OPEX Dashboard™ Plans

Operational performance management priced for teams of every size.

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Practitioner — for consultants

Manage assessments for several client companies from one login. Priced by the number of active client workspaces instead of seats — each client workspace keeps its own private data and its own invited team.

Quartz
Trial
Up to 2 client workspaces

Free

Try the consultant workflow with up to 2 active client workspaces.

  • Fully separate data per client
  • Client rollup dashboard
  • Invite each client's own team
  • Archive & hand-off history
Amethyst
5 clients
Up to 5 client workspaces

$149/ month

Manage up to 5 active client workspaces with full isolation between them.

  • Fully separate data per client
  • Client rollup dashboard
  • Invite each client's own team
  • Archive & hand-off history
Sapphire
Most popular
Up to 10 client workspaces

$249/ month

Manage up to 10 active client workspaces plus the consultant rollup view.

  • Fully separate data per client
  • Client rollup dashboard
  • Invite each client's own team
  • Archive & hand-off history
Diamond
Unlimited
Unlimited client workspaces

$449/ month

Unlimited active client workspaces for established advisory practices.

  • Fully separate data per client
  • Client rollup dashboard
  • Invite each client's own team
  • Archive & hand-off history

Practitioner billing is in preview — plan changes apply immediately and no card is charged yet.

Plan comparison matrix

Consultant plans

FeatureQuartzAmethystSapphireDiamond
Active client workspacesUp to 2Up to 5Up to 10Unlimited
PriceFree$149 / month$249 / month$449 / month
Separate client dataIncludedIncludedIncludedIncluded
Client rollup dashboardIncludedIncludedIncludedIncluded
Client team invitationsIncludedIncludedIncludedIncluded
Archive & hand-off historyNot includedIncludedIncludedIncluded