Slash your reporting time by 70% and let ClearPoint do the heavy lifting. Automatically collect, evaluate, and distribute your strategic or operational reports.

Data Collection

Let your data come to you

With ClearPoint, you can directly connect to your existing data systems and pull data into your reports. But even better, you can also automate the process of collecting data from individuals: Instead of spending hours emailing, calling, and asking for information, let ClearPoint automate reminders, providing easy access and coaching people to update their information with ease.

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Data Loader

Are you worried about the double-entry of data? We are too. Let the data loader push your important information directly into ClearPoint. We can pull from Excel, CSV, or database sources.

Reporting Workflows

Run automated workflows with ClearPoint that will reach out to all of your strategy owners. Routinely ask your team to make monthly and quarterly updates.


Send reminders to your team before it's too late. Schedule time to input, update, or review information before a key meeting or deadline.

“ClearPoint provides the foundation as we continue to evolve and advance the way we track and communicate strategy across our organization and to our community."

Ryan L.

Business practice leader
Calculations & Evaluations

Automate your analysis

With ClearPoint, you can set up calculations, evaluations, and charts that automatically update whenever your data changes - no matter where that data lives. Stop worrying about linked spreadsheets and obsolete presentations, and start spending time on the work that matters - executing your strategy.

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Charts & Calculations

Write any formula with ease using our calculation wizard. Display results in beautiful charts that you can export as PNG, PDF and PPT.


Pull data across ClearPoint (and across different source systems) to create aggregate calculations, status indicators, and data for a quick picture of results.


Take the subjectivity out of evaluations. Set up criteria to automatically determine status based on metric data or linked element performance.

“Great product and team to work with. The system is easy to manipulate, there hasn't been anything that we couldn't do so far."

Rob S.

Mid-market strategist
Automation View
Report Distribution

Get the message out - automatically

Leave late, missing, out-of-date, or inaccurate reports behind. With ClearPoint, set up schedules to automatically distribute reports, publish your results to an internal (or external) dashboard, and update embedded reports.

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Build schedules to automatically generate and distribute reports on whatever cadence is right for your organization.

Briefing Books

Leverage data in ClearPoint to create different briefing books for different audiences. No more copy-and-paste into PowerPoint for report creation.


Foster transparency by exporting your results from ClearPoint. Publish an external (or internal only) facing dashboard for stakeholders to see performance.