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ClearPoint Support Center
Documentation, training, and tools to help you get the most out of ClearPoint.
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New to ClearPoint?
Browse our “Getting Started” series with these videos and help articles.
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Browse By Category
Getting Started
37 Articles
Introduction to ClearPoint
Navigate the system
Manage profile
Getting Started Videos
Build your strategic plan in ClearPoint
25 Articles
Structure your account
Add your objectives
Create strategy maps
Align your strategy
Track your performance measures
45 Articles
Add your measures
Manage your data
Chart and visualize your data
Manage your projects
15 Articles
Track initiatives and milestones
Project Evaluations
Automate your process
11 Articles
Schedules
Notifications
Reminders
Data Loader
Integrate With ClearPoint
27 Articles
Data Loader
ClearPoint Sync
Webhooks
API
Community Dashboards
Report your results
59 Articles
Build summary reports
Set up scorecard landing pages/dashboards
Share your results
Share with the ClearPoint Community
12 Articles
Benchmark with your peers
Community Dashboards
Administer your account
68 Articles
Manage reporting periods and frequencies
Manage users
Customize your account
Account rollover
Enterprise features
Training Videos
16 Articles
User Permission Videos
CPS Summit 2019
CPS Summit 2018
CPS Summit 2017
Care Packages
12 Articles
ClearPoint “Care Packages” bundle up all the resources you need to be an expert on different ClearPoint features. From account rollover, to tagging, to project evaluations and ClearPoint Sync, we have you covered.
What’s New in ClearPoint
18 Articles
We’re continually improving ClearPoint to make it the best management reporting and strategy execution software. We release major versions of ClearPoint every six months, and bug fixes and small enhancements every two to three weeks.
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