Plans

Everything you need to deliver your plans, manage strategy and report progress.

Includes
  • Multiplan management features
  • Cascade, Gantt & list tools
  • Automated reports & staff reminders
Request Pricing

Plans

Features Include:
  • Unlimited goals, strategies, actions, tasks and checklists
  • Unlimited roll-up progress reports –  scheduled or ad-hoc
  • Custom reporting frequency
  • Cascade, Gantt & list views for plan management
  • Unlimited custom fields
  • Unlimited progress updates
  • Simple performance measures and charting embedded in plans & reports (unlimited)
  • In-app chat
  • Automated reminders
  • Customizable, personal progress dashboards for each user
  • Multi-plan management features
  • Easy toggle between different plans
  • Cloning and linking between plans
Request Pricing

Analytics

Centralize, analyze and visualize your data. Align performance measures with plans.

Includes
  • Automatic data loading
  • Interactive dashboards & scorecards
  • Visuals embedded in plans & reports
Request Pricing

Analytics

Features Include:
  • Automatic data loading from external data sources
  • Advanced analytics capability, such as calculations and data aggregation
  • Drag-and-drop dashboard creation
  • Easy scorecard creation
  • Interactive data visualizations
  • Customizable visualization colors
  • Sophisticated performance measures and charting, embedded in plans & reports (unlimited)
  • Analytics dashboards published to a web link
  • Targets, thresholds and trend lines
  • Data discovery tools
  • Commenting tools for individual charts and data points
  • Integration with 3rd-party data visualizations tools including Tableau, Power BI, ArcGIS, Socrata and Esri
Request Pricing

Publish

Share your strategy story with external stakeholders via public dashboards.

Includes
  • Customizable external dashboards
  • Dashboard updates pulled from plans
  • Display metrics & progress updates
Request Pricing

Publish

Features Include:
  • Fully ADA compliant, published progress dashboards
  • Turnkey public dashboard system
  • Customizable public dashboard branding
  • Public dashboard information pulled directly from your plan
  • Granular publishing controls
  • Performance measures and progress updates in public dashboards
  • High visibility dashboard newsfeed
  • Multi-dashboard management features
Request Pricing

Plans

Features Include:
  • Unlimited goals, strategies, actions, tasks and checklists
  • Unlimited roll-up progress reports –  scheduled or ad-hoc
  • Custom reporting frequency
  • Cascade, Gantt & list views for plan management
  • Unlimited custom fields
  • Unlimited progress updates
  • Simple performance measures and charting embedded in plans & reports (unlimited)
  • In-app chat
  • Automated reminders
  • Customizable, personal progress dashboards for each user
  • Multi-plan management features
  • Easy toggle between different plans
  • Cloning and linking between plans

Analytics

Features Include:
  • Automatic data loading from external data sources
  • Advanced analytics capability, such as calculations and data aggregation
  • Drag-and-drop dashboard creation
  • Easy scorecard creation
  • Interactive data visualizations
  • Customizable visualization colors
  • Sophisticated performance measures and charting, embedded in plans & reports (unlimited)
  • Analytics dashboards published to a web link
  • Targets, thresholds and trend lines
  • Data discovery tools
  • Commenting tools for individual charts and data points
  • Integration with 3rd-party data visualizations tools including Tableau, Power BI, ArcGIS, Socrata and Esri

Publish

Features Include:
  • Fully ADA compliant, published progress dashboards
  • Turnkey public dashboard system
  • Customizable public dashboard branding
  • Public dashboard information pulled directly from your plan
  • Granular publishing controls
  • Performance measures and progress updates in public dashboards
  • High visibility dashboard newsfeed
  • Multi-dashboard management features
Why is there no price listed here?

Pricing varies depending on the size of your organization (or the size of the community you serve) and the number of plans you want to manage. Get in touch and we’ll put together a tailored quote for your organization or team.

Are there additional services and training available?

Yes! We have a number of additional services available, including in-person action planning workshops and performance management workshops.

Training on Envisio is included in all quotes. Additional training can be requested at any time without additional cost.

Do you charge extra to design and launch a public dashboard?

No. All design and development support for our public dashboards is included in our pricing. No extras needed.

Can I try Envisio before purchasing?

Absolutely! You can start with a demo or request a trial.

Do I need to pay for a year upfront?

Yes. All Envisio contracts are billed annually. We find that organizations are most successful in executing their strategy and improving organizational performance when they commit to a longer term partnership with Envisio… and we want you to be successful!