CEO Operating System™ Plans

Smarter data. Sharper decisions. Stronger growth.


The CEO Operating System™ connects your most important business data into one platform designed specifically for leadership teams.


The CEO Operating System delivers executive-level reporting at a fraction of the cost of hiring a data analyst or BI consultant.


The platform brings together the most important information about your business, including:

  • KPIs and strategic metrics
  • Financial performance and forecasts
  • Customer or member health
  • Leadership and board reporting


All aligned with your organization’s strategic goals.


Transform Data into Insight

Platform Capabilities

Executive Dashboards

Gain instant visibility into your organization’s performance with our clear visual dashboards designed for CEOs and leadership teams.
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Financial Performance Insights

Monitor revenue growth and profitability with executive-level financial reporting and forecasts tailored for strategic decision-making.
Explore Insights

KPI Alignment

Align your leadership teams around the key metrics that drive your strategic goals and enhance organizational performance.
Align Now

Leadership and Board Reporting

Create clear, executive-ready reports that provide insights into the health of your organization for leadership teams and boards.
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Core

Essential visibility into the health of your business.


The Core plan provides CEOs with clear dashboards and reporting aligned with their most important KPIs and financial metrics.


Ideal for organizations getting started with executive reporting and leadership dashboards.


  • KPI Audit and Recommendation Analysis
  • CEO Dashboard (Financial and Operational KPIs)
  • Board Dashboard (Budget and Performance KPIs)
  • Connection to key systems (accounting, CRM, etc.)
  • Alignment with leadership goals and strategy
  • One-on-one CEO guidance
  • Monthly leadership insight session


Starting at $5,995 annually

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Growth

Expanded insight for leadership teams focused on growth.


The Growth plan builds on the Core platform by adding deeper reporting, forecasting, and leadership dashboards that help CEOs and executive teams make faster, more informed decisions.


Most organizations choose this plan because it provides the full visibility needed to guide strategy and growth.


Includes everything in Core, plus:


  • Retention Analysis to identify your Ideal Customer (or member) Profile
  • Market Share Dashboard (Current market share KPIs)
  • Sales Dashboard (Sales and Pipeline health KPIs)
  • Events Dashboard (Registrations and Engagement KPIs)
  • Expanded leadership guidance sessions


Starting at $9,995 annually

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EPIC

The complete CEO Operating System™



The EPIC plan delivers the full platform experience with advanced dashboards, deeper system integrations, and strategic leadership support.


Designed for organizations that want comprehensive visibility across their entire business.


Includes everything in Growth, plus:


  • Advanced multi-system integrations
  • Additional custom dashboards
  • Strategic KPI alignment across departments
  • Leadership and board reporting packages
  • Expanded executive advisory and on-demand CEO support


Starting at $12,995 annually

Schedule a Call