Platform
Core Features
Planner
Move strategy out of static sheets into a living system
Reports & Decisions
Power leadership meetings with real-time AI reports
Alignment
Keep priorities synced across every team and function
Metrics & Measures
Unify metrics and connect results directly to strategy
Integrations
Bring all your information together within a single source of truth
Tapestry AI
The intelligence engine that powers the entire Cascade platform.
Enterprise
New
Connect intent to execution at scale and run strategy across the whole enterprise
Use Cases
Corporate Strategy
Turn long-term strategy into goals every team can act on.
Transformation
Run the program that uplifts the business and outlasts consultants.
OKRs
Make OKRs drive real results across the business.
Strategic Portfolio Management
Back the initiatives that move the business, and cut those that don't.
Portfolio & Project Management
Run a PMO that ties every project to business outcomes.
Business Performance
Replace manual monthly reporting with live reviews that drive decisions
Scorecards
Connect every team's scorecard, to each other and to strategy.
Balanced Scorecard
The only Balanced Scorecard platform the Institute endorses.
Risk Management
Put risk at the heart of strategic decisions.
Mergers & Acquisitions
Make two companies one strategy, and deliver the merger's promise.
Compliance Reporting
Automate compliance reporting and stay audit-ready year-round.
Performance & Engagement
Tie every person's performance to the strategy they're driving.
Tapestry AI
Tapestry AI
New
The intelligence engine that powers the entire Cascade platform.
AI Assisted Planning
New
Turn static files into a living, structured plan in seconds
AI Reports & Meetings
New
Run decision-focused meetings with real-time answers
Tapestry Connect
New
Automate updates from meetings, emails, and files
AI Risks & Dependencies
New
Spot invisible risks and blockers before they escalate
AI Executive Briefings
New
Get curated executive signals pushed directly to your inbox
AI Strategy Intelligence
New
Reveal if your execution matches your strategic intent
Resources
General Resources
Strategy Maturity Assessment
Popular
Uncover your strategic blindspots in 10min
The 2026 Strategy Report
1,112 business leaders on why strategy stalls after the boardroom.
Free Downloads
eBooks, Cheat Sheets, Guides and Templates
Product Resources
Support
Product knowledge base & support articles
Cascade Academy
New!
Learn to digitize strategy, track execution, and drive decisions with AI-powered intelligence.
Customer Stories
See how Cascade is helping teams execute faster than ever
Partners
Cascade for Partners
Partner with Cascade for shared success. Visit our Partner Page to join our network or submit a lead.
Partner Directory
Explore our Partners. Discover trusted partners in the Cascade ecosystem.
Partner Portal
Existing Partner? Log in to the Partner Portal
The Balanced Scorecard Institute
BSI's exclusively recommended strategy software
Pricing
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SMB VAR Partner Order Form
Prospect Information
Customer Company Name
* Required
Cascade Workspace ID
* Required
Partner Details
Partner Company Name
* Required
Partner Billing Address
* Required
Partner Billing Contact Name
* Required
Partner Billing Contact Email
* Required
Partner Billing Contact Phone
* Required
Partner Details
Contact Name
* Required
Industry
Select one...
Agriculture
Business Services
Construction
Consumer Services
Education
Energy, Utilities & Waste Treatment
Finance
Government
Healthcare Services
Holding Companies & Conglomerates
Hospitality
Hospitals & Physicians Clinics
Insurance
Law Firms & Legal Services
Manufacturing
Media & Internet
Minerals & Mining
Organizations
Software
Telecommunications
Transportation
Real Estate
Retail
* Required
Number of Employees
Select one...
1-250
250-500
500-1000
1000-5000
5000+
* Required
Employee Locations
Prospect’s employees are located in the following regions:
North America
Latin America
APAC
EMEA
* Required
Total Users
Once deployed, how many employees will use Cascade?
Total Teams
Once deployed, how many departments will use Cascade?
Prospect HQ country
* Required
Prospect Challenges
Problems/Challenges Prospect Hopes to Resolve Using Cascade (choose all that apply)
Lack of visibility into data from tactical solutions (e.g. Salesforce, Jira, Netsuite, etc.)
Poor coordination across geographic regions
Duplicated efforts (i.e. multiple people/teams working on the same problem)
Outdated and/or false reporting
Inability to achieve corporate objectives
Other (please be very specific):
* Required
How Much Do Those Problems/Challenges Cost Your Customer?
Not required, but this information will help Cascade in its decision making process.
– Per Year
Previously Quoted Pricing Detail
Package quoted
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Essentials
Enterprise
* Required
Total plans quoted
* Required
Total custom integrations quoted
* Required
Quoted term of contract
Select one...
1 year
2 years
3 years
4 years
5 years
* Required
Calculated retail TCV
* Required
Calculated Wholesale TCV
* Required
Reason(s) for Rejecting The Quote (choose all that apply)
Customer doesn’t see enough value to justify the cost
Customer doesn’t have enough budget allocated to the project
Contact doesn’t have the authority to spend the amount quoted
Competition offered a better price
Which solution(s) are being considered?
What was the quoted price for each?
Additional details:
Other (please be very specific):
* Required
Discount Request
How much is this customer willing to pay you (the Partner) for Cascade?
(excluding one-time fees)
– Per Year
* Required
Of that recurring amount, how much will be paid to Cascade?
(excluding one-time fees)
– Per Year
* Required
Discount Request Detail
Tell us why both of us - as partners - should lower our margin to win this deal.
* Not required, but this information will help Cascade in its decision making process.
Miscellaneous (check all that apply)
I (the partner) will agree to a longer term contract to increase the total contract value.
The customer will agree to Cascade issuing a press release announcing them as a Cascade customer.
The customer will agree to working with Cascade to write a case study/customer story after using the Cascade solution for 6-12 months.
The customer will be listed as reference for private or public bidding process (e.g. RFPs)
The customer is willing to receive up to
reference calls per month from prospective customers (calls usually last 15-20 minutes)
If the discount amount is approved, the customer will sign an agreement within 30 days
* Not required, but this information will help Cascade in its decision making process.
Thank you! We will review your request within 2-3 business days.
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