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Features and functionality for medium sized organizations with several branch offices or divisions. Includes 10+ users, 25 view-only users, and all Basic and Professional features. Additional training and services are available.
Ease of Use
Double click on any field in ClearPoint to make changes easily.
Modern Responsive Design
Access your data on-the-go through your desktop, tablet, and mobile device.
Integrated Help & Tooltips
Take guided tours around various areas of ClearPoint, and hover over icons to see what they mean.
“Like” as many pages and reports in ClearPoint as you want. Set one of these pages as your homepage. View all of your favorites in one place.
Establish accountability by assigning measure ownership. Owners can see all of the information they are responsible for in one place.
Make Bulk Changes
Save time by editing multiple items at once. Change all of your measures from quarterly to monthly in one swoop, for example.
Record all activity in ClearPoint with an audit log that can be easily filtered and exported. Reverse unwanted changes when necessary.
Recycle Bin & Undelete
See a list of anything deleted in the last 30 days, and recover it if necessary.
Automate your reporting process by scheduling automatic data uploads, reminders, and report generation.
Scorecard Update Template
Add new elements to your scorecard or make changes to existing elements with one template.
Scorecards and Dashboards
Manage perspectives, themes, objectives, measures, and initiatives. CPS fully supports all elements of a Norton and Kaplan Balanced Scorecard.
Link multiple initiatives to a single measure, link child objectives to parent objectives, within or across scorecards – the possibilities go on.
Track the status of your strategy visually with a linked strategy map. Drill down from the map to detailed elements.
Automatic Measure Evaluations
Automatically generate RAG statuses when new data is entered, saving time and maintaining consistent evaluation criteria over time.
Report not only on quantitative data, but also through qualitative information—like analysis and recommendations—to add context.
Automatic Objective Evaluations
Automatically generate RAG statuses based off of elements aligned with your objectives.
Publish To Community Dashboards
Push your ClearPoint data to a community dashboard to communicate your progress with stakeholders or citizens.
Monitor any risk within your organization and connect these risks to your strategic plan.
Monitor your project’s timeline, budget, and percentage complete.
Set up tasks for users to accomplish by a particular date. Link these actions to any element in ClearPoint.
Milestones & Sub-Milestones
Break projects down into tactics, and separate those tactics into as many detailed steps as needed.
View your project timeline complete with status color and shading to indicate percent complete.
Automatic Project Evaluations
Use criteria like your percent complete or budget spend to automatically evaluate the status of a project.
WYSIWIG Export to PDF
Print layouts and reports from ClearPoint while maintaining the same clean look and feel. Choose landscape or portrait mode as well as different paper sizes.
Create as many views as you need for various meetings, presentations, and other purposes. Print as needed, or drill down to the details.
Drag & Drop Report Builder
Drag and drop fields to create your columns, with the ability to sort and filter in the report.
Show color-coded progress of your measures over time. See your improvements or spot your trouble areas quickly.
Set up templates to easily replicate reports in different scorecards.
Clickable Briefing Books
Pull multiple pages of ClearPoint together in a comprehensive PDF for briefing leaders. Drill down from summary pages to detail pages within the report.
Export To Excel & PowerPoint
Get your information out of ClearPoint with exports so that you can use the information in whatever context you need.
Custom Report Styles
Create an in-house look by utilizing your brand’s logo, images, and colors in your reports, headers, footers and cover pages.
Export for Web
Publish your ClearPoint content to an HTML webpage. Send out the URL, or embed the report on your website.
Show all actual data for all of your measures in one column regardless of the data type (currency, percent, number, etc.)
Use criteria like measure status or owner to filter information in reports.
Create multiple charts for a single measure, so you can easily view and analyze performance in different ways
Custom Reporting Frequency
Create custom groups of reporting periods, and then apply them to individual measures. You can report monthly, quarterly, by semester and on fiscal years if needed.
Basic & SQL Calculations
Set up series to automatically generate values based on data existing in ClearPoint. Leverage SQL for complex calculations.
Aggregate Series Calculations
Roll up your data from operational to strategic levels and average information across your scorecards.
Aggregate Status Calculations
Segment and count the number of elements with a particular status. How many projects are red? Now you know.
Share your measures and browse other organizations’ measures in a ClearPoint measure library.
Reference Series Calculations
Track information like a project’s percent complete or budget spend. Put your project information into a chart or use it for evaluations.
Compare your data to peers within your own account, getting up to date data as soon as an organization updates it in their ClearPoint account.
Online Support Center
Search our database of over 200 help articles and videos to quickly find the answer you need.
Send us a question and you’ll get a quick response.
Pick up the phone and give us a call to get your questions answered.
In-App Messaging Support
Chat live with the ClearPoint team while working in the application.
Take advantage of the ClearPoint team’s expertise to help you configure your account for long-term success.
Create custom fields to track specific information relevant to your organization.
Custom Status Indicators
Upload any image or icon as a custom status indicator.
Drag and drop fields on your detail pages to create customized layouts and set standard layout templates.
Change Your Top Navigation
Edit the terminology used in the software to reflect what your organization uses.
Explore endless charting styles and visually depict your data in just a few clicks.
Custom Page & Table Styles
Change your report’s color scheme to match your organization’s branding.
Create Custom Number Formats
Format your data however you want it, with the ability to choose from standard formats — like percentages, currencies, and decimals — or create your own.
Data HTML Custom Fields
Use this custom field to reference information from anywhere else in ClearPoint, avoiding double entry and version control issues.
Copy reports and elements
Create new elements and reports by duplicating ones you already have perfectly configured.
Default layouts and series
Set default layouts and series to ensure consistency throughout your account.
Bulk field changes
Change fields for multiple elements at once for easy updating.
Summary report templates
Set a report as a template so that you can use it anywhere in your account.
Master Measure Templates
Apply a customized template to your measures and make centralized updates to ensure consistency over time.
Create project templates so that you can easily make updates to multiple projects and ensure consistency over time.
Bulk scorecard and account updates
Add new elements to your scorecard or make changes to existing elements with one template.
Schedule reminders to notify measure owners about updating their data. Customize the reminders to only notify users who need to make an update.
Receive notifications from the Alert Center right within ClearPoint.
Automatic Update Notifications
Receive notifications when data is updated either manually or via automatic upload. Be the first to know about changes.
Alerts For Status Changes
Set up custom alerts so you can be notified if your RAG statuses turn red.
By-Scorecard User Permissions
Control user access and editing capabilities, differentiate by scorecard, and set any report to public, private, or restricted.
Require users to provide an extra code when logging in for increased security.
Control your organization’s password complexity, and choose to expire passwords every 90 days.
Take a snapshot of your account at a certain period in time and easily track changes.
Allow account administrators to pick exactly which areas and elements in ClearPoint a person or group should have access to.
ClearPoint partners with Ping Identity to provide SSO as a login option.
Whitelist or blacklist entry to your ClearPoint account based on IP address.
Manually Enter Data
Input and update your data and analysis without any technical expertise.
Cut & Paste
Easily paste spreadsheet data into the system.
Load Data Automatically
Schedule data to be automatically uploaded from spreadsheets, CSV files, or SQL queries.
Use The ClearPoint API
Import and export data in and out of ClearPoint in a flash.
Integrate With Zapier
Move your data and automate tedious tasks easily.
ClearPoint is more than just software.
When you sign up for ClearPoint, you’re getting a partner in your success and joining a community of dedicated professionals.
Frequently Asked Questions
What is a user?
A user is any person who uses the software. In our pricing plans, we have three different categories of users. The first is a full user. This could be an administrator, scorecard admin, or editor. The second is an update-only user. This type of user is only available to Enterprise Plan customers. Third is the view-only user, or browser. You can have a limited number of view-only users in our Professional Plan, and an unlimited number in the Enterprise Plan.
Do I need to buy services?
For our Basic Plan, no services are included, but you are required to purchase onboarding. For the Professional Plan and Enterprise Plan, onboarding is included. You have the option to purchase additional services as needed. We want you to get started on the right foot with your reporting efforts, so think about what would make you most successful from the start. It is usually much easier to be successful with some of your information already setup in ClearPoint and then some training by a passionate professional.
Are there any overage or hidden fees?
No. ClearPoint costs are tied to the number of users and the level of support that you request. You will not see additional fees for scorecards, objectives, measures, emails, document storage, printing, reminders, or notifications. If you need more users or support, please don’t hesitate to reach out to us.
Do I need to pay for a year up front?
Yes. ClearPoint contracts are billed annually by default. We’ve found that customers who can commit to a full year of using ClearPoint will be more successful with their reporting efforts in the long run. And since your long-term success is our goal, we want to encourage those practices that support that goal. Bottom line: Annual contracts make happier ClearPoint customers. And we want you to be happy.
What’s “Try It Now”?
Selecting a “Try It Now” button on the ClearPoint website puts you directly into the Professional Plan. We want you to see how the software works, so you will get a tour and be able to do almost everything in the software. Be aware that the data resets every 24 hours. If, after the quick look, ClearPoint seems like it might be right for your organization, request a Free Trial.
What’s the free trial, then?
The free trial provides you with a full version of a Professional Plan for 15 days. We also provide Premium Support so that you can message us from within the application to get your questions answered. If you like the software, you will be able to purchase it with your work still in it. You get the full experience of the depth and breadth of the ClearPoint software, so you know exactly what you’re getting when you become a ClearPoint customer.
What is Premium Support?
All clients receive access to Basic Support which includes all of the articles and videos in our support center and email support. You can email us, and we promise to get back to you in one business day. For Premium Support, you get a faster email response time (promise of four hours, but we try for less than an hour), you can call us on the phone, and you can use in-app messaging, which means you can reach us right when you need us.
What about Training?
We offer on-premise and remote training. We believe that users will learn ClearPoint quickly and easily by working with one of our professional trainers. We conduct 2-hour end user training sessions and 3-hour administrator training sessions. We can combine these sessions to create a custom training day for different individuals in your organization. Check with us and design a program that will ensure your success.
Do you have government pricing?
We sure do. If you are with a United States federal, state, or local government organization, and you can purchase off of GSA, then we do have GSA pricing under schedule 70. Our number is GS-35F-0610X. Please reach out to us directly for additional questions about GSA pricing.
Can I customize my plan?
We built the plans based on the standard price and then gave a generous “plan discount.” You can add things to the plan like additional users or Premium Support, but you cannot remove features from a plan. You can also add services like training and setup. The goal of the plan is to ensure that you have the right tools to be successful. We are happy to talk to you about your individual circumstance and learn more about what your path to success looks like.