In our final stretch of Q4 and the start of a fresh year, December and January were focused on streamlining collaboration and personalizing your workspace. These updates are designed to help you gather data faster and ensure your strategic environment feels like home.

Feature spotlight: Update requests

Drive accountability and save time gathering insights

Gathering updates for leadership reviews and board meetings shouldn't be a manual chase. With the new Update Requests feature, you can now request updates directly from any report. Owners receive an email and an in-app notification, leading them to a seamless update carousel to provide their inputs. You can even filter by "days since last update" to ensure you’re only asking for what’s truly missing. Read more…

Custom Branding

Make Cascade your own You can now align Cascade with your company’s identity. Admins can upload a workspace-level logo, set the company name, and use a new color picker to define primary and secondary brand colors. These settings automatically apply to report templates and widgets, ensuring a consistent professional look across your strategy.

Small improvements

• Update suggestions prompt – Get a head start on your updates with AI-powered suggestions.

• Home header branding – Your workspace logo and colors now shine right at the top of your Home page.

• Merged pins and favorites – We’ve simplified your navigation by combining these into a single, unique section.

• Flexible Sidebar – You can now open the sidebar directly from GoalHub and resize it to fit your view.

• Right-click to open – Open plans and reports in a new tab directly from the planner for better multitasking.

• Custom Intelligence prompts – Strategy Intelligence now accepts custom prompts directly from the Insights page.

• Improved Report Summaries – Rename and save custom widget titles, enjoy better loading states for large content, and use the new "retry" button if no content is initially detected.

• Enhanced Navigation – Added hover states to the objective one-pager and alphabetically sorted measures for better clarity and predictability.

Bug fixes

• Fixed a case where a measure’s expected progress was incorrectly calculated in the Planner.

• Resolved an issue where report titles were duplicated when the timezone notification appeared.

• Corrected the % completion calculation in MyWork to properly account for "Exceeded" goals.

• Fixed a bug where dragging and dropping columns in the discover table was unresponsive.

• Solved a UI issue where the AI summary would overlap with the discover table.

• Resolved an instance where switching plans would incorrectly keep a newly added objective in view.

• Fixed an issue where scheduled update email reminders were not being sent.

• Patched a sync issue where deleted strategy elements could still appear in discover tables.

• Fixed various localization and decimal point inconsistencies across metrics and tables.

• Resolved a case where emails contained oversized images.

Request updates to goals on any report!

Gathering updates for meetings, leadership reports and board reporting can be time consuming. Cascade’s new Update Requests feature helps you co-ordinate updates across your team and to ensure the Report is completed on time.

Getting started with a meeting

From any report, you can now hit the Request Update button to request updates for all of the goals that haven’t been updated recently. People with goals on the report will receive an email and notification to guide them through completing the updates.

Chasing updates

There’s always that one person that doesn’t complete their updates on time. See exactly what’s missing from your report. Requests makes it easy to see who has and hasn’t completed their updates and allows you to easily remind them.

Learn more in our Knowledge Base.

In our second month of Q4, November brought refined intelligence and enhanced reporting capabilities which deepened your strategic insights. These updates continue building on our foundation—empowering you to plan and communicate with even greater clarity!

AI Report summaries

Unlock powerful insights with AI-generated summaries for your reports

AI report summaries help you quickly understand the story your data is telling. With customizable options including "Wins and challenges," you can surface the insights that matter most to your stakeholders and make strategic reporting more impactful. Read more…

Join us in our December webinars

Where we reveal the latest and greatest in product releases, including a 🎄🎅 Christmas surprise

• Europe, Middle-East & Africa - December 10th, 9am GMT (EMEA)

• US & LATAM - December 8th, 2pm PST, 5pm EST (US)

• Australia & APAC - December 9th, 9am AEDT (APAC)

Small improvements

• Delightful loading animation – Added to report summary widgets

• Anchor links – Improve navigability from report summary widgets

• Inline highlighting – When navigating using hyperlinks in reports

• Half-width report summary widgets – Shrink report summary widgets to half-width

• Automatic widget titles – Report summary widgets now adopt their default setting’s name

• Analyze button – Get more value out of your planner’s goals with AI analysis

• Customizable widget titles – Added ability to customize the title of report summary widgets

• "Wins and challenges" – Added to report summary widget's available options

• Report summary widget in templates – Added report summary widget to report templates

Bug fixes

• Fixed a case where an objective health was not re-calculating

• Resolved an issue where the Description field did not display its content in report tables

• Fixed a case where text from a report summary widget would overflow into other widgets

• Fixed an issue where a scrollbar would not appear within an objective one pager

• Fixed several Jira integration syncing and linking issues

• Fixed a Spanish language translation issue in the planner’s comment section sidebar

• Fixed a case where Goal hub activity would show an incorrect user as owner of a change

Introducing AI Report Summaries. Giving leaders the ability to answer the big questions:

• What are the biggest risks in the business?

• What do I need to do to unblock them?

• Where are the key dependencies that could affect outcomes?

Report Summaries automatically analyze the goals, KPIs, projects and updates from across your workspace to automatically write Executive Summaries, Highlight Risks, Build an Agenda, Suggest Next Steps.

No more hunting through dozens of updates — learn more at our launch webinar: US & LATAM, EMEA, APAC.

Unleash your strategy

AI Report Summaries cut through the noise for you — surfacing risks, highlighting breakthroughs, and revealing patterns you’d otherwise miss in real-time. No more searching. No more stitching together narratives. Just immediate clarity!

What can it do?

AI Report Summaries automatically analyze the qualitative and quantitative data from across your strategy to generate a concise, executive-ready summary.

You’re always one click away from insight with built-in Quick-Suggestions and custom questions:

• Summarise, Highlight Risks, Build an Agenda, Suggest Next Steps.

• Or with a custom prompt, build SWOT analyses, ask about a topic, or spot people issues.

Get started

Report Summaries are now available in all Reports and Report Templates. To use a Report Summary, start by editing a report and add it as a new widget from the Add Widget menu.

Change the default summary, edit and save a static summary, or even configure your own style of analysis with Custom analysis.

Get more out of Reporting

Join us for the AI-powered executive reporting webinar

• Europe, Middle-East & Africa - December 10th, 9am GMT (EMEA)

• US & LATAM - December 8th, 2pm PST, 5pm EST (US)

• Australia & APAC - December 9th, 9am AEDT (APAC)

Learn more about Report-level AI summaries…

As our first month of Q4, October kicks off with powerful enhancements that give you even more control and intelligence in your strategic planning. These updates build on our momentum—setting the stage for what's coming next!

Enhanced AI results in Objective Summary Widget

Get deeper insights with AI summaries that now leverage data from all success criteria

AI results in your Objective summaries now consumes update data from direct success criteria and contributing objectives to provide a more wholistic view of what's happening and richer summaries. Read more…

Custom Weighting

Precision control over what matters most with customizable numerical weightings

Customize the weighting of measures, actions and objectives with precision. This improvement allows you to specify numerical weightings for success criteria giving you greater control over what actually matters. Read more…

Small improvements

• Save filters in “My Work” page – Previously when users navigated away, filters in the “My Work” page would reset, now we keep these settings by saving them to your browser.

• Improved performance of AI summaries in reports – Repetitively loading a report added latency to the report experience, improved time to load by saving AI summary results.

• Custom field groups can now show a mini progress bar - with a target and actual value custom field groups can now show a mini-progress bar to help visualize progress.

Bug fixes

• Fixed a CAPTCHA issue causing logins to Partner Portal to fail

• Fixed an issue where the “Budget” field wasn’t displayed correctly in sidebar

• Fixed issue where Managers were unable to edit Admins

• Resolved timeout error while recalculating “Next reminder at” in our West Europe region

• Fixed issue where newly created workspaces failed to provide all authentication options such as socials: Google, LinkedIn, Microsoft logins

• Fixed an issue where multiple items would fail to correctly pluralize the denomination

• Fixed a visual bug where the chat bubble would be rendered when exporting reports to PDF

• Fixed JIRA integration sync issues and a case where a working JIRA integration was unavailable to select from dropdown list

• Fixed a bug in action milestones where chart labels in edit state would load percents as ‘%%’

• Fixed a bug where inline editing was unavailable to edit metrics from a measure in the sidebar

• Fixed an issue where empty risks on measures or actions in the goal hub were not shown

Customise the weighting of measures, actions and objectives with precision. This improvement allows you to specify numerical weightings for success criteria instead of just having to rely on the 5 point scale.

If you already use weighting, all of your existing weightings have been moved to numerical and are ready to go! And don’t worry, the health and progress won’t be affected by this change.

Experience improved AI results in your Objective summaries, which now uses updates from all success criteria.

Cascade summaries now consume more data from direct success criteria and contributing objectives to provide a more wholistic view of what’s happening. Available for Summaries, Plan of Attack, Highlight Key risks and Custom Analysis.

No action required, this feature has been upgraded and is currently live in your workspace!

September was packed with powerful releases giving Executives and Business Leaders greater visibility around strategy. And this is just the warm-up—Q4 will bring our biggest, most exciting feature launches of the year!

AI-Powered Strategic Analysis

Dive into the detail with the AI-powered Analyze button.

See something concerning? Want to understand why something suceeded? Open a full-page goal analysis in seconds—see success criteria, AI insights, the latest updates, and every detail that matters. Now live across all Objective types. Read more…

Spot Issues from 33,000 Feet

See where the challenges lie with aggregated health on Reports table and drill-downs.

Available automatically on all drill-downs and configurable on Strategy, Owners, Risks & Measures tables. This improvement rolls up health in tables to provide a birds-eye view of issues across your strategy. Read more…

Break Down Sub-measures in Reports

Expand measures to see details—perfect for follow-ups during or after strategy meetings.

Break-down Sub-measures with a click from Reports to see where your revenue is falling behind and where you’re growing. Available on all Strategy Tables, Drill-downs, Objective Success Criteria Tables and the My Work View. Read more…

Small improvements

• Reports table rows collapsed by default - See the bigger picture before zooming in, with Reports tables defaulting to rows being collapsed on all newly added tables.

• Disable Risks at the workspace level - Many customers prefer to manage risks elsewhere, you can now completely disable the Risks module for the entire workspace.

• Improved global search - Faster global search from anywhere in the product.

• AI summaries now use goal descriptions - AI analysis is now aware of descriptions on goals. Useful if you need to tailor analyses or provide more context around the goal for better interpretation.

• Various Update drawer enhancements - directly update checklist items, change custom fields and a variety of minor enhancements to the update drawer.

Bug fixes

• Fixed error message when switching Actions from a Jira integration to manual progress

• Fixed error message when opening a drilldown in workspaces with >5000 goals

• Fix issue where comment mentions wouldn’t send an email to the mentioned user

• Made it easier to quickly change the metric that is attached to the measure

• Fixed issue where newly added descriptions would seem to disappear after saving

• Fixed issue where strategy model types with capitals e.g. KPI are changed to Kpi in some places

• Improved strategy model aliases in a few places that were missed

• Fixed issue with error message being shown when metrics successfully imported