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
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.
