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Arlington, VA 22209
866-568-0590
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We analyzed 20,582 strategic plans. Get a copy of the full report.
Report Progress To Your Council Or Board Without The Spreadsheet Chase
3-Week Setup
Migrate your reporting frameworks from spreadsheets, fully operational in 3 weeks.
Custom Frameworks
Match your strategy, reporting, and organization structure with flexible templates.
SOC2 Certified Security
Granular permissions, full compliance, and enterprise-grade safeguards.
AI ASSISTANTS
AI That Feels Like A Strategy Analyst, Not Just a Bot
From surfacing red flags to summarizing metrics,
ClearPoint AI Assistants help you think, plan, and adapt faster.
Build Your Reports
Create step-by-step milestones to build a quarterly business performance report.
- 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:
Week 5: Design visualizations and finalize the report for executive review.
Spot Misalignment
Can you check this report for duplicated KPIs across teams?
Duplicate: Expansion Sales tracked by Customer Success and Sales Ops.
Are there any
conflicting targets?
conflicting targets?
Sales team targets 20% growth, but Operations capacity plan supports only 10% increase.
Summarize for Stakeholders
Summarize this report for an executive or board-level audience.
Revenue is up 10%, but employee turnover has spiked. Recommend focusing on retention in Q2.
What strategy should we consider to improve retention?
- Consider launching an employee recognition program to boost engagement.
- Baseline compensation against peer groups
plans built in real time
Software That Adapts To Your Unique Needs
The ClearPoint Strategy team pushed us. They’re setting dates and goals for you, just like you are with your team, and that’s what brought it together.”
Chief Administration Officer
From Data to Insights in Minutes – Summarizes trends and progress instantly.
Fits Your Framework – Matches your real KPIs and goals to build a full report.
Adapts as You Go – Rewrites itself as your metrics update.
Guided Setup and Support
Seems Like Too Much Work?
We'll Handle It
Whether you’re starting from scratch or bringing in an existing plan, ClearPoint gets you up and running without the busywork.
Cascade Strategy to Departments?
We’ll push reports and KPIs to every team.
We’ll push reports and KPIs to every team.
Already in Excel?
We’ll import, clean, and correct your data.
We’ll import, clean, and correct your data.
Need a New Plan?
AI builds reporting-ready plans for you.
AI builds reporting-ready plans for you.
Don’t Want to Start from Zero?
We’ll set everything up for you.
We’ll set everything up for you.
No Need for Strategy Consultants: ClearPoint sets everything up for you, even if you don’t have a reporting framework defined.
Workflows
Workflows That Catch What
You’d Never Spot Manually
ClearPoint automates the parts of reporting that slip through the cracks,
so your team stays aligned without micromanagement.
KPI Status Change Alert
Send an email to the goal owner when KPI status switches to “off-track.”
Behind Schedule Warning
Alert department head if a project falls behind schedule.
Auto Dashboard Update
On scheduled data upload, auto-run calculations and update all charts and dashboards.
Next Period Rollover
At new period start, copy forward all info and lock the previous period.
One-Click Briefing Book
Send update requests, pre-reads, and create the briefing book with one click.
Quarter-End Review
Conduct PESTLE, SWOT, or VRIO on results and revise strategy if needed.
Council & Board Reporting
The Quarterly Progress Report,
Built From Live Data
(without opening spreadsheets ever again!)
From executive dashboards to frontline tasks. ClearPoint gives you full visibility into how your strategy is performing across every level, every department.
Executive Dashboards
Monitor KPI health across teams with real-time, high-level views.
See Executive Dashboards
Scorecards
View KPIs, owners, and trendline side-by-side always up to date.
Kanban Boards
Visualize task progress and spot bottlenecks at a glance.
Goal Alignment View
Drill down from org-level goals to individual team actions in seconds.
Custom Views
Build reports filtered by team, region or any custom dimension.
Executive Dashboards
Monitor KPI health across teams with real-time, high-level views.
Kanban Boards
Visualize task progress and spot bottlenecks at a glance.
Goal Alignment View
Drill down from org-level goals to individual team actions in seconds.
Custom Views
Build reports filtered by team, region or any custom dimension.
Executive Dashboards
Monitor KPI health across teams with real-time, high-level views.
Scorecards
View KPIs, owners, and trendline side-by-side always up to date.
Goal Alignment View
Drill down from org-level goals to individual team actions in seconds.
Custom Views
Build reports filtered by team, region or any custom dimension.
Executive Dashboards
View KPIs, owners, and trendline side-by-side always up to date.
Scorecards
View KPIs, owners, and trendline side-by-side always up to date.
Kanban Boards
Visualize task progress and spot bottlenecks at a glance.
Goal Alignment View
Drill down from org-level goals to individual team actions in seconds.
See Goal Alignment
Custom Views
Build reports filtered by team, region or any custom dimension.
Executive Dashboards
Monitor KPI health across teams with real-time, high-level views.
Scorecards
View KPIs, owners, and trendline side-by-side always up to date.
Kanban Boards
Visualize task progress and spot bottlenecks at a glance.
Goal Alignment View
Drill down from org-level goals to individual team actions in seconds.
I used to email 10 departments for report updates, now I log in and see it all in one place.”
Brandie Holloway
Director of Strategy
The Choctaw Nation
The Choctaw Nation
CUSTOMIZATIONS
Custom Views You'd Never Build Manually In A Spreadsheet
From company-wide reporting frameworks to personalized dashboards, ClearPoint lets you tailor every level of business reporting — no devs, no cluttered files.
company level
Use the Framework You Already Have
OKRs? Balanced Scorecard? Your own? ClearPoint bends to your structure, no rebuild required.
Tailor views by business unit, region, or strategic pillar.
Track organization-wide KPIs without touching Excel.
Maintain your reporting cadence, just with less friction.
TEAM / INDIVIDUALS
Only See What Matters To You
Each team or user gets a dashboard showing just their goals, metrics, and deadlines, nothing else.
Personalized dashboards by team, role, or priority.
Clean separation between org, team, and individual views.
Everyone knows exactly what they own, and how it ladders up.
collaboration
Still Chasing Updates? Here’s How ClearPoint Replaces Meeting Prep & Check-Ins
Assign tasks, leave comments, set permissions, and trigger alerts. So teams stay aligned without weekly meetings, messy email threads, or status-chasing on Slack.
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Inline Comments
Leave feedback directly on goals and updates, no more email threads.
Leave feedback directly on goals and updates, no more email threads.
Smart Permissions
Control who sees and edits what, down to the goal, metric, or report.
Control who sees and edits what, down to the goal, metric, or report.
Custom Alerts
Get notified when deadlines slip, tasks stall, or updates go missing.
Get notified when deadlines slip, tasks stall, or updates go missing.
Approvals Built In
Route updates for sign-off with audit trails and approval workflows.
Route updates for sign-off with audit trails and approval workflows.
Live Reports
Generate reports that always reflect the latest plan, automatically.
Generate reports that always reflect the latest plan, automatically.
Email + MS Teams Integration
Send updates to your team’s tools, without switching platforms.
Send updates to your team’s tools, without switching platforms.
Finally, keep everyone aligned and accountable
(without needing a single status meeting!)
(without needing a single status meeting!)
book a free demo
In Just 30 Min, We’ll Show You
How to Streamline Business Reporting
(without chasing spreadsheets, late updates, or siloed teams)
Watch ClearPoint turn fragmented data into clean, decision-ready dashboards.
See how AI, scorecards, and team views keep reports visible and actionable.
Ask anything about frameworks, workflows, or custom views, we’ll show you LIVE on your reporting structure!
We shared a mess of spreadsheets. They helped turn it into a structured, live reporting system with owners and goals. We didn’t expect to get that far in 30 minutes."
Strategic Planning & Performance Manager
Talk to a strategy expert!
Based on 150+ customer reviews
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See how ClearPoint transforms your plan into clear, trackable tasks.
Watch real-time reporting in action with reports and dashboards built in 30 seconds.
Get a live walkthrough of how your workflow would look inside the platform.
FREE GIFT – Get a custom report or dashboard built LIVE with your data during the demo!
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