How To Set Up Your Account | Support Center | ClearPoint Strategy

Set up your account

Since ClearPoint is designed to work with your existing reporting process (not the other way around), it's important that you set up ClearPoint properly. Key steps in the setup process include adding scorecards, adding elements (like KPIs and projects), setting up detail page layouts, setting up summary reports layouts.

Set up your account

Getting Started – Scorecards

Changing the home scorecard of an element

Editing detail page layouts

Recalculating a measure or scorecard