Outgrown Excel & PowerPoint? Discover Better Solutions

Avoid frustration and inaccuracies with advanced reporting tools. Identify challenges like version control and formatting issues, and find out how to enhance your business reporting.

Have you outgrown Excel? Find out by downloading this guide.

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Tired of Excel and PowerPoint holding back your reporting? As your business grows, so should your tools. Discover the pitfalls of sticking with outdated software—version control headaches, inconsistent data, formatting nightmares, and accuracy doubts. Learn from ClearPoint Strategy, the experts in strategy execution, and upgrade your reporting game.

Let's face it, sticking with Excel and PowerPoint for reporting is like trying to fit into your high school jeans—it's just not going to work as your business expands. Sure, they're familiar, but familiarity doesn't cut it when you're dealing with the chaos of version control and the headache of formatting issues. It's like trying to herd cats.

And don't even get me started on consistency and accuracy. One minute your data looks solid, and the next, you're questioning if you accidentally used last quarter's numbers. It's frustrating, and frankly, it's a risk you can't afford to take.

As your business grows, your reporting tools need to keep up. Clinging to outdated methods is a recipe for disaster. It's time to embrace a solution that evolves with you, ensuring your reports are as dynamic and reliable as your business. Trust me, your future self will thank you.

Learn From The Leaders 🏆 in Strategy Execution

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Switching from Excel and PowerPoint transformed our reporting accuracy and consistency. No more version control headaches!

Mark Evans, Chief Development Officer

Our team productivity soared after moving beyond Excel. We now enjoy seamless, error-free reporting.

Steven Wright, Finance Leader

Outgrowing Excel was the best decision. Our reports are now precise and professionally formatted.

Elizabeth Turner, Planning Consultant

join us for a Featured Webinar

From Chaos to Clarity: How to Run Effective Strategy Meetings

February 20, 2025

Most organizations struggle with strategy review meetings—they either become unfocused status updates, or they get bogged down in endless data with no clear action. That’s why leading organization like New York Power Authority, the city of St. Albert, and Casey Family Programs have transformed their approach, ensuring that strategy actually drives decisions.

In this session, we’ll challenge the way you think about strategy meetings, departmental alignment, and annual reporting. You’ll learn:

📊 Reporting that Drives Performance – How to leverage the strategic frameworks (like the Balanced Scorecard) and initiative management to move beyond data dumping and into meaningful insights.

🔗 Linking strategy to operations – The key to aligning strategic priorities to daily operations so that your departments to ensure everyone at the organization is rowing in the same direction.

🚀 Meetings that Lead to Action – How to structure strategy review meetings that drive accountability, focus, and real decision-making (not just another round of updates).

If your strategy meetings feel like a waste of time, this is your wake-up call. Let’s build a strategy management process that actually works.

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