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ClearPoint Strategy Review

ClearPoint Strategy
Our score: 8.5 User satisfaction: N/A

What is ClearPoint Strategy?

ClearPoint Strategy is a balanced scorecard and strategy software for strategy and finance managers, healthcare administrators, city management professionals, and more. The software minimizes the challenges related with reporting and allows users to quickly build dashboards and scorecards that update automatically.

The customizable solution adjusts according to reporting processes and allows viewing and sharing reports in a variety of formats. Availability of the API saves users from manually inputting the data as it can pull information from a variety of sources. The software aims to make reporting easier for users and provides businesses of various sizes with the tools they need to enhance performance and manage their scorecards more efficiently. It supports Norton and Kaplan and variations of the methodology, allowing businesses to manage their scorecards accurately.

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Overview of ClearPoint Strategy Benefits

ClearPoint Strategy comes with tools and features users need to build scorecards and dashboards that auto-update, allowing users to manage objectives, initiatives, measures and actions from a single platform. This saves them from the hassle related to managing scorecards using different systems. The customizable reports fit to unique reporting processes and allow customizing fields, style, layouts and more. Reports can easily be shared in different formats, which ensure professional presentation of data. The software brings all the performance management data into a single place, making it easier for users to analyze and present information.

Customized PDF reports help users brief the management in a better way and ensure better navigation through briefing book hyperlinks. The software helps avoid version-control issues and allows multiple people to make updates simultaneously. Users can cut-paste data directly from Microsoft Excel into data tables and use the Data Loader to link to on-premise information sources.  Seamless integration with other cloud sources using the API or Zapier helps extend functionality and makes data import easier.

The linked strategy maps help visually track status of the strategy, while Balanced Scorecards allow managing perspectives, themes and other elements. The software generates RAG statuses automatically after entry of new data and saves time and valuable human resources. Notifications include email reminders, status change alerts and update notifications, which ensure that users update data accurately and timely. Account admins can take advantage of rule-based permissions to ensure every user only has access to information related to them.

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Overview of ClearPoint Strategy Features

  • Norton and Kaplan Balanced Scorecard
  • Scorecard management
  • Strategy Maps
  • Goals and measures
  • Project management
  • Automatic calculations
  • Internal linking
  • Element evaluation
  • Qualitative analysis
  • Risk monitoring
  • Measure ownership
  • Custom fields and layouts
  • Custom reports
  • Top navigation customization
  • In-line editing
  • Custom styling
  • Customizable status indicators
  • Responsive reports
  • Chart engine
  • Community dashboards publishing
  • Email reminders and notifications
  • User permissions
  • Password management

ClearPoint Strategy Position In Our Categories

Since companies have specific business-related demands, it is practical that they avoid going for a one-size-fits-all, “perfect” system. Still, it would be almost impossible to try to come across such application even among popular software solutions. The practical step to undertake would be to list the various essential functions which demand deliberation like crucial features, budget, skill ability of staff, organizational size, etc. The second step is, you should perform the product research thoroughly. Browse through some of these ClearPoint Strategy evaluations and scrutinize the other software systems in your shortlist more closely. Such detailed product investigation guarantee you steer clear of unsuitable applications and subscribe to the system that meets all the benefits your company requires in growing the business.

Position of ClearPoint Strategy in our main categories:

TOP 200

ClearPoint Strategy is one of the top 200 Business Intelligence Software products

If you are considering ClearPoint Strategy it might also be a good idea to examine other subcategories of Business Intelligence Software gathered in our database of B2B software reviews.

It is essential to note that virtually no service in the Business Intelligence Software category is going to be a perfect solution able to fulfill all the goals of all business types, sizes and industries. It may be a good idea to read a few ClearPoint Strategy Business Intelligence Software reviews first as certain solutions can excel exclusively in a really small group of applications or be created with a really specific industry in mind. Others can operate with an idea of being simple and intuitive and consequently lack complicated features needed by more experienced users. You can also find apps that cater to a wide group of customers and offer a powerful feature toolbox, but this usually comes at a more expensive cost of such a service. Be certain that you're aware of your requirements so that you choose a solution that provides exactly the elements you look for.

How Much Does ClearPoint Strategy Cost?

ClearPoint Strategy Pricing Plans:

Free Trial

Basic

$250/month

Professional

$800/month

Enterprise

By quote

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What are ClearPoint Strategy pricing details?

ClearPoint Strategy Pricing Plans:

Free Trial

Basic

$250/month

Professional

$800/month

Enterprise

By quote

ClearPoint Strategy offers three SMB and enterprise pricing packages for users to choose from. Give the details a look, and select the best plan for your business:

Basic – $250/month

  • Unlimited scorecards
  • 5 full-access users
  • Premium support and training

Professional – $800/month

  • Unlimited scorecards
  • 10 full-access and 25 view-only users
  • Setup concierge service
  • One premium support contact
  • Data loader
  • HTML publishing

Enterprise – By quote

  • Unlimited score cards
  • Min. 25 full-access and unlimited view-only users
  • Update-only users at a discounted price
  • Setup concierge service
  • Two premium support contacts
  • Data loader
  • HTML publishing
  • API access
  • Single Sign-On

User Satisfaction

Positive Social Media Mentions 0
Negative Social Media Mentions 0

We realize that when you decide to get a Business Intelligence Software it’s crucial not only to find out how experts evaluate it in their reviews, but also to find out whether the real people and companies that use these solutions are genuinely happy with the service. Because of that need we’ve designer our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and ClearPoint Strategy reviews across a vast range of social media sites. The information is then presented in a simple to understand way showing how many clients had positive and negative experience with ClearPoint Strategy. With that information at your disposal you should be ready to make an informed business choice that you won’t regret.

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Technical details

Devices Supported

  • Windows
  • Linux
  • Mac
  • Web-based

Deployment

  • Cloud Hosted
  • Open API

Language Support

  • English

Pricing Model

  • Monthly payment
  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for ClearPoint Strategy?

ClearPoint Strategy is an open API system which offers a large number of Zapier-powered integrations with third-party systems.

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Nestor Gilbert

By Nestor Gilbert

Nestor Gilbert is a senior B2B and SaaS analyst and a core contributor at FinancesOnline for over 5 years. With his experience in software development and extensive knowledge of SaaS management, he writes mostly about emerging B2B technologies and their impact on the current business landscape. However, he also provides in-depth reviews on a wide range of software solutions to help businesses find suitable options for them. Through his work, he aims to help companies develop a more tech-forward approach to their operations and overcome their SaaS-related challenges.

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