October Updates
1 October
🚀 Improvements
Table, Updates and Charts widgets
- Filtering goals by plans now does not return multi-aligned goals' focus areas, only the focus areas directly under the selected plan.
Charts widget
- Added the ability to select date ranges on Bar charts when analysing progress over time
- Progress value is now available when selecting Goal as the x-axis on Bar charts
🐞 Bug fixes
- Editing alignment, goal initial and target will now save properly
- Your tracking graph will now display correct progress values on the line
11 October
🐞 Bug fixes
- Fixed an issue where personal snapshot grouping options were not visible to all users
- Expected progress is now even across milestones
15 October
🐞 Bug fixes
- Fixed an issue where expected progress couldn't be edited after switching a goal's tracking type to Manual
All of your Integrations in one place!
Find new integrations, manage existing ones and request upcoming integrations in our brand new Integrations hub.
The hub has 4 tabs:
1. Collaborate: Tools that let you collaborate and communicate (like MS Teams and Outlook) are in here
2. Goal Progress: Any tool that automatically updates goal progress in Cascade (like Salesforce) is displayed here.
3. Calendar: Want to always stay on top of your goals' due dates? Find your calendar here and sync it with Cascade!
4. Zapier: A ton of other integrations are possible, thanks to Zapier and you can see them all here : )
Find it in the profile menu by clicking on your profile icon on the bottom left, from anywhere in Cascade.
⚡️Automate progress updates with Salesforce!
You can now connect your Salesforce account to Cascade! This new integration allows you to automate progress updates on your Goals using Summary Fields from any of your Salesforce Reports. Check out our knowledge base article for more details!
All you have to do is:
1. Go to a goal you want to update automatically via Salesforce
2. Edit the Tracking Type and select Salesforce
3. Use an existing connection or add a new connection (following the prompts)
4. Choose your Report, then the Summary Field that will update your progress
And Voilà! Your goal progress will be updated every hour with the latest changes happening in Salesforce ☁️
Configure sharing settings for your plans 🔒
Note: this feature is currently available for preview partners only. Please get in touch with us if you are interested in trying it out.
Cascade exists for the purpose of making your strategy more visible to everyone. Despite being transparent by default, we understand that some plans may need to be shared with only a group of people for a variety of reasons. We've enabled configure sharing settings on an individual plan level so that you can have full control over the visibility of your confidential information!
You can now set a plan to private and share it only with a group of users by adding a new plan. You can also update the sharing settings of your existing plans anytime from the 'Plan Settings' option located from the three dots icon on the planner. To learn more about how it works, please check out our knowledge base article here!
Never miss a goal due date again with the new Calendar Integration!
You can now keep track of goal due dates using the new Calendar Integration with either Outlook, Google or Apple calendars. You will be able to choose which Plans and what Goals you want to see displayed in your calendar, and set up multiple calendar syncs.
Set up:
1. Look for the "..." icon on the top right corner of the Workboard and select Sync calendar to set up your first sync.
2. Select a Plan or All Plans, the Goals you want to sync and then Generate.
3. Copy the generated URL to your clipboard and select your calendar icon or open your calendar. Outlook: Select Add Calendar and then Subscribe from web Google: Select the + icon on Other calendars and then From URL Apple: In the Desktop app, select File then New Calendar subscription...
4. Repeat with as many Plans as you like.
Read More
📈 Unlock powerful insights with the new Charts widget
We’ve listened to your feedback and made improvements to our data visualisation capabilities. You will now be able to create beautiful dashboards that will help you gain insights into your Cascade data and take action, faster.
New Charts widget 📊Stay on top of your strategy execution by gaining powerful insights at a glance. Visualise the progress of your KPIs, identify areas of your strategy that need attention and understand your team's capacity with just a few clicks.
New charts available include: Bar, Pie and Line charts.
Also included in this release:
Decommissioned widgets ♻️ we’ve removed a few widgets to make room for new ones. Widgets removed are: Planner, Risks, RSS Feed and Values.