CASCADE FOR SCORECARDS

Where Scorecards Connect to Strategy

The AI-native platform for departmental and individual scorecards, built around your structure and connected to the strategy they support.
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TRUSTED BY LEADING ORGANIZATIONS WORLDWIDE

Why Business Leaders Choose Cascade for Scorecards

What if every scorecard in your organization connected to corporate strategy automatically? Cascade is the platform built for leadership teams running scorecards across every function.
Built for
Any Function
Department, team, or individual scorecards configured for any business function. No required methodology, no rigid framework.
Connected
to Strategy
Every scorecard rolls up to corporate priorities automatically. Leadership sees how each function contributes; teams see how their work matters.
Automated
Reporting Cycle
KPIs update from your business systems and reports generate from live data, so the monthly compile-and-update cycle disappears.
Decisions
Powered by AI
AI captures context from meetings and emails, drafts updates, and surfaces problems before they show up in the next review.

Scorecard Foundation

Configure scorecards your way

Configure scorecards at any level for departments, teams, or individuals with custom fields, measures, and cadences that match how you  operate.
Use any framework including KPIs, OKRs, balanced scorecards, or custom approaches, so the scorecard reflects your actual work.
Set targets, thresholds, and RAG indicators for leading and lagging KPIs, with AI-powered health scoring that updates automatically as data flows in.
Import existing scorecards from any document with AI translating spreadsheets, slides, or planning files into a structured, active scorecard.
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Connected Performance

Plug scorecards into the business

Roll every scorecard up to corporate strategy so leadership sees how each function contributes, with AI-calculated alignment scores.
Pull KPI data from your systems including BI tools, CRMs, ERPs, spreadsheets, and operational platforms, so scorecards reflect what's actually happening.
Build metric trees that roll smaller measures into high-level KPIs with sum, average, or weighted logic supporting your scorecard structure.
Surface problems with AI that flags measures heading off-track, duplicated work across teams, and effort drifting from priorities.

Reports & Decisions

Turn scorecards into decisions

Capture context with AI ingesting meeting transcripts, emails, and files, drafting updates, and explaining the why behind the numbers.
Automate review-ready reports with drag-and-drop builder, custom charts, heatmaps, and AI widgets to create performance summaries from live data.
Request updates on your review cadence with Cascade prompting goal owners before every review and bringing their updates into the right report.
Ask AI anything about your scorecard performance, drawing on every measure, project, and conversation across the team.
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Cascade Advanced Integrations

Connect scorecards
‍to your stack

Cascade pulls live data from your BI tools, CRMs, ERPs, and the operational platforms each function depends on. Updates flow in from Microsoft Teams, Slack, and Outlook, so every scorecard reflects what's actually happening.
Explore Cascade Integrations

Cascade is where scorecards stop being a ritual,
‍and become the live operating layer of the business.

Every function. One strategy. One source of truth.
Cascade for SCORECARDS

Full Feature Breakdown

Feature
Support
Details
Departmental, Team, and Individual Scorecards
Build scorecards at any level for departments, teams, or individuals
Flexible Scorecard Structure
Configure to match how your function operates, with custom fields and rules
Multiple Frameworks
Run KPIs, OKRs, balanced scorecards, custom approaches, or hybrid models
KPI Targets and Thresholds
Set targets, threshold bands, and configure RAG indicators for every measure
Health Scoring
Auto-calculated scores based on live progress, updated as data flows in
Custom Cadences
Weekly, monthly, quarterly, or fully custom review cycles
Variance Analysis
Track actual vs. target performance with automatic variance calculations and trends
AI Assisted Planning
Import existing scorecards from Excel, slides, or any document
Ownership and Collaborators
Assign owners and collaborators across every level of the scorecard
Feature
Support
Details
Roll-Up to Corporate Strategy
Connect every scorecard to corporate priorities for executive visibility
AI-Calculated Alignment Scores
Understand how much work is actually influencing strategy
KPIs Linked to Live Data
Wire KPIs to BI tools, CRMs, ERPs, spreadsheets, and operational platforms
Metric Trees
Roll smaller measures into high-level KPIs with sum, average, or weighted logic
Cross-Functional Visibility
Map shared initiatives and dependencies between departments
AI Misalignment Detection
Flag duplicated work, orphan initiatives, and effort drifting from priorities
Drill-Down from KPI to Work
See the initiatives, owners, and context behind every measure
Feature
Support
Details
Drag-and-Drop Report Builder
Build review-ready reports in minutes with custom flow and structure
Monthly Review Templates
Pre-built templates for monthly business reviews and departmental check-ins
Custom Chart Builder
Visualize scorecard data with flexible chart widgets and pre-built templates
AI Widgets
Auto-generate performance summaries, narrative context, and variance analysis
Live Dashboards
Real-time view of departmental performance across all measures
Scheduled Reporting
Automated weekly, monthly, or quarterly report distribution
Strategy Cadences with Update Requests
Automatically prompt goal owners for updates before every review
Export to PDF, PowerPoint, and Excel
Share scorecards in the format your audience expects
Trend Analysis and Historical Reporting
Track performance over time with full historical data and snapshots
Comments and Collaboration
Discuss KPIs and updates directly on the scorecard with @mentions
Feature
Support
Details
AI Capture from Meetings and Email
AI ingests transcripts, emails, and files, matched to the right KPIs
AI Draft Updates
Drafts qualitative updates for owners to review and approve
AI Problem Solving
Explains the why behind red KPIs and surfaces root causes
Natural Language Querying
Ask questions about scorecard performance and get synthesized answers
AI Risk and Issue Detection
Surface measures heading off-track and emerging issues before reviews
AI Duplication Detection
Flag similar or duplicated work across functions
AI Executive Briefings
Curated insights delivered directly to inboxes
Smart Meeting Prep
AI-generated agendas, summaries, and materials for review meetings
Feature
Support
Details
BI Tools and Data Warehouses
Power BI, Tableau, Snowflake, SQL Server, and data warehouse connections
CRM and Customer Systems
Salesforce, HubSpot, Microsoft Dynamics for customer and revenue data
ERP and Operational Systems
SAP, Oracle, Workday, NetSuite, and other operational platforms
Finance and FP&A Tools
Connect to financial systems for budget, forecast, and actuals data
Project Management Tools
Jira, Asana, Smartsheet, Monday, MS Project, and others
Microsoft Teams and Slack
Native integration for updates, comments, 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

Run your function on live data

See how Cascade brings every KPI, scorecard, and report into one platform connected to live data.
FAQs

Questions? We have answers.

How is this different from a KPI dashboard tool?
KPI dashboards visualize data. Cascade structures the scorecard around the work and strategy it supports, so every measure connects to a goal, an owner, and the broader business priority. The difference shows up in problem-solving: dashboards show what's happening; Cascade shows why, with AI surfacing root causes and qualitative context.
Can we run scorecards at the individual level?
Yes. Cascade supports scorecards at corporate, departmental, team, and individual levels. Each layer rolls up to the level above, so individual performance ties to team performance, team performance ties to departmental performance, and departmental performance ties to corporate strategy. Configure the levels that match your team's structure.
We want to use this for one department first. Will it still work without organization-wide adoption?
Yes. Cascade is built for departmental scorecards that stand on their own and connect upward when leadership joins. Start with one function, get the scorecard running, and expand when the rest of the business is ready. Cascade keeps everything connected as adoption grows.
Is our 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. Your data is isolated and never used to train public AI models. Data residency is available in US, EU, and AU.