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ClearPoint Strategy

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Read 62 ClearPoint Strategy reviews and testimonials from customers, explore 64 case studies and customer success stories, and watch customer videos to see why companies chose ClearPoint Strategy as their Strategic Planning Software

ClearPoint, the world’s first integrated strategy reporting system, makes it easy to keep teams throughout your organization focused on the activities and metrics that matter most in achieving overall organizational goals.

ClearPoint Strategy is a SaaS strategy reporting tool used by leading organizations to automate and streamline their strategy reporting process, including elements such as Business Performance Management and OKR metrics. ClearPoint integrates and automates the collection of data from all sources, making it faster and easier to report on strategic plan execution.

Healthcare networks, credit unions, regional banks, local governments, state agencies, and utilities are just a few examples of those improving their strategy reporting process with ClearPoint.

With ClearPoint, organizations can automate their reporting process and eliminate the need for manual data collection and formatting reports. The easy-to-use interface makes creating dashboards, reports, scorecards and more, easy for any end user, regardless of their technical expertise.

Organizations can leverage ClearPoint's integration features to automatically pull data from on-premise, SaaS, and other data sources. Once data is in ClearPoint, it can be used in calculations, charts and custom evaluations.

ClearPoint also offers an integrated project management module which allows managers to report on their projects in context using OKRs/KPIs, Gantt Charts, and direct linkages to company goals or priorities.

ClearPoint's automated data uploads, report generation, reminders and dashboard updates help you make your reporting process simple and efficient. You will ensure your team always has the data and information they need to make decisions. See it for yourself!

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Customer Rating Review Score based on 2684 reference ratings
4.8/5.0 (2684)
  • Summer 2026 Top Performer Strategic Planning Software

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62Testimonials

  • "Implementing ClearPoint allows us to incorporate a robust method of tracking service performance and sharing meaningful information with our citizens highlighting the value we deliver. The ease-of-use and availability of …

  • "It worked, but it was very siloed. We are finding out that with ClearPoint, we are breaking down those silos."

  • "Before working with ClearPoint, we used a system that had a lot of issues and it took significant tweaking just to create a scorecard. ClearPoint is much more user-friendly and …

61 more testimonials currently locked

64 Case Studies

  • City of Charlottesville - Customer Case Study

  • How FNCB's automated reporting processes allow the bank to react to challenges …

  • CFA Institute - Customer Case Study

63 more case studies currently locked

Additional ClearPoint Strategy Information & Resources

Read ClearPoint Strategy Reviews, Testimonials & Customer References from 62 real ClearPoint Strategy customers.

Browse ClearPoint Strategy Case Studies, Customer Success Stories, & Customer References from 64 businesses that use ClearPoint Strategy.

Explore answers to frequently asked questions about ClearPoint Strategy.