Find Your Perfect Reporting Tool
Discover 10 tool categories and 42 features to match your needs. Use our checklist to choose the best software for your organization.
Discover the perfect reporting tool for your organization with our expert checklist from ClearPoint Strategy. Navigate through 10 tool categories and 42 features to find your ideal match. Whether you need Excel or advanced visualization tools, this guide helps you pinpoint the best fit for your needs.
At ClearPoint Strategy, we know choosing the right reporting tool can feel like navigating a maze. With so many options out there, from trusty old Excel to those snazzy visualization tools, it’s easy to get overwhelmed. But fear not! Our ultimate checklist is here to guide you through the chaos.
We’ve broken it down into 10 categories, covering everything you might need—or not. Whether you’re looking for dashboarding solutions or scorecard and strategy tools, we’ve got you covered. And with 42 features to consider, you’ll be able to pinpoint exactly what fits your organization like a glove.
Our criteria will help you cut through the noise and zero in on the software that aligns with your goals. So, dive in, explore, and let’s find that perfect reporting tool together. Trust us, it’s easier than it sounds!
Learn From The Leaders 🏆 in Strategy Execution
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This checklist is a game-changer! It assisted us pinpoint the exact reporting tools we needed. Highly recommend it!
A comprehensive manual that simplifies the decision-making process for reporting tools. It’s a must-have for any business leader.
The detailed features and criteria provided made choosing the right software effortless. A valuable toolkit for any organization!
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join us for a Featured Webinar
Award-Winning Innovation: Durham’s Community-First Approach to Strategic Planning
March 20, 2025
Let’s face it—strategic planning in government is often overly complicated, slowed down or stuck in bureaucracy, and disconnected from the people it’s meant to serve. Durham County is flipping that script. By putting community voices at the center of their process, they’re proving that strategy doesn’t have to just be a top-down exercise—it can be a dynamic, responsive tool that delivers real impact. With 11 NACo Achievement Awards and a Top 10 ranking in the Digital Counties Survey, Durham has set a new standard for innovation, transparency, and engagement in local government.
Join us for an exclusive conversation with Pat Madej, Strategic Initiatives Manager for Durham County, as he shares Durham's journey of streamlining processes, improving transparency, and making strategic updates easier for their departments. We'll discuss:
🔍 Why traditional strategic plans fail—and how to address common challenges
🤝 Using community engagement to shape priorities, not just check a box
📊 Best practices for structuring scorecards, reports, and automations to showcase progress
🚀 How ClearPoint Strategy has helped Durham build an effective framework for reporting and decision-making
This is not just another discussion about “best practices.” It’s a real look at how local government can rethink strategy to be more transparent, effective, and manageable. We can't wait to see you there, register today to save your seat!
