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Find Your Perfect Reporting Tool
Discover 10 tool categories and 42 features to match your needs. Use our checklist to choose the best software for your organization.
Discover the perfect reporting tool for your organization with our expert checklist from ClearPoint Strategy. Navigate through 10 tool categories and 42 features to find your ideal match. Whether you need Excel or advanced visualization tools, this guide helps you pinpoint the best fit for your needs.
At ClearPoint Strategy, we know choosing the right reporting tool can feel like navigating a maze. With so many options out there, from trusty old Excel to those snazzy visualization tools, it’s easy to get overwhelmed. But fear not! Our ultimate checklist is here to guide you through the chaos.
We’ve broken it down into 10 categories, covering everything you might need—or not. Whether you’re looking for dashboarding solutions or scorecard and strategy tools, we’ve got you covered. And with 42 features to consider, you’ll be able to pinpoint exactly what fits your organization like a glove.
Our criteria will help you cut through the noise and zero in on the software that aligns with your goals. So, dive in, explore, and let’s find that perfect reporting tool together. Trust us, it’s easier than it sounds!
Learn From The Leaders 🏆 in Strategy Execution
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This checklist is a game-changer! It assisted us pinpoint the exact reporting tools we needed. Highly recommend it!
A comprehensive manual that simplifies the decision-making process for reporting tools. It’s a must-have for any business leader.
The detailed features and criteria provided made choosing the right software effortless. A valuable toolkit for any organization!
join us for a Featured Webinar
Strategic Alignment at Scale: How JEA Is Powering Enterprise Success
April 24, 2025
Join us for an exclusive conversation with Kendra Cash, EdD, Enterprise Strategy Specialist at JEA, the largest municipal utility in Florida—and one of the largest in the country—providing energy and water services to over one million residents and businesses in Northeast Florida.
With a workforce of more than 2,200 employees, aligning strategy across such a large and essential organization is no small feat. Kendra will offer insights into how JEA has created organization-wide alignment by tying Strategic Focus Areas to department-level goals, enabling every team to contribute meaningfully to enterprise objectives. In this session, you’ll learn how JEA:
🎯 Aligns Strategic Focus Areas with department-level goals to drive enterprise-wide success
🧠 Leverages change management to create buy-in and shared ownership of strategy
⚙️ Implements systems that keep strategy actionable and outcomes measurable
💡 Supports execution with ClearPoint Strategy as a central hub for visibility and scalable results
Whether you're in utilities, local government, or any large organization navigating complexity, you’ll walk away with tangible takeaways to improve alignment, accountability, and strategic clarity.
