Help center
Learn how VisionAtlas connects goals, KPIs, initiatives, and weekly updates into one execution view. These articles are public — no sign-in required.
Administration
Roles and permissions
How VisionAtlas roles, RBAC v2, and visibility settings control what users can see and do.
Customer implementation
Playbook for VisionAtlas CS and implementation partners — plan fit, tenant provisioning, phased rollout, and go-live.
Company admin setup
Checklist for configuring a new VisionAtlas workspace — company, security, users, performance data, integrations, and go-live.
GDPR and data requests for admins
Export, erasure, and processor responsibilities for workspace administrators.
Healthcare and life sciences — no PHI
Use VisionAtlas for workforce and operations data, not patient records.
Concepts
Executive leadership
Features
Weekly updates
Submit department progress, blockers, and initiative updates each week.
Observations and risks
Informal team signals vs formal tracked risks — create, edit, link, and visibility.
Dashboard overview
KPI health, goals, initiatives, and recent updates in one view.
Executive Briefings
Generate weekly AI leadership briefings with ten slides, editor, presentation mode, publish workflow, share links, and PowerPoint export.
Jumpstart
AI-assisted bootstrap for goals, KPIs, and initiatives when starting from an empty workspace.
Executive leadership overview
How Executive Briefings, AI Summary, and Executive Reviews work together — permissions, cadence, and where to start.
Action items
Assign follow-up tasks with owners, due dates, and optional initiative links.
AI Summary
On-demand AI executive narrative from goals, KPIs, initiatives, risks, and weekly activity — plus theme detection and board pack export.
Executive reviews
Generate and archive executive period snapshots with what-changed deltas, review history, initiative outcomes, and board pack export.
Getting started
Governance
Performance
Goals
What goals are for, when to create them, and how to link KPIs and themes in VisionAtlas.
KPIs
Why KPIs are the hub of your performance model, when to create them, and how to link goals and initiatives.
Initiatives
When to track work as initiatives, how to link KPIs, and how health and outcomes work.
Capturing KPI actuals
Manual entry, bulk CSV import, API integration, and webhooks for KPI actual values by reporting period.
Integration playbooks
Low-code recipes for Power Automate, Zapier, and n8n to submit KPI actuals using company API keys.
Analytics export
Read KPI actual history via API and connect Power BI or Fabric to VisionAtlas analytics views.
Roles
A day in the life with VisionAtlas
How each role uses VisionAtlas across a typical week — contributor, manager, department leader, executive, and admin.
Day in the life — Contributor
How a contributor uses My Week, weekly updates, action items, and observations across a typical week.
Day in the life — Manager
How a manager reviews team updates, maintains KPI actuals, and steers initiatives through a typical week.
Day in the life — Department leader
How a department leader uses dashboard health, risks, and weekly updates to prepare executive readouts.
Day in the life — Executive
How an executive uses the dashboard, Executive Briefings, AI Summary, and reviews across a leadership week.
Day in the life — Admin
How a company administrator sets up VisionAtlas, governs access, and keeps the performance loop healthy.
Contributor guide
What contributors can do in VisionAtlas and where to find key features.
Manager and department leader guide
Running KPIs, initiatives, risks, action items, and team updates as a manager or department leader.