ClearPoint Strategy

Strategic planning, performance management, & reporting

About ClearPoint Strategy

ClearPoint Strategy is a strategic planning, performance management, and reporting solution for managers of SMBs, large enterprises, and local governments. With ClearPoint, managers can automate their reporting process and eliminate the need for manual data collection and formatting reports. ClearPoint's easy to use interface makes creating dashboards, reports, scorecards and more easy for any end user.

ClearPoint’s strategic performance management tools, such as interactive Balanced Scorecards and strategy maps, enable businesses to manage and align their objectives, measures, projects, and action items from a comprehensive dashboard. Organization's can leverage ClearPoint's integration features to automatically pull data from data sources. Once data is in ClearPoint, it can be used in calculations, charts and custom evaluations. ClearPoint allows users to compare quantitative and qualitative data and facilitates progress tracking with color-coded status indicators.

With ClearPoint’s project management features, managers can increase team collaboration with interactive dashboards, Gantt charts, and team objectives. Users can view a comprehensive summary of high-level project portfolios as well as examine specific project details and milestones. Project data such as budget and percent complete can be tracked and charted alongside qualitative project updates.

ClearPoint streamlines the process of creating reports with custom templates and an interactive drag-and-drop interface. Users can personalize their reports with custom color palettes, tables, and charts without needing to have technical knowledge. ClearPoint's automated data uploads, report generation, reminders and dashboard updates help managers make their reporting process efficient and ensure the team always has the data and information they need to make decisions.

Key benefits of ClearPoint Strategy

- ClearPoint's automatic email reminders, data uploads, report generation, and notifications help managers save time creating their reports.
- Dashboards combine quantitative and qualitative data so that your team has the context they need to support decisions.
- Drill down from dashboards to detail pages to see detailed charts, data, project plans, and more.
- View alignment between objectives, measures and initiatives to make sure you're working on the right projects to achieve your goals.
- ClearPoint's Data Loader automatically uploads data from all of your data sources so that ClearPoint becomes your one stop shop for all data questions.

Devices

Business size

S M L

Markets

Canada, United States

Supported Languages

English, Spanish

Images

ClearPoint customized detail pages
ClearPoint personalized homepages
ClearPoint strategy maps
ClearPoint high-level summary report
ClearPoint user survey
ClearPoint performance tracking
ClearPoint personalized dashboard
ClearPoint dashboard creation
View 9 more
ClearPoint Strategy video ClearPoint Strategy video ClearPoint Strategy screenshot: ClearPoint customized detail pages ClearPoint Strategy screenshot: ClearPoint personalized homepages ClearPoint Strategy screenshot: ClearPoint strategy maps ClearPoint Strategy screenshot: ClearPoint high-level summary report ClearPoint Strategy screenshot: ClearPoint user survey ClearPoint Strategy screenshot: ClearPoint performance tracking ClearPoint Strategy screenshot: ClearPoint personalized dashboard ClearPoint Strategy screenshot: ClearPoint dashboard creation

Features

Total features of ClearPoint Strategy: 70

  • API
  • Action Item Tracking
  • Activity Dashboard
  • Ad hoc Analysis
  • Ad hoc Reporting
  • Administrative Reporting
  • Alerts / Escalation
  • Alerts/Notifications
  • Automated Scheduling
  • Benchmarking
  • Budgeting/Forecasting
  • Business Plan Templates
  • Charting
  • Collaboration Tools
  • Consolidation/Roll-Up
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard
  • Dashboard Creation
  • Data Connectors
  • Data Import/Export
  • Data Visualization
  • Database Support
  • Document Templates
  • Drag & Drop
  • Email Alerts
  • Email Invitations & Reminders
  • Financial Modeling
  • Financial Reporting
  • Forecasting
  • Gantt/Timeline View
  • Goal Setting / Tracking
  • HTML5 Technology
  • Heatmaps
  • Historical Trend Analysis
  • Idea Management
  • KPI Monitoring
  • Key Performance Indicators
  • Marketing Reports
  • Milestone Tracking
  • Multiple Data Sources
  • Performance Metrics
  • Planning Tools
  • Progress Reports
  • Progress Tracking
  • Project Accounting
  • Project Management
  • Project Planning
  • Project Tracking
  • Project Workflow
  • Projections
  • Qualitative Analysis
  • Quantitative Analysis
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Reports
  • Scenario Planning
  • Scheduled / Automated Reports
  • Scorecards
  • Search/Filter
  • Single Sign On
  • Strategic Planning
  • Summary Reports
  • Task Progress Tracking
  • Third Party Integrations
  • Two-Factor Authentication
  • WYSIWYG Editor

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Reviews

Overall rating

4,9 /5
(35)
Value for Money
4,8/5
Features
4,6/5
Ease of Use
4,7/5
Customer Support
5/5

Already have ClearPoint Strategy?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Write a Review!
Showing 5 reviews of 35
Delinda P.
Overall rating
  • Industry: Hospital & Health Care
  • Company size: 1 001-5 000 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

More than satisfied with ClearPoint Strategy

Reviewed on 2019/01/09

In addition to the product, I am extremely satisfied with the training we received on site, as well...

In addition to the product, I am extremely satisfied with the training we received on site, as well as the sessions we have via conference call with our account representatives. No questions are too simple or too complicated. We are not limited in the number of times we reach out and appreciate the account rep keeping in touch with us and responding promptly to our inquiries. We have also appreciated the webinars that are offered and look forward to attending the annual conference for the first time this year.

Pros

The software is very intuitive and extremely flexible, as it caters to our needs as the customer. We appreciate the many resources that are available to support us in getting used to the product so that it is not intimidating or overwhelming. We don't feel limited in any way regarding how we will use the product as we make plans to move from our initial use (strategic management) to other possibilities (i.e., project management). We are also pleased with the layout and format options we have for our reports.

Cons

At this point, I don't have any cons, other than wishing I had the product sooner.

Response from Ascendant Strategy Management

Delinda,

We are so happy to hear you are pleased with your use of ClearPoint so far! It is great to hear the onboarding process has been made easy due to the onsite training, conference calls, and the overall ease of use of the tool. We are glad we can support you in managing your strategic plan through our support resources and the layout and format options we can provide with reports.

We are looking forward to our continued partnership as you grow in ClearPoint and begin to conquer new areas, like project management!

Tricia Jessee, Customer Success

Patrick D.
Overall rating
  • Industry: Hospital & Health Care
  • Company size: 10 000+ Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

ClearPoint Review

Reviewed on 2020/01/13

Strategic planning, strategy execution and monitoring.
We use ClearPoint to display and track key...

Strategic planning, strategy execution and monitoring.
We use ClearPoint to display and track key performance indicators across our enterprise.
More and more users are accessing the site and we continue to migrate more info to the site, which has improved transparency and easy of data sharing.

Pros

Top benefits include ease of use as well as report customization.
Additionally, customer support is exceptional! Highly responsive and solution oriented.

Cons

Although almost any type of report can be generated, the visual design of these reports is mostly unchangeable.

Kelley H.
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Use the software daily

Reviewed on 2018/01/19

Pros

Cloud based, ability to see other municipality measures, project management tools.

Cons

Cost for licensing of large number of employees. Need updates on a more frequent basis to keep up with the times

Laura B.
Overall rating
  • Industry: Government Administration
  • Company size: 501-1 000 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Great overall!

Reviewed on 2019/10/08

Pros

The software is pretty user-friendly and offers a number of custom layouts and fields that are really helpful for my organization. The customer support has been fantastic.

Cons

It does take a while to set up, so there may be something to having support for setup. There are a handful of small features that are missing that would have made the software more useful to my organization--more flexible reports, more granular permission-granting, ability to add run charts.

Erin H.
Overall rating
  • Industry: Government Administration
  • Company size: 51-200 Employees
  • Used Monthly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Highly Recommend ClearPoint

Reviewed on 2019/09/20

Pros

Ease of use, ease of setup, flexibility, strategic plan tracking (we previously housed our plan in a word document)

Cons

There are a couple of features that are only available within the highest level package and there are fewer user licenses available in the package that we have, but it's what suits our organization best at this time.

Showing 5 reviews of 35 Read all reviews

ClearPoint Strategy FAQs

Below are some frequently asked questions for ClearPoint Strategy.

ClearPoint Strategy offers the following pricing plans:

  • Starting from: US$250,00/month
  • Pricing model: Subscription
  • Free Trial: Available

Basic Plan: $250/month + $1,000 onboarding fee. Professional Plan: $800/month. Enterprise Plan: Contact ClearPoint Strategy for pricing details.

We do not have any information about ClearPoint Strategy features

ClearPoint Strategy has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

ClearPoint Strategy supports the following languages:

English, Spanish

ClearPoint Strategy supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

ClearPoint Strategy integrates with the following applications:

Microsoft Excel, Zapier

ClearPoint Strategy offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

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