---
title: The Onboarding Progress Tracker
description: Onboarding involves two parties, several handoffs and a lot of waiting on someone else. The Progress tracker puts the whole implementation on one page so both sides can see what is done, what is in flight and what is blocked — without an email thread.
---

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1. [Cascade Debt Knowledge Base](https://knowledgebase.cascadedebt.com/?hsLang=en)
2. [Onboarding](https://knowledgebase.cascadedebt.com/onboarding?hsLang=en)

# The Onboarding Progress Tracker

## Onboarding involves two parties, several handoffs and a lot of waiting on someone else. The Progress tracker puts the whole implementation on one page so both sides can see what is done, what is in flight and what is blocked — without an email thread.

### **Opening it**

Click the **grid icon** at the bottom of the left-hand rail to open **Administration**, then click **Progress** under **Onboarding**.

![](https://knowledgebase.cascadedebt.com/hs-fs/hubfs/undefined-Nov-12-2026-08-12-00-0981-PM.png?width=892&height=492&name=undefined-Nov-12-2026-08-12-00-0981-PM.png)

#### **The two tracks**

Onboarding runs as two separate workstreams, each with its own card, status badge and progress bar.

#### **Data Onboarding**

Getting your portfolio data into Cascade, mapped and validated. Five steps:

1. **Data received** — the first extract has landed.
2. **Preliminary mapping in place** — your fields have been mapped to the Cascade schema.
3. **Validation complete** — the data has passed the validation suite.
4. **First user added** — someone on your side has platform access.
5. **Data onboarding complete (Sign-off)** — both sides have agreed the data is right.
6. **Legal docs received** — the executed agreements are with Cascade.
7. **Preliminary implementation in-flight** — configuration has started. This step expands to show its sub-items: borrowing base view published, awaiting bank data, financials received, covenants implemented and waterfall complete.
8. Review and confirmation.
9. Facility onboarding sign-off.

#### **Facility Onboarding**

Standing up the facility itself — borrowing base, covenants, waterfall and bank data. Four steps:

#### **Reading the card**

| **Element** | **Meaning** |
| --- | --- |
| **Status badge** | Complete or In Progress, top right of the card. |
| **Progress bar** | Steps done out of steps total, with a percentage. |
| **Green tick** | The step is finished. |
| **Clock icon** | The step is in progress. Expand it to see which sub-item is holding it up. |
| **Notes tab** | Threaded notes against that workstream, with a count of how many there are. |

### **Using it well**

The value of the tracker is in the sub-items. A facility sitting at 75% with "Awaiting bank data" greyed out tells you precisely who owns the next move — and it is almost always the party that has not looked at this page.

Use the **Notes** tab rather than email for anything that explains a delay. It keeps the context attached to the step it relates to, and it is still there when someone new picks the implementation up

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