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.
Want to see how it works?
Book a Free Demo
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.
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.
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.
Still Chasing Updates? Here’s How ClearPoint Replaces Meeting Prep & Check-Ins
Assign tasks, leave comments, set permissions, and trigger alerts. So teams stay aligned without weekly meetings, messy email threads, or status-chasing on Slack.
Inline Comments Leave feedback directly on goals and updates, no more email threads.
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!)
book a free demo
In Just 30 Min, We’ll Show You
How to Streamline Business Reporting
(without chasing spreadsheets, late updates, or siloed teams)
Watch ClearPoint turn fragmented data into clean, decision-ready dashboards.
See how AI, scorecards, and team views keep reports visible and actionable.
Ask anything about frameworks, workflows, or custom views, we’ll show you LIVE on your reporting structure!
We shared a mess of spreadsheets. They helped turn it into a structured, live reporting system with owners and goals. We didn’t expect to get that far in 30 minutes."
Monica C.
Strategic Planning & Performance Manager
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