Make Dashboards The Source of Truth That Actually Drive Action!

We used to waste hours pulling numbers from everywhere. Now, all our metrics live in one real-time dashboard, visible to every stakeholder.”

Five out of five star customer rating
Darren Eversole
Director of Finance
ClearPoint dashboard with revenue, variance, expense, net profit and cost charts tracked against targets
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3-Week Setup
Migrate your dashboards from spreadsheets, fully operational in 3 weeks.
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Custom Frameworks
Match your strategy, reporting, and organization structure with flexible templates.
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SOC2 Certified Security
Granular permissions, full compliance, and enterprise-grade safeguards.

Platform Data

Public dashboards are still rare — here's what the 7% do differently

Only 29 of the 410 active organizations on ClearPoint (7.1%) publish an embedded public dashboard — and among those that do, the median runs 6 of them (August 2026). In local government the adoption rate rises to 9.5%. The pattern among adopters: they don't build a dashboard about the plan — the dashboard is the plan, refreshed by the same owners who update the measures. That's why it stays current after the launch press release.

7.1%

of the 410 active organizations publish an embedded public dashboard

6

dashboards the median adopter runs

9.5%

adoption among local governments — the highest sector

Source: ClearPoint platform data, August 20, 2026 (n=410 active organizations).

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.

ClearPoint initiative page in dark mode with owner, analysis, milestones, Gantt chart and a dated analysis history panel

Build Dashboards

Build a dashboard linking Q3 goals, KPIs, and projects.
ClearPoint AI
  • 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?
ClearPoint AI

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?
ClearPoint AI

1. Churn Rate exceeds target

2. Survey is overdue

‍Action: Follow up with Support team

Any actions for the Marketing team?
ClearPoint AI

Yes—engagement campaign click rate is low. Suggest A/B testing a new subject line.

Spot Trends & Gaps

Where is performance slipping this month?
ClearPoint AI

Customer Satisfaction dropped 4 points

‍Project Beta is behind by two milestones

Has this happened before?
ClearPoint AI
  • Yes—Customer Satisfaction also dipped in Q1 during a product release.

Example conversations — illustrative data, not customer results.

plans built in real time

Software That Adapts To Your Unique Needs

ClearPoint Measures view with charts for revenue, variance, expenses, cost per flight and costs by divisionClearPoint view linking objectives such as Profitability and Reliable Departures to their measures and initiatives

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.”

Steve Sones
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

Smiling support agent wearing a headset in a bright office

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.
Already in Excel?  

We’ll import and clean it.
Need a New Dashboard View?

AI walks you through it step by step.
Don’t Want to Start from Zero?
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.

Want to see how it works?
Book a Free Demo
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.

ClearPoint dashboard with revenue, variance, expense, net profit and cost-per-flight charts against targets

KPI Status Change Alert

Send an email to the goal owner when KPI status switches to “off-track.”
ClearPoint My Workspace listing measures to update for a Q2 review, with notifications and mentions panels

Missed Update Warning

Alert departments when data isn’t refreshed or milestones aren’t logged.
ClearPoint Measures page for a division scorecard with revenue and cost charts comparing actuals to targets

Auto Dashboard Update

On scheduled data upload, auto-run calculations and update all charts and dashboards.
ClearPoint Project Management Dashboard with a project status donut chart, strategic plan links and revenue charts

Snapshot Archiving

Lock dashboards at key intervals (e.g. quarter end) for audit or analysis
ClearPoint dashboard with revenue, variance, expense, net profit and cost-per-flight charts against targets

One-Click Summaries

Export dashboard views into PDF summaries with no formatting required.
ClearPoint board grouping objectives into economic, social and technological factor columns with status arrows

Quarter-End Review

Conduct a strategic review based on current dashboard performance.
See Custom Workflows
Book a Free Demo
Want custom workflows? We’ll build them with you (no devs needed.)
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.
ClearPoint initiatives list with the Advanced Filters panel open, filtering by status and owner

Gantt Charts

Track timelines, task dependencies and overall project flow on autopilot.
ClearPoint Q2 Review workflow in dark mode with overall completion, a tasks-completed trend and progress by owner

Kanban Boards

Visualize task progress and spot bottlenecks at a glance.
ClearPoint Gantt chart report listing initiatives and their milestones on a monthly timeline

Goal Alignment View

Drill down from org-level goals to individual team actions in seconds.
ClearPoint dashboard in dark mode with a project status donut, strategic plan table, measure charts and a Gantt chart

Custom Views

Build reports filtered by team, region or any custom dimension.
ClearPoint measures view with KPI chart tiles such as donut, gauge, area and bar charts, plus a column layout picker
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.
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.
Kanban Boards
Visualize task progress and spot bottlenecks at a glance.
See Kanban Boards
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.
Custom Views
Build reports filtered by team, region or any custom dimension.
See Custom Views
ClearPoint scorecard view listing objectives, measures and initiatives by category with status arrows (demo data)
ClearPoint Gantt chart showing initiatives and milestones as bars on a monthly timeline (demo data)
ClearPoint kanban view sorting measures by ownership level: executive, department, team and individual
ClearPoint goal alignment view linking objectives to their measures, initiatives and risks
ClearPoint Manager Home Page custom view with division manager cards and revenue, variance and expense charts
Three colleagues smiling during a meeting at a conference table

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.
ClearPoint welcome page with a custom organization banner above a strategic plan table of objectives and measures
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.
ClearPoint My Workspace in dark mode with personal OKR progress bars and a Q2 review update list
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.
ClearPoint My Workspace with a My Updates checklist of measures and a revenue bar chart
Inline Comments

Discuss KPIs in the dashboard where they live
Smart Permissions

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.
Approvals Built In

Route updates for sign-off with audit trails and approval workflows.
Live Reports

Generate reports that always reflect the latest plan, automatically.
Email + MS Teams Integration
‍
Send updates to your team’s tools, without switching platforms.
Finally, keep everyone aligned and accountable
(without needing a single status meeting!)

FAQ

Strategy dashboards, answered

What is a strategy dashboard?

A live view of objectives, KPIs, and initiatives with status against target — built from the tracked plan itself, so it updates when owners update, not when an analyst rebuilds it.

How do I connect disparate data sources into a single strategy dashboard?

Through the measure layer: each KPI in ClearPoint pulls from its source (spreadsheet import, API, or manual owner update on a reminder cadence) and every dashboard reads the same measures. One number, everywhere it appears — which is what makes a dashboard survive its first board question.

How common are public-facing dashboards?

Rarer than the marketing suggests. Of the 336 organisations licensed on ClearPoint in September 2026, 8.6% publish an embedded public dashboard — rising to 14.3% in local government, the only segment where public reporting is close to standard practice. The ones that last are refreshed by measure owners, not by a comms team.

What makes a dashboard “board-ready”?

Status, owner, and commentary on every tile — and one click from dashboard to the underlying measure history when a board member asks “why is this red?”

Dashboards vs scorecards — what’s the difference?

A scorecard organises objectives and measures inside a framework (Balanced Scorecard, OKR, custom); a dashboard is the visual layer on top. ClearPoint gives every scorecard its dashboards without rebuilding data.

Can we give the public a dashboard with role-based access behind it?

That is the usual shape: one embedded public view for residents or stakeholders, and role-based access behind it so department leads see and update only their own measures. Read-only viewers and board members do not consume an editor seat — across the platform, roughly three quarters to nine tenths of the people holding access, depending on sector, have view-or-update rights rather than full editor or administrator rights.

How fast can we build our first dashboard?

During your demo, live, on your data — and in production, within the 3-week setup to your first live scorecard.

Platform figures: ClearPoint product data, September 2026 — 336 licensed organisations, of which 91 in local government. Accounts past their licence end date are excluded; each organisation is counted in one segment only.

See it in action

Click through the dashboard view yourself.

This is the Explorer and Dashboards view in ClearPoint. Explore it at your own pace, then book a demo to see it with your own data.

Interactive tour — Explorer and DashboardsClick anywhere to explore
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."

Headshot of Monica C., Strategic Planning & Performance Manager
Monica C.
Strategic Planning & Performance Manager

Talk to a strategy expert!

Five out of five star customer rating
Based on 150+ customer reviews
ClearPoint Strategy customer ratings on Capterra and G2