All the reasons you’re going to love ClearPoint.
Manage perspectives, themes, and all other elements of a Norton and Kaplan Balanced Scorecard.
Track the status of your strategy visually with a linked strategy map.
Goals & Measures
Set goals for your organization, and determine whether you are meeting those goals with measure data.
Monitor your project’s timeline, budget, and percentage complete.
Create Your Own Linkages
Link your goals, measures, projects, action items, and risks to one another in one scorecard (or across multiple scorecards).
Evaluate All Elements
Automatically generate RAG statuses when new data is entered, saving time and maintaining consistent evaluation criteria over time.
Set up series to automatically generate values based on data existing in ClearPoint.
Report not only on quantitative data, but also through qualitative information—like analysis and recommendations—to add context.
Establish accountability by assigning measure ownership.
Set up tasks for users to accomplish by a particular date.
Monitor any risk within your organization, and connect these risks to your strategic plan.
Create custom fields to track specific information relevant to your organization.
Drag and drop fields on your detail pages to create customized layouts.
Drag and drop fields to create columns in your report. Print as needed, or drill down to the details.
Create Standard Layouts
Ensure all of your reports are consistent with your custom fields and layouts.
Change Your Top Navigation
Edit the terminology used in the software to reflect what your organization uses.
Make quick changes to your information directly on the page.
Change your report’s color scheme to match your organization’s branding.
Make Default Layouts
Assign new elements of your reports to mirror your favorite layout.
Create Report Templates
Set up templates to easily go back and access ordered reports.
Customize Your Status Indicators
Upload any image or icon as a custom status indicator.
Create Custom Number Formats
Format your data however you want it, with the ability to choose from standard formats—like percentages, currencies, and decimals—or create your own.
Access your data on-the-go through your desktop, tablet, and mobile device.
Pull multiple pages of ClearPoint together in a comprehensive, hyperlinked PDF to prepare the team for a status meeting.
Export To Excel & PowerPoint
Bring your data to a meeting (or notify a team member of results) through simple data exports to Microsoft Excel and PowerPoint.
Powerful Chart Engine
Explore endless charting styles and visually depict your data in just a few clicks.
Print layouts and reports from ClearPoint while maintaining the same clean look and feel.
Custom Headers & Footers
Utilize your brand’s logo, look, and feel in your reports.
Custom Cover Pages
Create custom cover pages for reports to provide an introduction or background information.
Multiple Page Sizes
Print reports to letter, legal, tabloid, or A4 formats.
Publish To Community Dashboards
Push your ClearPoint data to a community dashboard to communicate your progress with stakeholders or citizens.
Manually Enter Data
Find and update your data without any technical expertise.
Cut & Paste
Easily paste spreadsheet data into the system.
Create Multiple Charts For One Measure
Slice and dice your data so you can easily view and analyze performance in different ways.
Roll Up Information Across Scorecards
Cascade your data from operational to strategic levels and vice versa.
Load Data Automatically
Schedule data to be automatically uploaded from spreadsheets or SQL queries.
Use The ClearPoint API
Import and export data in and out of ClearPoint in a flash.
Integrate With Zapier
Move your data and automate tedious tasks easily.
Schedule reminders to notify measure owners about updating their data.
Receive notifications when data is updated in the solution.
Alerts For Status Changes
Set up custom alerts so you can be notified if your RAG statuses turn red.
Control user access and editing capabilities.
Record all activity in ClearPoint with an audit log that can be easily filtered and exported.
ClearPoint partners with Ping Identity to provide SSO as a login option.
Control your organization’s password complexity, and choose to expire passwords every 90 days.
Require users to provide an extra code when logging in for increased security.
Allow account administrators to pick exactly which areas and elements in ClearPoint a person or group should have access to.
Custom Reporting Periods
Create custom reporting groups, and then apply them to individual measures.
Add users to your account and control what they can see and edit.
Easily add new scorecards and manage them with ease.
Set up your account to report on your current reporting schedule, and create fiscal year calculations and charts.
Take a snapshot of your account at a certain period in time and easily track changes.
Make Bulk Changes
Save time by editing multiple items at once.