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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

Because businesses have distinctive business-related requirements, it is only reasonable they steer clear of purchasing an all-in-one, “perfect” business application. However, it is troublesome to try to stumble on such a software solution even among widely used software systems. The rational step to do would be to narrow down the numerous significant functions that necessitate examination such as crucial features, pricing, skill levels of staff, company size, etc. The second step is, you must conduct the product research through and through. Go over some ClearPoint Strategy evaluations and look over the other software products in your shortlist more closely. Such detailed research ensure you weed out unsuitable applications and pay for the system that offers all the tools your company 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 considering ClearPoint Strategy it might also be sensible to check out other subcategories of Business Intelligence Software collected in our database of SaaS software reviews.

There are trendy and widely used solutions in each software category. But are they essentially the best fit for your company’s special needs? A market-leading software application may have thousands of users, but does it provide what you need? For this reason, do not blindly spend on popular systems. Read at least a few ClearPoint Strategy Business Intelligence Software reviews and mull over the elements that you wish to have in the software such as the fees, main functionality, available integrations etc. Then, choose a few apps that fit your requirements. Try out the free trials of these apps, read online opinions, get clarifications from the seller, and do your homework thoroughly. This in-depth research is certain to assist you choose the best software platform for your company’s special wants.

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 are aware that when you choose to purchase a Business Intelligence Software it’s important not only to learn how experts evaluate it in their reviews, but also to discover whether the actual users and companies that bought these solutions are actually content 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 wide range of social media sites. The data is then presented in an easy to understand way indicating how many customers had positive and negative experience with ClearPoint Strategy. With that information at hand you should be equipped to make an informed purchasing 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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