Strategic Planning &amp; Execution That Adapts To Your Organization 🚀

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Launch Instant Tour

In 30 minutes, see what your strategy would look like in ClearPoint.

Guided Data Migration

We’ll help you move all your strategy and KPI data from spreadsheets to ClearPoint.

Seamless Integration

Connect with Power BI, Snowflake, SQL Server and more to streamline strategy and reporting in one place.

SOC2 Certified Security

Your data stays safe with enterprise-level security, strict access controls, and full compliance.

Problem

How Your Plan Looks
in a Spreadsheet vs ClearPoint

Team Lead

Why didn’t you get my update?

CFO

These numbers are out of date...

project manager

I thought this was fixed already?

“Spreadsheets broke everything—lost updates, outdated data, and endless confusion. ClearPoint fixed it all.”

Becky E.

Innovation Manager

Finally, Everything in
One Place 🙌🏽

Track objectives, measures, and initiatives in real time. See progress, spot issues, and generate reports instantly.

Want to see how it works?

how it works

Turn Your Detailed Strategic Plan Into
Daily Tasks For Every Team & Department

SET UP FOR SUCCESS

Get Up And Running
In 2-3 Weeks
With Our Help

We adapt to your strategy, team, and workflow—no more forcing your process into rigid tools.



Migrate Existing Data – Import everything from spreadsheets without losing structure.



Customize to Your Needs – Align ClearPoint with your goals, teams, and reporting framework.

No Strategy Yet?
We’ll Help You Turn
Ideas Into A Clear, Actionable Plan

Just answer a few questions, like filling out a form—and AI will create a custom plan with key objectives and milestones.

features

Every Person, From Every Team, Knows Exactly What To Do

Get the tools to track KPIs, assign tasks, monitor progress,and keep every initiative on target.

Custom Views

Filter data by team, department, or individual to see progress, responsibilities, and key updates in real-time.

Smart Reminders

Get automatic updates and alerts to ensure tasks, reports, and strategic goals stay on track

Project Management

Manage initiatives, deadlines, and dependencies in one place, keeping every project aligned with your strategy.

Key Metrics

Track performance with real-time KPIs, so you always know what’s working and what needs attention.

Live Dashboards

Get a clear, real-time view of goals, reports, and key data—all in one easy-to-use dashboard.

Filter data by team, department, or individual to see progress, responsibilities, and key updates in real-time.

See Custom Views

Get automatic updates and alerts to ensure tasks, reports, and strategic goals stay on track.

Manage initiatives, deadlines, and dependencies in one place, keeping every project aligned with your strategy.

Track performance with real-time KPIs, so you always know what’s working and what needs attention.

Get a clear, real-time view of goals, reports, and key data—all in one easy-to-use dashboard.

Filter data by team, department, or individual to see progress, responsibilities, and key updates in real-time.

Get automatic updates and alerts to ensure tasks, reports, and strategic goals stay on track.

See Smart Reminders

Manage initiatives, deadlines, and dependencies in one place, keeping every project aligned with your strategy.

Track performance with real-time KPIs, so you always know what’s working and what needs attention.

Get a clear, real-time view of goals, reports, and key data—all in one easy-to-use dashboard.

Filter data by team, department, or individual to see progress, responsibilities, and key updates in real-time.

Get automatic updates and alerts to ensure tasks, reports, and strategic goals stay on track.

Manage initiatives, deadlines, and dependencies in one place, keeping every project aligned with your strategy.

See Project Management

Track performance with real-time KPIs, so you always know what’s working and what needs attention.

Get a clear, real-time view of goals, reports, and key data—all in one easy-to-use dashboard.

Filter data by team, department, or individual to see progress, responsibilities, and key updates in real-time.

Get automatic updates and alerts to ensure tasks, reports, and strategic goals stay on track.

Manage initiatives, deadlines, and dependencies in one place, keeping every project aligned with your strategy.

Track performance with real-time KPIs, so you always know what’s working and what needs attention.

See Key Metrics

Get a clear, real-time view of goals, reports, and key data—all in one easy-to-use dashboard.

Filter data by team, department, or individual to see progress, responsibilities, and key updates in real-time.

Get automatic updates and alerts to ensure tasks, reports, and strategic goals stay on track.

Manage initiatives, deadlines, and dependencies in one place, keeping every project aligned with your strategy.

Track performance with real-time KPIs, so you always know what’s working and what needs attention.

See these features in action

Get a clear, real-time view of goals, reports, and key data—all in one easy-to-use dashboard.

See Live Dashboards

Want to see all the automations?

automation

Tweaked Your Plan? Here’s How ClearPoint Automates All The Changes

Users save an average of 89 hours per report by eliminating manual work through these automations.

Data Collection

Bulk Spreadsheet Data

ClearPoint Data Loader

Scheduled Workflows

Updater Flow

Timely Team Reminders

Status Evaluations

Calculations and Evaluations

Status Indicators

Automated Alerts

Key Metric Changes

Red Alert Measures

Report Generation

Schedule Reports

Distribute to Stakeholders

Export Briefing Books

Consolidate Key Insights

Briefing Books for Meetings

Want to see all the AI prompts?

BUILT- IN AI STRATEGY ASSISTANT

Ask Questions, Get Strategy
Insights Without Manual Analysis

No more building, researching, or digging for insights. Just ask a question and get an instant, strategy-aligned answer.

Set Clear Milestones

What are the milestones for this project?

Week 1: Assess Current Process,
Week 2-3: Define Success Metrics
Week 4-5: Outline 30/60/90 Day Plan

Can you add a 4th milestone?

Certainly! Here is a 4th milestone for this initiative:

‍Milestone 4: Gather feedback from users and make improvements.

Get Status Updates

Show me what’s changed in this project over the last month.

The project completion date was extended from June 15 to July 30 due to unexpected delays. Street repaving is 100% complete, sidewalk expansion is on-schedule with 70% complete.

What were the
unexpected delays?

The material deliveries arrived late, causing Phase 2 (Infrastructure Upgrades) to start one week later than planned.

Explore KPIs

Suggest some KPIs for this goal.

Project Completion Rate –% of projects finished on time.
Revenue Growth Rate –% increase in revenue over time.
Customer Satisfaction –Average rating from feedback.

How should I measure my performance against my peers?

Project Completion Rate – ~70-80% of completed on time.‍
Revenue Growth Rate – ~5-10% annual growth.
Customer Satisfaction – ~85-90% satisfaction score.

Want to see reporting in action?

Reporting

Reporting, Without the Headache

Stop dreading reporting (yes, it's possible!). Unify data, automate updates, and visualize insights with ease.

Single Source of Truth for Reporting

Create reports that pull real-time data automatically, ensuring accurate insights across sales, marketing, and operations.



Always Up-to-Date – Reports refresh automatically with the latest numbers, eliminating manual updates.



Unified Data & Visuals – Get performance metrics, trends, and charts in one fully updated report.

Want to see all the integrations?

I used to spend days (sometimes weeks!) pulling reports together. Now, ClearPoint does it automatically—I don’t even have to think about it.”

Brandie Halloway

Director of Strategy

integrations

Perfectly Fits Into
Your Existing Toolstack

Explore all integrations here

Best-In-Class Support

Live chat support

Get instant help from a real person on our team—just type your questions and get real-time answers.

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Joseph

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