You Set the Goals. Executing Every Week Is the Hard Part.
Insights by Align gives everyone on your team visibility into what matters, who owns it, and whether it’s advancing — updated automatically.
- Real-time KPIs updated automatically — no spreadsheet wrangling before every meeting
- Hit more of your targets, because your team knows what they own and why it matters
- Every person sees how their work connects to what the company is chasing
- Your whole plan in one living document your team can actually find
Set up in about an hour. No credit card.
A one-minute look at Insights — the dashboards, the numbers and the plan behind them.
Real-time KPIs
Data you look at once a month isn’t driving decisions — it’s documenting history.
If your Critical Numbers live in a spreadsheet that takes twenty minutes to update and another twenty to interpret, they are not informing your team’s week. They’re showing up at the quarterly review to explain what already went wrong.
Connect Insights to the tools you already use and let your KPIs update themselves.
Company KPIs, each with its target and health gauge.
7 days free · No credit card · Then $100/month for 20 seats
The pattern
You have a solid team and big growth goals.
Is the goal to…
- Gain Market Share?
- 2X Annual Revenue?
- Position the company for acquisition?
Every year, you sit down and build what feels like a great strategic plan.
Then February happens.
The plan gets filed away. Your leadership team gets pulled back into the day-to-day. KPIs aren’t updated. Goals are quietly forgotten.
And by Q2, you’re not executing the strategy — you’re just running the business.
Your people aren’t the problem. They’re working hard. The problem is that there’s no system keeping your goals visible from one week to the next. No single place where everyone can see what matters, who owns it, and whether it’s moving.
So the urgent wins over the important, every time. The plan you spent two days building in December sits in a folder while your team makes decisions based on whatever’s in front of them that day.
- Dec
Two days of planning. A plan everyone believes in.
- Feb
The plan gets filed away. The day-to-day takes over.
- Q2
KPIs aren't updated. Goals are quietly forgotten.
- Q4
You're not executing the strategy — you're running the business.
7 days free · No credit card · Then $100/month for 20 seats
Where it breaks down
Data you look at once a month isn't driving decisions — it's documenting history.
If your critical numbers live in a spreadsheet that takes 20 minutes to update and another 20 to interpret, they are not informing your team's week.
They're showing up at the quarterly review to explain what already went wrong.
Real-time, automated KPI tracking is what creates a team where data leads action — not the other way around.
When people can't connect their work to the company's priorities, execution breaks at every level.
People work hard. They just aren't always working toward the right things.
Real alignment means your VP and your department lead can both answer the same question without hesitation: What am I doing this week that moves us toward where we're going? When they can't, the strategy you built in Q4 stays a document — and doesn't become a result.
A strategic plan your team can't see is a plan that doesn't run.
A one-page plan in a conference room or a slide deck that gets emailed out after the retreat does one thing: it satisfies the planning process.
When your strategy isn't embedded in your team's weekly rhythm, your best people default to whatever feels most urgent that day instead of what actually matters.
7 days free · No credit card · Then $100/month for 20 seats
Insights by Align
You don’t need a perfect strategic plan. Insights by Align starts with the numbers you already track. Within minutes, your team can see the same picture in one focus hub.
Once your most important numbers are visible to your team, build the plan right inside Insights.
Within hours, your team has a system where the numbers and the plan drive the same conversation every week.
Every quarter without that system is another quarter lost.
$100/month · Includes 20 seats · No credit card required for trial
When your team is truly aligned
It’s Tuesday morning, five minutes before your first meeting.
You open Insights by Align on your phone. In under three minutes, you know:
- 7:55 AM
Exactly which quarterly goals are on track — and which need attention
- 7:56 AM
Who owns what, and whether it's moving
- 7:57 AM
Updated, real-time KPIs (no spreadsheet wrangling required)
- 7:58 AM
Momentum is building toward your annual growth goal
7 days free · No credit card · Then $100/month for 20 seats
What Leaders Are Saying
“I had a 30-page strategic plan that nobody ever read. The one-page concept just made sense. Everything in one place created a culture of ownership; each person having ownership of a number made accountability real.”
Read their story ›
“We set a plan five years ago to be a $50 million company by 2025 — and we were $54 million in 2023. It's pretty cool.”
Read their story ›
“The confidence that the board has in us has just increased even more. They know the organization is doing what it set out to do — and they can see it in real time.”
Read their story ›
7 days free · No credit card · Then $100/month for 20 seats
What’s inside Insights
What’s Inside Insights
KPI & Target Dashboard. Your business runs on critical numbers. One clean dashboard lets you set targets, monitor actuals, and see at a glance whether you’re on pace to hit your goals — or whether you need to course correct now, not at the end of the quarter. More about KPI Software
Integrations for Automatic Metric Updates. Connect Insights to the tools you already use, and let your KPIs update themselves. No more manual data entry. No more spreadsheet gymnastics. Your dashboard stays current, so your decisions are always based on what's actually happening — not what happened three weeks ago.
One Page Strategic Plan. Your entire company strategy — vision, values, annual and quarterly goals — captured in a single living document that your whole team can see and reference at any time.
The plan behind the numbers
Your strategy sits on the same screen as your numbers.
The Foundation of your One-Page Strategic Plan — Core Values, Purpose and your BHAG — lives directly beneath the Critical Numbers. Not filed in a folder somebody opens once a year. Visible every time your team checks the numbers.
One Page Plan Foundation. Core Values, Purpose and BHAG, on the dashboard.
Insights vs. Your Other Options
Is Insights Right For You?
Insights by Align was built for a specific kind of leader. You’ll get the most out of it if:
- You're leading a company with a real aspiration to double revenue in the next two to three years.
- You don't have a finished strategic plan yet. You have numbers you already track and a team that needs to see them.
- You have a team in place — but execution feels scattered, and you're not confident your people know what to prioritize week to week.
- You've tried annual planning, quarterly kick-offs, or project management tools — and something still isn't clicking.
- You want visibility into your business without having to be the one holding it all together.
- You're ready for a simple, low-friction starting point — not a months-long implementation project.
This is not the right fit if you’re looking for a task management tool, a CRM, or a project tracker. Insights is a strategic execution platform. It’s built to keep your biggest quarterly priorities alive in your team’s day-to-day.
Before you start
What to Have Ready
Setup takes about an hour. Bring three numbers you already know:
- Revenue
- Headcount
- Pipeline — or whatever number your team watches most
That’s genuinely enough. Align builds your KPI cards and ratios from your answers, so you log into a dashboard that’s already working. Revenue and headcount alone give you revenue per employee before you’ve done anything.
Bring two or three teammates too. Align works when more than one person is looking at it.
Don't have a formal strategic plan yet? Start anyway. Begin with the numbers. The plan comes later, and it's easier to build once your team is already looking at the same data.
You won't be doing this alone. Alex, your AI advisor, shows up as soon as onboarding is done and already knows what you told us.
Try it FREE for 7 Days
We’re not asking for a leap of faith. Try Insights by Align free for 7 days — no credit card commitment, no implementation headache, no lengthy onboarding before you see value.
Your first hour
- First 10 minutes
- Answer a few questions about your business. Align creates your KPI cards and ratios from your answers, so you're not staring at an empty dashboard.
- Next 5
- Alex, your AI advisor, meets you on the other side. Alex already has everything you just told us, so there's no re-explaining your business. Ask why these numbers, what to watch first, or what usually goes wrong at your stage — and get an answer built around your company, not a generic tip.
- Next 20
- Add the numbers you already track, plus recent history if you have it. Your first ratio moves the moment the data goes in.
- Next 15
- Assign an owner to each number. This is the part that changes behavior.
- Last 10
- Invite your leadership team.
- The rest of the week
- About fifteen minutes a day. Alex stays available the whole time. Then run your next leadership meeting off the dashboard instead of a deck.
Your one-page plan is waiting when you’re ready for it. Most teams add it in week two.
If it doesn’t immediately make your team’s execution clearer and your own leadership easier, it’s simply not the right fit — and we’ll part as friends.
But if it does?
You’ll never go back to spreadsheets and kick-off slide decks again.
7 days free · No credit card · Then $100/month for 20 seats
What Happens When the 7 Days Are Up
No surprise invoice, and no call required.
- Add a card and your account keeps running at $100/month for up to 20 seats.
- Don't add one and your account pauses. Nothing is deleted — your plan and your numbers wait 30 days.
- Everything you build during the trial stays. You are not starting over.
- Need more room? Additional seats are $5 per person per month.
Frequently Asked Questions
What if we don’t have a strategic plan yet?+
Start anyway. Align begins with your numbers — revenue, headcount, pipeline — and builds your dashboard from there. Plenty of teams get their numbers visible first and write the plan a few weeks later, once everyone is already looking at the same data. You don’t need the plan finished to get value in your first week.
Do we get any help during the trial?+
Yes. Alex, your AI advisor, appears as soon as you finish onboarding and already knows the answers you gave. Ask what to track, why a ratio matters, or what usually trips up companies your size. Real people are available too if you’d rather talk to one.
What happens when the trial ends?+
Add a card and your account keeps running at $100/month for up to 20 seats. Don’t add one and your account pauses — nothing you built is deleted.
Is this the same as the full Align platform?+
Insights is the starting layer of Align — the essential execution infrastructure without the full feature set. It's the ideal starting point for a $5M–$10M company that's ready to build a culture of execution. When your needs grow, upgrading to the full platform is straightforward.
How quickly can we get set up?+
About an hour. Answer a few questions, add the numbers you already track, assign owners, and invite your team. Most teams are running their leadership meeting off the dashboard the following week.
We already have a strategic plan. Can we use it?+
Absolutely. Insights works with any planning framework — Scaling Up, EOS/Traction, OKRs, or your own home-grown process. It's the execution layer, not the planning methodology.
Do we need a consultant or coach to use this?+
No. Insights is built for self-directed teams. That said, if you're working with a business coach, Insights integrates beautifully with coaching engagements — many coaches require it for their clients.
What if our team isn't disciplined about updating things?+
That's exactly why the API integrations matter — your KPIs can update automatically. And the Cascading Priority Ownership structure creates natural accountability: when ownership is visible to the whole team, people stay current without being nagged.
What does $100/month actually get us?+
Up to 20 seats — meaning your entire leadership team and key contributors can be inside the platform. That's about $5 per person per month to build an execution culture that could be worth millions in additional revenue.
You already have the numbers. Now you need the system.
Set up your One-Page Strategic Plan. Plug in your KPIs. Assign your first round of ownership. Then watch what happens in your next leadership meeting when everyone is looking at the same dashboard.
$100/month · Includes 20 seats · No credit card required for trial
Want the full platform — meetings, cascading priorities, team plans? Or would you rather walk through it with someone first?
Everything you get for
$100/mo