Strategic Planning & Execution
That Adapts To Your Organization 🚀
Turn strategic plans into action with monthly/quarterly objectives, measures, and initiatives—no more juggling broken spreadsheets.
Want to see how it works?
Book a Free Demo
In 30 minutes, see what your strategy would look like in ClearPoint.
Guided Data Migration
We’ll help you move all your strategy and KPI data from spreadsheets to ClearPoint.
Seamless Integration
Connect with Power BI, Snowflake, SQL Server and more to streamline strategy and reporting in one place.
SOC2 Certified Security
Your data stays safe with enterprise-level security, strict access controls, and full compliance.
Trusted by more than 15,000 users at leading organizations worldwide
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How Your Plan Looks
in a Spreadsheet vs ClearPoint
Problem
Team Lead
Why didn’t you get my update?
CFO
These numbers are out of date...
project manager
I thought this was fixed already?
“Spreadsheets broke everything—lost updates, outdated data, and endless confusion. ClearPoint fixed it all.”
Becky E.
Innovation Manager
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Finally, Everything in
One Place 🙌🏽
Track objectives, measures, and initiatives in real time. See progress, spot issues, and generate reports instantly.
how it works
Turn Your Detailed Strategic Plan Into
Daily Tasks For Every Team & Department
SET UP FOR SUCCESS
Get Up And Running
In 2-3 Weeks
With Our Help
We adapt to your strategy, team, and workflow—no more forcing your process into rigid tools.
Migrate Existing Data – Import everything from spreadsheets without losing structure.
Customize to Your Needs – Align ClearPoint with your goals, teams, and reporting framework.
No Strategy Yet?
We’ll Help You Turn
Ideas Into A Clear, Actionable Plan
Just answer a few questions, like filling out a form—and AI will create a custom plan with key objectives and milestones.
Want to see how it works?
Book a Free Demo
features
Every Person, From Every Team, Knows Exactly What To Do
Get the tools to track KPIs, assign tasks, monitor progress,and keep every initiative on target.
Custom Views
Filter data by team, department, or individual to see progress, responsibilities, and key updates in real-time.
See Custom Views
Smart Reminders
Get automatic updates and alerts to ensure tasks, reports, and strategic goals stay on track.
Project Management
Manage initiatives, deadlines, and dependencies in one place, keeping every project aligned with your strategy.
Key Metrics
Track performance with real-time KPIs, so you always know what’s working and what needs attention.
Live Dashboards
Get a clear, real-time view of goals, reports, and key data—all in one easy-to-use dashboard.
Custom Views
Filter data by team, department, or individual to see progress, responsibilities, and key updates in real-time.
Smart Reminders
Get automatic updates and alerts to ensure tasks, reports, and strategic goals stay on track.
See Smart Reminders
Project Management
Manage initiatives, deadlines, and dependencies in one place, keeping every project aligned with your strategy.
Key Metrics
Track performance with real-time KPIs, so you always know what’s working and what needs attention.
Live Dashboards
Get a clear, real-time view of goals, reports, and key data—all in one easy-to-use dashboard.
Custom Views
Filter data by team, department, or individual to see progress, responsibilities, and key updates in real-time.
Smart Reminders
Get automatic updates and alerts to ensure tasks, reports, and strategic goals stay on track.
Project Management
Manage initiatives, deadlines, and dependencies in one place, keeping every project aligned with your strategy.
See Project Management
Key Metrics
Track performance with real-time KPIs, so you always know what’s working and what needs attention.
Live Dashboards
Get a clear, real-time view of goals, reports, and key data—all in one easy-to-use dashboard.
Custom Views
Filter data by team, department, or individual to see progress, responsibilities, and key updates in real-time.
Smart Reminders
Get automatic updates and alerts to ensure tasks, reports, and strategic goals stay on track.
Project Management
Manage initiatives, deadlines, and dependencies in one place, keeping every project aligned with your strategy.
Key Metrics
Track performance with real-time KPIs, so you always know what’s working and what needs attention.
See Key Metrics
Live Dashboards
Get a clear, real-time view of goals, reports, and key data—all in one easy-to-use dashboard.
Custom Views
Filter data by team, department, or individual to see progress, responsibilities, and key updates in real-time.
Smart Reminders
Get automatic updates and alerts to ensure tasks, reports, and strategic goals stay on track.
Project Management
Manage initiatives, deadlines, and dependencies in one place, keeping every project aligned with your strategy.
Key Metrics
Track performance with real-time KPIs, so you always know what’s working and what needs attention.
Live Dashboards
Get a clear, real-time view of goals, reports, and key data—all in one easy-to-use dashboard.
See Live Dashboards
automation
Tweaked Your Plan? Here’s How ClearPoint Automates All The Changes
Users save an average of 89 hours per report by eliminating manual work through these automations.
Data Collection
Bulk Spreadsheet Data
ClearPoint Data Loader
Scheduled Workflows
Updater Flow
Timely Team Reminders
Status Evaluations
Calculations and Evaluations
Status Indicators
Automated Alerts
Key Metric Changes
Red Alert Measures
Report Generation
Schedule Reports
Distribute to Stakeholders
Export Briefing Books
Consolidate Key Insights
Briefing Books for Meetings
BUILT- IN AI STRATEGY ASSISTANT
Ask Questions, Get Strategy
Insights Without Manual Analysis
No more building, researching, or digging for insights. Just ask a question and get an instant, strategy-aligned answer.
Set Clear Milestones
What are the milestones
for this project?
for this project?
- Milestone 1: Build a simple dashboard to show key numbers.
- Milestone 2: Train team leaders on how to use the dashboard.
- Milestone 3: Hold quarterly meetings to review the data.
Can you add a 4th milestone?
Certainly! Here is a 4th milestone for this initiative: Milestone 4: Gather feedback from users and make improvements.
Get Status Updates
Show me what’s changed in this project over the last month.
The project completion date was extended from June 15 to July 30 due to unexpected delays. Street repaving is 100% complete, sidewalk expansion is on-schedule with 70% complete.
What were the
unexpected delays?
unexpected delays?
The material deliveries arrived late, causing Phase 2 (Infrastructure Upgrades) to start one week later than planned.
Explore KPIs
Suggest some KPIs for this goal.
- Project Completion Rate –% of projects finished on time.
- Revenue Growth Rate –% increase in revenue over time.
- Customer Satisfaction –Average rating from feedback.
How should I measure my performance against my peers?
- Project Completion Rate – ~70-80% of completed on time.
- Revenue Growth Rate – ~5-10% annual growth.
- Customer Satisfaction – ~85-90% satisfaction score.
Reporting
Reporting, Without the Headache
Stop dreading reporting (yes, it's possible!). Unify data, automate updates, and visualize insights with ease.
Single Source of Truth for Reporting
Create reports that pull real-time data automatically, ensuring accurate insights across sales, marketing, and operations.
Always Up-to-Date – Reports refresh automatically with the latest numbers, eliminating manual updates.
Unified Data & Visuals – Get performance metrics, trends, and charts in one fully updated report.
I used to spend days (sometimes weeks!) pulling reports together. Now, ClearPoint does it automatically—I don’t even have to think about it.”
Brandie Holloway
Director of Strategy
Director of Strategy
Best-In-Class Support
Live chat support
Get instant help from a real person on our team—just type your questions and get real-time answers.
Tricia
Joseph
Marisa
testimonials
ClearPoint Aligns Strategies
Everywhere
“This system keeps you finding operational efficiencies. Several of these opportunities have resulted in millions of dollars in savings!”
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“Everyone is rowing in the same direction in ClearPoint, which contributes to our overall performance.”
“ClearPoint has taken our strategy-focused organization to the next level.”
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“ClearPoint is an excellent product with superior support. It has been an excellent tool to use!”
“Going from using PDFs to ClearPoint has helped us elevate visibility.”
BOOK A FREE DEMO
Give Us 30 Minutes,
And We’ll Show You
How To Never Do
Manual Reports Again
We’ll tailor ClearPoint to match your strategy, team, and goals for a perfect fit.
No guesswork—get an exact quote based on your needs, with no hidden fees.
Always Up-to-Date – Reports refresh automatically with the latest numbers, eliminating manual updates.
Based on 150+ customers reviews
