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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

Keeping in mind businesses have distinctive business-related wants, it is sensible that they abstain from selecting an all-in-one, ideal software system. Having said that, it is difficult to come across such an app even among popular software solutions. The sensible thing to undertake can be to take note of the varied main factors which require analysis such as critical features, plans, skill aptitude of staff members, organizational size, etc. Thereafter, you should conduct the research fully. Read these ClearPoint Strategy evaluations and explore each of the software programs in your list more closely. Such comprehensive research guarantees you weed out unsuitable software products and buy the one that meets all the function your business requires.

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 interested in ClearPoint Strategy it might also be sensible to examine other subcategories of Business Intelligence Software collected in our base of SaaS software reviews.

Every organization has different requirements and needs a software that can be customized for their size, kind of employees and buyers, and the particular industry they are in. For these reasons, no software can proffer perfect tools off-the-shelf. When you try to find a software product, first be sure what you need it for. Read some ClearPoint Strategy Business Intelligence Software reviews and ask yourself do you want basic features or do you require sophisticated functionality? Are there any industry-specific tools that you are looking for? Obtain the answers to these queries to aid your search. There are multiple aspects that you need to mull over and these include your finances, particular business wants, your company size, integration requirements etc. Take your time, try out a few free trials, and finally choose the app that offers all that you want to enhance your firm effectiveness and productivity.

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 make a decision to get a Business Intelligence Software it’s vital not only to find out how professionals rank it in their reviews, but also to discover whether the actual people and companies that purchased this software are actually happy with the product. That’s why we’ve devised our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and ClearPoint Strategy reviews across a vast array of social media sites. The information is then presented in an easy to digest format revealing how many people had positive and negative experience with ClearPoint Strategy. With that information at your disposal you should be prepared to make an informed buying decision 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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