Make Reporting Workflows Finally Match How Decisions Actually Happen!

Want to see all the AI prompts?

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.

Proof

The 70% is a real number — here's whose it is

Southern Ohio Medical Center

40 h → 20 min 400+ scorecards

Southern Ohio Medical Center used to need one person, 40 hours a month, to populate report data everywhere it had to go. After centralizing 400+ scorecards in ClearPoint — accessible from the CEO's office to the frontline nursing station — that process takes 15-20 minutes: "It's made huge efficiencies for our team."

Tiffany LaCoste, Manager of Performance Improvement; process rebuilt with David Richard, Director of Performance Improvement and Clinical Information Systems

The Choctaw Nation of Oklahoma

The same play at tribal-government scale: "This system keeps you finding operational efficiencies. Several of these opportunities have resulted in millions of dollars in savings!"

Brandie Holloway, Director of Strategy

Across ClearPoint's platform — 410 active organizations, 15,902 live plans — reports are a live view of tracked work, not a document rebuilt by hand each month.

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?

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.”

Steve Sones

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.



Already in Excel?  
We’ll import, clean, and correct your data.



Need a New Plan? 
AI builds reporting-ready plans for you.



Don’t Want to Start from Zero?
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.

See Custom Workflows

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.

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.

Custom Views

Build reports filtered by team, region or any custom dimension.

Monitor KPI health across teams with real-time, high-level views.

See Executive Dashboards

View KPIs, owners, and trendline side-by-side always up to date.

Visualize task progress and spot bottlenecks at a glance.

Drill down from org-level goals to individual team actions in seconds.

Build reports filtered by team, region or any custom dimension.

Monitor KPI health across teams with real-time, high-level views.

View KPIs, owners, and trendline side-by-side always up to date.

See Scorecards

Visualize task progress and spot bottlenecks at a glance.

Drill down from org-level goals to individual team actions in seconds.

Build reports filtered by team, region or any custom dimension.

Monitor KPI health across teams with real-time, high-level views.

View KPIs, owners, and trendline side-by-side always up to date.

Visualize task progress and spot bottlenecks at a glance.

See Kanban Boards

Drill down from org-level goals to individual team actions in seconds.

Build reports filtered by team, region or any custom dimension.

View KPIs, owners, and trendline side-by-side always up to date.

View KPIs, owners, and trendline side-by-side always up to date.

Visualize task progress and spot bottlenecks at a glance.

Drill down from org-level goals to individual team actions in seconds.

See Goal Alignment

Build reports filtered by team, region or any custom dimension.

Monitor KPI health across teams with real-time, high-level views.

View KPIs, owners, and trendline side-by-side always up to date.

Visualize task progress and spot bottlenecks at a glance.

Drill down from org-level goals to individual team actions in seconds.

Build reports filtered by team, region or any custom dimension.

See Custom Views

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

Your Strategy Hub

Explore All The Custom Views

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.