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ClearPoint Strategy offers an intuitive solution designed to simplify performance management with the help of an AI assistant and automation. While the reporting feature's interface could benefit from additional customization options, the strategic planning capabilities outweigh these limitations.

ClearPoint Strategy Specifications

Time Tracking

Task Management

Reporting

Budget Management

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What Is ClearPoint Strategy? 

Overview 

ClearPoint Strategy is a cloud-based SaaS tool that helps organizations automate their strategy reporting, including Business Performance Management and OKR metrics. Designed for managers and executives, ClearPoint Strategy simplifies complex strategy reporting. 

The software offers strategic planning, organizational alignment, business reporting, dashboards, OKRs, and project management solutions. It helps organizations achieve breakthrough results by breaking down silos in the planning process, automating strategy execution, and providing real-time, actionable information and insights. 

What Is ClearPoint Strategy Best For? 

ClearPoint Strategy is renowned for its advanced strategy and OKR reporting capabilities. The platform enables users to easily create dynamic dashboards, scorecards, and reports using its user-friendly, drag-and-drop interface. ClearPoint offers a full suite of features covering KPIs and project management.

Its automation features allow seamless execution of many reporting aspects, such as automatic email updates and sending out reports to a group. Advanced customization options enable users to add custom fields to any reporting element and filter those options in just a few minutes. 

ClearPoint Strategy Pricing 

ClearPoint Strategy cost is flexible and tailored for each organization. Click Get Pricing for a customized pricing plan.

ClearPoint Strategy Integrations 

The software integrates seamlessly with various popular third-party software, including the following: 

  • Excel 
  • Power BI 
  • Tableau 
  • Oracle 
  • Tyler Munis 
  • SQL Server 
  • Asana
  • ArcGIS 

How Does ClearPoint Strategy Work? 

Here are some steps to get started with ClearPoint Strategy: 

  • Upon logging in, explore ClearPoint Control Panel and Top Navigation 
  • Open Scorecards from the top navigation menu or the control panel 
  • Organize elements such as Objectives, Measures, Initiatives, Action Items, and Risks within Scorecards 
  • Report on your data using reporting periods and frequencies 
  • Examine the details of each element on their respective pages 
  • Monitor performance data over time, create calculations, set evaluation criteria, manage budget and visualize data using measures 
  • Generate charts to display your data along with an integrated strategy reporting system 
  • Handle projects by achieving synergy and summing up information 
Watch the ClearPoint Strategy cost to learn more about its functionalities.

Who Is ClearPoint Strategy For? 

ClearPoint Strategy is a powerful tool that businesses can use in multiple industries, such as: 

  • Local Government 
  • Healthcare 
  • Banking & Finance 
  • Utilities & Energy 
  • Higher Education 
  • Enterprise 

Is ClearPoint Strategy Right For You? 

Are you searching for a strategy execution software that offers automation, advanced customization, and strategy alignment while saving money? ClearPoint Strategy could be the ideal solution for you! It also offers scalability for data collection and processing, allowing businesses to scale horizontally as the number of clients or traffic volume increases.

ClearPoint Strategy also integrates with Google, among other popular third-party software, to provide seamless data transfer and collaboration between different platforms. The software addresses several challenges in strategy execution, such as helping you focus by simplifying the strategic plan and reducing manual reporting time. 

Still not sure if ClearPoint Strategy is right for you? Contact us at (661) 384-7070 and our representatives will help you make the best decision.

ClearPoint Strategy Features

ClearPoint Strategy automates reporting with software, allowing you to consistently track your strategy. This feature saves time and ensures you’re always progressing toward your goals.

how it worksSee How It Works

This feature offers an all-in-one platform for advanced user analytics to help you create and manage powerful OKRs aligned with your organization’s mission. They provide an AI Assistant for creating Objectives and Key Results (OKRs) that help managers build their OKRs based on their organizational role.

how it worksSee How It Works

It allows you to meet regularly (usually monthly or quarterly) to discuss progress. ClearPoint Strategy helps you stay on track and make necessary adjustments.

how it worksSee How It Works

ClearPoint Strategy offers advanced customization options that allow you to add custom fields of any type to reports and filter options. This feature gives you more control over your data and helps you get accurate information about your strategy.

how it worksSee How It Works

This feature aligns strategic objectives with business operations. ClearPoint Strategy provides solutions for local government, healthcare, banking & finance, utilities & energy, higher education and enterprise platform.

how it worksSee How It Works

Pros and Cons of ClearPoint Strategy

Pros

  • Cloud-based accessibility
  • Seamless third-party integrations
  • Robust features

Cons

  • Customer service needs improvement, according to some user reviews

ClearPoint Strategy Reviews

Overall Rating

4.5

4 Review(s)

Rating Distribution

5

star

(2)

4

star

(2)

3

star

2

star

1

star

March 2023

Solid PM support that you need in tech outfits

Jamie O. Paxton Jr.

Sunny Side Mobile Repair, CA

Ease of use

9

Value for money

8

Customer Support

8

Functionality

9

Pros

I ditched our repair shop software for ClearPoint – haven’t had to look back since. The software manages your work for you; have tripled my repair orders in the seven months since signing up.

Cons

None.

January 2023

An incredible product is supported by an even more incredible team

Darcy B.

Mid-Market

Ease of use

9

Value for money

8

Customer Support

8

Functionality

9

Pros

Its really simple to use once you get the hang of Clearpoint. The dashboards are simple to construct. The Clearpoint team is wonderful to deal with; they are really knowledgeable and supportive. They pay close attention to our requirements and are prepared to respond to our inquiries. We enjoy having instant access to data that can be quickly sliced and diced in a variety of ways.

Cons

I kind of do not like that pressing the scroll button on the mouse causes the numbers youve entered to change; I think this is something that could be fixed quickly in a new version of the software. It is different if you use Excel because you cant just hit enter to move on to the next box where you can add your data.

December 2022

Great overall, refreshing to work with!

Sharrice B.

Administration

Ease of use

10

Value for money

8

Customer Support

9

Functionality

9

Pros

The ClearPoint softwares ability to personalize reports and layouts is what Ive found to be most useful. It makes it possible to present the "whole picture" in a simple and neat manner. The ability to create a report with both language and graphics has really engaged our users with Clearpoint.

Cons

What I find frustrating is the lack of ability to modify the header, cell, and table styles within the report. It can be really irritating if you dont know where to look for the feature in the admin options settings.

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Frequently Asked Questions

ClearPoint Strategy is a versatile tool that businesses can utilize across various industries, including local government, healthcare, banking and finance, utilities and Energy, Higher Education, and enterprise.