Currently there is a red notice when there has been significant time since last update. Though useful, this shouldn’t be the case for completed elements or excedeed within the time frame. It sets the idea that something is wrong (last update in red colour) where there is no problem.

St.Jude only wants narrative updates made at the top goal level, so they would like to disable to it for other layers to avoid confusion

Ability to have a table on Metrics - (currently must be Measures).

Grace Design would like the ability to not only review the Insights from a call in the Insights library, but be able to make any tweaks/edits to the updates and then "post all" right from there rather than having to go to each individual objectives to actually see the AI suggestions and post each update. This seems like a great way to keep the "human in the loop" but makes it way easier to get the insights into the update/report!

When there is an owner and multiple contributors, the default is that the owner is the only one to get the reminder to do the update. In many organizations, the owner isn’t going to actually do the update, but it’s one of the contributors. BUT the client (Napco) doesn’t want everyone to get notified —- Their recommendation was to have a new category for the person who is responsible for updating so only THEY get the reminder for update…

Update the Sort Order for Success Criteria in Reports to be driven by End Date - not alphabetical.

The Success Criteria order in the Success Criteria tab within the Goal does not mirror the Planner view order which is frustrating.

When setting the Update Scheduled emails for the Action layer - it only gives you the Title of the Action - not which Objective it's pertaining to. It's hard to follow what Objective that Action belongs to and makes the Email less valuable.

When you first switch to custom weighting, it defaults to turning everything off, which then requires to turn on each one back on and set values. Would make more sense for them all to start as on, with the same weight (1) if that’s what it was at before.

Client (Elrad) mentioned that when going deep into the report, to get back to the top it requires a lot of scrolling. They’d like consideration to add a floating button (top left, bottom left, wherever) when clicked would take you to the top of the report. I could see that useful in the plan view as well.

John at Vizient would like to be able to provide our AI engine with instructions (he calls this a "skill" - see document attached) so that the AI suggestions help leaders craft updates with a consistent style and format.

Enable bulk features at report level. Would help do consistent changes to, for example, project that are transversal to various plans.

ABS does not want executives in Cascade getting notifications, but they want other users to be able to get them. The ability for admins to manage individual user’s notification settings (rather than making the executive leaders log in to Cascade and walking them through how to turn off notifications), would be a huge help in being able to globally turn on notifications. I know that Vizient would benefit from this as well!

Currently, the reporting system flags an item as red if it has been more than 30 days since the last update, displaying the exact number of days. While this works great for weekly or monthly updates, it creates a false "overdue" status for items on a bi-annual or quarterly schedule, where longer gaps between updates are expected.

Rather than the objective/objective types taking the average of its corresponding success criteria, there should be an additional label/health status that makes the objective at risk or labelled as over due if its past the end date and not at 100%.

In the plan settings, or maybe the top of the plan, would like admin to be able to define an approval level, then have a section to the right where a user click on approval and “sign” their approval with a timestamp. Could see a client wanting many approvals, so the ability to add like up to 5 would be useful. This is another element in the bucket of Middle East clients who would use this. (it’s different than the updater role as it’s just at the top level of the plan and more for documentation)

Hi team - can we please have conditional field drop downs e.g. Field A = Option 1 Field B = Option A, B C Field A = Option 2 Field B = Option X, Y, Z

Hi team - please can we have auto-calculating fields e.g. Rating 1 = 3 Rating 2 = 6 Calculated Rating = 6 x 3 This is useful for Risk Management.