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Leverage our strategic planning software to build your plan faster than Excel or Word. Make 2019 the year it happens!

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Visual Performance Dashboard

Not your everyday dashboard. View core performance indicators connected to the supporting actions impacting results.

SEE THE SOFTWARE

Make strategy reviews come to life with real-time performance data.

Performance Dashboard

Data Made Meaningful

Visual displays of your data provide insight into the core performance indicators driving your success.

Dynamic Views of Data

Color coding, dynamic views, and icons provide visuals to keep your organization engaged in your performance.

Monthly, Quarterly, & Annual Views

View performance by month, quarter, or year-to-date. It’s your choice.

Status of Supporting Items

Quickly see the current status of goals by individual contributors or departments.

Build a culture of transparency by easily sharing performance data.

External Sharing

Public-Facing Dashboards

Embed your dashboard on your public facing website to drive transparency around strategic performance.

Share Using a URL

Socialize strategic performance by sharing your dashboard with a custom URL link.

Embed with a Link Icon

Custom generated icons can be embedded anywhere to share your performance dashboard.

Download as a PDF

Take your dashboard with you in a PDF to see the performance of goals and their supporting actions.

Manage data with agility using advanced data filtering.

Quick Access to Custom Views

Create Custom Dashboards

Build custom filtered dashboard views for your corporate, department, and individual goals.

View Data Across Multiple Years

Compare your current performance against your historicals in a single click.

Advanced Filtering Features

Advanced filtering features allow you to drill down to the exact performance data you need.

Share Filtered Dashboards

Share filtered dashboards to provide public insight into a set of focused metrics.

  • Why work with us? You get a dedicated expert to guide you through planning, implementation, and reporting for a full year. Meet our experts:

    Jeff Brunings

    Senior Strategist

    Jeff’s Client Accomplishments:

    130
    Planning & Execution Sessions Led Last Year
    29
    Clients Executing their Plans
    5
    Strategy Reviews Led Last Month
    Jeff's Clients:
  • Why work with us? You get a dedicated expert to guide you through planning, implementation, and reporting for a full year. Meet our experts:

    Kathleen Colombo

    Client Engagement Director

    Kathleen’s Client Accomplishments:

    107
    Planning & Execution Sessions Led Last Year
    31
    Clients Executing their Plans
    8
    Strategy Reviews Led Last Month
    Kathleen's Clients:
  • Why work with us? You get a dedicated expert to guide you through planning, implementation, and reporting for a full year. Meet our experts:

    Erica Olsen

    COO/Co-Founder
    Senior Strategist

    Erica’s Client Accomplishments:

    105
    Planning & Execution Sessions Led Last Year
    30
    Clients Executing their Plans
    4
    Strategy Reviews Led Last Month
    Erica's Clients:
  • Why work with us? You get a dedicated expert to guide you through planning, implementation, and reporting for a full year. Meet our experts:

    Kim Perkins

    Senior Strategist

    Kim’s Client Accomplishments:

    75
    Planning & Execution Sessions Led Last Year
    21
    Clients Executing their Plans
    3
    Strategy Reviews Led Last Month
    Kim's Clients:
  • Why work with us? You get a dedicated expert to guide you through planning, implementation, and reporting for a full year. Meet our experts:

    Lorna Shepard

    Senior Strategist

    Lorna’s Client Accomplishments:

    95
    Planning & Execution Sessions Led Last Year
    20
    Clients Executing their Plans
    4
    Strategy Reviews Led Last Month
    Lorna's Clients:

Success isn’t a list of flashy logos. It’s about helping anyone who wants to lead a great organization. If that’s you, join our list of clients – you’re in good company:

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