# ClearPoint Strategy Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is ClearPoint Strategy the right OKR solution for you? Explore 52 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/135495/ClearPoint-Strategy/reviews --- ClearPoint Strategy 4.8 (52) [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 March 14th, 2026 # Reviews of ClearPoint Strategy Ease of use 4.6 Customer Service 4.9 ## Pros and Cons in Reviews 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 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. “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 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. “It brings everything into one centralized space, which makes reporting and performance conversations far more efficient.“ 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. “The AI aspect is also a huge bonus for analyzing data and suggestions for how to make improvements!“ 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 52 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Health Information Manager Government Relations Used the software for: 2+ years ### "Align and dashboard your results with this powerful easy to use tool" August 21, 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 JW Julie W. Systems Analyst Government Administration Used the software for: Less than 6 months ### "Excellent structure and support" October 29, 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 Response from Ascendant Strategy Management November 7, 2024 Thank you for the kind review, Julie. It is great to see how quickly you were able to get value from ClearPoint. We've received your feedback about the data loader and will be incorporating it into our roadmap. Thanks again. JW Jared W. Asst. City Manager Government Administration Used the software for: 1-2 years ### "City of Manhattan" March 29, 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 Response from Ascendant Strategy Management July 8, 2024 Thank you for your feedback, Jared! We appreciate the opportunity to work with you, and we’re glad ClearPoint has been saving you time and you’ve enjoyed working with our team! I’m glad we were able to leverage ClearPoint’s flexibility to get your data approach just right. RK Rahul K. Physician Assistant Hospital & Health Care Used the software for: 2+ years ### "ClearPoint Strategy Benefit to Organizations" July 14, 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 Response from Ascendant Strategy Management July 19, 2024 We're thrilled to hear the praise for our Customer Success team! We strive to make the setup process as smooth as possible, and our team is always here to support you every step of the way. Our goal at ClearPoint is to provide a flexible tool that adapts to the unique needs of each organization, and it’s great to know our custom reports and layouts are serving you well. We look forward to continuing to support your strategic success! JK Jacob K. Organization Systems Development Manager Automotive Used the software for: 1-2 years ### "Eldor Corporation ClearPoint Review" April 19, 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. Reason for choosing ClearPoint Strategy I previously used ClearPoint Strategy at another company I worked for. Since I had a great experience working with it before and had already learned how to manage the software, it made for an easy implementation. Review Source OM Octavius M. Assistant to the City Manager Government Administration Used the software for: 2+ years ### "Service at a high level!" March 27, 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. Reason for choosing ClearPoint Strategy Cost, external dashboard and ease of use (short onboarding process) Review Source Response from Ascendant Strategy Management May 15, 2024 We're glad to hear that your experience with ClearPoint Strategy has been exceptional! We appreciate your support and look forward to continuing to serve your organizational needs. JS John S. BI Data Analyst Government Administration Used the software for: 1-2 years ### "A Comprehensive Product" March 14, 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 Response from Ascendant Strategy Management May 15, 2024 We are glad to hear that you find our software easy to use and well-priced. We appreciate your feedback and the praise for our support team! JT John T. Performance Measurement Analyst Government Administration Used the software for: 6-12 months ### "What a refreshing pleasure it is working with their staff!" December 8, 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 Response from Ascendant Strategy Management 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 PB Patty B. Senior Analyst, Performance Management Hospital & Health Care Used the software for: 2+ years ### "Excellent performance management tool and user experience" May 21, 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 VR Verified Reviewer Assistant Vice President, Strategic Planning Financial Services Used the software for: 2+ years ### "Top notch customer service and en easy to use platform to manage your Balanced Scorecards" April 20, 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 NB Nikki B. executive assistant Hospital & Health Care Used the software for: 6-12 months ### "Clearpoint is an easy to use software that helps keep you organized and focused on your goals " September 25, 2019 5.0 I am very pleased with clearpoint ! I always learn something new about the software every time I use it Pros I like that everything is in one place. I can keep all of the company's goals and metrics for multiple office locations in one convenient area Cons it is a little difficult to learn when you want to code and create features by yourself, but thankfully the support team makes this easier Reason for choosing ClearPoint Strategy my boss was already using clearpoint when I was hired on, but I don't have the desire to look elsewhere Review Source TJ Tim J. VP, Power Supply and Planning Utilities Used the software for: 2+ years ### "Excel to Clearpoint Strategy" October 17, 2019 5.0 CPS is used for goal tracking, idea machine ideas review, and project tracking at a high level not as a project management tool. Pros Ease of use and how easy it was to organize goals and create reports. Cons Since we have a lot of projects in our organization, it would be helpful if the software had more project management capabilities. Also, when displaying Gantt Charts, the ability to only display the projects at the highest level would be helpful. Review Source HB Hannah B. Analyst, Enterprise Planning & Governance Used the software for: ### "ClearPoint for Performance Management Scorecards" June 3, 2015 5.0 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. If we'd set up the new performance information system without the guidance of ClearPoint, we could have ended up with something that looks a lot like our old binder, which was overwhelming. The ClearPoint team acted as our architect, just as we were the data architects for our executive team. When we were setting up the system, nine out of 10 times, they'd agree with our objectives and tell us how to accomplish them, but they were also clear when they didn't agree. ClearPoint would say, \`This is nuts. You'd be kicking yourself if you did it this way.They helped us avoid pitfalls. When it came to our design, we needed a way to organize and visualize data quickly at multiple levels. ClearPoint was engineered to ensure key data would show up on one page and was easy to read. We even made sure the RAG status colors were calibrated to show up clearly on boardroom projectors. Now that the system is set up, we have more time to do deeper analysis'not just what happens month to month, but over, say, a two-year time period. Now that the data is more trusted, more people are asking for it. Review Source LK Laura K. Management Analyst Used the software for: ### "ClearPoint for Performance Management" August 26, 2014 5.0 We use ClearPoint for our performance measurement scorecards. To make transition to the new software as smooth as possible, ClearPoint worked with us to build the system so that it mirrors the system of inter-linked, color-coded Excel scorecards that our staff was familiar and comfortable with. Over the year that we've used this software, ClearPoint staff has been responsive and helpful answering our questions and working with us to resolve any issues we've encountered. Overall, the system is fairly easy to use and administer, even though there is a little bit of a learning curve when transitioning from Excel. The system allowed for additional features that our previous Excel scorecards did not have. For example, some of our departments created custom reports allowing them easily compare performance data. Also, we can drill down to look into the underlying performance indicators. Finally, ClearPoint allows publishing performance reports on the web - a helpful feature for public organizations committed to transparency. Review Source TG Tony G. Planner Used the software for: 6-12 months ### "Great Performance Management Project and great customer service!" April 18, 2018 5.0 Pros ClearPoint is a software system with lots of customization and easy to use tools. We've found the software easy to use and when we've struggled the support has been quick to respond and help us problem solve. This product allows greater accessibility to our organization's performance management system. Cons There is a lot of flexibility and customization options. It can be a bit daunting to get started but once you know what you want to do it is quick and easy to implement. Review Source AC Andy C. Director of Management Services Used the software for: 1-2 years ### "Our organization has been impressed with the software and customer service" April 18, 2018 5.0 Pros The intuitive nature.I always tell our internal users "just click". Allows our organization to see what other departments are working on Cons Zero complaints Review Source JJ Jamie J. Used the software for: ### "Great Product and Company" April 1, 2015 5.0 We've been using ClearPoint for many years now, and the developers have always been very receptive to our particular needs and wishes. I've always received prompt, friendly service and beneficial tips on how to more effectively use this tool. The possibilities with ClearPoint are significant, and the staff there are always willing to help. Review Source LG Lynsey G. Quality Improvement and Compliance Director Hospital & Health Care Used the software for: 1-2 years ### "ClearPoint has been a gamechanger for our organization!" March 4, 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 Response from Ascendant Strategy Management March 10, 2026 Thank you for such a thoughtful review. We do appreciate that there is a learning curve, and for that reason, we focused on ease of use in our new interface to make for a much faster onboarding process. We now have some self-guided playbooks for ease of onboarding. I'm glad to hear that you are leveraging our AI for suggestions, and I think you will be impressed with our new AI playbooks as you get more into them. SS Sarahjean S. Public Health Epidemiologist Hospital & Health Care Used the software for: 2+ years ### "Local Public Health/Clear Point" November 25, 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. Alternatives considered [Clear Impact Scorecard](https://www.capterra.com/p/135982/Clear-Impact-Scorecard/) Reason for choosing ClearPoint Strategy The selling point was the level of technical support offered and the visualization functions. Review Source LH Laurie H. IT Portfolio Manager Education Management Used the software for: 6-12 months ### "Customized yet streamlined" September 25, 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. Alternatives considered [TrakSYS](https://www.capterra.com/p/167102/TrakSYS/)[ClearGov](https://www.capterra.com/p/149444/ClearGov/)[Asana](https://www.capterra.com/p/184581/Asana-PM/) Reason for choosing ClearPoint Strategy Parsec was also highly customizable but extremely expensive. ClearGov did not have the product maturity that ClearPoint has. Asana has a goal tracking feature but is geared more towards project and portfolio management; the strategy tracking features are very constrained and not customizable to map to our framework. Also, many users don't like Asana, and we are considering switching. Review Source Response from Ascendant Strategy Management October 1, 2025 Thank your for the great review. We pride ourselves on flexibility to allow you to manage your way, not our way. This does add a lot of customization options, which is why we have such a great Customer Success Team. It is also great to hear from your end users that the reference tutorials were really helpful. We've been pushing to make the end user experience streamlined and simple. VR Verified Reviewer Strategic Partner Banking Used the software for: 2+ years ### "It's all about the people. Customer support." March 2, 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. Alternatives considered [Endpoint Detection and Response](https://www.capterra.com/p/228159/Endpoint-Detection-and-Response/) Reason for choosing ClearPoint Strategy The positive experience with their people in evaluating the product. They were much more helpful and less generic that their competition. Review Source Response from Ascendant Strategy Management March 10, 2026 Thank you for this nice review. We're very proud of our Customer Success team, and we're excited to see more and more of our clients adopt Next and get many great insights from our AI playbooks. Let us know if we can help in any way. MC Michael C. Project Manager Recreational Facilities and Services Used the software for: Less than 6 months ### "First Experience Using ClearPoint" March 4, 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. Switched from [Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/) Viva Goals was not an option for "what product did you switch from"...Microsoft retired the Viva Goals platform. Review Source Response from Ascendant Strategy Management March 10, 2026 Thank you for a great review. We do appreciate it, and we have rolled out playbooks that do have a more refined AI assistant to help you with specific actions or analysis including SWOT, YoY comparisons, and correlation analysis. We look forward to supporting your success with ClearPoint. BH Brandie H. Director of Strategy Government Administration Used the software for: 2+ years ### "Game Changing Strategy Management" December 19, 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. Reason for choosing ClearPoint Strategy We had demos with multiple product solutions in our RFP Process. Switched from [Smartsheet](https://www.capterra.com/p/79104/Smartsheet/) We worked through multiple RFPs and even custom built power bi reporting before we found clearpoint. Review Source BS Briane S. Strategic Planning Analyst Utilities Used the software for: 2+ years ### "Review by B. Schwab" April 28, 2023 4.0 Pros I like how simple it is to create reports, add charts and customize dashboards! Cons Support overall is good but the customer service chat option over the past few months has been slow to respond. Our account has experience several issues with our milestone evaluations over the past year. At this time things seem to be working okay. Review Source AG Anthony G. Strategic Transformation Manager Government Administration Used the software for: 2+ years ### "Easy to use, customize, and well supported" October 30, 2019 5.0 Overall our experience has been exceptional. We feel that ClearPoint is a partner for our success. They have helped us problem solve and develop new measures in the system. Their customer support service is truly outstanding. They really listen to customer feedback and incorporate it into making new features! Pros ClearPoint Strategy is super customizable and easy to use. You can tailor the software to match the look and needs of your organization. It's easy to collaborate on ideas with a group and make updates in real time. The look and feel of the software is very polished. You can customize your measures and data visualization and then reuse that work repeatedly which cuts down on rework or micromanaging the software. It allows for benchmarking with other ClearPoint users and you can use the measure library to spark your own ideas. The software is well supported with webinars, seamless updates, and excellent customer support. Cons There are so many options it can be a little daunting to get started. Luckily, ClearPoint was a great partner in helping us build out our system and providing advice from other customer's experiences. Reason for choosing ClearPoint Strategy ClearPoint provided both the best feature set and best price. During the bidding process they really listened to what our organization was trying to achieve and answered questions honestly and openly. They have not only delivered, but actually exceeded our expectations. 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