My Top 12 ClearPoint Features as a Product Manager

As a Product Manager at ClearPoint, I’m always looking for ways to make strategy execution faster, easier, and more effective for our users. Whether it’s improving workflows, reporting, or data management, my goal is to eliminate friction and help teams focus on what matters most—driving results.

With that in mind, here are my personal favorite features in ClearPoint—the ones that truly make a difference for our customers. Plus, I’ve included a sneak peek of what’s coming in ClearPoint Next and a bonus feature that I’m especially excited about!

1. AI-Powered Strategy & Reporting Tools (Smarter, Faster, More Insightful Reporting)

🚀 Why I love it: AI has been a game changer for strategy execution. It automates time-consuming tasks, provides intelligent insights, and makes reporting effortless.

✨ My Favorite AI Capabilities:

• AI Strategy Assistants to help structure and refine your strategy and simplify building your account.

• AI-Generated Milestones & Action Items that recommend next steps.

• AI-Powered Executive Summaries that analyze your scorecard and provide key takeaways.

• AI Exception Reports summarizing red status objectives for leadership review.

• AI Writing Assistance to generate, refine, and format text for analysis, recommendations, and reports.

• AI Chat Transcripts, so you can reference past AI interactions.

🎯 Why it matters: AI helps teams save time, focus on insights, and create better reports—faster.

Ready to unlock the power of Artificial Intelligence? Learn more about ClearPoint's AI Capabilities here!

2. Workspaces (Personalized User Dashboards for Seamless Navigation)

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📌 Why I love it: Workspaces bring everything you need into one place, eliminating the need to navigate through multiple pages. It serves as a personalized hub where you can quickly access your latest updates, items you own, favorited elements, notifications, key reports, and charts—all in a single, streamlined view.

✨ Best Part: With everything centralized, Workspaces make it effortless to stay organized and on top of your priorities. Whether you’re reviewing updates, checking critical reports, or tracking key performance indicators, it’s all right there at your fingertips.

🎯 Why it matters: Workspaces help users focus on key tasks, reduce clutter, and improve productivity.

3. Reporting Workflows (Automating Data Collection & Review)

📌 Why I love it: Keeping reporting on track can be a challenge, especially for large teams. Reporting Workflows automate the data collection and review process, ensuring updates are submitted on time with the right level of oversight.

✨ Best Part:

• Automate update requests and reminders to streamline reporting.

• Assign responsibilities so the right team members provide input at each stage.

• Admins can set custom instructions to guide users through the reporting process.

• Users can collaborate in real time with discussions, comments, and @mentions to tag teammates and request input.

• Track progress with real-time status indicators, making it easy to see what’s complete and what’s pending.

🎯 Why it matters: Reporting Workflows eliminate the need for manual follow-ups, keep teams accountable, and ensure reports are complete and accurate before they reach leadership. With built-in collaboration tools, teams can work together seamlessly to provide the best possible updates.

4. Approvals (Ensuring Data Integrity & Oversight)

📌 Why I love it: Organizations need oversight and control over strategic updates, and this feature ensures a structured, transparent approval process.

✨ Best Part: With configurable approval rules per scorecard, pending approval indicators, and a centralized My Approvals page, it’s easy to track and manage approvals in one place.

🎯 Why it matters: It streamlines decision-making, prevents unauthorized changes, and ensures data accuracy and accountability across your strategy.

5. HTML Reports & Briefing Books (Next-Gen Reporting & Stakeholder Communication)

📌 Why I love it: ClearPoint excels at strategy reporting, and HTML Reports take it to the next level with interactive, shareable reports.

✨ Best Part: Dynamic HTML exports, last-used report tracking, and better formatting for professional presentations.

🎯 Why it matters: Makes reporting more engaging, flexible, and easy to distribute.

6. Archiving for Scorecards, Reporting Periods & Custom Fields (Improved Performance & Data Management)

📌 Why I love it: Large accounts with large volumes of data can now archive older items to improve system performance and usability.

✨ Best Part: Admins can archive scorecards, reporting periods, and custom fields, keeping accounts clean and efficient.

🎯 Why it matters: Prevents slowdowns and keeps strategy data organized without clutter.

7. ClearPoint Teams (Simplified User & Scorecard Management)

📌 Why I love it: ClearPoint Teams keeps you connected by delivering real-time notifications, alerts, exports, and reminders directly in Microsoft Teams. It streamlines collaboration by allowing users to submit and review updates without ever leaving Teams.

✨ Best Part: Instead of switching between platforms, you can receive key strategy updates, get notified about important changes, and take action—all within Teams.

🎯 Why it matters: This seamless integration improves communication, keeps teams aligned, and ensures updates happen in real time, making strategy execution more efficient.

8. Modernized Charts & Data Visualization (More Engaging & Insightful Reports)

📌 Why I love it: The new chart suite makes ClearPoint’s visualizations more modern, professional, and readable.

✨ Best Part:

• Updated Column, Bar, Gauge, Radial, Pie, and Combo Charts.

• Cleaner, sharper designs with better contrast and labels.

• More interactive and engaging for reports.

🎯 Why it matters: Data storytelling matters! These new charts help users communicate insights more effectively.

🚀 Sneak Peek: Latest Innovations in ClearPoint Next! 🚀

These upcoming features are some of the ones I’m most excited about in ClearPoint Next!

9. Kanban Board View for Manage Pages (Visual Workflow & Task Management)

📌 Why I love it: Kanban Boards bring strategy execution into a workflow-friendly format that users love.

✨ Best Part:

• Drag-and-drop tasks to update status easily.

• Customizable columns that adapt to different workflows.

• Integrated with reports & detail pages for seamless tracking.

🎯 Why it matters: Transforms strategy execution into a dynamic, agile process.

10. New Views for Your Elements: Explorer View & Dashboard View (More Ways to Manage Your Strategy Data)

📌 Why I love it: More ways to see and interact with strategic data means more clarity and control.

✨ Best Part:

• Explorer View: See a dynamic tree or link map of your entire scorecard and strategy, allowing you to visualize relationships between elements at a glance. Drag and drop linked elements to refine connections, and drill down into links to get a deeper understanding of how different areas of your strategy are performing.

• Dashboard View: Get a comprehensive visual overview by displaying all charts for a specific element type within a scorecard. This allows you to quickly analyze trends, compare performance metrics, and gain insights across multiple elements in one centralized view.

🎯 Why it matters: Helps teams see relationships, track progress, and make better decisions.

11. Version History for All Update Fields (Improved Auditability & Data Tracking)

📌 Why I love it: Tracking data changes is essential for maintaining accuracy, transparency, and accountability in strategy execution. With Version History, you can see exactly how and when updates were made, making it easier to track progress and understand past decisions.

✨ Best Part: Click the period tag on any pod to instantly view a detailed history of updates over time. Easily reference past changes, compare previous values, and restore key information when needed. This feature ensures that no critical updates are lost, and that reporting remains accurate.

🎯 Why it matters: Version History provides a clear audit trail for all updates, improving data integrity and simplifying reporting. Whether you’re validating past decisions, troubleshooting discrepancies, or preparing executive reports, this feature gives you the historical context needed to make informed strategic choices.

12. New Import/Export on Manage Pages (My Favorite Feature in ClearPoint Next!)

📌 Why I love it: Bulk updates just got WAY easier with import/export on Manage Pages. Now, you can seamlessly update data in bulk using Excel.

✨ Best Part:

• Quickly import/export large data sets across elements to Excel, where you can take full advantage of formulas, filters, sorting, and other powerful Excel features to make bulk changes quickly.

• Once your updates are complete, simply import the file back into ClearPoint to apply your changes instantly.

• Streamlines large-scale edits, reducing manual work and ensuring consistency and accuracy across your reports.

🎯 Why it matters: This feature eliminates the need for tedious, one-by-one updates, saving hours of work while improving accuracy and efficiency in data management.

Final Thoughts

These Top 12 Features represent the best of ClearPoint today and what’s coming next. As a Product Manager, I love features that save time, improve efficiency, and enhance reporting clarity—and these do exactly that.

Ready to see these powerful tools in action? Book a free personalized demo today!

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