Getting Started
Know what to expect at your first login, some key terminologies, and concepts used in Cascade
- The Cascade Glossary
- What is the Workflow?
- How to Set-up a New Workspace
- Personalize your Profile
- Navigating Cascade
Best Practice
Learn some of the best practices documented from our varied customer experience!
- Best Practice: Reports
- Calculating the ROI of Cascade
- Best Practice: Creating Your First Plan
- Best Practice: Managing Teams
- Best Practice: Native Integrations
Admin
Learn how to manage your account, login, subscriptions, bulk operations, users and more!
- Invite or Add New Users
- Access and Permissions
- Administration Activities
- Create Time Periods or Horizons
- User Roles in Cascade
Platform Settings
Find some details about the platform, its system requirements, date settings and more!
- Accessibility in Cascade
- Number Localization
- What are the System Requirements?
- Install Cascade as a Mobile App
- Change Date Format in your Browser
The Strategy Model
Learn how to setup and manage the Strategy Model - think of it as the blueprint for your strategy.
- Create Templates and Custom Fields
- Understanding the Strategy Model
- Setting Up Your Planning Horizons
- Strategy Elements
- Using Types to Structure Strategy
Metrics
Learn about Metrics and the Metric Library, plus how to connect Metrics to Measures.
- What are Metrics?
- Create and Manage Manual Metrics
- Connect your Metrics to Measures
- Import your Metrics from Microsoft Excel
- Metric Trees
Plans and Teams
Everything you need to know to create your strategic plan, and its components in Cascade!
- Plan Permissions
- How do I use the Planner?
- Create Your Plan
- Manage Plans and Teams
- The 'Timeline' View
Reports
Learn how to get insights on every single aspect of your strategy via our powerful Reports tool.
- Report Settings
- Build Custom Charts
- Tables in Reports Overview
- Generate Reports
- Export your Reports as PDF
Dashboards
Learn about how to visualize your data on dashboards and how dashboards work alongside reports.
See moreInsights
Explore the various strategy insights provided by Cascade including Alignment Reports and Strategy Intelligence (AI).
- View the Alignment of your Plans
- Cascade’s Growth Framework
- Using Intelligence to Gather Insights
- The 'Explorer' View
- View the Alignment of your Objectives
Home
Provides an overview of current work, outlines upcoming goals, favorite plans and Kanban
- Pinning your most important Dashboards and Reports for Other Users
- The "Home" Page
- My Work
- The 'Kanban' Board
Integrations
Know how to connect your tools to engage the team, and automatically sync your data!
- Integrate Microsoft Teams with Cascade
- Custom Integrations with Cascade
- Integrate Microsoft Excel via Metrics
- Integrate Ticketing Tools
- Integrate Snowflake via Metrics