CASCADE FOR BALANCED SCORECARD

Endorsed by the Balanced Scorecard Institute

The exclusive software partner of BSI, Cascade brings the balanced scorecard into a modern, AI-native platform built for organizations running the framework at scale.
Book a demo
Get started — Free
MacBook mockup
TRUSTED BY LEADING ORGANIZATIONS WORLDWIDE

Why Business Leaders
Choose Cascade for BSC

What if your Balanced Scorecard reflected live data instead of last quarter's manual updates? Cascade turns the framework into a real-time operating system.
Everything BSC Requires
Strategy maps, four perspectives, cascading objectives, KPIs with targets, RAG variance reporting, and board-ready scorecards.
Live Data,
Automated Updates
KPIs pulled directly from your business systems. Your scorecard reflects what's actually happening across the four perspectives.
Only Platformed Endorsed by BSI
The Balanced Scorecard Institute endorses Cascade as the platform built for the methodology. No other can claim that.
AI Native
by Design
AI runs through every part of the platform, drafting updates, surfacing risks, and generating board-ready summaries from live data.

BSC Foundation

Run the Balanced Scorecard properly

Visualize strategy maps that show cause and effect across perspectives, with objectives linked to initiatives and measures delivering them.
Build cascading scorecards from corporate to business unit to team with full visibility into how every layer connects to strategic priorities at the top.
Track KPIs against targets, thresholds, and variance, with RAG indicators showing where the scorecard is on track and where it needs attention.
Use any framework alongside BSC such as OKRs at team level, KPIs for operational metrics, or hybrid models. Evolve without rebuilding the system.
Dashboard mockup
Dashboard mockup

Connected Performance

Connect KPIs to live data

Pull KPI data directly from your business systems in real time including BI tools, data warehouses, ERPs, CRMs, and spreadsheets.
Connect objectives to the initiatives delivering them so the strategy map reflects what teams are actually working on.
Build metric trees that roll smaller measures into high-level KPIs, with sum, average, or weighted logic supporting your scorecard structure.
Maintain a complete audit trail of every change to scores, targets, and ownership, supporting governance and review cycles.

Reports & Decisions

Turn scorecards into decisions

Build board-ready reports in minutes, with drag-and-drop, custom charts, and AI widgets that generate executive summaries and variance analysis.
Set your reporting cadence and Cascade automatically requests team updates before your strategy review meeting.
Capture qualitative context automatically with AI that ingests meeting transcripts, emails, and files, matching them to the right objectives and drafting updates for teams.
Ask AI anything, like "Which perspectives are most off-track?"  Get synthesized answers across the entire scorecard.
Dashboard mockup
Cascade Advanced Integrations

Connect your BSC
‍to your stack

Cascade pulls live KPIs directly from your BI tools, ERPs, CRMs, and data warehouses. Qualitative context flows in from Microsoft Teams, Slack, and Outlook, so the full picture lives in one scorecard.
Explore Cascade Integrations

Endorsed by the Balanced Scorecard Institute, Cascade brings BSC into a live, AI-native platform.

Every scorecard. One strategy. One source of truth.
Cascade for BALANCED SCORECARD

Full Feature Breakdown

Feature
Support
Details
Strategy Maps
Build visual strategy maps showing cause-and-effect across the four perspectives
Four Perspectives Structure
Financial, Customer, Internal Process, and Learning & Growth, with support for custom perspectives
Cascading Scorecards
Create scorecards from corporate to business unit to team, with full hierarchical visibility
KPI Targets and Thresholds
Set targets, define threshold bands, and configure RAG indicators for every measure
Variance Analysis
Track actual vs. target performance with automatic variance calculations and trend analysis
RAG Status Indicators
Automated Red/Amber/Green status based on configurable threshold rules
Multiple Frameworks
Run BSC alongside OKRs, KPIs, or hybrid models in the same platform
Objectives, Measures, Initiatives
Link initiatives to objectives, and KPIs to measures, with full traceability
Audit Trail
Complete history of every change to scores, targets, and ownership for governance
Feature
Support
Details
Vertical Alignment
See how every business unit and team scorecard rolls up to the corporate scorecard
Horizontal Alignment
Map cross-functional connections and shared initiatives across departments
AI-Calculated Alignment Scores
Understand how much work is actually influencing the corporate strategy
Cause-and-Effect Mapping
Visualize the relationships between objectives across perspectives
Initiatives Linked to Objectives
Connect each strategic initiative to the objective it delivers
AI Duplication Detection
Flag similar or duplicated objectives across business units and teams
Dependency and Risk Tracking
Surface blockers, risks, and dependencies between objectives and initiatives
Feature
Support
Details
Drag-and-Drop Report Builder
Build board-ready scorecards in minutes with custom flow and structure
Strategy Review Templates
Pre-built templates for monthly, quarterly, and annual strategy review meetings
Custom Chart Builder
Visualize scorecard data with flexible chart widgets and pre-built BSC templates
AI Widgets
Auto-generate executive summaries, variance analysis, and meeting agendas
Live Dashboards
Real-time view of scorecard performance across all perspectives
Scheduled Reporting
Automated monthly, quarterly, or annual report distribution
Export to PDF, PowerPoint, and Excel
Share scorecards in the format your audience expects
Historical Reporting and Snapshots
Track scorecard performance over time with full historical data
Feature
Support
Details
AI Capture from Meetings and Email
AI ingests meeting transcripts, emails, and files, matched to the right objectives
AI Draft Updates
Drafts qualitative scorecard updates for owners to review and approve
Natural Language Querying
Ask questions about your scorecard and get synthesized answers across the data
AI Executive Briefings
Curated insights pushed directly to leadership inboxes
AI Risk and Dependency Detection
Surface emerging risks, slipping confidence, and cross-functional dependencies
AI Strategy Intelligence
Audit whether your execution matches your strategic intent
Smart Meeting Prep
AI-generated agendas, summaries, and meeting materials for strategy reviews
Feature
Support
Details
BI Tools and Data Warehouses
Power BI, Tableau, Snowflake, SQL Server, and data warehouse connections
ERP and Finance Systems
SAP, Oracle, Workday, NetSuite, and other financial systems
CRM and Customer Systems
Salesforce, HubSpot, Microsoft Dynamics for customer perspective KPIs
Microsoft Teams and Slack
Native integration for updates, check-ins, and notifications
Microsoft 365
Outlook for email-based capture, SharePoint for document context
Custom Integrations
API, Power Automate, and Zapier for bespoke connections
SOC 2 Type II and ISO 27001
Independently audited compliance certifications
GDPR Compliance
Full GDPR adherence with data subject rights and processing controls
SSO and Role-Based Access
Single sign-on via Microsoft, Okta, and other major identity providers
AES-256 Encryption
Encryption at rest and in transit, data isolated from public AI models
Data Residency
Hosting in US, EU, and AU

Make BSC drive decisions

See how Cascade connects every scorecard to the strategy and live data behind it.
FAQs

Questions? We have answers.

How does Cascade compare to other Balanced Scorecard platforms?
Three things make Cascade different from other BSC platforms. First, Cascade is the exclusive software partner of the Balanced Scorecard Institute, which means the methodology authority chose Cascade as their recommended platform. Second, Cascade is built with AI at the core of the platform, not added later. Third, Cascade supports BSC alongside any other framework your organization uses, so your strategic management approach can evolve without rebuilding the system.
Can Cascade be configured to match our existing scorecard structure?
Yes. Cascade's strategy model is fully configurable. Customize the four perspectives, add custom perspectives, define your own scorecard hierarchy, set your KPI targets and thresholds, and configure your RAG indicators to match how your organization runs BSC today.
How quickly can we be running BSC in Cascade?
Most organizations have their first scorecard live in Cascade within 2 to 4 weeks. Enterprise rollouts with multiple cascading scorecards, custom perspectives, and integrations typically take 4 to 8 weeks with implementation support from the Cascade team.
Is our data secure and compliant?
Yes. Cascade is SOC 2 Type II and ISO 27001 certified, GDPR compliant, with AES-256 encryption at rest and in transit. SSO, role-based access, and full audit logs come standard. Your data is isolated and never used to train public AI models. Data residency is available in US, EU, and AU.