ClearPoint Strategy Reviews & Product Details

Turn your strategic plans into action with ClearPoint, an AI-powered strategy management platform designed to help organizations streamline and automate their strategy reporting processes. No more confusing spreadsheets or PowerPoints — just a straightforward, data-driven planning tool that makes strategy execution clear and simple. ClearPoint allows you to focus on the activities and metrics that are essential for achieving your organizational goals. Chart your course linking by linking goals, KPIs, and projects. Stay on top of performance by tracking key metrics in real time. Optimize your strategy with AI analysis of performance data, trends, underperforming areas, and recommended next steps. Finally, share progress with custom dashboards accessible to both internal and external stakeholders, and automatically-generated reports. (ClearPoint can reduce the time it takes to prepare and generate reports by as much as 80%!) Teams that use ClearPoint are more aligned in their activities, more aware of their performance, and more focused on key tasks, boosting your organization's chances of achieving its objectives. ClearPoint caters to a diverse range of organizations, including state agencies, local governments, healthcare networks, credit unions, regional banks, colleges and universities, utilities, and more. When you become a ClearPoint customer, you gain access to a vibrant network of peers, experts, and resources in the ClearPoint Community. This community fosters collaboration and knowledge sharing, allowing members to learn from each other’s experiences and collectively tackle challenges. The ClearPoint team actively supports this networking through regional gatherings and an annual Strategy and Performance Management Summit. For more information visit www.clearpointstrategy.com.

Product Website

Seller

ClearPoint Strategy

Discussions

ClearPoint Strategy Community

Languages Supported

German, English, French, Italian, Portuguese, Spanish

Overview by

Ted Jackson

Value at a Glance

Averages based on real user reviews.

Time to Implement

4 months

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ClearPoint Strategy Integrations

(18)

Verified by ClearPoint Strategy

ClearPoint Strategy Media

ClearPoint Strategy Demo - Fully Customizable

Personalize views by department or leadership level to get fast insights into what matters most.

View at a glance the status of your key performance indicators, easily identifying areas for improvement.

Users can personalize their experience with Custom Pods and Picklists in their workspace, allowing each team member to zero in on the data most relevant to their role.

ClearPoint Strategy Demo - Project Management Dashboards

See the progress of initiatives, along with owners, budgets, end dates, milestones, and an analysis, to easily identify next steps.

ClearPoint Strategy Demo - Visually stunning

Create professional, attractive-looking reports and dashboards quickly and easily with drag-and-drop customization.

Use AI to analyze data, generate short-term and long-term trend summaries, create branded charts, build formulas across scorecards and KPIs, and even incorporate complex calculations — all using natural language.

Get AI-generated summaries of progress and trends to make reporting even easier.

Highlight your city’s strategic goals and share the progress of your strategic plan with residents and other stakeholders.

Official Downloads

(3)

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Interactive Demo

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Verified User in Government Administration

3/4/2026

"Marisa was able to customize our dashboard to our specific needs and requests"

4.5/5

What do you like best about ClearPoint Strategy?

-Streamlines data collection and removes the need for our staff to individually meet with project managers for project updates.

-Ability to create new fields/data points that we wanted in our dashboard.

-Ability to automate reminder emails to send to staff.

- Reporting function is easy to use.

-Our Customer Success point of contact Marisa was very patient and was able to incorporate most of our asks into our dashboard. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

We have only completed one workflow using Clearpoint, but my main feedback so far would be:

- We have projects that overlap with another department in our organization. There was miscommunication in that initial workflow, mainly that project managers not intended to be in our workflow were included due to project overlap with the other department. I now know how to avoid this, but wish the roll-out went a bit smoother and staff wasn't unnecessarily prompted to provide updates.

- Wish there was the ability to "hide" or remove fields in a project page that do not pertain to the data points we are asking from project managers. It can be difficult to train staff how to use a new program when it's visually overwhelming/lots of fields we're not using.

- There should be an easier way to alphabetize/sort projects by title

- Status Indicator is difficult for staff to find/not intuitive to edit. Maybe it should be a field like "End Date" or "External Status Update" so it's easier to find without having to press the edit pencil for the dropdown menu. Review collected by and hosted on G2.com.

Response from Tricia Jessee of ClearPoint Strategy

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Thank you for sharing your experience! We're glad to hear that ClearPoint has helped streamline your data collection, automate reminders, and make reporting easier for your team. It’s also great to hear that Marisa was able to work closely with you to customize the dashboard to fit your organization’s needs—we’ll be sure to pass along your kind words to her.

We also appreciate the thoughtful feedback on your rollout experience, field visibility, and project organization. Input like this helps our team continue improving the platform and user experience. Thanks again for taking the time to leave a review!

Verified User in Hospital & Health Care

3/4/2026

"ClearPoint has been a gamechanger for our organization!"

5/5

What do you like best about ClearPoint Strategy?

What I’ve appreciated most about ClearPoint Strategy is how intuitive and structured the platform is for managing scorecards and tracking strategic goals. It brings everything into one centralized space, which makes reporting and performance conversations far more efficient. The dashboards are clean, customizable, and easy to navigate, even for team members who aren’t especially tech-savvy. It truly streamlines what used to be a very manual process. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

There can be a bit of a learning curve at first, especially when building out scorecards or adjusting advanced settings. However, once you understand the structure and logic behind the system, it becomes very manageable. With a little patience and guidance, it’s easy to get comfortable using the platform. Review collected by and hosted on G2.com.

What problems is ClearPoint Strategy solving and how is that benefiting you?

ClearPoint Strategy has improved organization, accountability, and visibility across teams. The ability to track data, align goals, and generate professional reports has made strategic oversight much more streamlined and transparent. It’s a powerful tool for organizations that want clarity and structure around performance management. Review collected by and hosted on G2.com.

Response from Tricia Jessee of ClearPoint Strategy

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Thank you for the great review! We're so glad to hear that ClearPoint has helped centralize your scorecards and strategic goals while making reporting and performance conversations more efficient. It's especially great to know the dashboards and customization options are helping your team stay aligned and organized.

We appreciate your feedback on the learning curve as well—we have spent a lot of time focus on this and making it easier to learn ClearPoint with Next. Thanks again for sharing your experience and for being part of the ClearPoint community!

Adel S.

Senior Corporate Strategy Specialist

Enterprise (> 1000 emp.)

10/7/2025

"professional dashboard, useful, friendly UI"

4.5/5

What do you like best about ClearPoint Strategy?

Clearpoint Strategy is very easy to use, allowing me to create dashboards, monitor measures, and follow up on initiatives with minimal effort. I find it straightforward to build strategy maps and link initiatives to objectives and scorecards, which helps keep everything organized. The support team is very helpful whenever I have questions or need assistance. I use Clearpoint Strategy every month to track progress and generate reports. Editing, adding, and deleting information is simple, and I feel confident that my data is safe and that every change is clearly highlighted. Integration with MS Office is seamless, and connecting through APIs is also easy. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

The interface is already quite user-friendly, but I think it could be made even more intuitive. Review collected by and hosted on G2.com.

What problems is ClearPoint Strategy solving and how is that benefiting you?

The platform allows for frequent follow-ups and makes it easy to create dashboards and reports. It enables me to link all strategic initiatives, including every detail, under a single scorecard. I can extract reports in various formats, and customizing both reports and their details is straightforward. Review collected by and hosted on G2.com.

Response from Ted Jackson of ClearPoint Strategy

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Adel,

Thank you for the very nice review. I'm glad you are able to leverage the API and Office integrations (along with the dashboards and strategy maps). We're working to make the interface even more intuitive with some AI features that will allow you to ask the agent to complete tasks for you. Thank you again, and we look forward to hearing more about your success.

Ted

Verified User in Government Administration

12/12/2025

"Excellent customer service!"

5/5

What do you like best about ClearPoint Strategy?

ClearPoint Strategy has excellent customer service! We recently completed an overhaul on our dashboard and the team at ClearPoint was patient, knowledgeable, and supportive through the entire process start to finish. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

Previously, my biggest challenge with ClearPoint Strategy was the difficulty with customizing in certain areas. However, ClearPoint has done a lot of work in the most recent update to make customization easier. I am much happier with the customizable capabilities now. Review collected by and hosted on G2.com.

Response from Tricia Jessee of ClearPoint Strategy

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Thank you so much for the kind feedback! We’re thrilled to hear that our team was able to support you throughout your dashboard overhaul. Providing patient, knowledgeable, and hands-on customer service is something we take great pride in, and it’s wonderful to know it made a positive difference in your experience.

We also appreciate your thoughtful comments on customization and our recent updates. It’s great to hear that the improvements have made ClearPoint more flexible and easier to use, and that our AI capabilities are helping streamline strategic planning and execution. We’re excited to continue supporting your organization and helping drive engagement and impact across your team!

CHRISTINA LUZ E.

Enterprise (> 1000 emp.)

10/15/2025

"Key to Success in Strategy Management"

5/5

What do you like best about ClearPoint Strategy?

The ability to track your data and see how it trends over time. The great customer service and personal attention they provide is also top notch.

Our Customer Success Manager has always been so accessible for any question I might have. The ability to get live help via the chat function has also be very useful. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

It's not as readily user-friendly as our end users would like it to be. The reporting functions took me a while to learn and there are some additional report filtering features I wish the platform has. Review collected by and hosted on G2.com.

Response from Tricia Jessee of ClearPoint Strategy

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Christina,

Thank you for the thoughtful review. I’m glad to hear ClearPoint is helping you track data trends and manage your strategic plan, and that our team has been responsive and helpful when you’ve needed support. We’re continuing to focus on improving usability and enhancing reporting — including adding more flexible filtering options — to make the platform even easier for all users with ClearPoint NEXT. Thank you again, and we look forward to supporting your continued success!

Verified User in Primary/Secondary Education

3/4/2026

"Streamlining our strategic planning, improving accountability, and providing clear visibility KPIs."

5/5

What do you like best about ClearPoint Strategy?

Overall, ClearPoint Strategy has been instrumental to our organization in streamlining our strategic planning, improving accountability, and providing clear visibility into our key performance indicators. Its intuitive dashboards and reporting tools have enabled our team to track progress in real time, align initiatives with our long-term goals, and make more informed, data-driven decisions. Customer Service has also been exceptional. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

Overall, Clearpoint has been instrumental to our success. I see significant improvements with the ClearPoint Next platform. Review collected by and hosted on G2.com.

Response from Tricia Jessee of ClearPoint Strategy

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Thank you for sharing your experience! We're glad to hear that ClearPoint has helped streamline your strategic planning, improve accountability, and provide better visibility into your KPIs. It's also great to know our dashboards, reporting tools, and Customer Success team have supported your work. We’re excited you’re seeing improvements with the ClearPoint Next platform!

Jill A.

Chief Operating Officer

Small-Business (50 or fewer emp.)

3/3/2025

"ClearPoint Strategy rocking 7 months in!"

4/5

What do you like best about ClearPoint Strategy?

ClearPoint is a useful tool for managing our strategic plan. I really like being able to graphically tell the story of the KPIs we are tracking in our monthly leadership meetings! Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

One aspect is the Data Loader not being compatible with Mac computers, but we've been able to work through that. There are some small nuances around finding tasks/initiatives and the place you can mark them as complete or delete them, but we're learning more each month we dive in. Review collected by and hosted on G2.com.

Response from Ted Jackson of ClearPoint Strategy

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Thank you for a great review and kind words about Tricia. We have some great new import/export features in ClearPoint Next. Please be sure to reach out for early access.

Verified User in Textiles

Mid-Market (51-1000 emp.)

9/24/2025

"Bringing Our Balanced Scorecard to Life and Into Action"

5/5

What do you like best about ClearPoint Strategy?

ClearPoint has given us a structured way to bring our Balanced Scorecard to life. We had already developed our strategy, but needed a platform to focus on the measures and the actions that drive results. ClearPoint makes it easy for leaders and teams to connect their work to the strategy, track progress, and stay accountable. The ability to build scorecards, layer in KPIs from across the organization, and generate polished reports has already replaced several manual, time-consuming processes. I also value how ClearPoint centralizes our strategy, initiatives, and metrics in one place, making it simple for teams to collaborate, update KPIs, and stay aligned. Knowing we can expand into departmental and regional scorecards gives us confidence that the tool will scale with us. Most importantly, their customer support team is outstanding—responsive, knowledgeable, and proactive in ensuring our success. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

While ClearPoint offers a lot of flexibility, the customization process can feel complex at times. As an administrator, I’ve had to spend extra time learning the technical details, troubleshooting, or figuring out the best way to set something up. The support center has useful resources, but it’s not always easy to know what to search for or where to find the exact answer I need. This can make it difficult to feel completely self-sufficient as an admin. The upside is that whenever I reach out directly, the customer support team is fantastic! They are always quick to respond, knowledgeable, and effective at getting me unstuck. Review collected by and hosted on G2.com.

What problems is ClearPoint Strategy solving and how is that benefiting you?

ClearPoint has solved the problem of scattered and inconsistent tracking across spreadsheets and different reporting tools. We now have a single source of truth where strategy, measures, and actions live together in one platform. This centralization has improved transparency across leadership, made reporting to executives and the board much faster, and strengthened accountability by linking actions directly to measures. Leaders can clearly see how progress connects back to our strategic goals, which keeps strategy front and center in execution. Even though we’re just beginning to build out departmental and regional scorecards, ClearPoint has already improved focus and alignment at the executive level, and we’re confident it will scale with the organization as we grow. Review collected by and hosted on G2.com.

Response from Ted Jackson of ClearPoint Strategy

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Thank you for such a great review, and it is always nice to hear from our customers that are seeing success in managing their strategy. I'm glad our customer success team helped you through setup. We've been focused on useability, so when we launch ClearPoint Next in just a few weeks, you will see a much easier and more powerful user interface. We look forward to hearing more about your success in the future. Thank you again!!

Verified User in Government Administration

9/25/2025

"Daniel and other staff are great!"

5/5

What do you like best about ClearPoint Strategy?

The responsiveness of the ClearPoint staff is exceptional. I have been working with Daniel Giglio to understand how the software works and get it ready to launch at our organization. He has been extremely responsive and patient to my many questions. Through working with him I now feel I understand how to make any necessary edits and changes needed to rapidly scale up and roll the system out to monitor and improve our department's performance. The ClearPoint customer service is truly exceptional. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

Personally, I feel the UI could be improved/streamlined to reduce the amount of set-up required. I think one of the strengths of the system is how customizable it is, but I feel like that could also be a drawback. Review collected by and hosted on G2.com.

Response from Ted Jackson of ClearPoint Strategy

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Thank you for the kind review. One of our core values is about our focus on the success of our customers, so I'm glad you were able to experience that in working with our team (I agree that Dan is great!). We're working on the UI as I type this and should have ClearPoint Next in production before the end of this year.

Laura H.

Strategic Delivery Senior Manager

Enterprise (> 1000 emp.)

5/22/2025

"User-friendly, great data visualization options, and fantastic customer support!"

5/5

What do you like best about ClearPoint Strategy?

ClearPoint is an excellent project management software that stands out for its user-friendly interface, making it easy to navigate and adopt across teams. The platform offers impressive data visualization options that allow users to clearly track progress, analyze metrics, and present information in a visually engaging way. What truly sets ClearPoint apart, though, is its fantastic customer support—responsive, knowledgeable, and always willing to go the extra mile to ensure a smooth user experience. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

The primary difficulty we have with ClearPoint is its inability to 'talk to' our Reporting & Analytics dashboard software to provide real-time measure data. Review collected by and hosted on G2.com.

What problems is ClearPoint Strategy solving and how is that benefiting you?

ClearPoint Strategy is helping solve the challenge of aligning strategic goals with day-to-day performance by providing a centralized platform to track, manage, and report on progress. It eliminates the need for multiple spreadsheets and manual updates, reducing errors and saving time. The ability to easily visualize data and performance metrics allows for more informed decision-making and clearer communication across teams. For me, this means more efficient strategy execution, better accountability, and the ability to quickly adapt plans based on real-time insights. Review collected by and hosted on G2.com.

Response from Dylan Miyake of ClearPoint Strategy

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Thank you for your detailed feedback! We're thrilled to hear that you find ClearPoint Strategy user-friendly, with great data visualization options, and fantastic customer support. We appreciate your kind words about our platform and team.

We understand your concern about the integration with your Reporting & Analytics dashboard software for real-time data. Please don't hesitate to reach out to your Customer Success Manager or Technical Account Manager to see if there is anything we can do to help you sync your data between applications. We've recently added some Snowflake and other functionality which might make things easier.

We're glad to hear that ClearPoint Strategy is helping you align strategic goals with day-to-day performance, saving time, reducing errors, and enabling better decision-making. If you have any further suggestions or need assistance, please feel free to reach out. We're here to support you every step of the way!