Executive Board™ is a decision-support system built for independent optometry practice owners. It gives you access to a structured set of advisory tools, each designed to help you think through a specific area of your business — from financial planning to team communication to patient retention.
When you first log in, you will see your dashboard. This is your command center. From here, you can access every tool in your subscription tier, review past consultations, and track your activity over time. This guide walks you through what you are looking at and how to get moving on day one.
Navigate to https://board.sightlineaisolutions.com and enter your email and password. Click Sign In.
Your dashboard displays your active tools, your last consultation date, and quick-access shortcuts to the tools you use most. Scroll through everything before clicking — familiarity with the layout reduces decision friction later.
Tools with a lock icon are available in higher tiers. On the 30-day free trial you have access to the Foundation Suite plus Phase 1 tools.
If you see a Complete Your Profile prompt on the dashboard, fill it in now. It takes 2 minutes and improves the quality of every consultation you run.
Click the Advisory Consultation™ card. The guide “Running Your First Advisory Consultation” walks you through it step by step.