
Price
No information about pricing but you can check OKR Pricing Guide
Reviews
- Ease of Use4.7
- Customer Service5.0
- Value for Money4.8
Likelihood to recommend
Top Features
- 5.0
- 5.0
- 5.0
- 5.0
What is ClearPoint Strategy?
Make your OKR reporting easier, faster, and more visible across all your teams with ClearPoint, the world's first integrated strategy reporting system.
ClearPoint brings together data from all sources and makes it easy for you to manage objectives, measures, initiatives, and action items in one place.
We make strategy reporting simple and efficient, saving you time and providing the clarity needed to focus on strategy execution.
Featured In
- Best Ease of Use Reporting Software (2020)
- Best Value Reporting Software (2020)
Best For
Any small or mid-sized business, local or state government, healthcare network, credit union regional bank or utility who wants better BPR and OKR reporting for strategic planning and execution.
ClearPoint Strategy Video and Images





Deployment & Support
Deployment
- Cloud, SaaS, Web-Based
- Desktop - Mac
- Desktop - Windows
- Desktop - Linux
- Desktop - Chromebook
- On-Premise - Windows
- On-Premise - Linux
- Mobile - Android
- Mobile - iPhone
- Mobile - iPad
Support
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat
Training
- In Person
- Live Online
- Webinars
- Documentation
- Videos
Contact Details
- Ascendant Strategy Management
- Located in United States
- Founded in 2008
- http://www.clearpointstrategy.com
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ClearPoint Strategy Features
Features are displayed in the decreasing order of their feature rating.
5.0
5.0
5.0
5.0
Budgeting/Forecasting
Financial Modeling
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Overall Rating:
- Ease of Use4.7
- Customer Service5.0
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- Ease of Use4.7
- Customer Service4.8
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- Value for Money4.4
ClearPoint Strategy Reviews
Showing 5 of 36 reviews
Overall
4.9
Ease of Use
4.7
Customer Service
5.0
- "The staff is amazing - very responsive and helpful. We are very pleased with the dashboard that was created for our internal reporting."
- "I am very pleased with clearpoint. I always learn something new about the software every time I use it."
- "It allows for benchmarking with other ClearPoint users and you can use the measure library to spark your own ideas."
- "From our first sales call to my use of the product yesterday, I have had an outstanding experience. I would highly recommend this product to anyone who is engaged in strategic planning."
- "There's an evolving science to performance measurement that we're continually learning. By science, I mean there are right ways and wrong ways to structure performance information."
- "Time wasted by duplicate entry of performance data has been all but eliminated with the data loading feature."
- "My least favorite feature about the ClearPoint software is the inability to edit the header, cell and table styles within the report."
Pros
- "The staff is amazing - very responsive and helpful. We are very pleased with the dashboard that was created for our internal reporting."
- "I am very pleased with clearpoint. I always learn something new about the software every time I use it."
- "It allows for benchmarking with other ClearPoint users and you can use the measure library to spark your own ideas."
- "From our first sales call to my use of the product yesterday, I have had an outstanding experience. I would highly recommend this product to anyone who is engaged in strategic planning."
Cons
- "There's an evolving science to performance measurement that we're continually learning. By science, I mean there are right ways and wrong ways to structure performance information."
- "Time wasted by duplicate entry of performance data has been all but eliminated with the data loading feature."
- "My least favorite feature about the ClearPoint software is the inability to edit the header, cell and table styles within the report."

Delinda P.
Director, Quality Management & Performance Improvement (Integrated Role)
Hospital & Health Care, 1001-5000 employees
Used the software for: Less than 6 months
Overall Rating
Ease of Use
Customer Service
Features
Value for Money
Likelihood to Recommend
Reviewer Source
Source: Capterra
January 9, 2019
"More than satisfied with ClearPoint Strategy"
Overall: In addition to the product, I am extremely satisfied with the training we received on site, as well as the sessions we have via conference call with our account representatives. No questions are too simple or too complicated. We are not limited in the number of times we reach out and appreciate the account rep keeping in touch with us and responding promptly to our inquiries. We have also appreciated the webinars that are offered and look forward to attending the annual conference for the first time this year.
Pros: The software is very intuitive and extremely flexible, as it caters to our needs as the customer. We appreciate the many resources that are available to support us in getting used to the product so that it is not intimidating or overwhelming. We don't feel limited in any way regarding how we will use the product as we make plans to move from our initial use (strategic management) to other possibilities (i.e., project management). We are also pleased with the layout and format options we have for our reports.
Cons: At this point, I don't have any cons, other than wishing I had the product sooner.
Vendor Response
By Ascendant Strategy Management on January 14, 2019
Delinda,
We are so happy to hear you are pleased with your use of ClearPoint so far! It is great to hear the onboarding process has been made easy due to the onsite training, conference calls, and the overall ease of use of the tool. We are glad we can support you in managing your strategic plan through our support resources and the layout and format options we can provide with reports.
We are looking forward to our continued partnership as you grow in ClearPoint and begin to conquer new areas, like project management!
Tricia Jessee, Customer Success
Reviewer Source
Source: Capterra
January 9, 2019
Patrick D.
Strategy Consultant
Hospital & Health Care, 10,001+ employees
Used the software for: 1-2 years
Overall Rating
Ease of Use
Customer Service
Features
Value for Money
Likelihood to Recommend
Reviewer Source
Source: Capterra
January 13, 2020
"ClearPoint Review "
Overall: Strategic planning, strategy execution and monitoring.
We use ClearPoint to display and track key performance indicators across our enterprise.
More and more users are accessing the site and we continue to migrate more info to the site, which has improved transparency and easy of data sharing.
Pros: Top benefits include ease of use as well as report customization.
Additionally, customer support is exceptional! Highly responsive and solution oriented.
Cons: Although almost any type of report can be generated, the visual design of these reports is mostly unchangeable.
Switched From: AchieveIt
Reasons for Switching to ClearPoint Strategy: Customization of reports was lacking
Not as user friendly
Reviewer Source
Source: Capterra
January 13, 2020
Sharrice B.
Senior Management Analyst
Government Administration, 1001-5000 employees
Used the software for: 2+ years
Overall Rating
Ease of Use
Customer Service
Features
Likelihood to Recommend
Reviewer Source
Source: Capterra
September 23, 2021
"Review of ClearPoint Strategy Software"
Overall: My overall experience with ClearPoint Strategy has been exceptional. I have never experienced such adept customer service. The willingness of the team to assist, the offered trainings, yearly conferences and follow-up is admirable.
Pros: What I have found most beneficial about the ClearPoint software is the ability to customize reports and layouts. It allows for conveying the "big picture" in an easy and understandable format. Being able to produce a report that contains graphics and verbiage appeals to different types of learning styles.
Cons: My least favorite feature about the ClearPoint software is the inability to edit the header, cell and table styles within the report. If you are unfamiliar with where to find the feature in the admin options settings, it becomes very frustrating.
Reviewer Source
Source: Capterra
September 23, 2021
Laura B.
QI Coordinator
Government Administration, 501-1000 employees
Used the software for: 6-12 months
Overall Rating
Ease of Use
Customer Service
Features
Value for Money
Likelihood to Recommend
Reviewer Source
Source: Capterra
October 8, 2019
"Great overall!"
Pros: The software is pretty user-friendly and offers a number of custom layouts and fields that are really helpful for my organization. The customer support has been fantastic.
Cons: It does take a while to set up, so there may be something to having support for setup. There are a handful of small features that are missing that would have made the software more useful to my organization--more flexible reports, more granular permission-granting, ability to add run charts.
Alternatives Considered: Microsoft Power BI and Tableau
Reasons for Choosing ClearPoint Strategy: Clearpoint offered more automation, including automated reports, data collection, and evaluation of objectives.
Reviewer Source
Source: Capterra
October 8, 2019
John T.
Performance Measurement Analyst
Government Administration, 501-1000 employees
Used the software for: 6-12 months
Overall Rating
Ease of Use
Customer Service
Features
Value for Money
Likelihood to Recommend
Source: Capterra
December 8, 2016
"What a refreshing pleasure it is working with their staff!"
Overall: ClearPoint's support team is one of the main things that really sets them apart. They are always very reachable and quick to respond to any question, whether they are asked by an account administrator or a basic user. They listen to everyone, even the little guy. Another thing that sets them apart is that when you find a glitch with a new version they work to fix it quickly and you don't have to wait a couple years until the next version comes out. In my 17 years, I have dealt with a lot of different performance management software companies and they have provided me the best customer service by far and it isn't even close. Not to mention they are all pleasant to work with and seem more like friends than business associates.
Pros: Each version is becoming more user-friendly and it continually becomes more efficient with editing and graphing the measures. I like the way you can edit and add data to the measure from one screen. Also, the graphing software is versatile and meets your needs. I like that you can add hyperlinks into the different input categories. Like being able to input GIS maps into the analysis section of the measure.
Cons: I Do not like that you cannot expand the columns widths in the measure data tables. I would like to size each column differently based on the need and would like to have wrap text capability so the row height can accommodate different verbiage without cutting off the words.
Vendor Response
By Ascendant Strategy Management on December 8, 2016
John,
Thank you for such a kind review. We are motivated by the work you and others are doing at Olathe. It is great. Also, with regards to your suggestions for enhancements, we should have both items addressed shortly. The wrapping headers will be fixed on December 15, 2016, and the more flexible column widths should be improved in early 2017 (January hopefully).
We listen closely to our customers and continue to work to make the product easier to use with each release. Thank you again for the great review.
Ted Jackson, Managing Partner
Source: Capterra
December 8, 2016







