~ 3 MIN READ

Tableau Vs. ClearPoint: A Comparison Between Software Options

Not sure which road to travel between Tableau and ClearPoint? See which is the best option in a few common scenarios.

Joseph, Director of Customer Success at ClearPoint, has over 10 years of experience working with customers to create efficient performance management and strategy execution processes.

If you’ve come across this article, you’re likely looking for software applications to aid in data visualization or reporting needs. Tableau and ClearPoint are both excellent pieces of software—but their benefits are quite different. Tableau is great for certain applications, and the same is true of ClearPoint. Below, we’ve described what each software option is ideal for and a number of scenarios where one software option or the other may be superior.

Tableau

Tableau is a data visualization and analytics software, founded in 2003. Users enjoy its clean interface, user-friendly, drag-and-drop visualization format, and “storytelling” ability. It is ideal for:

  • Building bar, line, and other charts which can lead to insightful analysis of your information.
  • Visualizing multivariate data. For example, this would you to sort what is being sold in different geographic regions by customer size.
  • Integrating the software with your data sources to automatically create visualizations.
  • Managing transactional data. For example, you could visualize hundreds or thousands of new customer activity by zip codes over the course of a week.

ClearPoint

ClearPoint is a structured scorecarding application designed to link your data to your strategic objectives and tell the story from one reporting period to the next. It is ideal for:

  • Understanding how your organization and your key strategies are progressing, month-to-month or quarter-to-quarter, with context and qualitative analysis.
  • Creating management reports that help you execute your strategy at the highest level as well as at divisions and departments.
  • Determining red, yellow, and green objective and measure evaluations. (We have a free 25-page toolkit to walk you through this process.)
  • Linking projects to goals to drive results, in order to see what you are doing to impact the measures you are tracking.

Do any of these scenarios sound familiar?

1. You want to visualize and gather insights from your operational data and create insightful charts.

Best Option: Tableau

2. You want to conduct management meetings, start to finish.

Best Option: ClearPoint

3. You want to design dynamic measure charts to view information through a variety of lenses.

Best Option: Tableau

4. You need a full scorecard management solution for your leadership team, so you can see all of your critical information in one place.

Best Option: ClearPoint

5. You need to be able to blend multiple data sets together and would prefer this data were pulled automatically from a back-end system to save time and effort.

Best Option: Tableau

6. You need to track your Balanced Scorecard and determine how your marketing effort links into your software development efforts and how that links into your revenue model, which is driven by your employee model, and so on.

Best Option: ClearPoint

7. You need software that can automatically calculate conversion rates, exchange rates, and other things you’d manually do in Excel or other reporting systems.

Best Option: Tableau

8. You are involved with a municipality that is trying to track their strategic plan and performance measures across the city and share results with their citizens.

Best Option: ClearPoint

A Question To Consider

Before you move forward with your search, consider this: Are you even evaluating the right thing? ClearPoint and Tableau are extremely different tools—if you’re comparing the two, you’re comparing apples to oranges. So before you continue, try to bear down into what you’re looking for overall.

Are you seeking out a charting engine to take your big data and turn it into charts that will help you understand trends? Then a visualization tool like Tableau—or one of its competitors like QlikView or Crystal Reports—might be ideal.

Or, are you looking for an application that will allow you to manage your reporting needs? If you are looking to track your goals, measures, and projects, ClearPoint—or another scorecarding application—might be your ticket.

Frankly, an organization might be able to benefit from having both pieces of software in place if it’s in line with its objectives.

If you’re interested in learning more about ClearPoint, we can answer any questions you might have. And we’re sure the folks at Tableau would be happy to do the same!

Tableau Vs. ClearPoint: A Comparison Between Software Options