ClearPoint Strategy Features

ClearPoint Strategy

Strategic planning, performance management, & reporting

4.94/5 (35 reviews)

ClearPoint Strategy Feature Summary

  • Ad Hoc Reports
  • Automation
  • Budgeting & Forecasting
  • Customizable Dashboard
  • Data Integration
  • Drag & Drop
  • Goal Alignment
  • KPIs
  • Project Management
  • Reminders and Notifications
  • Report Export
  • Scheduled / Automated Reports
  • Scorecards
  • Strategy Dashboards
  • Strategy Mapping

Competitor Feature Comparison

@mentions
API
Action Item Tracking
Activity Dashboard
Ad hoc Analysis
Ad hoc Reporting
Administrative Reporting
Alerts / Escalation
Automated Scheduling
Automatic Notifications
Benchmarking
Budgeting
Business Analysis
Charting
Collaboration Tools
Commenting
Consolidation / Roll-Up
Custom Charts
Custom Fields
Customizable Reporting
Customizable Templates
Dashboard Creation
Data Import
Data Import/Export
Data Visualization
Database Integration
Document Templates
Drag & Drop Interface
Email Alerts
Email Invitations & Reminders
Email Notifications
Filtered Views
Gantt Charts
Goal Setting / Tracking
HTML5 Technology
Heatmap
Historical Analysis
Milestone Tracking
Multiple Data Sources
Performance Metrics
Performance Reports
Planning Tools
Prioritizing
Progress Reports
Progress Tracking
Project Budgeting
Project Management
Project Planning
Project Tracking
Project Workflow
Projections
Reporting & Statistics
Scenario Planning
Scheduled Reporting
Single Sign On
Status Reporting
Status Tracking
Strategic Planning
Summary Reports
Task Management
Task Tracking
Third Party Integration
Two-Factor Authentication
WYSIWYG Editor
Learn moreCompare App
@mentions
API
Action Item Tracking
Activity Dashboard
Ad hoc Analysis
Ad hoc Reporting
Administrative Reporting
Alerts / Escalation
Automated Scheduling
Automatic Notifications
Benchmarking
Budgeting
Business Analysis
Charting
Collaboration Tools
Commenting
Consolidation / Roll-Up
Custom Charts
Custom Fields
Customizable Reporting
Customizable Templates
Dashboard Creation
Data Import
Data Import/Export
Data Visualization
Database Integration
Document Templates
Drag & Drop Interface
Email Alerts
Email Invitations & Reminders
Email Notifications
Filtered Views
Gantt Charts
Goal Setting / Tracking
HTML5 Technology
Heatmap
Historical Analysis
Milestone Tracking
Multiple Data Sources
Performance Metrics
Performance Reports
Planning Tools
Prioritizing
Progress Reports
Progress Tracking
Project Budgeting
Project Management
Project Planning
Project Tracking
Project Workflow
Projections
Reporting & Statistics
Scenario Planning
Scheduled Reporting
Single Sign On
Status Reporting
Status Tracking
Strategic Planning
Summary Reports
Task Management
Task Tracking
Third Party Integration
Two-Factor Authentication
WYSIWYG Editor
Visit WebsiteCompare App
@mentions
API
Action Item Tracking
Activity Dashboard
Ad hoc Analysis
Ad hoc Reporting
Administrative Reporting
Alerts / Escalation
Automated Scheduling
Automatic Notifications
Benchmarking
Budgeting
Business Analysis
Charting
Collaboration Tools
Commenting
Consolidation / Roll-Up
Custom Charts
Custom Fields
Customizable Reporting
Customizable Templates
Dashboard Creation
Data Import
Data Import/Export
Data Visualization
Database Integration
Document Templates
Drag & Drop Interface
Email Alerts
Email Invitations & Reminders
Email Notifications
Filtered Views
Gantt Charts
Goal Setting / Tracking
HTML5 Technology
Heatmap
Historical Analysis
Milestone Tracking
Multiple Data Sources
Performance Metrics
Performance Reports
Planning Tools
Prioritizing
Progress Reports
Progress Tracking
Project Budgeting
Project Management
Project Planning
Project Tracking
Project Workflow
Projections
Reporting & Statistics
Scenario Planning
Scheduled Reporting
Single Sign On
Status Reporting
Status Tracking
Strategic Planning
Summary Reports
Task Management
Task Tracking
Third Party Integration
Two-Factor Authentication
WYSIWYG Editor
Visit WebsiteCompare App

ClearPoint Strategy Feature Reviews

25 reviewers had the following to say about ClearPoint Strategy's features:

Patrick Doolittle

ClearPoint Review

2020-01-13

More and more users are accessing the site and we continue to migrate more info to the site, which has improved transparency and easy of data sharing.

Pros

Top benefits include ease of use as well as report customization.

Cons

Although almost any type of report can be generated, the visual design of these reports is mostly unchangeable.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Tim Jarrell

Excel to Clearpoint Strategy

2019-10-17

CPS is used for goal tracking, idea machine ideas review, and project tracking at a high level not as a project management tool.

Pros

Ease of use and how easy it was to organize goals and create reports.

Cons

Since we have a lot of projects in our organization, it would be helpful if the software had more project management capabilities.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
David Kranjcevic

A great Strategic Plan monitoring tool!!

2019-10-02

Pros

ClearPoint provided our municipality with a simple and easy to use platform to manage and monitor the organization's Strategic Plan.

Cons

Not all reports can be exported into the desired format.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Government Relations company, 51-200 employees)

Align and dashboard your results with this powerful easy to use tool

2018-08-21

Clearpoint enables us to continually monitor our progress toward our strategies and goals, track progress on projects and ensure that we are applying our resources to achieve the right results.

Pros

Informative dashboards and reports that can illustrate the alignment of Intitiatives, measures and goals while giving a clear visual indication of progress in charts and graphs.

Cons

None, I've used Clearpoint for a number of years and it does exactly what it is supposed to and they continually improve the product.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Financial Services company, 201-500 employees)

Top notch customer service and en easy to use platform to manage your Balanced Scorecards

2018-04-20

The software helps to ensure all of our Balanced Scorecards are properly managed, tracked, and updated.

Pros

We are very pleased with the dashboard that was created for our internal reporting.

Cons

I really have nothing negative to say. ClearPoint meets our needs and again the staff is super helpful and very responsive.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Mark Parks

ClearPoint has given us a clear edge in tracking our progress on our strategic plan objectives

2018-06-05

Ease of tracking strategic objectives and performance measures.

Pros

We have been able to really move forward on tracking our strategic objectives and performance measures for our organization, all in one place.

Cons

The challenge we had with ClearPoint was the formatting of some reports. Working with their suppot team we were able to work through that and generate our required reports in a format that works for us.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Christina Burns-Bruce

Great tool to support Our Strategy

2016-11-03

We are utilizing it for reporting and tracking our performance measures and key activities. The support staff is amazing.

Pros

The functionality, ease of use and support provided.

Cons

The cost.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Delinda Pendleton, BSN, MSN, CPHQ

More than satisfied with ClearPoint Strategy

2019-01-09

We have also appreciated the webinars that are offered and look forward to attending the annual conference for the first time this year.

Pros

We don't feel limited in any way regarding how we will use the product as we make plans to move from our initial use (strategic management) to other possibilities (i.e., project management).

Cons

At this point, I don't have any cons, other than wishing I had the product sooner.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Ascendant Strategy Management


Delinda,

We are so happy to hear you are pleased with your use of ClearPoint so far! It is great to hear the onboarding process has been made easy due to the onsite training, conference calls, and the overall ease of use of the tool. We are glad we can support you in managing your strategic plan through our support resources and the layout and format options we can provide with reports.

We are looking forward to our continued partnership as you grow in ClearPoint and begin to conquer new areas, like project management!

Tricia Jessee, Customer Success

Read more
Kelley Hartman

Use the software daily

2018-01-19

Pros

Cloud based, ability to see other municipality measures, project management tools.

Cons

Cost for licensing of large number of employees. Need updates on a more frequent basis to keep up with the times

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Regina McNeill

ClearPoint allows us to create a strategic plan that drives collaboration and high-level strategy.

2018-01-19

ClearPoint Strategy provided the platform we needed to take our strategic plan from a departmental, tactical driven to-do list to an idea-mapped, living document that drives collaboration, high-level strategy, and accountability.

Pros

The custom report capabilities was the solution to one of our biggest challenges with our Strategic Plan.

Cons

Although the online help library is a tremendous source of information, as a new user of the software, most of the tutorials are written for someone that is already familiar with the software. When I first started mapping our strategic plan into the software, I needed resources with basic information on getting it set up. I found most of the tutorials were written with the assumption that the user already knew when and why to use an option, and the cause and effect of using it. Now that I have a much better understanding of how options work together, the tutorials are much more useful.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Erin Hudson

Highly Recommend ClearPoint

2019-09-20

Pros

Ease of use, ease of setup, flexibility, strategic plan tracking (we previously housed our plan in a word document)

Cons

There are a couple of features that are only available within the highest level package and there are fewer user licenses available in the package that we have, but it's what suits our organization best at this time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Tony Griego

Great Performance Management Project and great customer service!

2018-04-18

Pros

This product allows greater accessibility to our organization's performance management system.

Cons

It can be a bit daunting to get started but once you know what you want to do it is quick and easy to implement.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Laura Karpaviciute

ClearPoint for Performance Management

2014-08-26

Finally, ClearPoint allows publishing performance reports on the web - a helpful feature for public organizations committed to transparency.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Anthony Griego

Easy to use, customize, and well supported

2019-10-30

Overall our experience has been exceptional. We feel that ClearPoint is a partner for our success. They have helped us problem solve and develop new measures in the system. Their customer support service is truly outstanding. They really listen to customer feedback and incorporate it into making new features!

Pros

It's easy to collaborate on ideas with a group and make updates in real time. The look and feel of the software is very polished.

Cons

There are so many options it can be a little daunting to get started. Luckily, ClearPoint was a great partner in helping us build out our system and providing advice from other customer's experiences.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Alan Shorthouse

ClearPoint as a Critical Tool for Strategic Planning/Performance Measurement Initiatives

2015-04-03

The ability to import data into ClearPoint with little or no manual effort has been a critical element in the acceptance of the system by our staff.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Carrie Collins

Outstanding product and service

2020-04-28

From our first sales call to my use of the product yesterday, I have had an outstanding experience. I would highly recommend this product to anyone who is engaged in strategic planning.

Pros

This software is easy to use and provides us with exactly the right tool to record and track our strategic plan.

Cons

It can take some time to get used to the nuances of the system, but the support hotline is amazing to answer any questions.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
John Tytla

What a refreshing pleasure it is working with their staff!

2016-12-08

In my 17 years, I have dealt with a lot of different performance management software companies and they have provided me the best customer service by far and it isn't even close.

Pros

I like the way you can edit and add data to the measure from one screen.

Cons

I Do not like that you cannot expand the columns widths in the measure data tables.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Ascendant Strategy Management


John,
Thank you for such a kind review. We are motivated by the work you and others are doing at Olathe. It is great. Also, with regards to your suggestions for enhancements, we should have both items addressed shortly. The wrapping headers will be fixed on December 15, 2016, and the more flexible column widths should be improved in early 2017 (January hopefully).

We listen closely to our customers and continue to work to make the product easier to use with each release. Thank you again for the great review.

Ted Jackson, Managing Partner

Read more
Shannon Bommelje

ClearPoint is great for showing alignment & how our business is connected throughout organization.

2018-04-16

Pros

The ease of creating & generating various types of reports that are needed.

Cons

Some features are not very intuitive and it takes some digging to understand how to use them fully. However, the support available negates this.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Laura Baker

Great overall!

2019-10-08

Pros

The software is pretty user-friendly and offers a number of custom layouts and fields that are really helpful for my organization. The customer support has been fantastic.

Cons

There are a handful of small features that are missing that would have made the software more useful to my organization--more flexible reports, more granular permission-granting, ability to add run charts.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Hannah Bagby

ClearPoint for Performance Management Scorecards

2015-06-03

When it came to our design, we needed a way to organize and visualize data quickly at multiple levels.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Patty B

Excellent performance management tool and user experience

2019-05-21

Pros

As an administrator, management of scorecards and users is very easy.

Cons

None, any new requirements we have or new functionality we need (e.g. customized charts, etc.) is very willingly supported by the ClearPoint team.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Lawrence Pollack

ClearPoint provides significant, user-friendly functionality for performance measurement

2015-04-09

After releasing our Community Dashboard in 2013 we realized that Excel was not the best solution for storing and reporting on hundreds of metrics.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Nikki Bonsignore

Clearpoint is an easy to use software that helps keep you organized and focused on your goals

2019-09-25

I always learn something new about the software every time I use it

Pros

I like that everything is in one place. I can keep all of the company's goals and metrics for multiple office locations in one convenient area

Cons

it is a little difficult to learn when you want to code and create features by yourself, but thankfully the support team makes this easier

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Luz Arroyo

Accountability and accessibility

2019-10-15

Our investors and partners always ask us how do we track our strategic plans, we always have it so accesible that you get to show them as they ask.

Pros

We find it very reliable and the capacity to go back years on previous strategies are a plus for documenting learnings.

Cons

The biggest challenge for our organization in maximizing Clearpoint is our technology capacity in terms of programming. Some features Look great but we can’t use them properly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Rachel Philo

Easey to use and GREAT customer service

2019-09-26

ClearPoint gave us that platform while also acting as a clearing house to store documents and info.

Pros

While no software is "intuitive" for everyone, this software is pretty easy to use and I was able to learn it quicker than others.

Cons

There are some very repetitive key strokes/clicks when building a scorecard.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more