ClearPoint 12.0

Webinar 40 in the "I Didn't Know ClearPoint Could Do That!?!" Webinar Series

Imagine a world where your reporting process practically runs itself – new data uploads on schedule to ClearPoint, reminders are sent automatically to owners for updates, your account locks down for official review at the same time each month, and reports are distributed like clockwork before meetings. Sound too good to be true? It isn’t – ClearPoint is bringing that world to you in our upcoming release, ClearPoint 12.0.

This episode of the “I Didn’t Know ClearPoint Could Do That!?!” Webinar Series provides a sneak peek at new features, walks you through how to automate up to 70% of your management reporting process, and shows you how to keep teammates up to date on changes.

Happy Reporting!

My Outline

  • Before the webinar, log into [email protected]
    • Usual password 
  • Introduction
  • Welcome
  • Great day – new webinar. It’s Thursday, which is almost Friday.
  • Here with my colleague Brandon Kline
  • HOUSE KEEPING
    • We will be recording this session and will make it available in a week or two
    • Webinar will last about 20 minutes
    • Submit questions to [email protected] (answered at the end)
      • We’ll follow up via email
    • We ask that you all put your phones on mute
  • If you joined our last webinar, then you know the general format. We want to keep these short, but informative and useful in your everyday ClearPoint Lives.
  • Last webinar we covered calculations in ClearPoint
  • Today we are going to cover Summary Views. It’s great to have all our objectives, measures, and initiatives in ClearPoint with qualitative and quantitative information, but Summary Views are how we pull out the pertinent information we want to use to inform our decisions or present to key stakeholders

 

  • Agenda
  • For those that’ve been in ClearPoint you know Summary Views are a big part of the tool, but something we have found a lot of people struggle with
  • See PowerPoint

 

As I mentioned earlier, if you have questions, please send them to [email protected] and we’ll get to them at the end in the order they come in

  • Okay, so buckle up because here we go….
  • We’re in the ClearPoint Upward Air Account, which is made up demo account we use
  • We can have summary views for all our elements including: Objectives, Measures, and Initiatives, but Measures is where we will spend most of our time today because it’s most relevant to how most users utilize the tool
  • Click on Measures in top navigation
  • Here we see our Default Summary Views
    • Measures
      • Allows us to see who has entered in their data
      • As said, use summary views to pull out information we need
      • Here we can see who has entered their analysis and recommendations
      • Brandon we can email from this page
    • Dashboard
      • Shows all Charts for all our measures
      • Can export to PowerPoint
    • Alignment Matrix
      • Illustrates how our measures relate to each other through the system
      • Here we only have one measure set up
      • So, this view is not all that useful to us
      • Let’s hide it
  • Now, let’s get into the fun stuff and build our own
  • Go to Add / Edit Layouts Button
    • We can browse the template library
      • Useful if you have multiple scorecards and you’re going to want the same layout for each one
    • Or add a new layout from scratch
      • We’ll click on that
  • On the first tab, we have several options
    • Give the layout a name – Matrix (It’s a great Keanu Reeves movie and the name of our layout)
    • Choose Layout Type
      • Global
        • Everyone in the system can see it
      • Private
        • Only the person who created the layout can see it
      • Hidden
        • This is another way to hide a layout like what I previously showed you
      • Restricted
        • Least common – Administrators can set up rules to limit who can see the layout
      • Select Layout Type
        • Standard Layout
        • Alignment Matrix
        • Dashboard
        • Dashboard Large
      • Arrange Layout
        • Pull out:
          • Measure Name
          • Periodicity
          • Series Status
        • Scorecards
          • Choose which scorecards you want to pull the information from
          • We’ll stick to the main corporate scorecard for this example
        • Select Elements
          • We can pick and choose which measures to include
          • If we do not select any, then the system will default to choosing them all
          • If we had selected more than one scorecard on the previous page, this is where we would toggle between them when selecting elements
          • Here, let’s have all our measures show up
        • Select Periods
          • We can choose any fields that change over time, or in ClearPoint terms, “Update” fields
          • For this example, let’s choose series status
          • Then, we have several options for Periods to Display
            • Run through the options
            • Leave it on Current Period
          • Filter Grid and Options
            • For this report, I do not want to use any of these options, but we’ll speak more about this later
            • Click SAVE

 

  • We can reorder these to change how they appear in the dropdown menu 
  • Now we have our report
  • We’re seeing the Measure Name, Periodicity, and the Series Status
  • It’s very useful for seeing how we did in our last period, but we cannot really see any trends. For revenue, we’re yellow now, but is that good or bad? Were we red, green, or yellow last period?
    • Let’s adjust the report!
      • You can click on Add / Edit Layout or Edit Current Layout
      • Go to Select Periods
        • Last N Periods
        • Go back 6 periods
        • Save
      • Awesome! Much more helpful!
        • Now we can do some trend analysis, but all the icons on here are kind of making me nauseous .
        • So, let’s change it!
          • Edit Current Layout
          • Options
            • Run through the options
            • Subtable Indicators à Color
          • Now, we have an awesome heat map!
  • So, I mentioned the Filter tab a little earlier and I’d like to show you how that works
    • Let’s say we want to create a report that just shows us our Red Measures
    • We’ll call this summary report Red Alert
      • Arrange Layout – Pull out Measure Name and Analysis
      • Scorecards – We’ll pull from all the scorecards in this account
        • Remember that if you have a lot of scorecards in your account and you are pulling from all of them, it could take a minute or two for the system to load
      • Select Elements – Leave blank to default to all of them
      • Filter – Choose Below Plan
      • SAVE
    • We can click down into each individual measure to find out what is happening!
    • The report is dynamic since it is filtering, so if one of these measures goes from red to yellow or green, we will no longer see it on the report. Likewise, if a measure turns red, then it will start to show up.
    • As you probably know, all pages in ClearPoint can be exported to PDF and emailed, but Summary Views can also be exported to Excel.
      • Go to Matrix view
        • Export it to Excel
      • As if this was not mind blowing enough, check this out…
        • Add Charts to the Matrix view
        • After clicking SAVE and showing it off, change the order for the Chart and have it appear right next to the Measure Name
  • For Initiatives and Objectives, you would build Summary Views the same way.
    • Go to Initiatives
      • Click Add / Edit Layout just to show similarities
  • Now you’ve seen a few examples of Summary Views you can build and you have seen a lot of the different options available to you.
  • It looks like we have a few questions coming in, so let’s jump into those
  • To start going through the questions, my colleague Brandon is going to take over

Questions

  1. Our first question is from one of our friends on the west coast… can’t believe you’re up this early just to listen to us but thanks for tuning in. QUESTION IS :
    • It was cool that Joseph pulled in all of those series, but I think I remember from our training that you could also create calculated fields and pull those into a summary report as well. How do you do that?
      • Great question. Easy. First, create the field.
      • Edit layouts > calculated fields > new layout > add field to layout
  1. Can you also show us how to build a summary report for initiatives?
    • Sure – it works in much the same way
  2. Also, a follow up question – It looks like you can filter your initiatives by date. Can you show us how to do that?
    • Filter by start date (before and after)

Wrap Up               

  • Well, we are running out of time over here, and want to be sure to respect your time and our promise to keep these short and sweet.
  • If you submitted a question we did not have time to answer on the webinar, we will follow up with you via email. Also, if anyone thinks of additional questions later, feel free to reach out! Even if a few weeks from now you want to create a report, but are not sure how to get exactly what you have in mind into ClearPoint, shoot us an email and we’re happy to walk you through it.
  • Thanks for joining us, have a great day, and we’ll see you all on the next “I didn’t know ClearPoint could do that!?!” Webinar!

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