# ClearPoint Strategy Reviews **Vendor:** ClearPoint Strategy **Category:** [Strategic Planning and Execution Software](https://www.g2.com/categories/strategic-planning-and-execution) **Average Rating:** 4.6/5.0 **Total Reviews:** 177 ## About ClearPoint Strategy 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. ## ClearPoint Strategy Pros & Cons **What users like:** - Users commend the **exceptional customer support** from ClearPoint, enhancing understanding and effective software implementation. (31 reviews) - Users find ClearPoint Strategy to have an **intuitive interface** , simplifying reporting and enhancing team collaboration effectively. (19 reviews) - Users appreciate the **excellent customer service** and comprehensive resources provided by ClearPoint Strategy, enhancing their overall experience. (11 reviews) - Users appreciate the **intuitive interface** of ClearPoint Strategy, allowing effortless use across all organizational levels. (11 reviews) - Users value the **reporting efficiency** of ClearPoint Strategy, making strategic planning and performance management seamless and streamlined. (11 reviews) - Users appreciate the **streamlined strategic planning process** of ClearPoint Strategy, enhancing data visualization and reporting efficiency. (10 reviews) - Users value the **customizable dashboards** of ClearPoint Strategy, enhancing strategic planning with tailored insights and flexibility. (8 reviews) - Team Collaboration (8 reviews) - Tracking (8 reviews) - Dashboard Usability (7 reviews) **What users dislike:** - Users face a significant **learning curve** with ClearPoint, making initial navigation and feature utilization challenging. (16 reviews) - Users find **learning ClearPoint Strategy challenging** , particularly due to inadequate tutorials and issues with navigating the interface. (7 reviews) - Users note that the **limited customization options** in ClearPoint can hinder their ability to tailor reports effectively. (7 reviews) - Users find the interface **not intuitive** , requiring a learning curve for effective navigation and task management. (7 reviews) - Users find the **difficult setup** of ClearPoint Strategy to be complex, requiring considerable effort to navigate and customize. (5 reviews) - Users face **inefficiency** challenges with ClearPoint Strategy, needing more resources to navigate its complex features effectively. (5 reviews) - Users note a **difficult learning curve** with ClearPoint Strategy, requiring significant time and effort for effective use. (4 reviews) - Limited Reporting (4 reviews) - Poor Navigation (4 reviews) - Poor Reporting (4 reviews) ## ClearPoint Strategy Reviews ### 1. ClearPoint - Creating solutions for their clients **Rating:** 5.0/5.0 stars **Reviewed by:** Regina M. | EVP-Chief Performance Optimization Partner, Mid-Market (51-1000 emp.) **Reviewed Date:** October 09, 2018 **What do you like best about ClearPoint Strategy?** ClearPoint is a comprehensive, user-friendly strategic planning solution with a broad range of capabilities. For our organization, the ability to customize reports has been especially important, and the new AI component is genuinely impressive. Equally important is the level of service the company provides. Because I work in a customer service industry, I both expect and recognize service excellence, and the ClearPoint team consistently delivers. They’re incredibly responsive and take the time to truly understand a client’s needs and goals. Their commitment to helping clients succeed also doesn’t stop after the initial software onboarding. **What do you dislike about ClearPoint Strategy?** There is nothing that I dislike about ClearPoint Strategy software! **Recommendations to others considering ClearPoint Strategy:** If your company is seeking a strategic planning software, whether to replace existing software or to get your organization started with one, ClearPoint Strategy should be your first consideration. Sign up for the **What problems is ClearPoint Strategy solving and how is that benefiting you?** Our organization was searching for a strategic planning software that would give us the ability to customize to meet our needs, including reports, charts and graphs. ClearPoint Strategy has been that solution. Everything we have asked for, ClearPoint has been able to deliver. **Official Response from Tricia Jessee:** > Thank you so much for the incredible review—we truly appreciate your kind words! It’s great to hear that ClearPoint’s flexibility, especially around reporting and customization, is delivering value for your organization. We’re also glad the AI capabilities are making an impact early on. What means the most to us is your recognition of our team. Providing responsive, thoughtful support and continuing to partner with our clients long after onboarding is a core part of who we are, so it’s wonderful to see that reflected in your experience. Thanks again for your recommendation! ### 2. Building our Strategic Workspace with ClearPoint Strategy **Rating:** 4.0/5.0 stars **Reviewed by:** Austin C. | Head of Strategy and Planning, Enterprise (> 1000 emp.) **Reviewed Date:** March 26, 2026 **What do you like best about ClearPoint Strategy?** We are in the process of introducing the Kaplan–Norton Balanced Scorecard framework and what I really like about ClearPoint is how naturally it supports this. It provides a single, integrated platform that connects strategy maps, objectives, measures, initiatives, and reporting creating a clear line of sight from intent to action. The initiative module is particularly strong and gives us confidence we can effectively manage our strategic initiatives in one true single source of truth. This will help already reduced manual reporting and helped our leadership focus on insights and decisions, not chasing data. The built‑in Briefing Book, reporting capabilities, and emerging AI features will be especially valuable. We see ClearPoint Strategy as our strategic workspace. **What do you dislike about ClearPoint Strategy?** We are currently in the “messy middle” of finalising our prototype, where strategy planning and system configuration are happening in parallel. As a result, there has been a steep learning curve for our leadership teams and some iteration as we clarify objectives, measures, and ownership which is to be expected when introducing the Balanced Scorecard for the first time. That said, Marisa and Katie have been extremely supportive throughout the process and have helped us navigate this transition with confidence. ClearPoint does require discipline and a thoughtful rollout to realise its full value and we are taking the time to onboard our leaders effectively through this change journey. We see this discipline as a strength rather than a weakness, as it reinforces strong strategy and execution practices **What problems is ClearPoint Strategy solving and how is that benefiting you?** ClearPoint Strategy is helping us address the classic gap between strategy and execution. It is improving alignment across objectives, measures, and initiatives at both Group and Divisional levels, while providing a clear structure to manage our portfolio of strategic initiatives. This helps reduce initiative overload by ensuring work is clearly linked to strategic intent and focused on what matters most. **Official Response from Tricia Jessee:** > Thank you for the thoughtful review, Austin. We’re thrilled to hear ClearPoint is supporting your Balanced Scorecard rollout and helping create a clear connection between strategy and execution. It’s especially great to see the impact around initiatives, reporting, and enabling leadership to focus on insights over manual work. Your perspective on the “messy middle” is spot on—this phase takes iteration, discipline, and a strong foundation in best practices. We believe that a thoughtful rollout is key to long-term success, and it’s great to hear that approach is resonating with your team. We’ll be sure to share your kind words with Marisa and Katie, and we look forward to continuing to support your journey ahead! ### 3. Helpful AI Sandbox and Strong Support—Promising Early Adoption **Rating:** 3.0/5.0 stars **Reviewed by:** Erica H. | Interim Director, Strategy and Capacity Building, Mid-Market (51-1000 emp.) **Reviewed Date:** April 06, 2026 **What do you like best about ClearPoint Strategy?** I'm still in the very early stages of adoption, so thus far, I can only comment on software's helpfulness in organizing my organization's information. I've used the AI interface within the sandbox environment and have found it to be very helpful. The availability of customer support is an excellent return on investment. **What do you dislike about ClearPoint Strategy?** I am very early in adoption of the software and have not yet identified any pain points. I hope that this remains true as my use becomes more in-depth! **What problems is ClearPoint Strategy solving and how is that benefiting you?** ClearPoint is allowing us to move away from using Excel spreadsheets to track progress on metrics. This process worked but we were ready too update to something more sophisticated that also provided more features and uses. I'm looking forward to utilizing the reporting features, which I think will go a long way with ensuring long-term investment in the software from me leadership. **Official Response from Tricia Jessee:** > Thank you for the thoughtful review. It’s great to hear that the AI Sandbox and our support team have already been helpful as you get started, and that ClearPoint is helping you move beyond spreadsheets into a more robust solution. That’s exactly the kind of transformation we aim to support. Since you're still early in your journey, we’d love to partner with you to make sure your experience continues to improve and earns that 5-star rating over time. If there’s anything we can do—whether it’s training, best practices, or helping you unlock more advanced features—please don’t hesitate to reach out. Thanks again for your feedback, and we’re looking forward to supporting your continued success! ### 4. Robust, Flexible System Backed by Truly Incredible Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Chris B. | Enterprise Strategy Specialist, Enterprise (> 1000 emp.) **Reviewed Date:** March 20, 2026 **What do you like best about ClearPoint Strategy?** It is a very robust and flexible system. After a year of creating the framework for content, and creating reporting from the system for our users, I am continually amazed at the ability to adapt the features of the system for our use. The customer service is truly incredible, Katie, Walter, and Dan have been extremely responsive, and return answers very timely! **What do you dislike about ClearPoint Strategy?** Really the only downside is alignment and page organization. The trade off is it makes the system simpler and easier to use, but my OCD just likes boxes and lines to line up. **What problems is ClearPoint Strategy solving and how is that benefiting you?** A single place to track our Strategy Projects. Now when users from all areas of our organization is updating metrics, it is much easier to help and guide them within one platform. We now have the system setup, and many things are automated! **Official Response from Tricia Jessee:** > Thank you for your kind review! We’re so glad to hear that ClearPoint’s flexibility has continued to meet your needs as your framework has evolved, and we truly appreciate your shoutout to Katie, Walter, and Dan—they are thrilled to hear your feedback. We also appreciate your perspective on alignment and page organization, and it’s helpful insight as we continue working to balance flexibility with clean design. It’s great to know ClearPoint is helping you centralize strategy tracking and streamline updates across your organization with automation. ### 5. Boosting KPI Management with Stellar Customer Support **Rating:** 4.0/5.0 stars **Reviewed by:** Chad P. | Assistant Director of Parks, Recreation, and Cultural Arts, Mid-Market (51-1000 emp.) **Reviewed Date:** March 21, 2026 **What do you like best about ClearPoint Strategy?** I appreciate ClearPoint Strategy for helping us manage KPIs for our strategic plan and for starting the process of enabling various department liaisons to submit KPIs. I am particularly excited about working with our new Customer Success Manager, Katie Oliverio, who has incredible customer service skills and has provided us with excellent support. Additionally, ClearPoint Strategy helps organize individual KPIs for each department effectively. **What do you dislike about ClearPoint Strategy?** We had some issues with communication with previous contacts, but that has improved since working with Katie. Setting up has been challenging because only two team members are working on the project, and we are trying to get buy-in from various departments. **What problems is ClearPoint Strategy solving and how is that benefiting you?** I use ClearPoint Strategy for managing KPIs for our Strategic Plan, streamlining the submission of KPIs by department liaisons, and organizing them for each department. **Official Response from Tricia Jessee:** > Thank you for your feedback! We’re glad to hear ClearPoint is helping you manage and organize KPIs across departments, and we especially appreciate your kind words about Katie. We also understand that setup and driving adoption can be challenging, particularly with a small team, and we’re committed to continuing to improve communication and support to make this process smoother for you. It’s great to hear things are moving in a positive direction, and we look forward to partnering with you as you expand usage across your organization! ### 6. Easy to Use, Constantly Improving, and Backed by Excellent Support **Rating:** 5.0/5.0 stars **Reviewed by:** Luz A. | Chief of Staff, Mid-Market (51-1000 emp.) **Reviewed Date:** March 20, 2026 **What do you like best about ClearPoint Strategy?** It’s easy to use, and they’re always adding new features. The resources are really helpful for development and onboarding, and the customer service is excellent. The new AI feature is especially useful when I’m setting something up from scratch, and it also helps with ongoing analysis. **What do you dislike about ClearPoint Strategy?** In our case, Measures (Formulas) and Graphs aren’t as easy for our day-to-day staff to use. That said, customer service is always supportive and helps whenever we’re struggling. **What problems is ClearPoint Strategy solving and how is that benefiting you?** It is our centralized knowledge database and a learning tool. We use it to track our progress, learn across subsidiaries, ensure transparency with external stakeholders, and keep our documentation in one place. It’s also easy for a new manager to access and quickly understand the past year in strategy operations. **Official Response from Tricia Jessee:** > Thank you for your thoughtful review! We’re so glad to hear ClearPoint is easy to use and that our ongoing improvements, resources, and support team are making a positive impact—especially with the addition of AI features. We appreciate your feedback on Measures (Formulas) and Graphs, as improving usability for all users is something we’re actively working on, and we’re always here to help in the meantime. It’s great to know ClearPoint is serving as a centralized, transparent hub for your strategy and helping new leaders quickly get up to speed. ### 7. ClearPoint: A One-Stop Shop for Performance Dashboards **Rating:** 5.0/5.0 stars **Reviewed by:** Angel R. | Management Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** March 27, 2026 **What do you like best about ClearPoint Strategy?** ClearPoint is an amazing tool that becomes a one stop shop for tracking everything. We had an outstanding implementation during the building phase and we were able to take the tool and create our own performance dashboard for every department. **What do you dislike about ClearPoint Strategy?** If I had to choose one dislike, which there is little to none, it would have to be the tabs that run across the top line. When opening new dashboards, the tabs seem to accumulate if you don't close them as you use them. **What problems is ClearPoint Strategy solving and how is that benefiting you?** ClearPoint is progressing our performance measure and major intitiative tracking each month. We are able to see what is being done monthly and how we are accomplishing our goals. **Official Response from Ted Jackson:** > Angel, thank you for taking the time to leave a great review for us. You will be happy to know that we have replaced the tabs in the Classic version of ClearPoint with a more intuitive breadcrumb trail in our newest version. We're happy to walk you through it at any time. I'm happy to hear about the alignment across all of your departments with their dahsboards. Cheers!! ### 8. AI-Driven Strategy Tracking with Stellar Support **Rating:** 5.0/5.0 stars **Reviewed by:** Tracy J. | Civic Engagement Liaison , Mid-Market (51-1000 emp.) **Reviewed Date:** March 24, 2026 **What do you like best about ClearPoint Strategy?** I find ClearPoint Strategy really useful for Strategic Plan Tracking. The AI tool in both 'Classic' and 'Next' versions has been exceptionally helpful, significantly boosting my efficiency. The on-demand tech support is a standout feature, allowing for instant troubleshooting. As a new user, I'm grateful for such an advanced tool, particularly for managing updates, setting goals, and tracking measures. The initial setup was very easy, thanks to the extensive support. **What do you dislike about ClearPoint Strategy?** I have experienced some glitches. For example, the first reporting period for the Quarter duplicated all the monthly objectives. This caused users to double their uploads. The ClearPoint team was prompt and helpful in correcting this problem. I have registered for office hours for one-on-one tech support, but no one ever joined the call. I believe I could use additional training. My suggestion would be to ensure that one-on-one calls are rescheduled or sufficient notice if canceled. **What problems is ClearPoint Strategy solving and how is that benefiting you?** ClearPoint Strategy prevents us from falling behind on goals by tracking progress. The AI tools in both versions boost efficiency, and the on-demand tech support helps with immediate troubleshooting. **Official Response from Ted Jackson:** > Tracy, thanks so much for your great review. I'm glad you are getting to use the AI features and they are helping your organization save time. If you ever need help with anything related to your strategic plan, don't hesitate to reach out. ### 9. Effortless Performance Tracking with Some Report Limits **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Government Administration | Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2022 **What do you like best about ClearPoint Strategy?** I find ClearPoint Strategy very user-friendly and easy for end users to learn and navigate. The platform is great because it lets us run reports at any time and customize them according to our needs. It's easy to update data, organizational structures, strategic goals, and performance measures. I think the reports are well-designed, clean, and visually appealing, making it easier to communicate information effectively. It's also efficient for generating reports, analyzing, and comparing performance data more effectively, which supports decision-making. I don't need to spend much effort training new users, and the ability to update data and adjust report formats quickly helps maintain accurate, up-to-date reporting. **What do you dislike about ClearPoint Strategy?** Report customization can sometimes be limited, and certain adjustments are not flexible as we would like, particularly when working with text-based data such as Yes/No or 'not applicable' values. The training of the vendor was too basic for the end users. **What problems is ClearPoint Strategy solving and how is that benefiting you?** I use ClearPoint Strategy to centralize data, simplify tracking, and enhance reporting on performance measures, aiding in decision-making. It keeps reports consistent and transparent for leadership. **Official Response from Tricia Jessee:** > Thank you for your detailed and thoughtful feedback! We’re thrilled to hear ClearPoint is helping streamline your performance tracking and reporting while supporting better decision-making. We also appreciate your input on report customization and training. You may be interested in ClearPoint Next, our new user interface, which offers enhanced flexibility and improvements to reporting customization. Additionally, our team is always working closely with customers to provide more tailored training and support to ensure your users feel confident and empowered. ### 10. Centralized Goal Tracking and Easy Navigation **Rating:** 5.0/5.0 stars **Reviewed by:** Abril S. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 24, 2026 **What do you like best about ClearPoint Strategy?** I really like ClearPoint Strategy because it integrates goal tracking, performance measurement, and reporting into a single centralized system, which is really helpful for managing various plans like the Community Health Improvement Plan, Strategic Plan, Workforce Development Plan, and more. I find it great for keeping all plans in one platform, which aids in tracking and automatically reaching out for data. What I enjoy most is the easiness and accessibility of the platform. It's straightforward to navigate and enter data, and the initial setup was very easy. I also love the relationship we have with Katie Oliverio; she always provides excellent customer service. Katie is pleasant to reach out to, and always willing to help with anything needed at the time. **What do you dislike about ClearPoint Strategy?** nothing; we have liked everything so far **What problems is ClearPoint Strategy solving and how is that benefiting you?** I use ClearPoint Strategy to keep all plans on a single platform. It integrates goal tracking, performance measurement, and reporting while making it easy to get data automatically, navigate, and enter information. **Official Response from Ted Jackson:** > Abril, thank you so much for the wonderful review. It is always great to hear how organizations are managing their CHIP, Strat Plan, and Workforce development plan all in one place. Thanks for the great feedback on Katie as well. Great to hear about the ease of navigation and setup. Cheers!! ### 11. Marisa was able to customize our dashboard to our specific needs and requests **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Government Administration **Reviewed Date:** March 04, 2026 **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. **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. **What problems is ClearPoint Strategy solving and how is that benefiting you?** Will eventually reduce the amount of time spent trying to collect project updates from project managers. **Official Response from Tricia Jessee:** > 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! ### 12. ClearPoint has been a gamechanger for our organization! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care **Reviewed Date:** March 04, 2026 **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. **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. **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. **Official Response from Tricia Jessee:** > 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! ### 13. Customizable Dashboards That Tell Our Agency’s Story Clearly **Rating:** 5.0/5.0 stars **Reviewed by:** Gabrielle T. | Cheif Strategy Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2026 **What do you like best about ClearPoint Strategy?** I really like being able to customize dashboards so they present a clear, concise picture and narrative of my agency’s work. **What do you dislike about ClearPoint Strategy?** There is a bit of a learning curve to using clearpoint but the support teams is always available to help.After the first reporting period updates become easy. **What problems is ClearPoint Strategy solving and how is that benefiting you?** Before we implemented ClearPoint Strategy, monthly leadership strategy meetings were inconsistent and disjointed. Now wer have a clear accessable platform to reprot outcomes and align department initiatives. We just started using ClearPoint Strategy for a portion of our quarterly board meeting reports. The board is impressed with the format and level of information provided. **Official Response from Ted Jackson:** > Thanks for a great review, and I'm glad to hear that your board is impressed. It is always nice when your work is rewarded. I love to hear that updates are easy after one reporting period. Cheers and let us know if you need any help. ### 14. Easy Training Guides and Outstanding Support from Katie Oliverio **Rating:** 5.0/5.0 stars **Reviewed by:** Hilda O. | Operations Analyst II, Mid-Market (51-1000 emp.) **Reviewed Date:** March 26, 2026 **What do you like best about ClearPoint Strategy?** The most helpful thing about ClearPoint is how easy it is to navigate and learn through their training guides. It’s even better when we have a strong representative helping us meet our needs, like Katie Oliverio. Anytime we reach out, she responds right away and has made the effort to come on site, meet with us, and answer any questions or concerns we may have. **What do you dislike about ClearPoint Strategy?** I don’t have any dislikes about ClearPoint Strategy. **What problems is ClearPoint Strategy solving and how is that benefiting you?** ClearPoint Strategy helps us maintain our Performance Management System by housing all of our objectives/plans in one place. From the beginning, the transition to implementing a new platform to track our objectives was smooth and straightforward. **Official Response from Tricia Jessee:** > Hilda, thank you so much for your thoughtful review! We’re thrilled to hear that our training guides have made it easy for your team to get up and running, and that your implementation experience was smooth from the start. It’s especially great to hear your kind words about Katie—she’s truly dedicated to supporting our clients, and we’ll be sure to share your feedback with her. We’re glad ClearPoint is helping you keep your performance management system organized and accessible in one place. If there’s ever anything more we can do to support your team, don’t hesitate to reach out! ### 15. Easy to Use, Customizable, and Powerful Automation & Reporting **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Mid-Market (51-1000 emp.) **Reviewed Date:** March 19, 2026 **What do you like best about ClearPoint Strategy?** ClearPoint is a pretty intuitive and easy to use tool for BSC reporting. It's user interface is up to date, and offers many features such as automation, integration into organization systems and tools and the support you receive from their team is fantastic. **What do you dislike about ClearPoint Strategy?** We are early into implementation, but the new UI (which is very slick) has a few bugs/glitches that their Support team works resolve in a timely fashion. Although a fairly customizable solution, there are still elements that I would have liked more customizability. **What problems is ClearPoint Strategy solving and how is that benefiting you?** A gap in reporting and warehousing our strategic plan. Have a centralized spot to add updates to measure data and initiatives helps with organization. **Official Response from Ted Jackson:** > Thanks for taking the time for such a thoughtful review. It is always great to hear from customers who are able to centralize their reporting for their strategy. Nice to hear that you are enjoying the automations and support. Let us know if you need anything. We're here to help. ### 16. Excellent Overall Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer S. | Government Analyst II, Enterprise (> 1000 emp.) **Reviewed Date:** March 23, 2026 **What do you like best about ClearPoint Strategy?** Excellent customer service and intuitive design. It is easily adaptable for multiple formats. **What do you dislike about ClearPoint Strategy?** I struggled with Reproting frequencies and with Project automatic updates. **What problems is ClearPoint Strategy solving and how is that benefiting you?** Everything. ClearPoint is helping streamline every part of our business model. It providing us a platform in which we can create customized platforms and metrics to see how our different divisions are performing and come up with a plan to strategically move forward each fiscal year. **Official Response from Tricia Jessee:** > Thank you so much for your feedback! It’s great to hear that ClearPoint’s intuitive design and adaptability are helping streamline your operations and support strategic decision-making across your organization. While we know Reporting Frequencies and Project Evaluations can be more complex features, your CSM and our support team is always here as a resource to ensure you have the knowledge you need. It’s wonderful to know ClearPoint is playing such a central role in your planning and performance tracking, and we’re grateful to be part of your journey! ### 17. professional dashboard, useful, friendly UI **Rating:** 4.5/5.0 stars **Reviewed by:** Adel S. | Senior Corporate Strategy Specialist , Enterprise (> 1000 emp.) **Reviewed Date:** October 07, 2025 **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. **What do you dislike about ClearPoint Strategy?** The interface is already quite user-friendly, but I think it could be made even more intuitive. **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. **Official Response from Ted Jackson:** > 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 ### 18. Quick, Collaborative Support and an Intuitive Platform for Tracking Strategic Priorities **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Public Relations and Communications | Mid-Market (51-1000 emp.) **Reviewed Date:** March 23, 2026 **What do you like best about ClearPoint Strategy?** The staff respond quickly and are always happy to work with you. The platform itself is fairly intuitive, and it makes it easy to fully track strategic priorities. **What do you dislike about ClearPoint Strategy?** Change management within an organization is the hardest part, and that isn’t really about ClearPoint itself. I’d appreciate a bit more clarity on what we can do on our side versus what we should be asking ClearPoint to do, so expectations and responsibilities are clearer. **What problems is ClearPoint Strategy solving and how is that benefiting you?** It allows us to maintain an overall view and a more streamlined process for reporting all of our strategic actions and KPIs directly to our Council, using a coordinated approach. **Official Response from Tricia Jessee:** > We appreciate you taking the time to share your experience! We’re glad to hear you’ve found the platform intuitive and that our team has been responsive and collaborative in supporting your work. We will reach out to your CSM to ensure you are properly supported through the change management process, as we have created some ebook and best practice documentation that can make this easier for you all. It’s great to know ClearPoint is helping you streamline reporting and maintain a clear view of your strategic priorities! ### 19. Effective Strategy Monitoring with Visual Insight **Rating:** 4.0/5.0 stars **Reviewed by:** Elena V. | Quality Improvement Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** March 27, 2026 **What do you like best about ClearPoint Strategy?** I like ClearPoint Strategy's clear dashboard overview and its charts and graphs for visual representation. It's great for sharing progress and improvements with the leadership team. The initial setup was easy with the help of the ClearPoint team. **What do you dislike about ClearPoint Strategy?** There are lots of deep dive updates that could be a lot for updaters with multiple elements. **What problems is ClearPoint Strategy solving and how is that benefiting you?** I use ClearPoint Strategy to track and monitor our strategic plan with monthly updates for progress and data. It provides a clear dashboard overview with charts and graphs, making it great for sharing progress and improvements with the leadership team. **Official Response from Tricia Jessee:** > Thank you for your review, Elena! We’re glad to hear that ClearPoint’s dashboards and visual reporting are helping you effectively share progress with your leadership team, and that our team was able to make your initial setup smooth and straightforward. We also appreciate your feedback on updates—managing multiple elements can feel like a lot, especially for teams doing regular reporting. To help with this, we offer best practices like streamlined update workflows, automation options, and tailored training to make the process more efficient and manageable for updaters. It’s great to see ClearPoint supporting your monthly strategic tracking and bringing clarity to your progress, and we look forward to continuing to support your team! ### 20. Excellent customer service! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Education Management | Enterprise (> 1000 emp.) **Reviewed Date:** March 19, 2025 **What do you like best about ClearPoint Strategy?** ClearPoint is a flexible tool that allows us to customize the system to our specific needs requirements. It is a robust product that is targeted towards strategy management. We really like the AI features for status updates and the built-in strategic frameworks. **What do you dislike about ClearPoint Strategy?** The video tutorials could be a lot better. It takes a while to learn to use it as a system administrator. **What problems is ClearPoint Strategy solving and how is that benefiting you?** We have a large, overarching strategic vision with multiple strategies and supporting projects. ClearPoint is allowing us to provide transparency and integration of the strategies. **Official Response from Tricia Jessee:** > Thank you for taking the time to share your feedback—we really appreciate it! We’re glad to hear that ClearPoint’s flexibility, AI-powered updates, and built-in strategic frameworks are helping support your strategy management efforts. It’s great to know the platform is meeting your organization’s needs. We also appreciate your candid feedback on the video tutorials and the learning curve for system administrators. That’s incredibly helpful insight. We’re currently in the process of updating and improving our tutorials as part of our new Next support center, with a focus on making onboarding and ongoing use more intuitive and user-friendly. ### 21. User-Friendly Data Organization with Limited Graph Options **Rating:** 4.0/5.0 stars **Reviewed by:** RANDA A. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 23, 2026 **What do you like best about ClearPoint Strategy?** I use ClearPoint Strategy as a strategic plan dashboard. It's a good organizing tool that summarizes data well, and I really like how the data is broken down. The ease of use and user-friendly platform structure make it fast to enter data and navigate. The initial setup was very easy. **What do you dislike about ClearPoint Strategy?** limitations to types of graphs or data types in performance measures. I feel that Excel supersedes in that arena. **What problems is ClearPoint Strategy solving and how is that benefiting you?** I use ClearPoint Strategy for organizing and summarizing data, with its easy-to-use and user-friendly platform that makes it fast to enter data and navigate. **Official Response from Tricia Jessee:** > We appreciate you taking the time to share your feedback! It’s great to hear that ClearPoint has been easy to set up and is helping you efficiently organize and summarize your data. We also value your input on graphing and performance measures— we are continuing to work on expanding visualization options and ease of updating through AI in ClearPoint Next. Thanks again for your insights, and we look forward to continuing to support your team as your use of ClearPoint grows! ### 22. Excellent software and support **Rating:** 5.0/5.0 stars **Reviewed by:** Maria Victoria E. | Profesor universitario, Small-Business (50 or fewer emp.) **Reviewed Date:** February 20, 2022 **What do you like best about ClearPoint Strategy?** Both the software and the support, commercial and technical **What do you dislike about ClearPoint Strategy?** There are not any issues to highlight as we are satisfied **Recommendations to others considering ClearPoint Strategy:** I recommend clearpoint to properly follow up the execution of the strategy **What problems is ClearPoint Strategy solving and how is that benefiting you?** The main benefit is the accomplishment of the promise of the software: a good tool for the follow up of the strategy execution **Official Response from Tricia Jessee:** > Thank you for your kind review! We’re so glad to hear that both our software and support—commercial and technical—have met your expectations. We especially appreciate your recommendation and are happy ClearPoint is helping you effectively follow through on your strategy execution. ### 23. Clear Charts and Helpful Automated Reminders **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Museums and Institutions | Mid-Market (51-1000 emp.) **Reviewed Date:** April 03, 2026 **What do you like best about ClearPoint Strategy?** I like having charts to convey information clearly, along with automated reminders that help me stay on track. **What do you dislike about ClearPoint Strategy?** Sometimes during the webinars, they show something that doesn’t match what I’m able to see on my end. I’m on the Enterprise plan, so I would expect it to include pretty much everything. **What problems is ClearPoint Strategy solving and how is that benefiting you?** Clearly conveying information to the Board of Directors. That is why I really like the charts! **Official Response from Tricia Jessee:** > Thank you for your thoughtful review—we’re glad to hear that ClearPoint’s charts and automated reminders are helping you stay on track and clearly communicate with your Board of Directors! We also appreciate your feedback on the webinars. Sometimes what’s shown may reflect ClearPoint Next features, which could look different from your current view. We recommend reaching out to your Customer Success Manager—they can clarify what you’re seeing and help you access or get started with any available features! ### 24. Unbelievable Customer Service and Phenomenal Support **Rating:** 5.0/5.0 stars **Reviewed by:** Heather F. | Senior Director of Finance and Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** March 24, 2026 **What do you like best about ClearPoint Strategy?** The customer service has been unbelievable. I am a very busy finance and operations professional and the level of patience and perseverance on B the part of the ClearPoint team has been outstanding. **What do you dislike about ClearPoint Strategy?** It has a tremendous amount of flexibility which can seem daunting but that was tempered by the phenomenal support. **What problems is ClearPoint Strategy solving and how is that benefiting you?** Accountability, transparency and shared vision across our leadership team. **Official Response from Tricia Jessee:** > Thank you so much for your kind words! We’re thrilled to hear our team’s support has made such a positive impact, especially given how busy your role is. It’s great to know ClearPoint is helping drive accountability, transparency, and alignment across your leadership team—we truly appreciate your partnership! ### 25. Excellent customer service! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Government Administration **Reviewed Date:** December 12, 2025 **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. **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. **What problems is ClearPoint Strategy solving and how is that benefiting you?** The AI capabilities within ClearPoint are helping to automate a lot of tasks around developing and executing a strategic plan. This helps engagement at the staff level and ease of use for the organization overall. **Official Response from Tricia Jessee:** > 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! ### 26. Key to Success in Strategy Management **Rating:** 5.0/5.0 stars **Reviewed by:** CHRISTINA LUZ E. | Enterprise (> 1000 emp.) **Reviewed Date:** October 15, 2025 **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. **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. **What problems is ClearPoint Strategy solving and how is that benefiting you?** Managing our strategic plan, reporting **Official Response from Tricia Jessee:** > 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! ### 27. Easy Updates That Keep Everything Moving **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** March 23, 2026 **What do you like best about ClearPoint Strategy?** Ease of making updates, can pull multiple reports types **What do you dislike about ClearPoint Strategy?** For organizations that do not have many metrics to measure, the AI Assistant on the sub-levels doesn't work well - ties to pull from metrics charts **What problems is ClearPoint Strategy solving and how is that benefiting you?** Giving us quarterly dashboards for our staff and board to see. Easy way to track projects. **Official Response from Tricia Jessee:** > We appreciate you sharing your experience! It’s great to hear that ClearPoint makes it easy to keep updates moving and pull the reports you need to support your team. We also appreciate your feedback on the AI Assistant—our team has been hard at work improving AI insights with ClearPoint Next and we will make sure your CSM reaches out about this as well. It’s wonderful to know ClearPoint is helping you deliver clear quarterly dashboards and track projects effectively, and we look forward to continuing to improve your experience! ### 28. Streamlining our strategic planning, improving accountability, and providing clear visibility KPIs. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Primary/Secondary Education **Reviewed Date:** March 04, 2026 **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. **What do you dislike about ClearPoint Strategy?** Overall, Clearpoint has been instrumental to our success. I see significant improvements with the ClearPoint Next platform. **What problems is ClearPoint Strategy solving and how is that benefiting you?** ClearPoint has addressed their interface to a more user-friendly model, making it easier for users to navigate dashboards **Official Response from Tricia Jessee:** > 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! ### 29. ClearPoint Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.) **Reviewed Date:** February 19, 2021 **What do you like best about ClearPoint Strategy?** ClearPoint is easy to use which makes data tracking effortless. ClearPoint's customer service and support are wonderful as well. **What do you dislike about ClearPoint Strategy?** There isn't anything currently that I can say I dislike about ClearPoint. **What problems is ClearPoint Strategy solving and how is that benefiting you?** Having all data tracking in one location for collaboration throughout the organization. **Official Response from Tricia Jessee:** > Thank you for your review! We’re glad to hear ClearPoint is making data tracking easier and supporting collaboration across your organization. It’s especially great to know our customer service team has made a positive impact—we truly appreciate your partnership! ### 30. ClearPoint Strategy rocking 7 months in! **Rating:** 4.0/5.0 stars **Reviewed by:** Jill A. | Chief Operating Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2025 **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! **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. **What problems is ClearPoint Strategy solving and how is that benefiting you?** Using ClearPoint is holding us accountable to review and input relevant data to make informed decisions and to keep our leadership meetings understanding how we're performing in all areas of the business. **Official Response from Ted Jackson:** > 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. ### 31. Enables our strategic performance monitoring **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Manufacturing **Reviewed Date:** March 27, 2026 **What do you like best about ClearPoint Strategy?** One stop for contributors to update strategic materials and keep on top of performance. **What do you dislike about ClearPoint Strategy?** Not always user-friendly for editing, adjusting data visuals or navigating. **What problems is ClearPoint Strategy solving and how is that benefiting you?** Provides visibility on quarterly performance metrics, analyses, ratings and accountabilities across divisions. One place for all contributors to view data and analyses behind trends. Provides the foundation for a variety of quarterly reports and other deliverables. **Official Response from Tricia Jessee:** > Thank you for your feedback! We’re glad ClearPoint is serving as a central hub for tracking performance and keeping contributors aligned across your organization. We also appreciate your note on usability—this is an area we’ve been actively enhancing with ClearPoint Next, including new AI capabilities that help simplify navigation and make adjusting data visuals more intuitive. These improvements are designed to make it easier for users to interact with their data and streamline the overall experience. We’re excited to continue supporting your team’s strategic performance monitoring! ### 32. Bringing Our Balanced Scorecard to Life and Into Action **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Textiles | Mid-Market (51-1000 emp.) **Reviewed Date:** September 24, 2025 **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. **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. **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. **Official Response from Ted Jackson:** > 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!! ### 33. Daniel and other staff are great! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Government Administration **Reviewed Date:** September 25, 2025 **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. **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. **What problems is ClearPoint Strategy solving and how is that benefiting you?** We are using it to monitor and manage our performance within the department. **Official Response from Ted Jackson:** > 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. ### 34. User-friendly, great data visualization options, and fantastic customer support! **Rating:** 5.0/5.0 stars **Reviewed by:** Laura H. | Strategic Delivery Senior Manager, Enterprise (> 1000 emp.) **Reviewed Date:** May 22, 2025 **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. **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. **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. **Official Response from Dylan Miyake:** > 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! ### 35. ClearPoint Transformed our Strategic Performance Management Process and Delivery **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa H. | ClearPoint Stategy Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** February 27, 2025 **What do you like best about ClearPoint Strategy?** ClearPoint has tremendously improved our strategic data reporting processes. Prior to adopting this solution, tracking our numerous strategic measures required significant manual effort across multiple systems, leading to delayed insights and inconsistent reporting. ClearPoint has centralized our performance data, creating a single source of truth that enables real-time monitoring of critical metrics. Their intuitive dashboard visualizations have made complex data accessible to stakeholders at all levels, dramatically reducing the time spent preparing reports while increasing data accuracy. Most importantly, ClearPoint's support team and accountability when we need help is nothing less than amazing. Thank you, ClearPoint Team! **What do you dislike about ClearPoint Strategy?** I do believe design flexibility is important when creating dashboards and reports. I do find myself leaning more towards. **What problems is ClearPoint Strategy solving and how is that benefiting you?** ClearPoint Strategy has solved several critical challenges we faced at NYPA, delivering significant benefits to our operations. Prior, we didn't have a one stop shop, and fragmented data spread across multiple systems, making it difficult to maintain a comprehensive view of our strategic measures. Now, ClearPoint serves as our single source of truth, eliminating data silos and inconsistencies in reporting. The platform has dramatically reduced the time-consuming manual work previously required to compile reports. What once took days of gathering and formatting data now happens automatically, freeing our team to focus on analysis rather than administration. **Official Response from Ted Jackson:** > Lisa, thank you for the great review. I'm so happy to hear how we have made your process more efficient and given you a single place for strategy reporting. We look forward to reading more about your success. ### 36. I've had a wonderful experience getting CPS set up. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Utilities **Reviewed Date:** December 09, 2025 **What do you like best about ClearPoint Strategy?** ClearPoint appears to be user-friendly and easily matches are current planning and execution process. **What do you dislike about ClearPoint Strategy?** I have not found anything that I dislike. **What problems is ClearPoint Strategy solving and how is that benefiting you?** ClearPoint is helping to solve our strategy execution process and providing visibility to our plan and the work to be done to move our cooperative forward. **Official Response from Tricia Jessee:** > Thank you so much for sharing your experience! We're thrilled to hear that getting ClearPoint set up has been wonderful and that the platform aligns well with your planning and execution processes. Making strategy management intuitive and user-friendly is a top priority for us, so your feedback truly means a lot. If there’s ever anything we can do to make your experience even better—or if we can help turn that 4-star experience into a 5-star one—please don’t hesitate to reach out. Our team is always here to support you! ### 37. ClearPoint Strategy **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 07, 2025 **What do you like best about ClearPoint Strategy?** Since our partnership with ClearPoint Strategy began, they have always delivered a top-tier product and experience. The platform is very straight forward and end-user friendly, with many customization options to best fit your company's strategic planning process and deliverables. Their customer support is superior - always very responsive and solution focused. If your company is looking for an opportunity to take the strategic planning journey to a higher level, I recommend partnering with ClearPoint Strategy. **What do you dislike about ClearPoint Strategy?** In my experience, there are no downsides to this platform. **What problems is ClearPoint Strategy solving and how is that benefiting you?** ClearPoint Strategy streamlined our strategic planning process while providing customized deliverables. **Official Response from Tricia Jessee:** > Thank you for such a wonderful review! We’re thrilled to hear that ClearPoint has streamlined your strategic planning process and that you’ve found the platform to be straightforward, customizable, and user-friendly. We especially appreciate your kind words about our support team — delivering responsive, solution-focused service is something we take great pride in. We’re delighted that ClearPoint has been a strong partner in helping you take your strategic planning journey to the next level, and we look forward to continuing to support your success! ### 38. A powerful tool for strategic monitoring and performance management **Rating:** 5.0/5.0 stars **Reviewed by:** Zakaria Alexandre M. | SMB Europe Quality Auditing Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** May 15, 2025 **What do you like best about ClearPoint Strategy?** What I particularly appreciate is the ease of use of the platform and its intuitive interface. It allows for effective tracking of key performance indicators (KPIs), aligning organizational goals, and generating highly professional automated reports. The customer support is also very responsive and competent. **What do you dislike about ClearPoint Strategy?** Although the tool is generally very efficient, the initial learning curve can be a bit steep, especially for non-technical users. Additionally, some advanced features require additional training to be fully utilized. **What problems is ClearPoint Strategy solving and how is that benefiting you?** ClearPoint Strategy helps us centralize and effectively track our performance indicators, which allows for better strategic decision-making. The tool automates reporting, reduces human errors, and improves collaboration between departments. Thanks to it, we save time while maintaining a clear view of the progress of our objectives. **Official Response from Dylan Miyake:** > Thank you for sharing your positive experience with ClearPoint Strategy! We're thrilled to hear that you find our platform easy to use, with an intuitive interface that helps track KPIs and generate professional reports. We appreciate your feedback on the initial learning curve and advanced features --we know it can be a lot--and hopefully our online training, office hours, in-app chat, and email/phone support have been helpful. It's great to hear how ClearPoint Strategy is benefiting your organization by centralizing performance indicators, automating reporting, and enhancing collaboration. If you ever need further assistance or training on any features, please don't hesitate to reach out. We're here to support you every step of the way. Thank you for choosing ClearPoint Strategy! ### 39. ClearPoint makes performance management easy **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Government Administration **Reviewed Date:** August 04, 2025 **What do you like best about ClearPoint Strategy?** I appreciate the vast amount of resources available that don't require reaching out to a human being. The AI chatbot is helpful, as are the videos and blog articles about usage. I also appreciate how involved the customer success and tech support staff are, Marisa and Ash are always just an e-mail away if I need more support than is available. **What do you dislike about ClearPoint Strategy?** It is almost too customizable in some areas. While the features are excellent, it's easy to get overwhelmed with the options available. (Not truly a complaint...) **What problems is ClearPoint Strategy solving and how is that benefiting you?** ClearPoint is helping our organization align our strategies and goals and providing us a way to mindfully track our progress with our goals. Some areas of our organization are using Excel to track data prior to roll-out. **Official Response from Dylan Miyake:** > Thank you for sharing your positive feedback about ClearPoint Strategy! We're thrilled to hear that you appreciate the resources available, including the AI chatbot, videos, and blog articles. We understand that the high level of customization can sometimes be overwhelming, and we appreciate your feedback on this aspect. It's fantastic to hear that ClearPoint is helping your organization align strategies and track progress effectively. If you ever feel overwhelmed with the customization options or need further support, please don't hesitate to reach out to Marisa, Ash, or anyone on our customer success team. We're here to assist you every step of the way. Thank you for choosing ClearPoint Strategy! ### 40. ClearPoint Strategy as a Scorecard Managment System **Rating:** 5.0/5.0 stars **Reviewed by:** Noelle P. | Financial Consultant, Enterprise (> 1000 emp.) **Reviewed Date:** April 07, 2025 **What do you like best about ClearPoint Strategy?** We use ClearPoint to simplify our scorecard reporting process, which has greatly improved our workflow efficiency. Some of the best features that we have experienced are the automation for calculating measure results, data visualization of the scorecards, and the helpful and responsive support team. ClearPoint is very user friendly and I highly recommend it as a scorecard platform. **What do you dislike about ClearPoint Strategy?** ClearPoint has been working well for us and their support team is very responsive when issues do come up and are usually able to resolve them quickly. **What problems is ClearPoint Strategy solving and how is that benefiting you?** We use ClearPoint to manage our scorecard measures at both the department and system level. **Official Response from Ted Jackson:** > Noelle, thank you for such a lovely review. It is great to hear how we are helping your organization manage measures throughout your company. Our workflows, calculations, and data visualizations are a game changer. We look forward to hearing more about your success. ### 41. ClearPoint Strategy allows our organization to easily assess our operations. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Enterprise (> 1000 emp.) **Reviewed Date:** March 03, 2025 **What do you like best about ClearPoint Strategy?** ClearPoint Strategy allows for collaborative action and assessment across an organization. It's straightforward and easy to digest for the average user, but it also contains a lot of advanced capabilities for the more in-depth user. Customer support is extremely friendly, quick, adaptable, and knowledgeable. I know that no matter who I talk to, regardless of their familiarity (or lack thereof) with our organization, they will help me find a solution to our problem. **What do you dislike about ClearPoint Strategy?** ClearPoint Strategy allows for a lot of customization, but the customization process can be tedious and complicated. As an administrator of our account, I feel as if I spend a lot of time trying to understand the technicalities of the product and trouble shooting issues. Customer support is great and always happy to help, but it's difficult to become completely self sufficient. **What problems is ClearPoint Strategy solving and how is that benefiting you?** Our organization (a college) is spread out across multiple campuses located in multiple cities/counties. When it comes to collaboration, it can be difficult to stay in-tune with what the various departments and campuses are doing. ClearPoint makes it easy to stay informed about the operational progress of various arms of the college. This supports informed and data-driven decision making. **Official Response from Ted Jackson:** > Thank you for your great review. I'm glad that ClearPoint is helping with collaboration and reporting across campuses. We appreciate your kind thoughts about our team and the advanced capabilities of the application. We're always here to help with your specific questions. ### 42. Good dashboard and customer service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Environmental Services **Reviewed Date:** September 30, 2025 **What do you like best about ClearPoint Strategy?** It is a helpful tool to display our greenhouse gas emissions and related measures. Customer service has always been very prompt and they have always quickly helped me resolve whatever issue I've run into. **What do you dislike about ClearPoint Strategy?** It can take team members a bit of time to get accustomed to the platform, but I think that is true of any tool. **What problems is ClearPoint Strategy solving and how is that benefiting you?** ClearPoint is helping us track and share greenhouse gas data and related measures in an interactive way. It helps provide transparency for our community. **Official Response from Ted Jackson:** > Thank you for the wonderful 5 star review. It is always nice to hear from one of our clients getting great value out of our interactive, fully customizable dashboards. I'm glad your community is finding value in this transparency. ### 43. ClearPoint Strategy is a strong tool for managing strategy and performance. **Rating:** 5.0/5.0 stars **Reviewed by:** LUANA G. | Junior Digital Marketing & Automation Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2025 **What do you like best about ClearPoint Strategy?** What I like best about ClearPoint Strategy is the outstanding customer support and how easily it allows us to customize reports and dashboards to fit our strategic goals. It saves time and keeps everyone aligned. **What do you dislike about ClearPoint Strategy?** What I dislike about ClearPoint Strategy is that the initial setup can be a bit complex, and some features,like the data loader ,don’t work well on Mac. Also, report visuals have limited customization options. **What problems is ClearPoint Strategy solving and how is that benefiting you?** ClearPoint Strategy solves the problem of tracking and aligning strategic goals across different departments. It streamlines performance reporting, reduces manual work, and ensures everyone is focused on the same objectives. This helps improve accountability, saves time, and enhances decision making. ### 44. My feedback and impression **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Environmental Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 08, 2025 **What do you like best about ClearPoint Strategy?** I really appreciate how ClearPoint Strategy brings everything into one place—it’s great for aligning strategic goals with performance metrics. The dashboards are highly customizable, which makes it easy to track KPIs in a way that’s relevant to our business. I also like that it’s collaborative, so multiple team members can update and monitor progress in real time. **What do you dislike about ClearPoint Strategy?** There’s a bit of a learning curve at first, especially for users who are new to strategy management tools. Some features could be more intuitive, and initial setup took longer than expected. It would be helpful to have more in-app guidance or tooltips for first-time users. **What problems is ClearPoint Strategy solving and how is that benefiting you?** ClearPoint Strategy helps us centralize and align our strategic initiatives, which used to be scattered across spreadsheets and different reporting tools. It solves the problem of inconsistent tracking and reporting by giving us one source of truth for our goals, KPIs, and project updates. This has improved transparency across teams and made our reporting to leadership much faster and more reliable. **Official Response from Ted Jackson:** > Thank you for taking the time to leave us such a nice review. I'm clad to see that we are able to help with initiative management and make your tracking much more consistent. Cheers!! ### 45. Good data analytics **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 20, 2025 **What do you like best about ClearPoint Strategy?** The workspaces section is nice, keeps things simple and easy to view.It's super easy to use and keeps everything in one place—planning, tracking, and reporting. I really like how it helps teams stay on the same page, and the way it pulls in data and makes reports is super smooth. Plus, the customer support is actually helpful, which is a nice bonus. **What do you dislike about ClearPoint Strategy?** It can take a little time to get used to all the features, especially if you're new to strategy tools. Some parts feel a bit complex at first, and customizing reports can be tricky without some help. **What problems is ClearPoint Strategy solving and how is that benefiting you?** It helps organize all our goals, projects, and data in one place so we’re not chasing spreadsheets or emails. It makes tracking progress way easier and keeps everyone on the same page. That saves time and helps us focus on what actually matters. **Official Response from Dylan Miyake:** > We're thrilled to hear that you appreciate the simplicity and ease of use in our workspaces section, as well as the helpful customer support. We understand that getting used to all the features can be a learning curve, especially for new users, and we value your feedback on customizing reports. We're dedicated to enhancing user experience and providing valuable support for our customers. ### 46. Excellent tool for developing monitoring systems **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Civic & Social Organization | Small-Business (50 or fewer emp.) **Reviewed Date:** September 09, 2025 **What do you like best about ClearPoint Strategy?** Having the information in one place, to deposit the information, having dashboards and charts that allow breaking down the information in a logical and useful way for making managerial decisions **What do you dislike about ClearPoint Strategy?** The difficulty of linking this program with other applications that allow generating dashboards like Tableau or PowerBI **What problems is ClearPoint Strategy solving and how is that benefiting you?** The program helped us to have valuable information to develop performance reports for the different projects implemented in the country office and how to close the gaps. **Official Response from Tricia Jessee:** > Thank you for your thoughtful review! We’re glad to hear that ClearPoint helps you centralize information and use dashboards and charts to support stronger managerial decisions. We understand your concern about linking ClearPoint with tools like Tableau or Power BI. ClearPoint connects with a variety of applications to automate data updates and streamline your reporting process, and your Customer Success Manager would be happy to discuss the best options for your setup. We’re delighted ClearPoint is helping you deliver valuable performance reports and close gaps across projects, and we look forward to continuing to support your success! ### 47. Great Resource for a Novice **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Government Administration | Enterprise (> 1000 emp.) **Reviewed Date:** May 29, 2025 **What do you like best about ClearPoint Strategy?** As an organization with a moderately complex strategic plan in the government sector, the knowledge of the ClearPoint team was incredibly valuable. The team helped us clarify the priorities in our strategy and translate them into clear, actionable elements, objectives, and milestones that are easy to understand and follow. We are not completely through the implementation, but so far it has been relatively straightforward. **What do you dislike about ClearPoint Strategy?** I don't love the navigation as an Admin. I appreciate the effort that has been taken to make it easy to use, but I still feel like it could be improved. **What problems is ClearPoint Strategy solving and how is that benefiting you?** ClearPoint will be used to track and manage the objectives adopted in our strategic plan and communicate our performance to the public. We will also use it to track and monitor internal department operations and performance and initiatives. **Official Response from Dylan Miyake:** > Thank you for sharing your experience with ClearPoint Strategy! We're thrilled to hear that our team has been valuable in clarifying your strategic priorities. We appreciate your feedback on the navigation as an Admin and are working to simplify it even more with ClearPoint Next. If you would like a preview of the next generation of ClearPoint, please reach out directly to your Customer Success Manager. We're glad to hear that ClearPoint is helping you track and manage your strategic objectives effectively. If you have any specific suggestions on how we can enhance the navigation experience for Admins, please feel free to reach out to our support team. We're here to assist you every step of the way as you continue with the implementation process. Thank you for choosing ClearPoint Strategy for your strategic planning needs! ### 48. Comprehensive Strategic Planning and Project Management software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management **Reviewed Date:** September 11, 2025 **What do you like best about ClearPoint Strategy?** The support we received from ClearPoint staff. Excellent support from Ash and Dan. Very patient and helpful. Any time we had an issue or question, they were ready to help. Much appreciated. **What do you dislike about ClearPoint Strategy?** The system was a little more than we needed. There are so many elements and features that we really needed someone working full time on the software. **What problems is ClearPoint Strategy solving and how is that benefiting you?** It allowed us to see all of our programs and projects clearly and in one place. **Official Response from Tricia Jessee:** > Thank you for your detailed review! We’re thrilled to hear that ClearPoint has helped you see all of your programs and projects clearly in one place, and we truly appreciate your kind words about Ash and Dan. Our team takes pride in providing responsive, helpful support, so it’s great to know that made a difference for you. We understand your point about ClearPoint offering more features than you currently need. Many of our customers start small and expand their use of the platform over time, and our team is always here to help you focus on the elements that provide the most value without requiring a full-time resource. We’re delighted ClearPoint is helping you organize your work, and we look forward to supporting your continued success! ### 49. Easy to use, great experience so far. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services **Reviewed Date:** September 26, 2025 **What do you like best about ClearPoint Strategy?** Simple and easy reporting structure. Easy to navigate and administer. **What do you dislike about ClearPoint Strategy?** Manual annual roll over process. Also limited functionality in customizing reports. The biggest problem with the briefing book is that I cannot set Page Breaks. Reports are split in odd places on the pages and makes for a messy presentation of data. **What problems is ClearPoint Strategy solving and how is that benefiting you?** Clarity of information and alignment/easy to locate status for others across the organization. **Official Response from Ted Jackson:** > Thank you for the kind review. I know this isn't meant to be a support chat, 😎, but you can set page breaks on individual pages. That will carry over into any briefing book that you generate. Hopefully that cleans up your presentation. We're happy to help, just reach out to our Customer Success Team. ### 50. Supportive team **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Government Administration **Reviewed Date:** September 15, 2025 **What do you like best about ClearPoint Strategy?** The ability to make changes and push the change to all scorecards. The support team is easy to work with and very amenable to changes. **What do you dislike about ClearPoint Strategy?** The lack of AI intergration and when updating HTML reports the URL changes based on reporting period. **What problems is ClearPoint Strategy solving and how is that benefiting you?** They are working on AI integration and have been assisting with set up with as much automation as possible. **Official Response from Tricia Jessee:** > Thank you for your thoughtful feedback! We’re glad to hear that ClearPoint’s ability to cascade changes across scorecards and our responsive support team have been valuable for you. We understand your concern around AI features updating across scorecards and with our upcoming ClearPoint NEXT release, we’re expanding AI functionality to make summaries and insights more flexible across scorecards. Additionally, your Technical Account Manager will be reaching out as we are able to setup a dynamic link for HTML exports that will make it seamless to update shared data! We appreciate your partnership and feedback — it helps us continue to improve ClearPoint to better meet your needs! ## ClearPoint Strategy Discussions - [How can I automate my strategic planning with ClearPoint?](https://www.g2.com/discussions/automation-353571cc-c38e-40f3-873c-417ff43f41d2) - 1 comment, 1 upvote - [How can I do project management in ClearPoint?](https://www.g2.com/discussions/project-management-f2cae2e3-a351-4383-abbb-404311f5d865) - 1 comment, 1 upvote - [Can I customize the language in ClearPoint to match my strategic plan?](https://www.g2.com/discussions/customization-6ec3a7dc-1ef8-4c92-9adc-a5fd9ea78020) - 1 comment, 1 upvote - [What types of strategic reports can I create with ClearPoint?](https://www.g2.com/discussions/reporting-d1d1b7be-dca3-4093-b6bc-4515068759f5) - 1 comment, 1 upvote - [View ClearPoint Strategy pricing details and edition comparison](https://www.g2.com/products/clearpoint-strategy/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-06+12%3A27%3A26+-0500&secure%5Bsession_id%5D=9e11e1c1-8ccb-4765-aab3-5b7c7055db67&secure%5Btoken%5D=0b72c99efc9b49cf55db202bfaa685b07662327a7df86850c7c880f2783a6e36&format=llm_user) ## ClearPoint Strategy Integrations - [Airia](https://www.g2.com/products/airia/reviews) - [Analytics](https://www.g2.com/products/analytics/reviews) - [ArcGIS CityEngine](https://www.g2.com/products/arcgis-cityengine/reviews) - [Asana](https://www.g2.com/products/asana/reviews) - [Diligent Boards](https://www.g2.com/products/diligent-boards/reviews) - [Dynamics](https://www.g2.com/products/dynamics/reviews) - [Google](https://www.g2.com/products/google-google/reviews) - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) - [Jira](https://www.g2.com/products/jira/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [MySQL](https://www.g2.com/products/mysql/reviews) - [Oracle Cloud](https://www.g2.com/products/oracle-cloud/reviews) - [REST](https://www.g2.com/products/rest/reviews) - [Salesforce Marketing Cloud Suite](https://www.g2.com/products/salesforce-marketing-cloud-suite/reviews) - [Snowflake](https://www.g2.com/products/snowflake/reviews) - [SQL Server 2019](https://www.g2.com/products/sql-server-2019/reviews) - [Tableau](https://www.g2.com/products/tableau/reviews) - [Trello](https://www.g2.com/products/trello/reviews) - [WordPress.com](https://www.g2.com/products/wordpress-com/reviews) ## ClearPoint Strategy Features **Prepare** - Strategy Map - Strategy Model - Rules - Frameworks **Communication** - Feedback - Confidence Levels - Messaging Integrations - Onboarding **Financial Planning** - Extended Planning - Reporting - Integration **Strategic Planning - Strategic Portfolio Management** - Objectives - Roadmaps - Demand management - Resource Planning - Planning - Simulation - Prioritization - Alignment **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Agentic AI - FP&A (Financial Planning & Analysis) ** - Proactive Assistance - Decision Making **Financial Insight** - Budgeting - Forecasting - Planning **Plan ** - Vision Statement - Goals - Collaboration - Cascade Planning **Goal Creation** - Team OKR - Individual OKR - Mind Mapping - Action Item Creation **Strategic Management - Strategic Portfolio Management** - Visiblity - Tracking - Risk Management - Implementation - Change Management - Optimization - Strategy Model - Frameworks **Data** - Data Visualization - Data Analysis - Custom Reporting - Reporting Templates **Optimize** - Progress Tracking - KPIs - OKR **Data Analysis - Strategic Portfolio Management** - ESG Impact - Financial Performance - Forecasting **Agentic AI - Objectives and Key Results (OKR)** - Natural Language Interaction - Proactive Assistance **Status Communication** - Collaboration - Version Control - Real-Time Data Updates - Scorecards **Execute** - Performance - Communication - Alignment - Performance **Artificial Intelligence - Strategic Portfolio Management** - Process Intelligence - Predictive Insights - Virtual Agents ## Top ClearPoint Strategy Alternatives - [Cascade](https://www.g2.com/products/cascade-strategy-cascade/reviews) - 4.7/5.0 (240 reviews) - [AchieveIt](https://www.g2.com/products/achieveit/reviews) - 4.4/5.0 (199 reviews) - [Rhythm](https://www.g2.com/products/rhythm-systems-rhythm/reviews) - 4.4/5.0 (408 reviews)