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Main Roadmap

Helping customers more accurately report on a period in the past.

In Review

Point in Time Report

hidden

When our team changes goals they've commited to, we need those date changes to be visible in reports so our team can't extend goals to make them On Track again. Extended goals should be highlighted in reports to ensure they are easy to identify.

Track goal date changes and extensions - Accurate goal timeline history

Created a custom field to be able to filter all objectives down to just “Segment Level Reporting” objectives in Reports, but cannot filter custom charts for these objectives since we cannot filter by custom fields

Charts

Ability to filter or group custom charts by custom fields and goal types

Customers would like our Reports to be more 'internal' looking - being able to edit the font and colours of charts, text etc. would support!

Add Brand Colours / Fonts to Reports

We would like to customise health thresholds to better match our views of what success in the business are.

Health

Custom health thresholds

Change filters on all widgets in a report at once. e.g. change the time period a report looks at or change a report to look at a different team.

Global reports Filters

Identify who is doing updates and who is not.

User Engagement / Usage Metrics

It's great that we can map Relationships in Cascade in the Alignment view. However this can't be reported on.This is crucial for organisations with lots of Cascade content and lots of plans. You could then do all kinds of filters for certain types of relationships, call our relationships for Project X etc. This should also include showing relationships on the strategy map.

Reporting on Relationships

Send a report to Executives or Team members directly from the product.

Email PDF

View goals by other categories other than focus areas ie objective, owner, team etc And / or add a filter to show only mine or a specific user, focus area or objective etc

Group, filter, sort on planner

Being able to directly attach a document without it being a link, for updates, comments, custom fields, description fields

Planned

Ability to attach Documents in Cascade

Make it clearer that greyed out rows don’t belong on the generated repots.

Hide greyed out rows

Users should not be allowed to edit goal progress, leave updates, change descriptions or timeframes for goals they are not the primary owner of.

Update only role with evidence attachment

A summarised report that gives a high level overview of what’s happening that can be sent to Executives and teams on a semi-frequent basis.<ul><li>Highlight the most important things you’ve been working to improve last week and the emerging challenges for the week ahead.</li><li>Real-time emerging risks/opportunities that need attention.</li></ul>

Executive Brief (email)

Health should look at velocity and likelihood of reaching the target based on what Cascade knows, not just current actual/expected progress.

Improved health scoring

Tooltips to help understand how health is scored.

Health in-product explainer

The current widget has a lot of details, some we often don’t need. Show only the measure details we need.

Current state of measure widget configuration

Bringing more customisable update notifications to Cascade<ul><li>Send custom emails to users every Monday of the month following quarter end to gather updates.</li><li>Send notifications to leaders on the 10th of every month for the same reason</li></ul>

More notification customisation

Request updates for specific goals based on a report.<ul><li>Create a cadence around meetings, check-ins and the general team rhythm based on the reports the team will actually use. </li><li>Cascade will chase updates (via email) from only the people that need to submit updates to gather the right information on-time. </li><li>See who has and hasn’t completed updates.</li></ul>

Request and schedule updates for specific goals

Easier setup and configuration of manual submeasures from the planner and in the metrics library.

Submeasure configuration from planner

Additional integrated series to add more details to measures when discussing in reports etc.

Integrate targets and forecasts and display them in reports

Saudi Arabia Hosting Region

Allow a given user’s Microsoft Teams and Google Meet transcript data to be used in the product to help generate update suggestions

Tapestry: Auto ingest meetings

Completed

Unlimited layers of nested objectives across plans

Currently time zones changes with the user's local timezone which causes a lot of issues in viewing and populating the data. All time data should be normalised into a single timezone so that the users timezone doesn't affect charting and reporting.

Workspace level Timezone

This is done for the table reporting on objectives and their nested elements. It is still to be added to the owner table.

Custom fields columns in table

Ability to add Custom Charts (that we offer in Dashboards) into Reports as well

Group by in Discover Table

Filter tables by custom fields

Changeable column orders in Reports

Sometimes have high turnover, want a simple way to re-assign ownership of goals when people leave or change roles

Bulk reassignment of goals

Export reports to PDF

Need to integrate metric trees with currency conversion between layers, or numbers that have business logic defined in the source of truth. e.g. business logic shouldn't belong in Cascade.