New The new Aligned KPIs app launches at FACP in Sarasota, November 6. Meet us there →
The Executive Visibility Platform

Know where you stand in one minute.

Aligned KPIs isn’t another dashboard tool. It’s the first platform designed specifically for Executive Visibility, connected to QuickBooks and your membership system, with an experienced executive behind every number.

Executive Overview for a sample chamber: revenue $1.25M year to date, 7.1% ahead of budget; net operating revenue $41.8K; cash on hand $812K; 6.1 months of cash; 1,420 members; 86.1% retention; revenue mix and member cities.

The Executive Overview, shown with demo data for a sample chamber.

✓Top line, bottom line, then cashThe order a seasoned CEO briefs a board.
✓Always in proportionEvery figure against budget and last year.
✓One version of the truthThe same page for the CEO and the board.
Highlights

Every number comes with its story.

Highlights turn each section into a few plain sentences, in the order a CEO would say them. Every sentence matches a figure on the page.

  • ✓Read it. Plain language for every board member, finance background or not.
  • ✓Share it. Send any section to fellow board members, ready to discuss.
  • ✓Print it. One click to a two-page, board-ready PDF, every source named and dated.
Highlights panel summarizing top line, bottom line, cash, members and retention in plain sentences.
Monthly Scorecard

Your monthly numbers, already waiting.

No one has to prepare and send them. The Monthly Scorecard comes straight from QuickBooks, laid out the way treasurers expect.

Monthly Scorecard showing cash, liabilities and months of cash, then revenue and expenses by category against budget and prior year.
✓Always currentUpdated automatically. No requests, no waiting.
✓Easy to followActual, budget, variance and prior year, side by side.
✓Prefer paper?One click prints a clean two-page PDF, marked confidential.
Board briefings

Walk into every board meeting with the same trusted briefing.

Pick what goes in, set the order and present. Every slide is written from live data, in your chamber’s own branding.

Board briefing builder: choosing sections on the left, with a finished Financial summary slide on the right.
✓The same format every monthYour board knows where to find everything.
✓Sources on every slideEach slide names its systems and dates.
✓10–15 hours a month backFor your CEO and staff. Time for members, not spreadsheets.
Beyond the financials

Four questions you can answer at every meeting.

The measures that decide a chamber’s future, tracked continuously, not discovered once a year.

Are we growing?
96

new members this fiscal year, 14 ahead of goal pace.

From Sales pacing

Are we keeping members?
86.1%

of last year’s members are still members, up 1.4 points.

From Retention

How much of our market do we serve?
14.2%

of the businesses in our defined market areas.

From Market share

Are members engaged beyond dues?
47%

bought something beyond dues in the last 12 months.

From Engagement

Sample figures.

One source of truth

The right view for every seat.

The same trusted numbers, at the level of detail each person needs.

The board

Trust the numbers. Govern confidently.

The Executive Overview and Monthly Scorecard, in plain language, with every source named. Meetings focus on strategy, not reconciling numbers.

The CEO

See clearly. Lead confidently.

Know where you’re ahead and where you’re behind, spot problems early, and walk into every board meeting prepared.

The team

Clear goals. Fair targets.

Daily sales pacing, renewals tracking against last year, and ready-made outreach lists of members who pay dues but buy nothing else.

Trust & stewardship

Numbers everyone can trust.

Every figure is traceable, nothing is retyped by hand, and your data stays yours.

Named, dated sources

Every page lists the systems behind it and when each was last updated.

One calculation, everywhere

The page, Highlights, spoken update and PDF all read the same figures. They can’t disagree.

A stated method

Each page says which months are covered and what every comparison uses.

Straight from the source

Connected directly to QuickBooks and your membership system. No one retypes or edits the numbers.

Your data stays private

We never sell or share your data, or use it to train third-party AI models.

Secure sign-in

Email links that expire in minutes. No passwords to share or steal.

Next step

See your chamber in one minute.

The platform comes with every Aligned KPIs Executive Partnership, set up with your own numbers and the measures your board agrees on.