Cascade

Tom Wright

Deanne Glasford

Explanations of key terminology and concepts used in Cascade to help you understand the software

Core Concepts

We've worked with thousands of plans from across the globe, and we managed to pack all of our best practices into this quick article. Enjoy!

Quickly Build a Plan: Best Practices

Want to see what Cascade can do? Explore an example account showing you a Cascade that's fully populated with real data looks like

How to Switch to the Cascade Demo

Learn what the Strategy Model tool does by giving you the power of Templates and Custom Fields.

What is the Strategy Model?

Getting Started

Learn about Cascade's Strategy Planner and how to use it.

The Strategy Planner

Step-by-step guide to the basics of creating and launching your plan

Start Creating Your Plan

This article will explain how Goals are used in Cascade.

Goals

Learn about Cascade's alignment features to maximize the impact of your goal management and connect goals across multiple plans

Understanding Alignment

PLAN

How to use the Sidebar to update and edit your Goals

The Sidebar

This article details how the Goal Hub builds on what our Sidebar does to make Goal Management a breeze in Cascade.

The Goal Hub (expanded Sidebar)

This article describes what Tasks are and how they are used in Cascade.

What are Tasks?

MANAGE

This article explains the basics behind using Dashboards in Cascade, including creating one from scratch, sharing, and cloning them.

Dashboards Overview

Learn the basics of running reports using our Snapshots, the go-to option for progress reporting.

Snapshot Reports

TRACK

This article explains Cascade's Organizational Structure, and how to set it up step-by-step.

Org Structure

This article describes each of the Permission settings in Cascade, and what access they grant.

Permissions

ADMIN

Cascade Product

About Cascade

Contact Us

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company

Tickets portal

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