Whether an organization has rapidly evolving goals and ambitious projects or as organizations scale, the amount of data associated can be staggering and easily can get buried under heaps of other data and constant day-to-day operations.
Leveraging the insights intelligence feature can ensure that an organization stays adaptable, focused, and informed - enabling smarter decision-making, better alignment, and continuous improvement. By selecting your preferred framework, you will gain real-time insights into goal summaries, generated by AI, allowing you to effortlessly assess both high-performing areas and those that require attention.
Categorization
When you choose from the Cascade Growth Framework or the Balanced Scorecard and select a timeline, it will define how and within which time frame the data will be grouped. You can apply a filter to concentrate on specific plan(s) or focus area(s).
Important to note: You are viewing data based on your access permissions. Other users with different access levels may see more or less information.
Framework Summary
Using AI, a real-time summary will be generated that reflects your goals' status. The triangle to the right will show the number of goals aligned to each section, where you can assess which core areas your goals are navigating toward. To assess any changes in goals over a specified time, you can select a timeline for comparison using the “Compare to” dropdown.
For example, in the image below, we can see that currently, 12 goals are focused on “Grow the business,” and 0 goals are related to “Run the business” - this can help us assess if more emphasis needs to be placed on “Run the business”.
Sub Categories
The sub-categories are based on the framework selected, in which the top 3 goals that are going well and the top 3 goals that need attention will be displayed, empowering users to make more informed, timely choices. To obtain further details on a goal, click the down arrow to view an AI-generated summary or click on the goal to gather details.
Important to note: goals that have not started will not be displayed
Goals
The goals table will be grouped by the framework selected, allowing you to drill down into the goals that represent each area of the organization for further visibility. Further filters can be applied to customize.
FAQ
Is our strategy data sent to a 3rd party for processing?
No, we use a private LLM to process and generate these summaries so your data is not sent to any 3rd party service
What data is used to create these summaries?
The data in the executive and objective level summaries is from the strategy data that you have put into Cascade. We don’t use any external sources in the generation of these summaries.
What do the categories refer to?
When a user creates an objective, that objective is classified using our defined frameworks and the category that the objective is aligned too is used as a basis for how our Strategy Intelligence feature surfaces insights.
Can I change the classification?
At the moment, our classification frameworks are static, we offer our Cascade Growth Framework and the popular Balanced Scorecard framework. In the future we will adding further models and are looking at how we could offer custom frameworks
Can I alter the prompt or write my own?
We are exploring opportunities to introduce more interactivity into this feature around prompt engineering and making the data interrogatable but for now these summaries and the how they’re generated isn’t modifiable.