CASCADE FOR BUSINESS PERFORMANCE

Where Performance Tells the Full Story

The AI-native platform that ties business performance to strategy and pairs live KPIs with the qualitative context behind every number.
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TRUSTED BY LEADING ORGANIZATIONS WORLDWIDE

Why Business Leaders
Choose Cascade

When business reviews run on live data and the story behind every number, decisions get made faster and strategy moves forward.Cascade is built for that operating rhythm.
Numbers
& Narrative
Every KPI paired with the context behind it. AI captures meetings, emails, and files so reviews answer both what's happening and why.
Performance
Tied to Strategy
Every KPI tied to a strategic priority, with AI alignment scores showing where performance moves the strategy forward.
Automated
Business Reviews
Cascade prompts KPI owners before every review, captures their updates, and assembles the report automatically.
Decisions
Powered by AI
AI flags variances, slipping KPIs, and emerging risks before they escalate, so the review focuses on what matters most.

Performance Model

Build performance around strategy

Structure performance at any level from corporate KPIs down to functional, business unit, and team metrics, with custom hierarchies that match how each part of your business is organized.
Connect every KPI to a strategic priority with AI alignment scores, so performance is measured against what the business is trying to achieve.
Run multiple frameworks side by side including financial KPIs, operational metrics, revenue performance, and any other measurement model.
Build metric trees with rollup logic so smaller measures connect to high-level KPIs through sum, average, or weighted calculations.
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Live Performance View

Bring data & context together

Pull live data from your business systems including BI tools, ERPs, and finance platforms to reflect what's actually happening across the business.
Capture context automatically with AI ingesting meeting transcripts, emails, and files, matching them to the KPIs and drafting updates for teams.
Request updates on your review cadence automatically prompting KPI owners before every review and bringing their updates into the right report.
Track variances and trends with AI that flags KPIs falling short, emerging patterns, and risks before they need leadership intervention.

Reports & Decisions

Turn reviews into decisions

Build executive business reports with drag-and-drop builder, custom charts, and AI widgets generating executive summaries, variance analysis, and performance narratives from live data.
Automate reports for monthly and weekly business reviews so they assemble themselves with current data and the story behind every number.
Drill from corporate to functional to team performance with the full structure visible in one view, down to any number's source.
Ask AI anything about business performance drawing on every KPI, conversation, and document across the business.
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Cascade Advanced Integrations

Connect business performance
‍to your stack

Cascade pulls live data from your BI tools, ERPs, CRMs, and finance systems, while AI captures the context from meetings, emails, and documents. Every number and the story behind it in one operating view.
Explore Cascade Integrations

Cascade is where every review ends in a decision,
‍and every decision moves the strategy forward.

One strategy. One platform. One source of truth.
CASCADE FOR BUSINESS PERFORMANCE

Full Feature Breakdown

Feature
Support
Details
Flexible KPI Structure
Configure KPI hierarchies for corporate, functional, business unit, and team performance
Multiple Frameworks
Support for financial KPIs, operational metrics, customer health scores, revenue performance, and any other measurement model
Strategic Alignment
Tie every KPI to the corporate strategic priority it serves, with AI alignment scoring
Metric Trees
Roll smaller measures into high-level KPIs through sum, average, or weighted calculations
Custom Fields
Track ownership, frequency, RAG status, narrative context, and any other metadata against every KPI
KPI Library
Pre-built KPI templates across operations, finance, revenue, marketing, and customer success
Multi-Function Performance
Each function runs its own performance view alongside corporate-level rollups
Custom Cadences
Weekly, monthly, quarterly review cadences configured per function or business unit
Time Horizons
Year-over-year, period-over-period, multi-year trend tracking
Ownership and Collaborators
Assign owners and collaborators on every KPI with notifications and update tracking
Feature
Support
Details
Live KPI Integration
Direct integration with BI tools, data warehouses, ERPs, CRMs, and finance systems
AI Context Capture
AI ingests meeting transcripts, emails, and documents, matching them to relevant KPIs
Narrative Update Drafting
AI drafts qualitative updates from captured context for owner review and approval
Update Requests
Cascade prompts KPI owners ahead of every review cadence, tracking response status
Variance Detection
AI flags KPIs falling short of target with severity scoring and root cause indicators
Trend Tracking
AI surfaces emerging patterns across KPIs and functions before they require intervention
Real-Time Dashboards
Live updates as underlying data refreshes from source systems
Risk and Issue Tracking
Attach risks and issues to KPIs with severity, likelihood, and ownership
Feature
Support
Details
Drag-and-Drop Report Builder
Build executive business reports with custom flow, charts, and AI widgets
Custom Chart Builder
Flexible chart widgets with pre-built templates for variance, trend, comparison, and target tracking
AI Widgets
Auto-generate executive summaries, variance analysis, and performance narratives from live data
Automated Business Reviews
Reports assemble themselves on weekly, monthly, and quarterly cadences
Drill-Down Across Functions
Investigate any number from corporate down to functional, business unit, and team level
Export to PDF, PowerPoint, and Excel
Share reports in the format your audience expects
Strategy Cadences with Update Requests
Prompt KPI owners before every review, track responses, assemble updates into the report
Historical Reporting and Snapshots
Compare performance across periods with full historical data
Feature
Support
Details
AI Context Capture
Ingest meeting transcripts, emails, and documents, matching content to the right KPIs
AI Narrative Drafting
Draft qualitative updates from captured context for owner approval
AI Alignment Scoring
Continuous scoring of how each KPI is moving the strategy forward
AI Variance Detection
Flag KPIs falling short of target with severity and root cause indicators
AI Risk and Trend Detection
Surface emerging risks and patterns across functions before intervention is required
Natural Language Querying
Ask questions about business performance and get synthesized answers across all data
AI Executive Briefings
Curated performance insights delivered directly to leadership inboxes
Smart Review Prep
AI-generated agendas, summaries, and materials for every business review
Feature
Support
Details
BI Tools and Data Warehouses
Power BI, Tableau, Looker, 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 and revenue data
Customer Success Platforms
Gainsight, Totango, and other customer health systems
Communication Systems
Microsoft Teams, Slack, Zoom, Google Meet for context capture
Email and Documents
Outlook, Gmail, SharePoint, Google Drive for context ingestion
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

Reviews that drive decisions

See how Cascade ties performance to strategy, and surfaces what matters before leadership has to ask.
FAQs

Questions? We have answers.

How does Cascade compare to other business performance tools?
Cascade covers the business performance fundamentals: KPI structure, dashboards, automated reporting cadences, drill-down across functions, and executive-ready reviews. What's different is that Cascade is AI-native and strategy-first. Every KPI is tied to the strategy it serves, AI captures the qualitative context behind every variance, and corporate strategy connects every function in one operating model. Traditional business performance tools focus on quantitative reporting. Cascade combines the numbers with the narrative.
Can Cascade work alongside our existing BI and FP&A tools?
Yes. Cascade pulls live data from your BI tools, data warehouses, FP&A platforms, ERPs, CRMs, finance systems, customer platforms, marketing tools, and any other source where KPIs live. Teams keep building dashboards, models, and operational tooling in the systems they prefer. Cascade brings the data into the operating view leadership uses for business reviews, with the qualitative context that those source tools don't capture.
How quickly can we have business reviews running in Cascade?
Most teams have their first business review live in Cascade within 2 to 4 weeks. Larger rollouts with multiple functions, system integrations, and review cadences typically take 4 to 6 weeks with implementation support. Cascade's AI Assisted Planning imports existing performance frameworks from spreadsheets, decks, or business review materials, so you start with your current structure instead of building from scratch.
Is our business performance data secure?
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. Business performance data and AI-captured context are isolated and never used to train public AI models. Data residency is available in US, EU, and AU.