Every Feature You Need To Execute Strategy Plans, Updates & Reports
ClearPoint gives you one place to build the plan, track what’s off, and export ready-to-share reports in under 60 seconds.
STRATEGIC PLANNING & PERFORMANCE MANAGEMENT
Build, Track, And Optimize Your Strategy With Intelligent Automation
EXPLORER VIEW
Visualize How KPIs and Projects Link to Your Goals, In Real Time
Visualize how KPIs, projects, and objectives connect, across departments and scorecards. Use drag-and-drop to build relationships, surface gaps, and quickly realign work to goals.
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Scorecards
Create and manage strategic plans with customizable categories and elements.
Measures & KPIs
Track performance indicators with flexible charting and automated evaluations.
Risk Management 🪄
Identify, assess, and monitor strategic risks with evaluation criteria.
Objectives & Key Results (OKRs)
Manage strategic projects with dependencies, milestones, and resource allocation.
Complex Analytics
Advanced custom calculations, rollups, and performance modeling.
Scorecards
Create and manage strategic plans with customizable categories and elements.
AI STRATEGY ASSISTANT
Turn a Single Prompt Into a Working Plan
Auto-build complete scorecards from simple prompts. Our AI understand your strategy framework and creates comprehensive goals, with KPIs and projects, saving weeks of planning and setup time.
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INTELLIGENT REPORTING & DASHBOARDS
Turn Data Into Strategic Narratives With AI Insights
Build dashboards, export board reports, and let AI explain what’s behind the numbers.
BRIEFING BOOKS
Briefing Books, Done In a Single Click
Bundle up dashboards, summaries, and charts into one clean, branded PDF. Add branding, watermarks, and password protection. ClearPoint updates it all automatically, so your reports are always ready when leadership asks.
AI STRATEGY ASSISTANT
Instantly Summarize The Story Behind The Numbers
ClearPoint AI writes an executive summary for each report, highlighting wins, red flags, and what leadership should focus on next.
REPORT TYPES
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Build Once, Reuse Every Cycle
Summary reports
Matrix / grid reports
Dashboard-style reports
Briefing book builder
EXPORTS & SHARING
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Send It, Schedule It, Share It
PDF, PowerPoint, Excel, HTML
Schedule report delivery
View-only report links
Formats for different audiences
VISUALIZATION TOOLS
Turn Numbers Into Narratives
Interactive charts with trendlines
Year-over-year comparisons
Custom number formats
Embeddable widgets
COLLABORATION & COMMUNICATION
Keep Teams Aligned With AI Workflow Management
Make updates part of the process, not something you chase down at the last minute (or forget entirely).
AI Turns Recommendations Into Real, Trackable Action Items
Tasks pre-filled with context, owners, and due dates
Assigned automatically to the right person
Triggered alerts to follow up (no need to check manually)
REPORTING WORKFLOWS ✨
Prepare Your QBR Without the Follow-Up Hassle
Guide teams through every step of your QBR process: updates, reviews, approvals, and reminders. ClearPoint keeps the cycle moving on schedule so nothing slips and no one has to chase updates the night before.
Comments & Mentions
Real-time collaboration with threaded discussions and instant notifications.
Real-time collaboration with threaded discussions and instant notifications.
Reporting Workflows
Multi-step workflows with automated reminders and scheduling.
Multi-step workflows with automated reminders and scheduling.
Email/Teams Integration
Send pages, reports, and reminders directly from the platform.
Send pages, reports, and reminders directly from the platform.
My Updates Dashboard
Consolidated view for users to manage all their responsibilities.
Personal Workspaces
Customizable dashboards with drag-and-drop widgets.
Revision History
Complete audit trail of who changed what and when.
Complete audit trail of who changed what and when.
AUTOMATION & INTEGRATIONS
Connect ClearPoint to Your Stack And Let the Data Flow in Automatically
DATA SYNC & IMPORTS ✨
Sync Data Across Systems Or Import It On Demand
Pull data directly from tools your team already uses. No more downloading spreadsheets or chasing numbers. ClearPoint keeps everything synced and ready to report.
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Data Loader
Automated data imports from Excel and external systems with scheduled updates.
Zapier Connectivity 🪄
Connect with 3,000+ applications for unlimited workflow possibilities.
MCP Integration
Plug in your LLM and bring AI-driven analysis directly into your ClearPoint workflows.
API & Webhooks
Full REST API access for custom integrations and real-time data synchronization.
Scheduled Reports
Automate report generation and distribution on custom schedules.
Bulk Operations
Mass updates and changes across multiple elements simultaneously.
AI STRATEGY ASSISTANT
From Metrics to Exactly What To Do (Without Manual Analysis)
ClearPoint AI flags patterns, explains performance swings, and recommends actions. It doesn’t just show data. It interprets it.
ENTERPRISE ADMINISTRATION
Admin Tools That Keep Strategy Safe, Scalable, and On-Track
APPROVAL WORKFLOWS
Keep Sensitive Updates From Going Live Without Review
Set custom approval rules for any page, update, or report. Assign reviewers, trigger notifications, and track who signed off, so nothing moves forward without proper oversight.
User Management
Role-based permissions with group management and access control.
Role-based permissions with group management and access control.
Single Sign-On (SSO)
Enterprise authentication with SAML and Auth providers.
Enterprise authentication with SAML and Auth providers.
Two-Factor Authentication
Enhanced security with multi-factor verification.
Security Controls
IP whitelisting, password policies, and comprehensive audit trails.
IP whitelisting, password policies, and comprehensive audit trails.
Custom Fields
Tailor the platform with organization-specific data fields and terminology.
Tailor the platform with organization-specific data fields and terminology.
Approval Workflows
Structured oversight with configurable approval rules and notifications.
Structured oversight with configurable approval rules and notifications.
AI ANALYTICS ✨
Use AI Analytics That Show What’s Working (And What’s Stuck)
AI highlights drop-offs, low adoption zones, and inactive users, so admins can spot issues early.
AI-POWERED STRATEGIC ADVANTAGE
Enterprise AI That Builds, Explains, and Acts, Not Hallucinates
AI STRATEGY BUILDER ✨
From Blank Screen to Full Strategy In a Few Minutes (Not Months)
Just type what you’re trying to achieve and ClearPoint AI works with you to build the entire strategy using your framework. Scorecards, OKRs, KPIs, timelines, owners, and even the strategy map, can be auto-generated and ready to refine.
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See what’s changing, why it’s happening, and what to focus on next.
Run root-cause analysis on live data
Assign tasks with due dates and owners
Generate predictive insights and future trend forecast
Auto-draft strategy maps with linked objectives
Pre-fill timelines, milestones, and team assignments
Trigger follow-up reminders and nudges
Build balanced scorecards automatically
Create cascading goals across departments
Highlight key areas needing attention
Create initiative roadmaps with milestones
Analyze year-over-year performance changes
Propose resource reallocation options with ownership
Detect performance trends and anomalies
Create tailored scorecards with ownership built in
Get KPI and OKR suggestions based on your strategic goals
Flag exceptions instantly (what’s off–and why)
Compare performance with benchmarks and peers
Generate action items from performance gaps
Calculate performance scores automatically
Generate SWOT analysis templates
Generate predictive insights and future trend forecast
Create cascading goals across departments
See what’s changing, why it’s happening, and what to focus on next.
Run root-cause analysis on live data
Assign tasks with due dates and owners
Generate predictive insights and future trend forecast
Auto-draft strategy maps with linked objectives
Pre-fill timelines, milestones, and team assignments
Trigger follow-up reminders and nudges
Build balanced scorecards automatically
Create cascading goals across departments
Highlight key areas needing attention
Create initiative roadmaps with milestones
Analyze year-over-year performance changes
Propose resource reallocation options with ownership
Detect performance trends and anomalies
Create tailored scorecards with ownership built in
Get KPI and OKR suggestions based on your strategic goals
Flag exceptions instantly (what’s off–and why)
Compare performance with benchmarks and peers
Generate action items from performance gaps
Calculate performance scores automatically
Generate SWOT analysis templates
Generate predictive insights and future trend forecast
Recommend initiative adjustments
See what’s changing, why it’s happening, and what to focus on next.
Run root-cause analysis on live data
Assign tasks with due dates and owners
Generate predictive insights and future trend forecast
Auto-draft strategy maps with linked objectives
Pre-fill timelines, milestones, and team assignments
Trigger follow-up reminders and nudges
Build balanced scorecards automatically
Create cascading goals across departments
Highlight key areas needing attention
Create initiative roadmaps with milestones
Analyze year-over-year performance changes
Propose resource reallocation options with ownership
Detect performance trends and anomalies
Create tailored scorecards with ownership built in
Get KPI and OKR suggestions based on your strategic goals
Flag exceptions instantly (what’s off–and why)
Compare performance with benchmarks and peers
Generate action items from performance gaps
Calculate performance scores automatically
Generate SWOT analysis templates
Generate predictive insights and future trend forecast
Recommend initiative adjustments
BOOK A FREE DEMO
Give Us 30 Minutes,
And We’ll Show You
How To Never Do
Manual Reports Again
We’ll tailor ClearPoint to match your strategy, team, and goals for a perfect fit.
No guesswork—get an exact quote based on your needs, with no hidden fees.
Always Up-to-Date – Reports refresh automatically with the latest numbers, eliminating manual updates.
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