All Features

All the reasons you’re going to love ClearPoint.


Professional Plan


Automatically generate and email briefing books, HTML reports and Reminders, upload Data Loader packages and lock periods on a defined schedule.

On-Page Editing

Double click on any field in ClearPoint to make changes easily.

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.

Revision History

Record all activity in ClearPoint with an audit log that can be easily filtered and exported. Reverse unwanted changes when necessary.

Professional Plan

Recycle Bin & Undelete

See a list of anything deleted in the last 30 days, and recover it if necessary.


Balanced Scorecard

Manage perspectives, themes, objectives, measures, and initiatives. CPS fully supports all elements of a Norton and Kaplan Balanced Scorecard.

Unlimited Linking

Link multiple initiatives to a single measure, link child objectives to parent objectives, within or across scorecards – the possibilities go on.

Strategy Maps

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.

Qualitative Analysis

Report not only on quantitative data, but also through qualitative information—like analysis and recommendations—to add context.

Professional Plan

Automatic Objective Evaluations

Automatically generate RAG statuses based off of elements aligned with your objectives.

Enterprise Plan

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.

Action Items

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.

Gantt Charting

View your project timeline complete with status color and shading to indicate percent complete.

Enterprise Plan

Automatic Project Evaluations

Use criteria like your percent complete or budget spend to automatically evaluate the status of a project.



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.

Unlimited Reports

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.

Heatmap Reports

Show color-coded progress of your measures over time. See your improvements or spot your trouble areas quickly.

Report Templates

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.

Professional Plan

Calculated Fields

Show all actual data for all of your measures in one column regardless of the data type (currency, percent, number, etc.)

Professional Plan

Report Filtering

Use criteria like measure status or owner to filter information in reports.


Unlimited Charts

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.

Fiscal Years

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.

Professional Plan

Aggregate Series Calculations

Roll up your data from operational to strategic levels and average information across your scorecards.

Professional Plan

Aggregate Status Calculations

Segment and count the number of elements with a particular status. How many projects are red? Now you know.

Enterprise Plan

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.

Enterprise Plan

Master Measure Templates

Apply a customized template to your measures and make centralized updates to ensure consistency over time.

Enterprise Plan

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.

Email Support

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.

Professional Plan

Telephone Support

Pick up the phone and give us a call to get your questions answered.

Professional Plan

In-App Messaging Support

Chat live with the ClearPoint team while working in the application.

Professional Plan


Send over material for the ClearPoint team to help get your account configured for the way you manage.


Custom Fields

Create custom fields to track specific information relevant to your organization.

Custom Status Indicators

Upload any image or icon as a custom status indicator.

Custom Layouts

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.

Professional Plan

Custom Charts

Explore endless charting styles and visually depict your data in just a few clicks.

Professional Plan

Custom Page & Table Styles

Change your report’s color scheme to match your organization’s branding.

Professional Plan

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.

Professional Plan

Data HTML Custom Fields

Use this custom field to reference information from anywhere else in ClearPoint, avoiding double entry and version control issues.


Professional Plan

Notification Templates

Create and save templates so that notifications can be assigned to any element or user.

Professional Plan

Email Reminders

Schedule reminders to notify measure owners about updating their data. Customize the reminders to only notify users who need to make an update.

Professional Plan

In-Application Notifications

Receive notifications from the Alert Center right within ClearPoint.

Professional Plan

Automatic Update Notifications

Receive notifications when data is updated either manually or via automatic upload. Be the first to know about changes.

Professional Plan

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.

Two-Factor Authentication

Require users to provide an extra code when logging in for increased security.

Password Management

Control your organization’s password complexity, and choose to expire passwords every 90 days.

Professional Plan

Scorecard Backup

Take a snapshot of your account at a certain period in time and easily track changes.

Professional Plan

Rules-Based Permissions

Allow account administrators to pick exactly which areas and elements in ClearPoint a person or group should have access to.

Enterprise Plan

Single Sign-On

ClearPoint partners with Ping Identity to provide SSO as a login option.

Enterprise Plan

IP Restrictions

Whitelist or blacklist entry to your ClearPoint account based on IP address.


Enterprise Plan

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.

Professional Plan

Load Data Automatically

Schedule data to be automatically uploaded from spreadsheets, CSV files, or SQL queries.

Enterprise Plan

Integrate With Zapier

Move your data and automate tedious tasks easily.