The last two months have been all about giving you sharper insight and more control over how you see your data. We've rolled out a range of metrics improvements to help you break down your numbers exactly the way you need. We've also introduced a set of visual upgrades to reports, making them more customizable and easier to read at a glance. Finally, our AI Summaries have gotten smarter too, now doing a better job of sharing the right context when you need it.

Metrics V2 is new functionality that needs to be turned on by your CSM - if you're not seeing any of the functionality below in your Cascade instance, reach out to them to get it switched on.

New metric chart builder

Metrics can now be displayed visually with the new Metric Chart Builder. Turn any metric into a fully customizable chart in just a few clicks. choose from chart types like line, bar, area, and combo, layer in multiple metrics side by side, and switch between presets like Time, Period, and Dimension depending on the story you want to tell.

Fine-tune your view with date ranges, granularity, and stacking options, and pull in targets, budgets, and forecasts from the data sources panel to see performance against metrics at a glance.

Calculated formulas in Metrics & Facets

Metrics now include formulas for both calculated metrics and well as when configuring facets. Every formula comes with a plain-language explanation, including a summary of what it's doing, a step-by-step breakdown for nested or multi-part formulas, and a mathematical expression of the formula itself.

Historical Progress Columns

See how you're actually progressing over time, not just where you stand today. Add weekly, monthly, quarterly, or yearly progress snapshots right into your reports tables, so trends jump out at a glance instead of getting buried in a single "current value" column.

We've also added cell shading and variance, so you can instantly spot how each period compares to the last and see where you're gaining or falling behind.

You can also choose how big numbers display: Auto, Full, or abbreviated to Thousands (K), Millions (M), or Billions (B).

Note: Historical Progress Columns are available on Metrics V2 only.

Insights, visible to your whole workspace

Alignment doesn’t need to depend on who was in the room. If you'd like, insights captured by Tapestry Connect can now be made visible to every user in your workspace, not just meeting attendees. They'll show up automatically in Objective summaries and Update suggestions, so your whole team can see what's actually happening across the business, whether or not it's made it into a formal update yet.

This is fully optional and toggleable by your Cascade team in Workspace Settings — just reach out to your CSM if you'd like it turned on.

Customizable Measure/Metric cards

There is now more control over how your key numbers display: turn off values shown on a card, improved number formatting throughout, full support for units and decimal precision on Mv2, and proper unit formatting on supporting numbers like Forecast, Budget, and Target.

Better AI summaries

Summaries load significantly faster, Objective summaries now pull directly from insights with zero user intervention needed, and prompts better understand health status. We've also improved link reliability and moved to a richer, simpler, more positively-balanced format.

And summaries are now more likely to respond in the majority language of the report content. eg. if a an report has mostly Spanish updates the summary will now produce an Spanish summary, rather than defaulting to English.

Also shipped

• Choose whether update reminders go to the Owner, Collaborators, or both, at the workspace level. Useful when execs own a goal but someone else on the team handles the actual updates.

• Based on your feedback, the metrics library got a few nice quality-of-life improvements: new columns showing whether a Metric or Facet is Calculated or Raw, a filter on each table, and the ability to sort most columns.

• We've renamed Reports to Reports & Dashboards, to reflect how most of you are already using them. If your workspace is one of the few still using Dashboards as a separate area, no change for you, that tab still reads "Reports."

Notable Fixes

• Fixed Discover table performance issues that could crash reports on large tables

• Fixed CSV export issues (line breaks, missing section labels, incorrect progress %, text trimming)

• Fixed checklist dates shifting when editing or checking off items

• Fixed compact mode hiding the "show more" button on updates

• Tapestry Connect wasn’t processing meetings with transcripts taking over 2 hours to finalize, that has now been fixed

Smarter updates, better looking reports, and your meetings finally feeding your strategy. Here's everything new in Cascade.

Better looking reports

Reports just got more flexible. You can now add coloured backgrounds to report headers and change the font colour to match, giving you proper control over branding and visual structure. Text widgets now support full colour and font size control too, so you can build more slide-like reports and decks that update themselves and actually look the part.

Page numbers are also available on report exports, enabled from the export settings panel.

Full details in the release article.

Connect Meeting Tools & Extract Insights

Your meetings are already full of strategy updates. Now Cascade can hear them.

Connect your Microsoft Teams or Zoom account and Tapestry (Cascade's AI engine) will pull insights from your meetings, mapped to the goals and projects your team owns in Cascade. After a meeting, you'll get suggested updates ready to review and post. No writing from scratch.

Open any goal and the sidebar will show you the latest facts Tapestry has picked up: what was said, when, and with what confidence. Nothing posts without your approval.

Head to your Tapestry settings to connect your account. Your IT admin may need to approve the connection first.

Full details in the release article.

Upload documents directly to Tapestry AI

Not everything important happens in a meeting. Now you can upload documents directly to Tapestry and it will extract relevant facts for your goals, the same way it does with meeting transcripts.

Drop in a project report, a strategy document, a board pack, or any file with useful context. Tapestry reads it, maps the content to your goals, and surfaces facts as suggested updates for you to review and post.

File Hub gives you a central place to manage everything you've uploaded. See what's been processed, what facts were extracted, and which goals were updated as a result.

Full details in the release article.

Attach files to your updates

You can now attach files directly to goal and project updates. Drop in a report, a deck, or any supporting document and it lives right alongside the update, visible anywhere updates appear including report tables and sidebars.

Tapestry reads the attachment too. Any file you upload can generate facts for your goals, surfacing suggested updates based on the content. Processing takes a few minutes, so suggestions won't be instant, but they'll be there.

Full details in the release article.

Also shipped

Metrics V2. Releasing in stealth - A full rebuild of how measures work in Cascade. Targets, forecasts, and budgets are easier to set up, measure creation is faster, and dimensions let you break metrics down further. A huge upgrade from Metrics today! Migrations are rolling out from Q3 2026. Your CSM will be in touch.

Objective filters. Build report tables that pull goals from across your workspace, not just a single plan. Useful for building Project Portfolios and cross-functional reporting. Read more.

Reports table sizing. Tables in Reports now support Standard and Compact display settings plus table scaling, so you can build denser data views when you need them. Read more.

Notable improvements

• AI summaries are longer, more detailed, and running on upgraded models.

• Summaries are now aware of more plan and report context, making them more relevant.

• When creating update requests from reports, you can now include success criteria in the request.

• Text and image widgets can now be squeezed down to 1 column wide.

• Improved report padding and spacing

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