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Quickstart

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Up and running in ~5 minutes

This quickstart gets you from a blank account to your first Monoscope Plan with metrics, canvases, initiatives, relationships, and a first analysis (Driver or Initiative Impact).

1 Sign up

Create your Monoscope account with Google, or Microsoft.

2 Create your Workspace

Your Workspace is the home for Monoscope Plans, Canvases, Metrics, Initiatives, and Reports.

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Hook up the systems that power your metrics (analytics, revenue, marketing spend).

  • Pick an integration and authenticate
  • Choose the metrics you want to import
  • Confirm frequency & units (daily/weekly/monthly)

No production data yet? Use a sample metric or Manual to walk through the flow. You can swap in real sources later.

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4 Build your Plan

Create a new Monoscope Plan

  • Set name, description, owner
  • Add Cycle Cadences (weekly/monthly/quarterly) and Review Cadences (weekly/monthly)

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5 Add Initiatives

Create initiatives (strategic initiatives) you expect to move metrics.

  • Add hypothesis, expected impact (absolute/%), confidence, reach, effort
  • Link work items (Jira/Linear) inside the initiative (we don’t show tasks as separate items on the canvas)

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6 Add Metrics

Bring in (or create) metrics that represent outcomes and drivers.

  • Select from integrations or create manually
  • Set owner, unit, direction (up is good / down is good)
  • (Optional) Set targets for visibility

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7 Start your first Monoscope Canvas

Create a new Monoscope Canvas (or pick a Template to begin faster).

8 Create relationships

On the Monoscope Canvas, connect what influences what:

  • Initiative → Metric: the initiative contributes to the metric
  • Metric → Metric: a driver influences an outcome
  • Initiative → Initiative: one initiative enables/blocks another

Enrich relationships with type (drives/enables/blocks/contributes), confidence, reach, and lag. These details improve analysis quality.

9 Run your first analysis (Coming soon)

From the canvas, open Run Analysis and choose one based on your setup:

  • Driver Analysis (Metric ↔ Metric): find which drivers most influence your KPI
  • Initiative Impact Analysis (Initiative → Metric): estimate which initiatives have the highest leverage
  • Growth Loop Analysis (closed loops): measure loop gain & ripple effects
  • Marketing Mix Analysis (channel spend → outcome): optimise budget across channels

Choose scope

Select the target metric (for Driver/MMM) or relevant initiatives (for Initiative Impact).

Review results

Inspect influence/contribution, confidence ranges, and timing.

Save as Report

Save the run for history and sharing. Reports stay linked to this Monoscope Canvas.

9 Invite teammates

Bring product, growth, and leadership into the same context.

  • Share the Monoscope Plan
  • Assign owners on metrics/initiatives
  • Align on expected outcomes and impact

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Tips & good practices

  • Start small: 3–5 metrics and 2–3 initiatives is plenty for a first pass
  • Be explicit: add confidence, reach, and lag to relationships
  • Link work inside initiatives: keep strategy and execution connected (without cluttering the Monoscope Canvas)
  • Iterate often: compare expected vs. actual; update relationships as you learn

Next up: explore the Monoscope Canvas concept page, then dive into individual Strategic Analyses (Driver, Initiative Impact, Growth Loop, Marketing Mix) for deeper guidance.

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