--- title: "ClearPoint Strategy Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is ClearPoint Strategy the right OKR solution for you? Explore 53 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/135495/ClearPoint-Strategy/reviews/" page_type: "reviews" language: "en" publication_date: "2026-09-28" --- ClearPoint Strategy 4.8 (53) [View alternatives](https://www.capterra.com/p/135495/ClearPoint-Strategy/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated September 28th, 2026 # Reviews of ClearPoint Strategy Ease of use 4.6 Customer Service 4.9 ## Pros and Cons in Reviews CP Cynthia P Managing Director, OperationsNon-Profit Organization Management, 11 - 50 employeesUsed the software for: 1-2 years. “ClearPoint is flexible and has allowed us to organize a fairly complex structure of outcomes, indicators, strategies, measures of success, and quarterly targets in one place.“ September 15, 2026 LH Laurie H IT Portfolio ManagerEducation Management, 5,001 - 10,000 employeesUsed the software for: 6-12 months. “The back-end configuration is challenging and has a steep learning curve. “ September 25, 2025 LG Lynsey G Quality Improvement and Compliance DirectorHospital & Health Care, 51 - 200 employeesUsed the software for: 1-2 years. “The ability to track data, align goals, and generate professional reports has made strategic oversight much more streamlined and transparent.“ March 4, 2026 AA Abismael A Strategic Initiatiatives AdministratorGovernment Administration, 501 - 1,000 employeesUsed the software for: 1-2 years. “Still working on some data features like time stamps that is not available for some of my KPIs“ January 12, 2024 LG Lynsey G Quality Improvement and Compliance DirectorHospital & Health Care, 51 - 200 employeesUsed the software for: 1-2 years. “What I’ve appreciated most about ClearPoint Strategy is how intuitive and structured the platform is for managing scorecards and tracking strategic goals.“ March 4, 2026 BS Briane S Strategic Planning AnalystUtilities, 201 - 500 employeesUsed the software for: More than 2 years. “Our account has experience several issues with our milestone evaluations over the past year.“ April 28, 2023 LG Lynsey G Quality Improvement and Compliance DirectorHospital & Health Care, 51 - 200 employeesUsed the software for: 1-2 years. “It brings everything into one centralized space, which makes reporting and performance conversations far more efficient.“ March 4, 2026 SB Sharrice B Senior Management AnalystGovernment Administration, 1,001 - 5,000 employeesUsed the software for: More than 2 years. “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. “ September 23, 2021 ## Showing most helpful reviews Showing 1-25 of 53 available reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use R Reviewer Managing Director, Operations Used the software for: 1-3 years ### "Strong Platform, Outstanding Support" September 18, 2026 5.0 We’ve had a positive experience using ClearPoint to manage our strategic and annual planning and reporting. ClearPoint has given us a strong foundation for consistent strategic plan tracking and reporting across the organization. One thing for organizations getting started to be aware of is that there is a learning curve, particularly when first setting up the system and determining the best way to structure reporting. I would recommend setting aside dedicated time upfront to think through how you want to structure and report on your plan, rather than treating implementation primarily as a data-entry exercise. I would also recommend taking full advantage of the ClearPoint team’s support throughout the process. They have been tremendously supportive. Pros ClearPoint is flexible and has allowed us to organize a fairly complex structure of outcomes, indicators, strategies, measures of success, and quarterly targets in one place. I have also been very impressed with the support we have received from the ClearPoint team, particularly Dawan Robinson. Dawan has taken the time to understand what we are trying to accomplish, troubleshoot issues with us, and help us think through both immediate needs and how to manage the system over time. Cons We are still relatively early in implementing our new strategic and annual plan, so I don't have a significant downside to identify at this point. As we have worked through the setup, there have been occasional features or processes that were not immediately intuitive, but the ClearPoint team has been very responsive in helping us work through them. Review Source LG Lynsey G. Quality Improvement and Compliance Director Used the software for: 1-3 years ### "ClearPoint has been a gamechanger for our organization!" March 10, 2026 5.0 Overall, my experience with ClearPoint Strategy has been very positive. It has improved organization, accountability, and visibility across teams. The ability to track data, align goals, and generate professional reports has made strategic oversight much more streamlined and transparent. It’s a powerful tool for organizations that want clarity and structure around performance management. Pros What I’ve appreciated most about ClearPoint Strategy is how intuitive and structured the platform is for managing scorecards and tracking strategic goals. It brings everything into one centralized space, which makes reporting and performance conversations far more efficient. The dashboards are clean, customizable, and easy to navigate, even for team members who aren’t especially tech-savvy. It truly streamlines what used to be a very manual process. The AI aspect is also a huge bonus for analyzing data and suggestions for how to make improvements! Cons There can be a bit of a learning curve at first, especially when building out scorecards or adjusting advanced settings. However, once you understand the structure and logic behind the system, it becomes very manageable. With a little patience and guidance, it’s easy to get comfortable using the platform. The Support Team has been easily accessible, attentive and thorough every step of the way! Review Source R Reviewer Project Manager Used the software for: Less than 1 year ### "First Experience Using ClearPoint" March 5, 2026 5.0 Pros ClearPoint is a very user-friendly strategy management platform. The entire team that we worked with, from sales to onboarding/training/and customer support has been great. Whenever questions arise, they are always quick to help! Cons The only "negative" that comes to mind on the platform is the AI assistance. It's definitely not terrible, but I think it could use some refinement to provide better, more thorough answers. Review Source VR Verified Reviewer Strategic Partner Used the software for: 3-5 years ### "It's all about the people. Customer support." March 3, 2026 5.0 We chose ClearPoint several years ago and at that time, we found that they were far superior in customer support compared to the competition. Pros The customer support is excellent. Their team helps us build new plans and are very responsive whenever we have a question. Cons The Classic version was a little challenging to navigate, but I'm looking forward to the ClearPoint Next edition helping us streamline the updating and reporting process. Review Source SS Sarahjean S. Public Health Epidemiologist Used the software for: 3-5 years ### "Local Public Health/Clear Point" December 3, 2025 5.0 Positive. It allowed us to get our PM System off the ground. Technical support and hand holding throughout the creation of our system was very good and much appreciated. Pros •excellent technical support •Onboarding was excellent. •appreciated the video and online guidance resources and tools that helped staff learn steps to create their dashboards and utilize other functions of the platform. •Intuitive to navigate through the different screens •Flexibility in creating and visualizing the graphs is appreciated. oCan visualize multiple graphs/charts for same measure on one dashboard Cons •Price of Clear Point is on the high side for a local governmental agency, especially with tightening budgets. Review Source VR Verified Reviewer Health Information Manager Used the software for: 3-5 years ### "Align and dashboard your results with this powerful easy to use tool" August 22, 2018 5.0 Clearpoint enables us to continually monitor our progress toward our strategies and goals, track progress on projects and ensure that we are applying our resources to achieve the right results. Pros Clearpoint allows you to easily build your balanced scorecard and align your measures to appropriate goals and initiatives. Set appropriate threshholds for your measures and automatically set a visual status of progress which can be rolled up to track overall progress toward goals. All this can be easily done by automatically loading your data from a variety of sources whether excel files or a SQL compliant ODBC data source. Informative dashboards and reports that can illustrate the alignment of Intitiatives, measures and goals while giving a clear visual indication of progress in charts and graphs. The support team is one of the best with which I have ever dealt, very knowledgeable and responsive. Cons None, I've used Clearpoint for a number of years and it does exactly what it is supposed to and they continually improve the product. Review Source Erin H. Strategic Performance Manager Used the software for: Less than 1 year ### "Highly Recommend ClearPoint " September 23, 2019 5.0 Pros Ease of use, ease of setup, flexibility, strategic plan tracking (we previously housed our plan in a word document) Cons There are a couple of features that are only available within the highest level package and there are fewer user licenses available in the package that we have, but it's what suits our organization best at this time. Review Source R Reviewer Asst. City Manager Used the software for: 1-3 years ### "City of Manhattan" April 3, 2024 4.0 \[sensitive content hidden\] are awesome to work with. They have been very helpful and go above and beyond. Pros Data all in one place. Can run reports with simple clicks and do calculations. It has saved time for admin staff. Cons Reports have limited customization. Have had to alter data approach a few times becuase this was new to us. Review Source R Reviewer Organization Systems Development Manager Used the software for: 1-3 years ### "Eldor Corporation ClearPoint Review" April 20, 2023 5.0 Other than a few small customization issues, ClearPoint has helped myself and the company tremendously. Aside from what the software does for us, the help we receive from the employees is unmatched. They are always there to help with any questions and even provide welcomed feedback into how we can make the process even easier or more concise. Pros The impact it has made on time management for collecting and reporting KPIs has been a huge success for us. Once implemented to the other plants. It will be saving countless hours and will help in communicating key data from one plant to another. Cons I wish there were more customization features in regards to graph creation and reporting. Review Source R Reviewer Systems Analyst Used the software for: Less than 1 year ### "Excellent structure and support" November 7, 2024 5.0 I have found the built-in help and support to be excellent. The Clearpoint team hosts education sessions on both how to use the software and what other organizations are using it for, which helps me understand best practices. I was able to get from 'never saw this before' to 'downloading metrics files and turning them into Uploader templates' in about a week, using the Clearpoint videos and tutorials. I do come from a technical background, so your experience may vary, but it seemed very straightforward. Pros Provides structure and a common language that makes it easy to explain to stakeholders. Cons Switching between Departments isn't easy. That won't matter for most users. Review Source R Reviewer Physician Assistant Used the software for: 3-5 years ### "ClearPoint Strategy Benefit to Organizations" July 17, 2024 5.0 Pros ClearPoint Strategy's customer service is unmatched. They are highly responsive and solutions-driven. They work hard to provide answers to users. From customizable reports to various custom layouts, organizations can benefit depending on their unique needs. Cons ClearPoint Strategy can be very time consuming in terms of the setup process. The customer service team is there for guidance and they may be needed in the picture regularly. Review Source OM Octavius M. Assistant to the City Manager Used the software for: 3-5 years ### "Service at a high level!" April 3, 2024 5.0 Our experience working with ClearPoint has been exceptional. Each time we've reach out to the company for support, they've responded in a timely manner. Pros The support from the representatives when I need help Cons Although, shorter than expected. It's always the initial learning curve. Review Source R Reviewer BI Data Analyst Used the software for: 1-3 years ### "A Comprehensive Product" March 15, 2024 5.0 Pros Ease of Use, centralized place to keep track of performance measures and initiatives, inexpensive. \[sensitive content hidden\] has been a great help and provide awesome after service support. Cons Lack of features on doing bulk admin work such as setting reporting frequencies, mass delete accounts etc. Review Source R Reviewer Performance Measurement Analyst Used the software for: Less than 1 year ### "What a refreshing pleasure it is working with their staff!" December 13, 2016 5.0 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. Review Source VR Verified Reviewer Assistant Vice President, Strategic Planning Used the software for: 3-5 years ### "Top notch customer service and en easy to use platform to manage your Balanced Scorecards" April 23, 2018 5.0 The software helps to ensure all of our Balanced Scorecards are properly managed, tracked, and updated. Pros It's a very easy to use software which means training is easy when you have many users. It does exactly what we need it to do and meets our needs in terms of reporting for all of our Balanced Scorecards. The staff is amazing - very responsive and helpful. We are very pleased with the dashboard that was created for our internal reporting. Cons I really have nothing negative to say. ClearPoint meets our needs and again the staff is super helpful and very responsive. Review Source R Reviewer Corporate Legal Manager Used the software for: 3-5 years ### "ClearPoint is great for showing alignment & how our business is connected throughout organization." April 17, 2018 5.0 Pros The ease of creating & generating various types of reports that are needed. The customer support is the best I have ever experienced. I also appreciate that they are consistently evolving the product and features to reflect the feedback and needs of users. Cons Some features are not very intuitive and it takes some digging to understand how to use them fully. However, the support available negates this. Review Source CB Christina B. Senior Manager of Strategic Planning Used the software for: 3-5 years ### "Great tool to support Our Strategy" May 17, 2017 5.0 ClearPoint has so much potential. We are utilizing it for reporting and tracking our performance measures and key activities. The support staff is amazing. There are many learning opportunities available. We stay up to date through informative webinars and ongoing conversations. I'm am always excited to learn What else can ClearPoint do? Pros The functionality, ease of use and support provided. Cons The cost. Review Source R Reviewer CFO Used the software for: 3-5 years ### "ClearPoint has given us a clear edge in tracking our progress on our strategic plan objectives" June 7, 2018 5.0 Ease of tracking strategic objectives and performance measures. Pros What I like best about ClearPoint is the ease of use of the software and the amazing product support. We have been able to really move forward on tracking our strategic objectives and performance measures for our organization, all in one place. Cons The challenge we had with ClearPoint was the formatting of some reports. Working with their suppot team we were able to work through that and generate our required reports in a format that works for us. Review Source RP Rachel P. Strategy & Innovation Coordinator Used the software for: 3-5 years ### "Easey to use and GREAT customer service" September 30, 2019 4.0 We wanted a public facing scorecard showing what our goals and priorities were and that also provided updates on where we were in accomplishing those goals. ClearPoint gave us that platform while also acting as a clearing house to store documents and info. Pros While no software is "intuitive" for everyone, this software is pretty easy to use and I was able to learn it quicker than others. Cons There are some very repetitive key strokes/clicks when building a scorecard. Review Source R Reviewer Assistant Director Strategic Planning and Research ### "ClearPoint as a Critical Tool for Strategic Planning/Performance Measurement Initiatives" May 17, 2017 5.0 ClearPoint provides a solid balance of functionality and flexibility. The staff at ClearPoint are wonderful to work with and were critical in configuring the system to meet our strategic planning and performance measurement needs. Judging success with the implementation of any system has a lot to do with acceptance by the staff who will be using it. Our department staff have embraced ClearPoint and are developing creative ways to utilize its power and functionality. The ability to import data into ClearPoint with little or no manual effort has been a critical element in the acceptance of the system by our staff. Time wasted by duplicate entry of performance data has been all but eliminated with the data loading feature. The true test of any performance measurement system is to effectively facilitate the process of using data for decision making. ClearPoint is passing this test with flying colors. Review Source R Reviewer CEO Used the software for: I used a free trial ### "Clearpoint Strategic " November 16, 2023 5.0 Pros Clearpoint templates are detailed,informative and easy to use. Cons There are no cons based on my needs. Future use cases may yield something Review Source Gary J. Executive Pastor ### "Great tool that promotes accountability" May 17, 2017 5.0 This has been a great tool for us to provide regular accountability. I just did a review yesterday with 2 different groups of people where we use this tool as a guide. It helps keep the conversation focused on actual measures and facilitates us asking the question, "What if anything needs to change in our plans" The software is pretty simple to use, even for new people. Anytime we have a question or an issue, support is super helpful. And to top it off, they are still actively improving the software and listen to ideas. I wish more software companies were this good. Review Source LH Laurie H. IT Portfolio Manager Used the software for: Less than 1 year ### "Customized yet streamlined" September 29, 2025 4.0 Overall, our experience has been positive. We were able to design a streamlined interface with our rep's support, and the feedback has been that it is intuitive and easy to use. It is tailored to our strategic framework and will provide insight into our strategy work, which was missing when we were dependent on communal Google docs. We are looking forward to building out the metrics and reporting in our second phase of the implementation. Pros We like the flexibility and ability to adapt the tool closely to our strategy framework. The customer support has been great. Our representative also provided several hours of training sessions to our administrative team here in the District to get them up to speed quickly. We also got high scores for the reference tutorials our ClearPoint rep generated for us; the responses confirmed that they are extremely helpful. Cons I started learning the back-end configuration to support the tool on my own at my manager's request before I was told that ClearPoint would continue to provide support to us indefinitely. The back-end configuration is challenging and has a steep learning curve. Happily, I don't have to support it on my own. Review Source R Reviewer Director of Strategy Used the software for: 3-5 years ### "Game Changing Strategy Management" December 21, 2023 5.0 Clearpoint support teams have been amazing to work with and the company genuinely cares about your success using the software. I appreciate their commitment to quality! Pros Clearpoint Strategy has thought of everything. This system has provided our organization with a solution for managing our strategic plan in an organization that touches dozens of different industries. The setup and customization options are key for flexibility in building exactly what works for the organization. Cons I would like to have better summary report functionality and export options that retain sorts and also condense spacing to reduce the number of pages in a briefing book or summary report. I would also like to have better workload and capacity management options for owners and their assigned initiatives. It’s currently a manual count line by line as needed to ensure we have appropriate workload management. Review Source R Reviewer Senior Analyst, Performance Management Used the software for: 3-5 years ### "Excellent performance management tool and user experience" May 23, 2019 5.0 Pros The transition to ClearPoint from our previous excel-based scorecard, which included a significant amount of data to migrate and users to train, was simple and very well supported by the ClearPoint team. The ClearPoint team consistently provide responsive, helpful and knowledgeable support, which has enabled us to create scorecards at various levels within our organization. The alignment of the tool with the Balanced Scorecard methodology and structure, that includes elements like goals, objectives measures and initiatives, allowed us to implement a standardized framework for cascading scorecards. The tool is very intuitive and easy to use with functionalities such as, drag and drop, customizing and linking elements. As an administrator, management of scorecards and users is very easy. Also, the regular webinars, annual summit and periodic regional customer meetings are great ways in which ClearPoint enables and promotes the sharing of knowledge and learnings among its clients. Cons None, any new requirements we have or new functionality we need (e.g. customized charts, etc.) is very willingly supported by the ClearPoint team. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.