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Description

Transform how your organization creates management reports with ClearPoint Strategy, a Software-as-a-Service Balanced Scorecard and strategy software. ClearPoint Strategy is an effective tool for decision-making and execution. It can be used by strategy and finance managers, city managers, and healthcare administrators. ClearPoint Strategy supports the Norton and Kaplan Balanced Scorecard methodologies and offers a wide variety of features, including scorecards and dashboards as well as customization and data integration.

Description

Our adventure commenced with the irritation of depending on financial reports to assess business success. Frequently outdated and disconnected from the core operations, these reports failed to incorporate essential non-financial metrics. We were in search of dependable, succinct data that truly mirrored the reality of our situation. Our attempts with laborious and time-consuming spreadsheets left us with lingering uncertainty, as we often found ourselves hoping—and even praying—that our models were accurate. Doubt was a constant companion, and when addressing key stakeholders, I preferred to rely on more than just faith to support my arguments. We sought out scorecard summaries, dashboards, and metrics featuring drill-down analytics, all designed to be simple and user-friendly. Additionally, we aimed to present everything neatly, whether through PowerPoint or during remote meetings via Skype, making it ideal for showcasing performance to offsite clients or remote teams. This transformation brought about quick, easy, and precise insights, allowing us to finally uncover the true dynamics of our business. The clarity gained from these tools has not only improved our understanding but has also empowered us to make informed decisions that drive success.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AXIO Advanced Projects Yes 
Axis LMS Yes 
Microsoft Excel Yes 
Stackreaction Yes 

Integrations

AXIO Advanced Projects No 
Axis LMS No 
Microsoft Excel No 
Stackreaction No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$20 per month
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Ascendant Strategy Management Group

Founded

2008

Country

United States

Website

www.clearpointstrategy.com

Vendor Details

Company Name

EZZYKPI

Country

Australia

Website

www.ezzykpi.com

Product Features

Business Performance Management

Ad Hoc Reports Yes 
Ad hoc Analysis Yes 
Budgeting & Forecasting Yes 
Consolidation / Roll-Up Yes 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics No 
Qualitative Analysis Yes 
Quantitative Analysis Yes 
Scorecarding Yes 
Strategic Planning Yes 

Reporting

Customizable Dashboard Yes 
Data Source Connectors Yes 
Drag & Drop Yes 
Drill Down Yes 
Email Reports No 
Financial Reports Yes 
Forecasting Yes 
Marketing Reports No 
OLAP No 
Report Export Yes 
Sales Reports No 
Scheduled / Automated Reports Yes 

Strategic Planning

Budgeting & Forecasting No 
Dashboard No 
Goal Setting / Tracking No 
Idea Management No 
KPIs No 
Modeling & Simulation No 
Roadmapping No 
Scenario Planning No 
Scorecards No 

Product Features

Business Performance Management

Ad Hoc Reports No 
Ad hoc Analysis No 
Budgeting & Forecasting No 
Consolidation / Roll-Up No 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics No 
Qualitative Analysis No 
Quantitative Analysis No 
Scorecarding Yes 
Strategic Planning Yes 

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