All the reasons you’re going to love ClearPoint.
EASE OF USE
Automatically generate and email briefing books, HTML reports and Reminders, upload Data Loader packages and lock periods on a defined schedule.
Modern Responsive Design
Access your data on-the-go through your desktop, tablet, and mobile device.
Integrated Help & Tooltips
Take guided tours around various areas of ClearPoint, and hover over icons to see what they mean.
“Like” as many pages and reports in ClearPoint as you want. Set one of these pages as your homepage. View all of your favorites in one place.
Establish accountability by assigning measure ownership. Owners can see all of the information they are responsible for in one place.
Make Bulk Changes
Save time by editing multiple items at once. Change all of your measures from quarterly to monthly in one swoop, for example.
Record all activity in ClearPoint with an audit log that can be easily filtered and exported. Reverse unwanted changes when necessary.
Recycle Bin & Undelete
See a list of anything deleted in the last 30 days, and recover it if necessary.
SCORECARDS AND DASHBOARDS
Manage perspectives, themes, objectives, measures, and initiatives. CPS fully supports all elements of a Norton and Kaplan Balanced Scorecard.
Link multiple initiatives to a single measure, link child objectives to parent objectives, within or across scorecards – the possibilities go on.
Track the status of your strategy visually with a linked strategy map. Drill down from the map to detailed elements.
Automatic Measure Evaluations
Automatically generate RAG statuses when new data is entered, saving time and maintaining consistent evaluation criteria over time.
Report not only on quantitative data, but also through qualitative information—like analysis and recommendations—to add context.
Automatic Objective Evaluations
Automatically generate RAG statuses based off of elements aligned with your objectives.
Publish To Community Dashboards
Push your ClearPoint data to a community dashboard to communicate your progress with stakeholders or citizens.
Monitor any risk within your organization, and connect these risks to your strategic plan.
Monitor your project’s timeline, budget, and percentage complete.
Set up tasks for users to accomplish by a particular date. Link these actions to any element in ClearPoint.
Milestones & Sub-Milestones
Break projects down into tactics, and separate those tactics into as many detailed steps as needed.
View your project timeline complete with status color and shading to indicate percent complete.
Automatic Project Evaluations
Use criteria like your percent complete or budget spend to automatically evaluate the status of a project.
WYSIWIG Export to PDF
Print layouts and reports from ClearPoint while maintaining the same clean look and feel. Choose landscape or portrait mode as well as different paper sizes.
Create as many views as you need for various meetings, presentations, and other purposes. Print as needed, or drill down to the details.
Drag & Drop Report Builder
Drag and drop fields to create your columns, with the ability to sort and filter in the report.
Show color-coded progress of your measures over time. See your improvements or spot your trouble areas quickly.
Set up templates to easily replicate reports in different scorecards.
Clickable Briefing Books
Pull multiple pages of ClearPoint together in a comprehensive, PDF for briefing leaders. Drill down from summary pages to detail pages within the report.
Export To Excel & PowerPoint
Get your information out of ClearPoint with exports so that you can use the information in whatever context you need.
Export for Web
Publish your ClearPoint content to an HTML webpage. Send out the URL, or embed the report on your website.
Custom Headers & Footers
Create an in-house look by utilizing your brand’s logo, images, and custom colors in your reports.
Custom Cover Pages
Create custom cover pages for reports to provide an introduction or background information.
Show all actual data for all of your measures in one column regardless of the data type (currency, percent, number, etc.)
Use criteria like measure status or owner to filter information in reports.
Create multiple charts for a single measure, so you can easily view and analyze performance in different ways
Custom Reporting Frequency
Create custom groups of reporting periods, and then apply them to individual measures. You can report monthly, quarterly, or by semester if needed.
Set up your account to report on your current reporting schedule, and create fiscal year calculations and charts.
Basic & SQL Calculations
Set up series to automatically generate values based on data existing in ClearPoint. Leverage SQL for complex calculations.
Aggregate Series Calculations
Roll up your data from operational to strategic levels and average information across your scorecards.
Aggregate Status Calculations
Segment and count the number of elements with a particular status. How many projects are red? Now you know.
Reference Series Calculations
Track information like a project’s percent complete or budget spend. Put your project information into a chart or use it for evaluations.
Master Measure Templates
Apply a customized template to your measures and make centralized updates to ensure consistency over time.
Municipal Measure Library
Benchmark and learn from other high-performing government organizations by sharing measures and leveraging topic-focused discussion threads.
Online Support Center
Search our database of 200+ help articles and videos to quickly find the answer you need.
Send us a question and you’ll get a quick response.
Client Kick-Off and Planning Calls
Take advantage of the ClearPoint team’s expertise to help you configure your account for long-term success.
Pick up the phone and give us a call to get your questions answered.
In-App Messaging Support
Chat live with the ClearPoint team while working in the application.
Send over material for the ClearPoint team to help get your account configured for the way you manage.
Create custom fields to track specific information relevant to your organization.
Custom Status Indicators
Upload any image or icon as a custom status indicator.
Drag and drop fields on your detail pages to create customized layouts.
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.
Explore endless charting styles and visually depict your data in just a few clicks.
Custom Page & Table Styles
Change your report’s color scheme to match your organization’s branding.
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.
Data HTML Custom Fields
Use this custom field to reference information from anywhere else in ClearPoint, avoiding double entry and version control issues.
Create and save templates so that notifications can be assigned to any element or user.
Schedule reminders to notify measure owners about updating their data. Customize the reminders to only notify users who need to make an update.
Receive notifications from the Alert Center right within ClearPoint.
Automatic Update Notifications
Receive notifications when data is updated either manually or via automatic upload. Be the first to know about changes.
Alerts For Status Changes
Set up custom alerts so you can be notified if your RAG statuses turn red.
By-Scorecard User Permissions
Control user access and editing capabilities, differentiate by scorecard, and set any report to public, private, or restricted.
Require users to provide an extra code when logging in for increased security.
Control your organization’s password complexity, and choose to expire passwords every 90 days.
Take a snapshot of your account at a certain period in time and easily track changes.
Allow account administrators to pick exactly which areas and elements in ClearPoint a person or group should have access to.
ClearPoint partners with Ping Identity to provide SSO as a login option.
Whitelist or blacklist entry to your ClearPoint account based on IP address.
Use The ClearPoint API
Import and export data in and out of ClearPoint in a flash.
Manually Enter Data
Input and update your data and analysis without any technical expertise.
Cut & Paste
Easily paste spreadsheet data into the system.
Load Data Automatically
Schedule data to be automatically uploaded from spreadsheets, CSV files, or SQL queries.
Integrate With Zapier
Move your data and automate tedious tasks easily.