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Measure/Metric Widget: Make Period-On-Period Comparison a Toggle
At the moment, you have to have a period on period change value in this widget. Can we make it something you can toggle on and off.
Including external sources in AI update prompts
Bringing external news, trends, or other updates into the suggested update prompts.
Ability to have $ be other Dollars e.g. CAD, AUD etc.
Customers like the $ sign, rather than the custom AUD, CAD etc.
Add Information/Data to a Metric
Ability to add informational fields per Metric e.g. Description, Custom Fields etc.
Pull Report of all Metrics
We can pull all Measures in a Strategy Table but not Metrics incl. Title, Type etc.
Using Tapestry to upload PDFs to Cascade to populate KPIs
I let Velocity Underwriters know about the new Tapestry features on the roadmap and they asked about the potential of using the feature to help populate KPI data.
Bulk-delete Metrics
As of today, we can only delete Metrics one by one which frustrates customers, especially in the initial phases of onboarding where we're testing different options. It'd help to have an option to bulk-delete metrics
Folders in Metrics
The Metrics library displays all metrics individually, and the metrics library might be difficult to navigate when you have 60+ metrics (in this case, we have 324). Having the ability to organise metrics in folders would help customers navigate the metrics library, and easily find the specific metric they're after.
Bulk Export - Simplified Interface
As we internally work to prep data and scripts to work with the API, we often need to KNOW all the unique IDs of each object to package to recommended updates/additions. Today, the team builds a report, creates a discover table for the plan they need, selects the fields and downloads a CSV. Ideally, in Admin, there would be a part of the Bulk Tools that would allow a user to select X plans, and it would export the full data table for each plan into 1 workbooks (ideally, each sheet is a different plan). This will likely also be useful down the line as we open up more of the API, but in the near term it will help support more quickly access the raw data in order to make bulk requests to the data/integration team
Submeasure configuration from planner
Easier setup and configuration of manual submeasures from the planner and in the metrics library.
Metrics > Spreadsheet Integration > Guide on Errors
Please add guidance on where the spreadsheet is experiencing an error e.g. date format is invalid, datapoint format is invalid, gap in spreadsheet etc. At the moment, when you hit a roadblock - it's not clear what's going wrong and Customers have to contact Cascade Support or Implementation or CSM when ideally it's self-service.
Be able to change existing Metrics types (Connected/Calculated/Manual)
It is very important to be able to change the type of Metric used in a Metric tree as a lot of customers start building Metrics and Metric trees with Manual Metrics but then want to connect those to an excel for example without destroying the full Metric tree and needing to recreate the Submeasures in the plan. Being able to easily change the type from existing Metric would make life much much easier and avoid a lot of duplication of effort. (Creatint then deleting and recreating at a Metric level and Measure and submeasure level).
Integrate targets and forecasts and display them in reports
Additional integrated series to add more details to measures when discussing in reports etc.
“Star” most important metrics
We have 6 key metrics, but 78 metrics in the library. The 6 key ones get lost in the rest making it harder to see a quick overview of the business's condition
Reconfigure integration settings
Change settings for metric integrations so they don’t need to be recreated all the time.
WebEx Integration
We use WebEx like many other org’s use Teams or Slack - for chat, calls, and comm’s
Ability to clone Metrics, or "import" manual metrics with Excel
Ability to clone Metrics, or "import" manual metrics with Excel, as creating manual metrics can be very time consuming. It would be very useful for submeasures as well.
Adding 'Refresh all' button in Metrics Library
It's frustrating having to manually update each metric after an issue, as they have a large number of metrics, and it is time-consuming without a 'Refresh all' button.
Metric "Total Is": Performance Comparison Add values "Last Month", "Last 7 Days"
Right now we're limited in how we can assess metrics by just the last day, average, or cumulative sum. Sometimes we need to look at the sum of the last month or last 7 days, as an example (client requested those two explicitly)