Getting Started Guide | ClearPoint Strategy

Getting Started Guide

Welcome to ClearPoint! Follow this guide to watch our Getting Started video series and access related help articles. These resources will give you a solid foundation as you begin your ClearPoint journey!

Logging In & Managing Profile

The first step to using ClearPoint is to login! Any user with a username and password can login on ClearPoint’s login page. We recommend bookmarking this page so you can get to it easily when you need to log in to ClearPoint.

Navigating ClearPoint

Navigating ClearPoint is easy using the Control Panel and Top Navigation. Here’s a quick tour!


Scorecards can be thought of as folders to store elements of your strategic or business plans. Scorecards can be accessed from either the top navigation menu or the control panel. This video will cover how to manage scorecards in your ClearPoint account. 

Managing Elements

There are a variety of element types that can live in a scorecard. In ClearPoint, our default element names are derived from the balanced scorecard methodology, which includes Objectives, Measures, Initiatives, Action Items, and Risks. Check out the video below for an overview of each element type and how to manage them.

Reporting Periods & Frequencies

Reporting periods are the chunks of time that your organization will use when reporting. For most organizations, these are months. This video will cover how to use reporting periods and frequencies in ClearPoint.

Element Detail Pages

Each element created in ClearPoint has a detail page associated with it. Once you are on the detail page, you can view key attributes and information specific to that element. Check out the video to learn how to access and manage element detail pages in ClearPoint. 

Managing Data

Most organizations manage their data in the measure element. Measures are great for tracking performance data over time, creating calculations, establishing evaluation criteria, and building data visualizations.

Charting Your Data

Charts are data visualizations that leverage data from the measure element in ClearPoint. This video will cover how to create charts in ClearPoint. 

Project Management

Project management typically occurs within the Initiative element, as it is built with the capability to track progress over time, define a start and end date, and be marked as complete when finished.

Introduction to Summary Reports

Summary reports are used to summarize information across multiple elements, pulling the relevant fields and information associated with individual elements into one comprehensive view. 

Scorecard Reports

Scorecard reports can be thought of as a home page or dashboard for a scorecard, combining multiple reports or other pertinent information all on a single page.

Making Your Updates

This video will walk through the different ways users can make updates to the strategic elements they are responsible for in ClearPoint.

Exporting Your Reports & Documents

Sharing your reports outside of ClearPoint is an important part of the reporting process! This video will cover the different ways to export reports from ClearPoint. 

Administrator Options

One of the most powerful things about ClearPoint is the customization features available to help meet your organization’s reporting needsIn this video, we’ll cover four of the most common customizations we see when new users are first getting started. 

Managing Users

There are five core user types in ClearPoint – Browser, Updater, Editor, Scorecard Admin, and Admin. This video will walk through how to Manage Users in ClearPoint.


You’ve completed the Getting Started Guide! You are now well on your way to ClearPoint mastery. Check out the rest of our Support Center, including Product Updates and best practice Webinars to continue on your path to becoming a ClearPoint expert!