VisionAtlas — Navigate Performance With Clarity

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Concepts

Understanding entities

How goals, KPIs, initiatives, and related records fit together — and when to use each one.

VisionAtlas organizes company performance around a small set of entities. Each entity has a distinct job. Using the right one keeps your model clear for leaders and your team.

The performance stack

Strategy          Goal          → what success looks like
Measurement       KPI           → how you know you are on track
Execution         Initiative    → work that should move the metric
Rhythm            Weekly update → department progress each period
Signals           Observation   → informal team input
Governance        Risk          → owned, tracked threats
Accountability    Action item   → follow-up tasks with owners
Leadership        Executive Briefing / AI Summary / Review → weekly slides, narrative, snapshots

Goals and initiatives do not link directly. KPIs sit in the center — they connect strategy to execution. See Performance model for the visual map and live graph.

When to use which

You need to…UseNot
State a strategic outcome for a period[Goal](/help/goals)Initiative (project) or KPI (metric)
Track a number with a target and trend[KPI](/help/kpis)Goal (outcome) or weekly update (narrative)
Run a project or program to improve a metric[Initiative](/help/initiatives)Goal alone, or KPI without linked work
Report department progress each week[Weekly update](/help/weekly-updates)Observation for formal tracking
Share a quick blocker, idea, or insight[Observation](/help/observations-and-risks)Risk register for owned escalation
Track severity, owner, and status of a threat[Risk](/help/observations-and-risks)Observation for audit-grade risk
Assign a due follow-up from a meeting[Action item](/help/action-items)Initiative for ongoing body of work
Bootstrap goals, KPIs, and initiatives with AI[Jumpstart](/help/jumpstart)Manual create when model already exists
Generate a weekly leadership briefing deck[Executive Briefings](/help/executive-briefings)Manual PowerPoint each week
Generate an on-demand executive narrative[AI Summary](/help/ai-summary)Dashboard alone for deep analysis
Archive a monthly/quarterly executive snapshot[Executive reviews](/help/executive-reviews)Screenshots in email
Enter or sync KPI actual values[Capturing KPI actuals](/help/kpi-actuals)Initiative status as a substitute

Deep-dive articles

Performance model

Execution rhythm

Signals and accountability

Leadership tools

Recommended onboarding order

Company administrators

  1. Company profile and fiscal calendar — Company admin setup
  2. Security, roles, departments, users — Roles and permissions
  3. Jumpstart or manual create: KPIs first, then link goals and initiatives
  4. Confirm links on Performance model (no orphan KPIs or initiatives if possible)
  5. Enable weekly updates and Executive Briefings (optional AI Summary and Executive reviews)

Contributors

  1. Read Performance model
  2. Use Dashboard to see health
  3. Submit weekly updates and observations as needed

Managers and department leaders

See the Manager and department leader guide for KPI ownership, initiatives, risks, and action items.