scored automatically when they are saved with all required questions answered, eliminating the need for a separate Submit action.
  • Form tabs have been renamed to form views, consistent with all other areas of the product.

And as with every release, many smaller fixes and enhancements contribute to an overall more refined and performant experience.

Quick Links: Versions History

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