Start managing your performance today.
Pick the plan that works for you.
Basic
Start tracking your strategic plan. For small organizations, includes 5 users.
Capabilities include:
- Align goals, KPIs and projects.
- Visualize data in charts and graphs.
- Create and share unlimited dashboards and reports.
MOST POPULAR
Professional
Automate your strategy and save time. For medium and large organizations, includes 10 users.
Everything in Basic, plus:
- Schedule reminders and reports.
- Create advanced KPI calculations and evaluations.
- Design with custom colors and branding.
- Automatically load data with Excel, CSV and SQL.
- Export to the web for data sharing.
Enterprise
Integrate strategy across your organization. For enterprises, agencies and governments, includes 25 users.
Everything in Pro, plus:
- Expand use with discounted update-only users.
- Track advanced project data and evaluations.
- Make bulk account changes.
- Integrate data sources with our API, Zapier, Webhooks and Sync.
ClearPoint is more than just software.
Working with ClearPoint over the past year has enabled us to become extremely efficient with centralizing 250+ scorecards. The software is sharp, visually appealing, and has created a consistent format across our system which has saved significant time and variation. Topping that with an experienced ClearPoint support team who responds promptly to any questions we have has been a win for us since day one.
Questions about pricing?
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Full Feature List.
Pick the plan that works for you.
Manage your strategic planning process with ease.
Basic
Professional
Enterprise
Use any framework including Balanced Scorecards, Strategy Maps, and OKRs.
See your goals, KPIs and projects in one place.
Link goals across departments and teams.
Make updates with on-page editing.
Manage from any device with ClearPoint’s responsive design.
Track any information with custom fields and custom status indicators.
Create open workflows with notifications and approvals.
Customize your charts, tables and reports to match your organization’s brand.
Bulk change scorecards and plans for an easy annual rollover process.
Create dashboards and reports for every audience.
Basic
Professional
Enterprise
Create different report views for different audiences.
Design an unlimited number of reports and dashboards with drag-n-drop.
Export Reports in PDF, PowerPoint and Excel.
Filter reports to show the information you need.
Create meeting agendas by custom sorting each report.
Export reports as HTML web pages.
Sync reporting with Excel to make updates in either tool.
Manage projects so they are always on time and on budget.
Basic
Professional
Enterprise
Visualize projects with Gantt charts that update as you make progress.
Calculate and chart the percentage of projects or milestones in each project phase.
Track project data including budget and percent complete in data tables and charts.
Automatically evaluate project status based on percent complete, budget or other project data.
Adjust project timelines easily with project dependencies.
Track and manage your data.
Basic
Professional
Enterprise
Enter data and updates in custom data entry screens.
Visualize data with unlimited charts for each measure.
Setup basic or advanced calculations to eliminate errors
Aggregate data from departments with dynamic calculations.
Create custom charts with trendlines or other regressions.
Automate your reporting process.
Basic
Professional
Enterprise
Receive alerts when information has changed.
Schedule your data, analysis, and reports to run automatically.
Load data from any application that can be queried, or from Excel.
Leverage native integrations to connect with your favorite tools.
Integrate your data sources with custom APIs, Zapier, Webhooks and Sync.
Share your data.
Basic
Professional
Enterprise
Create clickable reports and share as PDF, PowerPoint and Excel files.
Email reports directly to your team.
Publish reports as HTML web pages.
Embed charts in your website pages.
Leverage the ClearPoint API to share data in a custom built WordPress website.
Benchmark with your peers with ClearPoint Peer-To-Peer Sharing.
Manage your account security.
Basic
Professional
Enterprise
Assign user permissions by scorecard and access level.
Control system use with revision history and undelete.
Protect your account with password management and two-factor authentication.
Leverage single sign on, Microsoft Sign-In, and Google Sign-In to simplify user login.
Set up IP restrictions for advanced protections.
Work with strategy and performance management experts.
Basic
Professional
Enterprise
Search the ClearPoint Support Center for articles and videos on every topic.
Email or call the support team with questions.
Find recommendations for improvements within the application with ClearPoint tooltips.
Contact your dedicated Account Manager for a guaranteed fast response time.
Get started with initial account setup, kick-off call, user setup and administrator orientation session.
Receive instant support with in-app messaging.
