Cascade is framework agnostic. Whether your organization adheres to the Balanced Scorecard (BSC), McKinsey’s Three Horizons, or OKRs, the platform adapts to your methodology—not the other way around.

In this lesson, we move beyond the "off-the-shelf" configurations (like Executive Summaries) and unlock the full power of Cascade’s Tapestry engine using the Advanced Prompt Editor. We will use the Balanced Scorecard as our working example.

The Advanced Prompt Editor

While default widgets are great for quick insights, sometimes you need specific context. You can treat Cascade’s AI widgets just like you would a customized chatbot (like ChatGPT or Gemini), leveraging your own prompt engineering skills.

How to Build a Balanced Scorecard Report

The Balanced Scorecard requires looking at performance through four distinct lenses: Financial, Customer, Internal Process, and Learning & Growth (People).

Instead of one giant summary, we can build a dashboard with four distinct AI widgets, each prompted to analyze a specific perspective.

The Workflow:

1. Add an AI Widget to your report.
2. Select Edit Prompt (or Advanced Editor) instead of a default config.
3. Input your custom prompt.

Recipe: The "BSC Expert" Prompt

Here is an example of a prompt used in the transcript to isolate the "People" perspective. You can replicate this structure for any framework.

Role: "You are a Balanced Scorecard Expert."

Task: "Create an overview of how the business is performing against the People/Learning & Growth perspective of the Balanced Scorecard."

Context: "Focus on training metrics, employee retention, and culture scores."

Why this works:

• Role Definition: Tells the AI what lens to wear.
• Specific Scope: Forces the AI to ignore unrelated data (like financial margins) and focus strictly on the people data within your strategy.

By repeating this for all four perspectives, you create a grid report that perfectly mimics a Balanced Scorecard structure, auto-updated in real-time.

Strategy Intelligence: The "AI Lab"

If you don't want to build a formal report but still want to interrogate your data through a specific framework, you can use Strategy Intelligence. Think of this as Cascade’s "AI Lab."

Feature Spotlight: Framework Interrogation

Inside the Strategy Intelligence feature:

1. Select a Framework (e.g., Balanced Scorecard) from the dropdown.
2. Select your Time Period (e.g., Q4).

The Result:

The AI generates a comprehensive, long-form report covering all perspectives automatically. It highlights:

• What is going well (with drill-down links to specific projects).
• What is at risk (with explanations of why).

When to use which?

• Use Reporting Widgets when you need a polished, recurring dashboard for Board meetings.
• Use Strategy Intelligence for ad-hoc "health checks" or deep-dive analysis during internal review sessions.

Summary

• Bring Your Own Framework: You are not limited to Cascade’s default views. Use custom prompts to apply your specific methodology.
• Prompt Engineering: Apply standard prompting best practices (Role, Task, Context) to get highly tailored outputs.
• Segment Your Data: Use multiple small AI widgets with different prompts to create a segmented dashboard (e.g., a 4-quadrant BSC view).