Every Feature You Need To Execute Strategy Plans, Updates & Reports

ClearPoint gives you one place to build the plan, track what’s off, and export ready-to-share reports in under 60 seconds.

Strategic Planning & Performance Management

Intelligent Reporting & Dashboards

Collaboration & Communication

Automations & Integrations

Enterprise Administration

AI-Powered Strategic Advantage

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STRATEGIC PLANNING & PERFORMANCE MANAGEMENT

Build, Track, And Optimize Your Strategy With Intelligent Automation

EXPLORER VIEW

Visualize How KPIs and Projects Link to Your Goals, In Real Time

Visualize how KPIs, projects, and objectives connect, across departments and scorecards. Use drag-and-drop to build relationships, surface gaps, and quickly realign work to goals.
Want to see how it works?
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ClearPoint My Workspace in dark mode with an update checklist, revenue chart, scorecards and favorites
Scorecards
Create and manage strategic plans with customizable categories and elements.
Measures & KPIs
Track performance indicators with flexible charting and automated evaluations.
Risk Management 🪄
Identify, assess, and monitor strategic risks with evaluation criteria.
Objectives & Key Results (OKRs)
Manage strategic projects with dependencies, milestones, and resource allocation.
Complex Analytics
Advanced custom calculations, rollups, and performance modeling.
Initiatives & Projects
Manage strategic projects with dependencies, milestones, and resource allocation.

AI STRATEGY ASSISTANT

Turn a Single Prompt Into a Working Plan

Auto-build complete scorecards from simple prompts. Our AI understand your strategy framework and creates comprehensive goals, with KPIs and projects, saving weeks of planning and setup time.
ClearPoint AI chat building a new scorecard from a plain-language request, then asking which objectives to add
See Strategic Planning in Action
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See how strategy maps, scorecards, and OKRs actually work together inside ClearPoint.
INTELLIGENT REPORTING & DASHBOARDS

Turn Data Into Strategic Narratives With AI Insights

Build dashboards, export board reports, and let AI explain what’s behind the numbers.

ClearPoint objective page in dark mode with expense and revenue charts and an AI analysis of the data

BRIEFING BOOKS

Briefing Books, Done In a Single Click

Bundle up dashboards, summaries, and charts into one clean, branded PDF. Add branding, watermarks, and password protection. ClearPoint updates it all automatically, so your reports are always ready when leadership asks.
Quarterly Board Report briefing book built in ClearPoint from the scorecard's Category View
ClearPoint AI panel writing an executive summary of a division scorecard beside its measures

AI STRATEGY ASSISTANT

Instantly Summarize The Story Behind The Numbers

ClearPoint AI writes an executive summary for each report, highlighting wins, red flags, and what leadership should focus on next.
REPORT TYPES
ClearPoint alignment matrix comparing measures across the corporate scorecard and its divisions, with status arrows
Build Once, Reuse Every Cycle
Summary reports
Matrix / grid reports
Dashboard-style reports
Briefing book builder
EXPORTS & SHARING
Quarterly Board Report exported from ClearPoint, over the scorecard's welcome page and strategic plan
Send It, Schedule It, Share It
PDF, PowerPoint, Excel, HTML
Schedule report delivery
View-only report links
Formats for different audiences
VISUALIZATION TOOLS
ClearPoint Explorer view linking objectives and their analysis to revenue and net profit measures
Turn Numbers Into Narratives
Interactive charts with trendlines
Year-over-year comparisons
Custom number formats
Embeddable widgets
See These Features in Action
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See how ClearPoint turns updates into ready-to-share board reports, without formatting slides.
COLLABORATION & COMMUNICATION

Keep Teams Aligned With AI Workflow Management

Make updates part of the process, not something you chase down at the last minute (or forget entirely).

ClearPoint Expenses measure with a magnified Analyze Data panel in which AI explains results against target

AI Turns Recommendations Into Real, Trackable Action Items

Tasks pre-filled with context, owners, and due dates
Assigned automatically to the right person
Triggered alerts to follow up (no need to check manually)

REPORTING WORKFLOWS ✨

Prepare Your QBR Without the Follow-Up Hassle

Guide teams through every step of your QBR process: updates, reviews, approvals, and reminders. ClearPoint keeps the cycle moving on schedule so nothing slips and no one has to chase updates the night before.
ClearPoint My Workspace with a Q2 review checklist of measures to update, plus notifications and mentions
Comments & Mentions

Real-time collaboration with threaded discussions and instant notifications.
Reporting Workflows

Multi-step workflows with automated reminders and scheduling.
Email/Teams Integration

Send pages, reports, and reminders directly from the platform.
My Updates Dashboard
Consolidated view for users to manage all their responsibilities.
Personal Workspaces
Customizable dashboards with drag-and-drop widgets.
Revision History

Complete audit trail of who changed what and when.
AUTOMATION & INTEGRATIONS

Connect ClearPoint to Your Stack And Let the Data Flow in Automatically

DATA SYNC & IMPORTS ✨

Sync Data Across Systems Or Import It On Demand

Pull data directly from tools your team already uses. No more downloading spreadsheets or chasing numbers. ClearPoint keeps everything synced and ready to report.
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Data Loader
Automated data imports from Excel and external systems with scheduled updates.
Zapier Connectivity 🪄
Connect with 3,000+ applications for unlimited workflow possibilities.
MCP Integration
Plug in your LLM and bring AI-driven analysis directly into your ClearPoint workflows.
API & Webhooks
Full REST API access for custom integrations and real-time data synchronization.
Scheduled Reports
Automate report generation and distribution on custom schedules.
Bulk Operations
Mass updates and changes across multiple elements simultaneously.

AI STRATEGY ASSISTANT

From Metrics to Exactly What To Do (Without Manual Analysis)

ClearPoint AI flags patterns, explains performance swings, and recommends actions. It doesn’t just show data. It interprets it.
ClearPoint strategic plan page listing objectives by category with their linked measures
See Automations & Integrations In Action
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See how ClearPoint connects with your existing tools and keeps the data current.
ENTERPRISE ADMINISTRATION

Admin Tools That Keep Strategy Safe, Scalable, and On-Track

APPROVAL WORKFLOWS

Keep Sensitive Updates From Going Live Without Review

Set custom approval rules for any page, update, or report. Assign reviewers, trigger notifications, and track who signed off, so nothing moves forward without proper oversight.
ClearPoint Q2 Review workflow with a magnified completion chart and each owner's items to update
User Management

Role-based permissions with group management and access control.
Single Sign-On (SSO)

Enterprise authentication with SAML and Auth providers.
Two-Factor Authentication
Enhanced security with multi-factor verification.
Security Controls

IP whitelisting, password policies, and comprehensive audit trails.
Custom Fields

Tailor the platform with organization-specific data fields and terminology.
Approval Workflows

Structured oversight with configurable approval rules and notifications.

AI ANALYTICS ✨

Use AI Analytics That Show What’s Working (And What’s Stuck)

AI highlights drop-offs, low adoption zones, and inactive users, so admins can spot issues early.
ClearPoint objective page in dark mode with owner, written analysis and numbered recommendations
See Enterprise Administration In Action
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See how you can control access, approvals, and adoption in ClearPoint without slowing teams down.
AI-POWERED STRATEGIC ADVANTAGE

Enterprise AI That Builds, Explains, and Acts, Not Hallucinates

ClearPoint AI chat, shown magnified, confirming a new scorecard and asking which objectives to add

AI STRATEGY BUILDER ✨

From Blank Screen to Full Strategy In a Few Minutes (Not Months)

Just type what you’re trying to achieve and ClearPoint AI works with you to build the entire strategy using your framework. Scorecards, OKRs, KPIs, timelines, owners, and even the strategy map, can be auto-generated and ready to refine.
Strategy Builder
Performance Analysis
Recommendations

See what’s changing, why it’s happening, and what to focus on next.

Run root-cause analysis on live data
Assign tasks with due dates and owners
Generate predictive insights and future trend forecast
Auto-draft strategy maps with linked objectives
Pre-fill timelines, milestones, and team assignments
Trigger follow-up reminders and nudges
Build balanced scorecards automatically
Create cascading goals across departments
Highlight key areas needing attention
Create initiative roadmaps with milestones
Analyze year-over-year performance changes
Propose resource reallocation options with ownership
Detect performance trends and anomalies
Create tailored scorecards with ownership built in
Get KPI and OKR suggestions based on your strategic goals
Flag exceptions instantly (what’s off–and why)
Compare performance with benchmarks and peers
Generate action items from performance gaps
Calculate performance scores automatically
Generate SWOT analysis templates
Generate predictive insights and future trend forecast
Create cascading goals across departments

See what’s changing, why it’s happening, and what to focus on next.

Run root-cause analysis on live data
Assign tasks with due dates and owners
Generate predictive insights and future trend forecast
Auto-draft strategy maps with linked objectives
Pre-fill timelines, milestones, and team assignments
Trigger follow-up reminders and nudges
Build balanced scorecards automatically
Create cascading goals across departments
Highlight key areas needing attention
Create initiative roadmaps with milestones
Analyze year-over-year performance changes
Propose resource reallocation options with ownership
Detect performance trends and anomalies
Create tailored scorecards with ownership built in
Get KPI and OKR suggestions based on your strategic goals
Flag exceptions instantly (what’s off–and why)
Compare performance with benchmarks and peers
Generate action items from performance gaps
Calculate performance scores automatically
Generate SWOT analysis templates
Generate predictive insights and future trend forecast
Recommend initiative adjustments

See what’s changing, why it’s happening, and what to focus on next.

Run root-cause analysis on live data
Assign tasks with due dates and owners
Generate predictive insights and future trend forecast
Auto-draft strategy maps with linked objectives
Pre-fill timelines, milestones, and team assignments
Trigger follow-up reminders and nudges
Build balanced scorecards automatically
Create cascading goals across departments
Highlight key areas needing attention
Create initiative roadmaps with milestones
Analyze year-over-year performance changes
Propose resource reallocation options with ownership
Detect performance trends and anomalies
Create tailored scorecards with ownership built in
Get KPI and OKR suggestions based on your strategic goals
Flag exceptions instantly (what’s off–and why)
Compare performance with benchmarks and peers
Generate action items from performance gaps
Calculate performance scores automatically
Generate SWOT analysis templates
Generate predictive insights and future trend forecast
Recommend initiative adjustments