Platform Documentation

Introduction

TractionX is the complete Founder OS — an AI-powered Business Intelligence platform that unifies discovery, daily execution, cash & finance, CRM, HR, fundraising, compliance, and AI prediction into one operating system for ambitious founders. It bridges the gap between high-level financial goals, marketing ROI, and the ground-level execution required to achieve them. All data is stored in the Cloud and syncs seamlessly across devices. This documentation covers everything you need to know to maximize the platform's value.

Getting Started

The Onboarding Flow

When you sign up as a Founder, you follow a simple 3-step flow:

1. Sign Up — Create your account with email and password on the landing page.
2. Create a Company — Name your company and define its details (industry, target market, product, pricing model, financial goals, preferred currency, and tracking period).
3. Invite Team Members — Add teammates with a name, email, role, department, and temporary password. They receive a welcome email with login credentials and land straight in the dashboard — no company creation needed.

Getting Started Launchpad

Inside the dashboard, the Getting Started launchpad walks you through setting up your workspace step by step: Profile → Products & Services → Organisation Hierarchy → Roadmap → Departments → Team → Financials → Daily Update. Each step links directly to the relevant page.

Invited Members

If you were invited by an admin, you skip company creation entirely. Simply authenticate via email, set your password, and log in to see the dashboard with your assigned role and permissions.

User Roles & Permissions

Core Features

Executive Dashboard & Overview

The central hub showing YTD Revenue, Net Profit, MRR, and overall task progress. It highlights "Attention Needed" items (tasks behind schedule) and provides a quick overview of team performance. Available in Daily Mode for quick daily review.

Daily Mode & All Features Mode

Toggle between Daily Mode (only the features that need a daily update or review — Overview, CRM, Task Management, Marketing, Sales, Cashflow, AI Analyst, AI Prediction) and All Features mode (everything). Menu groups are collapsible so you can keep the sidebar tidy.

Quick Entry Radial Button

A floating button (bottom-right) that opens a radial menu of shortcuts — Task, Deal, Daily Entry, Income, Expense. Income and Expense open a form modal that stores directly to the Cashflow ledger.

Kanban Board & Timeline

Visual task management across List, Kanban, Timeline, and Calendar views. Break tasks into subtasks with due dates and assignees. Assign an accountability partner to each task.

Department Management & Performance

Create departments, assign a Head of Department (HoD), and allocate team members. Each department has a collective performance score that blends SWOT contributions, task completion, and employee performance. A dedicated dashboard compares departments with scores, graphs, and rankings — complete with gamified badges.

Gamification & Performance

Innovative gamification across the platform — employee ranking score cards with department-wise tables, month-over-month change indicators, a 3-step podium for top performers, and a leaderboard. Accountability partners get their own performance tracking. Departments compete on a ranked scoreboard.

Team Chat & Direct Messages

Communicate with your team in the General channel, or send direct messages to specific members, invited consultants, or investors.

Cloud Sync & Cross-Device Persistence

All data — tasks, financials, CRM contacts, SWOT, team, departments, cashflow, settings — is stored in the Cloud database. Your workspace syncs automatically across devices. No data is stored only in localStorage; everything persists server-side.

Discovery & Strategy

Lean Canvas & Business Model Canvas

Map your business model across 9 blocks — Problem, Solution, Key Metrics, Unique Value Proposition, Unfair Advantage, Channels, Customer Segments, Cost Structure, and Revenue Streams. The canvas saves automatically to the Cloud and syncs across devices.

ICP / Persona Builder

Build detailed Ideal Customer Profiles and buyer personas — demographics, firmographics, goals, pain points, buying triggers, and channels.

Customer Discovery Interview Log

Log each customer interview — who you talked to, what pain they described, and their willingness to pay. Track patterns across interviews to validate assumptions before building.

Experiment Tracker

Track experiments end-to-end: Hypothesis → Test → Result → Decision. Status each experiment (Planned, Running, Concluded) and record the learning.

SWOT History

Run a SWOT analysis any time using a 4-quadrant editor (Strengths, Weaknesses, Opportunities, Threats). Add unlimited entries to each segment — each with a title, description, status, and a 0–10 score. Tag each entry to a department so it feeds directly into department performance scoring. Save each snapshot as a report, download a branded PDF, and compare past performance with a visual month-over-month progress chart. Run it quarterly or before major decisions to see whether your position is improving.

Weekly Review & OKRs

Run a tight weekly cadence with OKR tracking. Set objectives, define measurable key results, assign a team member as the owner of each OKR, check in weekly progress, and review outcomes. All saved reviews are listed like sheets so you can browse and compare any past week.

Revenue Operations & CRM

CRM & Contact Management

A full CRM for managing leads and customers — a clean kanban pipeline, a contact database with notes, tasks, and reminders per contact, and a contact-detail sheet with tabbed management. Set currency per opportunity. Add or edit visibility and edit permissions for each contact.

Task Management

Manage tasks across List, Kanban, Timeline, and Calendar views. Break tasks into subtasks with due dates and assignees. Assign an accountability partner to each task. Every assignment flows into employee performance and department performance scoring automatically.

Performance Hub

Company Performance (SWOT-based), Department Performance, and Employee Performance are each their own dedicated report pages. The company score is computed from your SWOT analysis; the department score blends SWOT entries + task completion + employee performance; and the employee ranking score card shows a department-wise table with month-over-month score changes, a 3-step podium for top performers, and a gamified leaderboard.

Marketing

A dedicated Marketing data-entry page where you log the reporting month, channels, spend, leads generated, and campaign notes. The matching Marketing Report (in Reports) visualizes spend vs. leads, CPL trends, and channel performance over time.

Sales

A dedicated Sales data-entry page for the reporting month, sales rep targets vs. achieved, deals won, and revenue. The matching Sales Report (in Reports) shows conversion rates, rep performance, and revenue trends month-over-month.

Reports & Analytics

Growth Report

A consolidated view of revenue growth, month-over-month trajectory, and the key drivers behind it.

Sales Report

Rep-by-rep targets vs. achieved, conversion rates, and deal pipeline trends. Compact KPI stat cards make it easy to read at a glance.

Marketing Report

Channel spend vs. leads, CPL, and campaign ROI visualized over time with compact KPI stat cards.

Customer Retention

Retention curves, churn rate, and cohort analysis — available in all plans. Track how many customers stick around and why some don't.

Recurring Income (MRR/ARR)

Manage your subscriptions and recurring revenue. Add clients, select products, and track status (Active, Paused, Stopped). Use the smart "Mark Paid" button to sync collected income to your Financial Planner.

Lost Deal Analysis

Understand why deals fall through. Tag each lost deal with a reason and stage, then spot patterns in your pipeline.

Finance & Compliance

Cashflow Ledger

A dedicated cash in / cash out ledger. Log every income and expense on a daily basis with a category, description, date, and amount. Filter by date range, view a monthly breakdown with net totals, and download the selected range as a multi-page PDF report. Every entry automatically reflects in your overall turnover, profit, and the finance widgets across the app. The floating Quick Entry button has Income and Expense shortcuts that open a form modal and store directly to the Cashflow page.

Bank Balance, Receivables & Payables

Maintain a running bank balance, track who owes you (receivables) and who you owe (payables) with due dates and aging, so working capital stays visible.

GST-Ready Invoicing

Create invoices with invoice number, party details, GSTIN, line items, and automatic tax breakup (CGST/SGST/IGST).

13-Week Cash Forecast

A rolling 13-week projection of inflows and outflows based on receivables, payables, and recurring items — early warning of cash crunches.

Compliance Calendar

A calendar of statutory deadlines — GST returns, ROC/MCA filings, TDS deposits, and DPIIT recognition renewals — with reminder indicators for upcoming due dates.

KPI Dashboard

A comprehensive KPI tracking system covering every metric that matters — organized by frequency (daily, weekly, monthly, quarterly, annual) with red/green flag indicators and action prompts for each KPI. All data is stored in the Cloud and visible to consultants live.

Daily KPIs

Leads received, follow-ups done, sales closed, cash collected, cash balance, and complaints — each with a red flag threshold (e.g., leads dropping below daily average, cash balance below one month of expenses) and a recommended action.

Weekly KPIs

Stage conversion, pipeline value, cost per lead, overdue receivables, and task completion rate — with flags for sharp drops and growing overdue amounts.

Monthly KPIs

Revenue vs target, gross margin, net margin, CAC, churn, revenue per employee, and channel ROI — with flags for two consecutive months below 90% target, rising CAC, and negative margins.

Quarterly KPIs

LTV, LTV:CAC ratio, NPS, and goal progress — with flags for LTV:CAC below 3:1 and NPS below 30.

Annual KPIs

Growth rate (year over year) and owner dependency (decisions needing the owner) — with flags for growth below industry average and high owner dependency.

Consultant Impact

KPI improvement (current vs baseline), system adoption (team using new process), and client ROI (gains ÷ consulting fee) — with flags for no movement after 60–90 days and ROI below 1.

Human Resources

Team Management

Invite team members with a name, email, role, department, and a temporary password. The new user is provisioned a real login account and a welcome email with their credentials is sent. Invited members skip company creation — they authenticate via email, set a password, and land straight in the dashboard. You can also choose visibility and edit permissions per user when adding them.

Feature Visibility

Admins can hide or show every menu tab and sub-feature for each individual team member. Pick a team member, toggle the sidebar items they should see, and their dashboard is tailored instantly — synced to the Cloud and applied per signed-in user.

Employee Expectations

For each team member and month, set a job description, primary duties (mandatory, due by end of month), secondary tasks, and measurable performance goals. The system tracks how much is accomplished and calculates an efficiency score that feeds the employee performance report.

Employee Performance Report

A dedicated ranking score card — department-wise tables with scores, month-over-month change indicators, a 3-step podium for top performers, and a full leaderboard. Scores blend task completion, SWOT contributions, and goal achievement.

Accountability Partners Performance

A separate performance page for accountability partners — tracks how many tasks they're accountable for, completion rates, and their gamified score. Distinct from employee performance so partner impact is measured in isolation.

Skill Map & Skill Gap

Set the skills required for each job role in the Skill Map tab. In the Skill Gap tab, the system identifies the gap between your existing manpower's skills and the role's requirements — so you know exactly what training or hiring is needed.

Hiring Pipeline

Manage candidates from sourcing to offer with stages (Applied → Screened → Interview → Offer → Hired/Rejected), role, source, and notes per candidate.

Network & Team Management

Company Switcher & Multi-Company

Consultants and investors can be part of multiple companies and switch between them from the dashboard. Each workspace keeps its own data, team, and settings.

Consultants Directory & Invitation

A dedicated Network page for browsing verified, super-admin-approved consultants and inviting them with dashboard access. Consultants get their own portfolio dashboard showing overall progress of each project they advise on, and can choose any to enter.

Investors Directory & Invitation

A dedicated Network page for browsing verified investors and inviting them with dashboard access (Scale plan). Investors get their own portfolio dashboard and can add their team to view the dashboard.

Consultant Referral Program

Consultants get a unique referral link. Each referral earns a 30% commission, and a dedicated dashboard shows their referrals and earnings in real time.

Gamification & Clubs

Four achievement clubs reward companies for consecutive monthly financial goal achievement. Sales reps get their own dedicated gamification. Employee and accountability partner leaderboards keep teams motivated.

Company Clubs

• Green Club — Achieved the monthly financial goal for 1 month.
• Gold Club — Achieved the monthly financial goal for 3 consecutive months.
• Diamond Club — Achieved the monthly financial goal for 6 consecutive months.
• Freedom Club — Achieved the monthly financial goal for 12 consecutive months.

Sales Rep Gamification

A dedicated gamification system for sales people — top-performer highlight banners with confetti when a rep hits 100% target achievement, and a sales leaderboard.

Employee & Accountability Partner Leaderboards

Employee ranking score cards with department-wise tables, month-over-month change indicators, a 3-step podium for top performers, and a full leaderboard. Accountability partners get their own performance tracking. Consultants can compare 2–3 team members side-by-side and export staff reports to PDF and CSV.

Business Community

An exclusive, invite-only community where vetted founders connect, chat, and exchange referrals. Only founders appear in the community directory. Each founder can opt in or out of directory visibility from their profile settings.

Founder Directory

Browse a directory of founders with their company name and designation shown. Connect and start a direct chat with any founder in the community.

Referrals

Give referrals to other founders — referred contacts are automatically added to your CRM with a note of who gave the referral. A referral leaderboard tracks top referrers.

Directory Visibility

In profile settings, founders can enable or disable "Show in directory" to control whether they appear in the community directory.

Consultant & Investor Dashboards

Dedicated dashboards for consultants and investors to track all their clients' progress live. Both dashboards share the same theme and design as the founder dashboard.

Consultant Dashboard

• Overview — Portfolio summary with quick-access cards for Revenue Pulse, Sales Performance, AI Analyst, and Staff Scorecard.
• Clients — Searchable, filterable client cards with yearly/monthly goal speedometers, CEO score, department performance, recent activity timeline, and pin/star priority clients.
• Revenue Pulse — Sheet view of daily revenue, sales, and leads for all clients with real-time graphs and goals overlaid.
• Sales Performance — Per-rep tracking, trends, forecast, and prediction for each client's sales team.
• Staff Scorecard — Team members as cards in a grid with scores, detail modals, leaderboard, performance reports, compare-staff mode, and PDF/CSV export.
• AI Analyst — A floating AI analyst button that diagnoses client status, KPIs, and project health.
• Appointments — Unique booking link per consultant with availability calendar and custom data-collection form fields.
• Communication — Chat with founders showing their company name and designation.
• Blog Manager — WYSIWYG editor to author blogs published to the public blog page.
• Team — Add team members with limited access, assigned to specific client projects only.

Investor Dashboard

Mirrors the consultant dashboard with the same features — Revenue Pulse, Sales Performance, AI Analyst, staff tracking, appointments, communication, and team management — tailored for monitoring portfolio companies.

AI Tools & Prediction

AI Business Analyst Chat

A ChatGPT-style chat that reads your entire live business dataset — revenue, expenses, cashflow, tasks, team performance, CRM, SWOT, marketing, sales, and more. Ask about burn rate, runway, CAC, CPL, department scores, or request a health summary. The analyst has access to all your data and answers with real numbers from your workspace. Suggested prompts included; chat history persists.

AI Performance Prediction

A dedicated page (no extra tabs) for predicting your business destiny with a specific projected date. Use what-if sliders, save snapshots, and view a visual milestone timeline.

Pricing & Plans

TractionX offers four plans, billed monthly or yearly (yearly = 10× monthly, roughly 2 months free). Payments are processed securely via Razorpay.

Your current plan is shown in the dashboard sidebar (Plan Badge) and in Settings. Upgrade anytime from the Pricing page or the Upgrade modal — both show the full plan comparison and process payment via Razorpay.

Settings & Preferences

Accessible via the bottom of the sidebar or the top-right avatar menu.

• Personal Information: Update your name, role, bio, and avatar. Your name reflects wherever the user name is relevant across the app.
• Company Details: Modify your company's name, industry, financial goals, tracking period, and currency. Changes reflect everywhere the company name is relevant.
• Password Reset: Available for all users (founders, investors, consultants) from the auth page and settings.
• Plan & Billing: View your current plan, upgrade or downgrade, and manage billing cycle (monthly / yearly) via Razorpay.
• Feature Visibility: Admins can toggle specific menu items and sub-features on or off for each individual team member.