Cascade video training

Learn everything you need to know about using Cascade.

cascade training
cascade training

Cascade Basics

Get a quick walk-through of what Cascade has to offer, and how the different parts of the platform work together. We’ll cover:

  • The strategy planner
  • Managing goals
  • Snapshot reports
  • Dashboards
  • Basic performance management

This training is perfect for people who are new to Cascade.

cascade training

Creating a Strategic Plan

Learn everything you need to know about using Cascade’s strategy planner. We’ll cover topics including:

  • Creating your vision, values, focus areas
  • Creating goals
  • Defining strategy terminology
  • Creating strategic frameworks & scorecards
  • Launching & communicating your strategy

This training is perfect for people who want a deep dive on the planning features.

cascade training

Strategy Reporting

We’ll show you how to create dashboards & reports for every aspect of your work. Skills we’ll teach you include:

  • Creating dashboards
  • Creating snapshots
  • Customizing and sharing
  • Creating strategic governance
  • Integrating 3rd party data

This training is perfect for people who want to setup all of their strategic reports.

cascade training


Cascade comes to life when you start integrating data from all your business systems. We’ll cover topics including:

  • What Cascade integrations are
  • What your integration options are
  • Why you should integrate with Cascade
  • Setting up Zapier to work with Cascade
  • Creating a simple Zapier integration

This training is perfect for people wanting to take their data to the next level.

cascade training

People Management

If you’re using Cascade’s People Management functions, this is for you. We’ll give you the once-over of how everything works:

  • Self & manager appraisals
  • Competencies & potential
  • Career & development
  • Performance dashboards
  • People management admin

This training is perfect for people who want to get into our HR and related features.

cascade training

Partner Program

Interested in partnering your professional services business with Cascade, or recently joined the program? Learn about:

  • How Cascade benefits services firms
  • How the Cascade Partner Program works
  • Earning commission from Cascade
  • Setting up your partner portal
  • Creating a white-label version of Cascade

This training is perfect for people who wan to learn about reselling Cascade to their clients.

Not using Cascade yet?

Try all our features free for 14 days (no credit card required)!

Start typing and press Enter to search