Jumpstart

What it is (why)

Jumpstart generates a starter bundle of goals, KPIs, and initiatives from your company profile using AI. It helps admins go from zero to a linked performance model quickly instead of creating records one by one.

When to use it

Use Jumpstart when:

You have completed basic company setup (name, industry, description)
You want a first draft of the performance model to refine
You are on a Growth or higher plan with AI recommendations enabled

Do not rely on Jumpstart when:

You already have a mature model — edit existing records or use Performance model instead
Company context is empty — add industry and description under Settings first
You need only one KPI — create manually under KPIs

How to use it

Open Jumpstart from the sidebar (or the getting-started checklist).
Review company context shown on the page (industry, description).
Click Generate to produce a bundle of suggested goals, KPIs, and initiatives with proposed links.
Select the items you want to keep; deselect anything that does not fit.
Click Save selected — records are created in your workspace without leaving the page.
If you leave and return, your draft selection persists until you save or regenerate.

After saving, open Performance model to verify links and adjust owners, targets, and visibility.

Plan requirements

Jumpstart requires AI recommendations (includesAIRecommendations), available on Intelligence, Intelligence Plus, Leadership, and Enterprise plans. Foundation plans see an upgrade prompt instead of generation.

Who typically owns it

Company administrators run Jumpstart during initial setup
Managers may refine generated records after import

Understanding entities — how goals, KPIs, and initiatives relate
Goals, KPIs, Initiatives — refine after Jumpstart
Company admin setup — prerequisites
Executive Briefings — weekly leadership slide product
AI Summary and Executive reviews — on-demand narrative and period snapshots
Executive leadership overview

Common mistakes