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1911 N Fort Myer Drive, Suite 1100
Arlington, VA 22209
866-568-0590
info@clearpointstrategy.com
We analyzed 20,582 strategic plans. Get a copy of the full report.
Make Dashboards The Source of Truth That Actually Drive Action!
3-Week Setup
Migrate your dashboards 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 Data Analyst
From summarizing key metrics to suggesting what’s off track,
ClearPoint AI gives your dashboards the power to think for you.
Build Dashboards
Build a dashboard linking Q3 goals, KPIs, and projects.
- Week 1: Assess Current Process,
- Week 2-3: Define Success Metrics
- Week 4-5: Outline 30/60/90 Day Plan
Can we show weekly progress for each KPI?
Yes—add a trend line for churn rate and break out project milestones by week.
Identify Action Items
What do I need to know from this dashboard today?
1. Churn Rate exceeds target
2. Survey is overdue
Action: Follow up with Support team
Any actions for the Marketing team?
Yes—engagement campaign click rate is low. Suggest A/B testing a new subject line.
Spot Trends & Gaps
Where is performance slipping this month?
Customer Satisfaction dropped 4 points
Project Beta is behind by two milestones
Has this happened before?
- Yes—Customer Satisfaction also dipped in Q1 during a product release.
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
Insights Built In – No more digging for performance metrics.
Fully Customizeable – Personalized by department or leadership level.
Adapts as You Go – AI writes the summary so you don't have to.
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 help drive execution, not just alignment.
We’ll help drive execution, not just alignment.
Already in Excel?
We’ll import and clean it.
We’ll import and clean it.
Need a New Dashboard View?
AI walks you through it step by step.
AI walks you through it step by step.
Don’t Want to Start from Zero?
We’ll set everything up for you.
We’ll set everything up for you.
No Need for Data Analysts: ClearPoint sets everything up for you, even if you don’t have a dashboard yet.
Workflows
Workflows That Catch What
You’d Never Spot Manually
ClearPoint automates dashboard updates, alerts, and reporting triggers
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.”
Missed Update Warning
Alert departments when data isn’t refreshed or milestones aren’t logged.
Auto Dashboard Update
On scheduled data upload, auto-run calculations and update all charts and dashboards.
Snapshot Archiving
Lock dashboards at key intervals (e.g. quarter end) for audit or analysis
One-Click Summaries
Export dashboard views into PDF summaries with no formatting required.
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Quarter-End Review
Conduct a strategic review based on current dashboard performance.
Features
Track Progress By Department, Team,
Or Individual In Real Time
(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.
Strategy Dashboards
Monitor KPI health across teams with real-time, high-level views.
See Strategy Dashboards
Gantt Charts
Track timelines, task dependencies and overall project flow on autopilot.
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.
Strategy Dashboards
Monitor KPI health across teams with real-time, high-level views.
Gantt Charts
Track timelines, task dependencies and overall project flow on autopilot.
See Gantt Charts
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.
Strategy Dashboards
Monitor KPI health across teams with real-time, high-level views.
Gantt Charts
Track timelines, task dependencies and overall project flow on autopilot.
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.
Strategy Dashboards
Track timelines, task dependencies and overall project flow on autopilot.
Gantt Charts
Track timelines, task dependencies and overall project flow on autopilot.
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.
Strategy Dashboards
Monitor KPI health across teams with real-time, high-level views.
Gantt Charts
Track timelines, task dependencies and overall project flow on autopilot.
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 teams for updates, now I get everything in a single dashboard, instantly.”
Octavius Murphy
Assistant to the City Manager
CUSTOMIZATIONS
Custom Views You’d Never Build Manually In A Spreadsheet
From org-wide frameworks to personal dashboards, ClearPoint lets you customize every layer of strategy, without developers or clunky tools.
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.
Empower everyone to act because they trust the data.
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 Makes Them Dynamic
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
Discuss KPIs in the dashboard where they live
Discuss KPIs in the dashboard where they live
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 Build Dashboards That Drive Action.
(without opening spreadsheets ever again!)
Instantly align every one of your projects with a single dashboard.
Customize every detail of your dashboard from data to design.
Ask anything about frameworks, workflows, or custom views, we’ll show you LIVE on your objectives!
We showed them 4 dashboards and none of them told the full story. In the demo, they helped us build one that finally did. 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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Talk To A Strategy Expert!
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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