ClearPoint Next: The Ultimate Glow-Up

Angel Oh

Product Manager II & Former Synchronized Swimmer

Angel works alongside the product team to help build new features and improve customer experience.

ClearPoint Next is more than a visual refresh—it’s a powerful upgrade that simplifies strategy execution, improves collaboration, and enhances reporting clarity.

Table of Contents

ClearPoint Next isn’t just a visual refresh—it’s a revolution in how you manage, track, and execute your strategy. Not only is there added flash with light mode/dark mode capabilities, but also the features you already love in ClearPoint have been reimagined to make collaboration, customization, and reporting more intuitive and impactful than ever before.

What’s Changed for Data Management & Execution

Manage Elements Page – The Ultimate Control Center
The new Manage Elements Page introduces smoother navigation and a refreshed user interface that feels modern and intuitive. Users now have access to powerful tools such as bulk changes, import/export capabilities, advanced filtering, and adjustable row heights. Additionally, new views like the Kanban Board, Dashboard View, Explorer View, Milestones, and Series Data give users flexible ways to organize and track their strategic elements.  

Together, these upgrades put full control in users’ hands, making updates faster, insights deeper with better data visualizations, and cross-team alignment easier to achieve.

📌 Quick summary of what’s new:

  • Smoother navigation with a refreshed UI.
  • Powerful new tools.
  • New views: Kanban Board, Dashboard View, Explorer View, etc.

‍Summary Reports – More Clarity, More Impact
Summary Reports have been modernized with a sleek new design that makes data easier to read and more visually compelling. These improvements lay the groundwork for even more dynamic reporting enhancements in the future. The updated appearance not only improves the user experience but also boosts the professionalism and clarity of reports shared with stakeholders.

📌 Quick summary of what’s new:

  • A modernized look for clearer, more compelling reports.
  • Foundation for future enhancements.

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Upgraded Customization & Collaboration

Workspaces – Tailored for Your Team
Workspaces now feature a refreshed interface designed for simplicity and usability. Users can personalize their experience with Custom Pods and Picklists in "My Scorecard," allowing each team member to zero in on the data most relevant to their role.  

Every team works differently—this ensures users see what’s most important to them without extra clutter.

📌 Quick summary of what’s new:

  • Refreshed interface for a cleaner, more intuitive experience.
  • Custom Pods & Picklists for My Scorecard

Workflow Updates – Reporting Made Simple
Reporting workflows have been streamlined to keep everyone on track. Users can easily track active workflows from the left-hand navigation or within Workspaces under “My Updates.”  

Launching a workflow opens instructions by default and allows users to @mention teammates directly in the Discussions panel. Workflows can be marked complete, and once the end date has passed, they disappear from view—making it simple to focus only on what still needs attention.  

These updates improve collaboration and transparency while reducing the friction often associated with reporting processes.

📌 Quick summary of what’s new:

  • Easily track active reporting workflows  
  • Launch a workflow to quickly complete your updates
  • Mark workflows as complete and track completion progress

Check out the full list of my must-have features for better collaboration.

Tree / Explorer View – A More Interactive Experience
The upgraded Tree and Explorer View brings enhanced interactivity with improved drill-downs that help uncover insights faster. Users can now view charts, analysis, percentage complete, and other key metrics all in one place. A drag-and-drop linking feature makes it easier than ever to create connections between strategy elements, making the platform more powerful for users managing complex, interconnected plans.

📌 Quick summary of what’s new:

  • Enhanced drill-downs to quickly uncover key insights
  • Visual upgrades: View analysis, charts, % complete, and more
  • Drag-and-drop linking

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A New Look to Strategy Communication & Reporting

Detail Pages & Scorecard Layout Reports – A Whole New Look
Detail Pages and Scorecard Layout Reports have been given a fresh, modern appearance for better readability and visual appeal. The drag-and-drop customization makes it easier to adjust layouts on the fly, and integration with HTML Reports and Briefing Books ensures that reports and dashboards look polished and professional.  

These visual and functional upgrades enhance your ability to communicate strategy clearly and effectively—whether presenting to leadership or sharing externally.

📌 Quick summary of what’s new:

  • Modernized appearance for a cleaner, more readable layout
  • Drag-and-drop customization
  • Seamless integration with HTML Reports and Briefing Books

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The Big Picture

ClearPoint Next isn’t just about aesthetic upgrades—it’s about making data management more powerful, collaboration more seamless, and reporting more impactful.

Don’t just take our word for it—see the transformation for yourself. Get a personalized demo here!

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