Support & Help Center
Everything you need to use OPEX Dashboard: a guided tour, the full workflow, answers to common questions, your account settings and a direct line to our team.
Welcome to OPEX Dashboard
A screen-by-screen tour of the app, from your first assessment to your 90-day plan.
How OPEX Dashboard works
Follow the numbered steps. The page name under each step tells you where to go.
- 1Sign in
Google or email/password. Your company workspace is created for you.
Sign in - 2Answer the assessment
62 Yes / No / N/A questions across 9 domains. Pick the review interval.
Assessment - 3Read your results
Health index out of 310, tier, radar and domain charts, narrative readout.
Dashboard · Assessment - 4Submit the report
A point-in-time report with charts is filed for viewing and PDF download.
Documents Vault - 5Attach evidence
Upload files or add links and tie each one to its domain.
Documents Vault - 6Run the 90-day plan
Every No becomes a Grow and a task in the 30/60/90-day windows.
90-Day Plan - 7Bring in your team
Invite admins or members by email, within your plan's seats.
Team - 8Re-assess
At your interval, reset and save, answer again and compare reports over time.
Assessment
↻ The cycle repeats at your review interval (Initial → re-score in 90 days, then quarterly, bi-annually or annually). Each submitted report stays in the Vault so you can see progress.
Frequently asked questions
Search or browse by topic.
Getting started
Assessment & scoring
Documents Vault & reports
90-Day Plan
Team & invitations
Account, profile & security
Plans & billing
Advise other businesses?
Upgrade to a consultant plan to manage separate client companies, send them assessments and track them all from one view.
No requests yet.
Account & password
Sign in to manage your account.