ClearPoint Support Center

Documentation, training, and tools to help you get the most out of ClearPoint.

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New to ClearPoint?

Browse our “Getting Started” series with these videos and help articles.

Product Updates

Check out ClearPoint’s newest features and enhancements.

Watch archived webinars and register for upcoming events.

Browse By Category

Getting Started

42 Articles

Introduction to ClearPoint
Navigate the system
Manage profile
Getting Started Videos

Build your strategic plan in ClearPoint

12 Articles

Structure your account
Add your objectives
Create strategy maps
Align your strategy

Track your performance measures

26 Articles

Add your measures
Manage your data
Chart and visualize your data

Manage your projects

11 Articles

Track initiatives and milestones
Project Evaluations

Automate your process

10 Articles

Schedules
Notifications
Reminders
Data Loader

Integrate With ClearPoint

20 Articles

Data Loader
ClearPoint Sync
Webhooks
API
Community Dashboards

Report your results

36 Articles

Build summary reports
Set up scorecard landing pages/dashboards
Share your results

Share with the ClearPoint Community

12 Articles

Benchmark with your peers
Community Dashboards

Administer your account

57 Articles

Manage reporting periods and frequencies
Manage users
Customize your account
Account rollover
Enterprise features

Training Videos

14 Articles

User Permission Videos
CPS Summit 2019
CPS Summit 2018
CPS Summit 2017

Care Packages

10 Articles

ClearPoint “Care Packages” bundle up all the resources you need to be an expert on different ClearPoint features. From account rollover, to tagging, to project evaluations and ClearPoint Sync, we have you covered.

What’s New in ClearPoint

25 Articles

We’re continually improving ClearPoint to make it the best management reporting and strategy execution software. We release major versions of ClearPoint every six months, and bug fixes and small enhancements every two to three weeks.