Module Onboarding

After creating your account, each major module has a setup wizard to help you get started quickly. These wizards configure defaults and guide you through initial data entry.

Available Setup Wizards

Financials Setup

The financials wizard walks through 4 steps:

1. Data Source — Choose whether to connect accounting software (Xero/QuickBooks) or enter data manually
2. Start Month — Set when your financial data begins
3. Fiscal Year End — Configure your fiscal year for reporting
4. Currency & Method — Set your primary currency and accounting method (cash vs accrual)

After completing the wizard, you’re taken to the Financial Models page to configure your business model assumptions.

GTM (Go-to-Market) Setup

The GTM wizard walks through 4 steps:

1. Primary Channel — Select your main sales channel (outbound, inbound, partnerships, etc.)
2. Target Market — Define your market focus (SMB, mid-market, enterprise)
3. Sales Cycle Length — Estimate your typical deal cycle
4. Average Deal Size — Set expected deal values for pipeline calculations

After completing the wizard, you’re taken to the GTM Dashboard.

Metrics Setup

The metrics wizard walks through 3 steps:

1. Metric Focus — Choose your primary metric category (growth, profitability, efficiency)
2. Reporting Frequency — Set how often you update metrics (weekly, monthly, quarterly)
3. Team Visibility — Configure who can see metrics across the organization

After completing the wizard, you’re taken to the Metrics page to create your first KPIs.

Cap Table Setup

The cap table wizard walks through 3 steps:

1. Entity Type — Select your corporate structure (C-Corp, LLC, Ltd, etc.)
2. Incorporation Date — When the company was formed
3. Authorized Shares — Total shares authorized and par value (for corporations)

After completing the wizard, you’re taken to the Cap Table to add shareholders and record funding rounds.

Starting a Wizard

When you first visit a module, you’ll see a prompt to complete the setup wizard. Click Start Setup to begin.

If you’ve previously dismissed the wizard, you can restart it from the module’s settings or configuration page.

Skipping the Wizard

Not ready to complete setup? Click Skip for now to go directly to the module. You can always return to complete the wizard later — the setup prompt will appear until you complete or dismiss it.

Checklists

Each module includes a checklist of recommended actions after completing the wizard:

• Financials: Connect accounting, enter first month actuals, create forecasts
• GTM: Add contacts, set up pipeline stages, create first campaign
• Metrics: Create 3-5 core KPIs, set targets, assign owners
• Cap Table: Add founders, record founding round, invite shareholders

Checklists appear at the top of the module until you complete or dismiss them. Click Dismiss to hide the checklist permanently.

Changing Settings Later

Wizard settings aren’t locked. You can always update configuration:

• Financials: Company Settings → Financial Preferences
• GTM: GTM → Settings
• Metrics: Metrics → Settings
• Cap Table: Company Profile → Entity Settings