Executive Board™ uses a credit system to manage usage across tools. Each tool consultation draws from your monthly credit balance. Credits reset at the start of your billing cycle, and unused credits do not carry over.
Understanding how credits work helps you prioritize which consultations matter most for your practice right now — and ensures you are never surprised mid-month. This guide explains the credit system clearly so you can plan your usage with confidence.
Log in at https://board.sightlineaisolutions.com. Your current credit balance is displayed in the top navigation bar or on your dashboard summary card. It shows: Credits Used / Credits Available for the current billing period.
Each tool on the dashboard shows its credit cost before you start. Look for the small credit indicator beneath each tool name. Tools range from 1 credit (quick reference tools) to 5 credits (deep advisory consultations). Running a consultation deducts credits immediately upon submission.
Navigate to Account → Usage History to see a log of every consultation you have run, the tool used, the date, and the credits consumed. This helps you identify which tools you rely on most.
If you consistently reach your credit limit before month end, navigate to Account → Subscription to review upgrade options. Higher-tier plans include more credits per cycle and access to additional tools.
Use your credit balance strategically. If you have a major decision coming up — a staffing change, a new service launch, a vendor negotiation — prioritize those consultations early in your billing cycle when your balance is full.