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Navigating Cascade: Modules and the Left Nav

Everything in Cascade hangs off the icon rail down the left-hand edge of the screen. This article maps it, so you know where to go before you start looking.

The modules

Icon

Module

What lives there

Sparkle (top)

Analyst

Cascade Analyst — ask questions in plain English. Also Knowledge, where you set standing instructions and upload reference files.

Bar chart

Analytics

Risk dashboards (key indicators, traction, delinquency, collection, curves, cohort, characteristics, cashflow simulation, stratifications), an Implementation section documenting how your data was mapped, and Financials (key indicators and statements).

Document

Analytics Pro

Portfolio charge-off and DPD curves, quarterly vintage analysis, and an Implementation section documenting what every chart calculates.

Pen

Manage

Monitor your facility — facility details, dashboard, borrowing base, portfolio and financial covenants, and Actions. Plus Payment and Underwriting Audits.

List

Data

Exports (generated exports and loan tapes), Data Validation, and Insights.

Three further icons sit at the bottom of the rail:

Icon

Opens

What it is for

Inbox with arrow

Reports Progress

Background report and export jobs, with download links when they finish.

Bell

Notification Center

Your alert inbox and the full event log.

Grid

Administration

Onboarding progress, data source connections, accounting configuration and user management.

The second panel

Selecting a module opens a second panel listing its pages. Sections with a chevron expand and collapse. The small circular arrow on the panel's right edge collapses the whole panel to give the content more room.

The filter bar

Most content pages carry a filter bar across the top. It typically shows the data as-of date, when the page was last updated, and selectors for facility, currency, date range or legal entity. Change what you need, then click Apply — the page does not refresh until you do. Reset returns the filters to their defaults, and Hide Filter collapses the bar.

Implementation sections

Analytics, Analytics Pro and Manage each carry an Implementation section documenting exactly what Cascade built and why. They are the platform's audit trail. See Implementation: How Everything Was Built.

Your account

The foot of the second panel shows the company you are currently viewing and your role. Click it to switch companies — see Switching Between Companies and Facilities. The icon beside it signs you out.