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DIRECTIONS: Check off each reporting feature that your organization ne
eds. After
that, you’ll have a list of features and descriptions to share with your executive team,
or copy and paste it into an RFP for reporting software.
Strategy Mapping
Paint a picture of your strategy by dragging and dropping objectives, measure
s and
initiatives onto a report t
emplate.
Strategic Objectives & Themes
Organize your strategy and goals into the four perspectives of
the balanced
scorecard—financial, customer, internal, and learning and growth.
Objective, Measure and Initiative Alignment
Track all elements of your str
ategy in one place. Link them together to easily se
e
how they align and roll-up
.
Strategy Measures
Create specific metrics you want to track, like
“customer sa
tisfaction rating,” in order
to see how well you’re doing against your objectives. Set targets for these measures.
STRATEGIC PLANNING
Strategy Framework Templates
Unite your organization’s people, goals, and numbers in one place with ready-to
-
go templates you can customer for any strategy framework including the Balanced
Scorecard, GAP planning, SWOT analysis and OKRs.
Action Items and Risks
Easily record to-do lists from a meeting (or on the fly) so people are accountable for
moving the strategy in the right direction.
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Charts and Visualizations
Display your data in custom charts like bar, line, pie and a
rea charts. Include an
unlimited amount of data and create an unlimited number of charts.
Customized Layouts
Create reports for e
very audience, customizing the layout and style of each report to
include only the information that your stakeholders need.
Qualitative Analysis
Track analysis and recommendations alongside your quantitativ
e data. Include it in
reports and dashboards
Complex Calculations
Build complex calculations that can source data from anywhere in the application.
Create roll-ups, sums, and av
erages to analyze your data.
REPORTS & DASHBOARDS
Parent/Child Relationships
Group various elements together by showing relationships between elements,
allowing drill-down analysis.
Summarized and Detailed Data
Track detailed data for each of your st
rategic elements. Use complex calculat
ions to
roll it up into a high-level view, with the ability to drill down from summary reports to
detail pages from anywhere in the
application.
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Gantt Charting
Quickly visualize your project management process with Gantt
cha
rts and see how
your due dates are progressing over time.
Cascading Milestones
Arrange your milestones and due dates in sequential order, and automatically adjust
the entire project by moving one milest
one.
Strategic Initiatives
Give visibility to your initiatives by entering objectives and tracking st
art and end
dates, milestones, and any necessa
ry resources in one view.
Milestone Date Calculations
View automat
ic
ally
calculated
numbers,
like
days
until
completion,
percent
complete,
and due dates, based on the length of the project.
PROJECT MANAGEMENT
Project Data Tracking
Track any type of data for your project including budget, percent complete and
milestone data.
Project Evaluations
Evaluate your projects with RAG (red/amber/green) status icons. Set manually or
automatically based on project da
ta and performance compared to your targets.
Portfolio Management
Track an unlimited number of projects, segmenting into programs and portfolios and
rolling up results to show overall status and progress.
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Automatic Evaluations
Automatically apply your RAG (red/yellow/green) status icons to your objectives,
measures and initiatives based on their performance compa
red to your targets.
Update Reminders and Notifications
Schedule emails to remind users to update data and set up notifi
cations so they
know when one of their strategic elements changes or they are assigned something
new.
Data Uploads
Upload data from other data sources including Excel, CSV and SQL databases.
Schedule uploads or watch a directory for real time dat
a.
Reporting Process Workflow
Manage your automation in one place, ensuring your workflow runs seamlessly
.
Check in on the progress of your team’s updates on a dashboard.
AUTOMATION & WORKFLOWS
Easy Exporting
Export pages and reports to PDF, Excel, and PowerPoint. Export as needed or
schedule to send at a pre-defined dat
e.
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Custom Number Formats
Create any type of number format you’d like so you aren’t cons
trained by the one the
system serves up.
Custom Menus & Language
Customize the language of the application to meet the language you cu
rrently use in
reports (i.e., Metri
c,
Measure, or KPI).
Custom Fields
Create any type of form field in orde
r to track information that fits your needs. Use
these custom fields in detail and summary layouts.
Custom CSS
Customize page colors, fonts, spacing, margins and background
of your application
and reports so that you have full control over the look and feel of your interface.
CUSTOMIZATION
Custom Table Views
Switch rows and columns, expand rows to full width, and co
lor your rows and
columns so that your reports are just right for your stakeholders
Custom Page Layouts
Drag and drop elements to quickly lay out pages while having full control over the
way you view e
ach page layout.
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Global Access
Securely log into your account from anywhere in the world, not just the computers in
your of
fice.
Threaded Discussions
Run discussions around certain topics in your reporting system so everything is in
one place, rather than in notepads and emails.
Public-Facing Dashboards
Share results externally on a custom branded website that is automatically updated
with data from your reporting tool.
Publishing
Ability to publish static reports from the syst
em that can be used to communicate
reports externally.
SHARING & COLLABORATION
Email Notifications
Sign up for notifications when things change or whenever you want them. Mark
elements as “favorite” and get notified whenever these elements are updated.
Measure and Data Sharing
Collaborate with other organizations by sharing measures in custom groups you
create, or share specific measure data with individual peer organiza
tions for easy
benchmarking.
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Mobile Use
Access your reporting software on the go from the browser on any mobile device
with mobile responsiveness designed for phones and tablets.
API
Allow for data to flow from your system to your reporting software
seamlessly
through an API. Or use the API to pull data from your reporting software into
other applications.
Cloud-Based System
Access the software from anywhere through an internet browser and keep the strain
off of your servers.
Data Loader
Upload data to the reporting application v
ia a standalone application that installs on
your desktop and securely pushes data to the application on demand or on
a schedule.
EASE OF USE
Easy Update Process
One location for all strategy updates. U
sers can make updates from an update
workflow or from grid-style reports.
DATA INTEGRATI
ON
Custom Integrations
Leverage webhooks to easily communicate with other applications, integrating your
reporting tool into your existing processes.
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Audit Logging
Automatically track, view, and search which user changed what and when. Search
and print the audit log.
Scaling Packages
Pricing packages should include the ability to add users and functionality based on
the needs of your organization. Grow and expand at any time.
Role-Based Security
Assign different roles to users so some can change the entire system and othe
rs can
simply view da
ta.
Support Options
Understand the level and quality of support. M
ake sure that it’s included in your
package so you can get the help you need, when you need it.
SECURITY
Single Sign-On
Log in to your reporting software with the same credentials you use for other
systems. Le
verage
your
existing
security
and
password
policies
to
stay
in
compliance.
PRICING
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Schedule time to talk with our
team today to learn more about
automating and improving your
process with ClearPoint.
With ClearPoint, you get all these feature
s
(and more!).
Our customers reduce the time it
takes them
to create reports each month by 75% when
they leverage our reporting softwar
e.
