Welcome to Centriu OS
This section brings together everything you need to start from scratch and get the platform up and running safely, in just a few days – without relying on a hidden manual or trial and error.
1Platform overview
What is Centriu OS
A simple explanation of how the platform connects goals, operations and results in a single command center.
Main modules
A quick look at Map, Run, Gauge, Orbit, Care and integrations, with usage examples by area (Operations, CX, Sales, Finance).
How to think about adoption
Step by step in waves:
- Start with the essentials: goals + dashboards.
- Connect projects and tasks (Run).
- Integrate CRM and support (Orbit/Care).
- Connect financial data.
2Getting started
Create an account and sign in
- • How to receive and activate an invitation.
- • Password and authentication requirements.
- • Account recovery.
Set up your workspace
- • Name, logo, time zone and language.
- • How to organize teams and units.
- • Avoid rework in the structure.
Create your first command center
How to choose 3–5 metrics that truly matter (MRR, Leads, CAC, Churn, SLA, etc.).
Example of an initial dashboard
Invite the right team
- Who should join first (leadership, operations, CX).
- How to explain in 2 minutes “why we are using Centriu”.
3Suggested roadmap: First 7 days
Foundation
Set up your account, create teams, define goals and key metrics.
Connection
Connect simple data sources (spreadsheets, CRM) or start manual entry.
Action
Run your first meeting using a Centriu dashboard.
Review
Adjust metrics and decide on the modules for the next wave.
4. Recommended content in this group
- Centriu OS overview in 10 minutes
- Checklist for your first week on the platform
- How to explain Centriu to your team in a 15-minute meeting
- Common mistakes in the first days – and how to avoid them
Need help with the setup?
Our onboarding team can guide your first steps and ensure the perfect setup.