Clearpoint Strategy

ClearPoint Strategy

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Last Updated Sep 16, 2025

Overview

ClearPoint Strategy is a purpose-built strategy and performance management platform designed to help organizations bridge the gap between planning and execution. The platform leverages AI-driven insights, automation, and a suite of collaboration features to make strategic plans actionable, trackable, and more aligned. By automating data collection, streamlining updates, and providing intelligent analysis, ClearPoint enables organizations to make better decisions and achieve more of their strategic goals. We serve public sector agencies, local governments, nonprofits, healthcare systems, and private sector organizations by providing a centralized hub for strategic planning, project management, performance reporting, and public transparency.
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4.7

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Starting Price
Custom

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 excels in strategy execution, performance measurement, OKR reporting, and organizational alignment. The platform allows users to easily build dynamic dashboards, scorecards, and reports through a user-friendly, drag-and-drop interface.

Key features include:

  • Automation: Automatically generate and distribute reports, send email updates, and trigger workflows without manual effort.
  • AI Insights: Analyze trends, detect risks, and generate qualitative insights with AI assistance.
  • Customization: Add custom fields to any reporting element, apply filters, and personalize reporting views to fit organizational needs.
  • Visualization: Create Gantt charts, status indicators, and data visualizations to track projects and performance metrics.

ClearPoint Strategy Pricing 

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

ClearPoint Strategy Integrations 

ClearPoint integrates seamlessly with a wide range of popular third-party platforms to facilitate data integration and visualization, including:

  • Excel
  • Power BI
  • Tableau
  • Oracle
  • Tyler Munis
  • SQL Server
  • Asana
  • ArcGIS
  • Google Suite
To see these integrations in action, book a free ClearPoint Strategy demo.

How Does ClearPoint Strategy Work?  

Getting started with ClearPoint Strategy is intuitive and structured:

  • Access the Control Panel & Navigation: Explore the ClearPoint Control Panel and Top Navigation upon logging in.
  • Open and Organize Scorecards: Set up and structure your strategy by creating Scorecards containing Objectives, Measures, Initiatives, Action Items, and Risks.
  • Data Reporting: Input data based on reporting periods and frequencies, apply calculations, and set evaluation criteria.
  • Visual Analytics: Generate charts, visualizations, and dashboards that present data in meaningful ways.
  • Performance Monitoring: Monitor progress over time, manage budgets, and oversee project health through integrated views.
  • Automated Reporting: Use workflows to automate the creation and dissemination of reports, pre-reads, and briefings.

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? 

If you are searching for a strategy execution platform that provides:

  • Advanced automation and AI-driven insights
  • Customizable reporting and dashboards
  • Comprehensive project and KPI management
  • Scalability for data collection and processing
  • Integration with popular data and reporting tools

Then ClearPoint Strategy is the ideal solution. We help organizations simplify strategy management, eliminate silos, and accelerate decision-making with real-time insights.

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

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.

Yes, the software has an available API.
ClearPoint Strategy integrates seamlessly with various popular third-party software, including Excel, Power BI, Tableau, Oracle, Tyler Munis, SQL Server, Asana, and ArcGIS.
ClearPoint Strategy provides multiple levels of support, including Email/Help Desk, Phone Support, Knowledge Base, Chat, and FAQs/Forum. This ensures that users have access to the help they need when they need it.
The software supports the English language.
The software supports mobile devices.

ClearPoint Strategy offers adaptable pricing plans that can be tailored to meet the specific needs of each person and organization.