ClearPoint Strategy

Strategy execution software for building plans, tracking KPIs and objectives, and automati

ClearPoint Strategy is a strategic planning and performance management platform that connects objectives, measures, KPIs, and initiatives in one place, replacing spreadsheet-based tracking. It supports planning, business reporting, dashboards, and project management, with data pulled from external sources and reports generated and distributed automatically.

Core modules include scorecards, measures and KPIs, OKRs, initiatives and projects, risk management, complex analytics, live dashboards, briefing books, and reporting workflows. Integrations cover Power BI, Snowflake, SQL Server, Zapier, a REST API with webhooks, MCP integration, and email/Teams. An AI Strategy Assistant builds scorecards from prompts, writes executive summaries, flags performance patterns, and recommends actions. Administration features include role-based permissions, SSO, two-factor authentication, approval workflows, and audit trails.

The platform serves local government, healthcare, utilities, financial services, education, manufacturing, and enterprise organizations. Setup includes guided data migration and customization to existing frameworks. A demo and instant tour are available, along with free templates and tools; pricing details are available on the vendor's pricing page.

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