Hey there,

We’re excited to announce ClearPoint Next version 3! This release introduces powerful new features and enhancements for exporting reports, briefing book & HTML templates, and measure details. These updates will streamline your workflow, improve reporting flexibility, and provide more control over your data visualizations.

Here’s what’s new in this release:

📄 Exporting Made Easier - PDF & HTML Enhancements

• Export Detail Pages & Summary Reports – You can now easily export detail pages and summary reports to PDF and HTML formats directly from the kebab menu, streamlining your reporting process.
• Print Preview for Reports – Want to see how your report will look before exporting? Use the browser print command (Ctrl+P) to preview margins, page breaks, and layout orientation.
• Drag-and-Drop Page Breaks – Customize your report layout with drag-and-drop page breaks for better readability and structure.

📑 Briefing Book & HTML Report Template Management

• Manage All Templates in One Place – The new "Templates & Documents" section houses all Briefing Book and HTML Report templates, allowing you to easily track, download, and manage exports.
• Standardize Reports – Customize and reuse templates for quicker, more professional report generation.

🔢 Measure Details - Streamlined Data Management

• Full Control Over Series Data – Edit series and configure evaluations from one place, allowing for better organization and flexibility.
• Chart Management – Organize and reorder your charts with ease, and customize their appearance to better visualize data trends.
• Easier Calculations and Customization – Define formulas, adjust axes, and add plot bands for more powerful data visualizations.

✨ Why This Matters

With these enhancements, ClearPoint Next provides a more flexible, efficient, and user-friendly experience:

✅ Faster reporting with centralized tracking

✅ More control over layouts, templates, and page formatting

✅ High-quality exports that maintain formatting and structure

Whether you’re creating briefing books, HTML reports, or PDF exports, these updates give you the tools to produce better, more impactful reports—faster than ever before! 🚀

Stay tuned for more updates and continue to explore the capabilities of ClearPoint Next. As always, if you have any questions or need assistance, feel free to reach out to us!

Thank you for being part of ClearPoint Next!

🌟 Want to learn more about ClearPoint Next?
Check out ✨ ClearPoint Next: A Glimpse into the Future of Strategy Management to explore the powerful features that make it the future of strategy execution.

🚀 Be among the first to experience ClearPoint Next!
​Book a walkthrough to sign up for our Early Access Program today and gain exclusive access to the next era of ClearPoint.

Hey there,

We’re excited to announce ClearPoint Strategy version 16.5.28! This release includes important updates designed to improve data handling, streamline reporting workflows, and enhance overall platform stability.

Here’s what’s new in this release:

⚡ Data Loader - Enhanced mapping & field management: Series data now loads correctly during preview and imports, improving the efficiency of your data loading process. Additionally, previously supported custom fields that aren’t picklist-type can now be mapped without delays. Custom "Status Icon" Indicator fields can also be easily updated or edited through the Data Loader, giving you more control over your data management.

📊 Measure Series - Streamlined editing: The issue with Measure Series duplicating and closing the edit modal has been resolved, allowing you to make quick updates without disruption.

📧 Reporting Workflows - Accurate email delivery: Workflow emails are now sent to the correct recipients and are no longer left in a queuing state, ensuring timely and accurate communication.

📋 Reference Series - Consistent updates: Reference series now update correctly when update-mode custom fields are modified, ensuring that your reports reflect the latest data accurately.

📅 Initiative Management - No more duplicates: Completed initiatives no longer show duplicates under the Manage Elements section, ensuring clarity and accuracy in your reports.

These updates reflect our ongoing commitment to providing a reliable, efficient, and user-friendly platform for strategy management. If you have any questions about these enhancements, feel free to reach out to us at [email protected].

Thank you for being a part of ClearPoint, and stay tuned for more exciting updates! 🌟

Hey there,

We’re excited to announce ClearPoint Strategy version 16.5.27! This release brings key improvements to enhance data accuracy, streamline reporting, and improve overall usability.

Here’s what’s new in this release:

📊 Chart Selection - Improved clarity: Duplicate chart names no longer appear on the chart selection screen, making it easier to find and select the right chart for your reports.

🔄 Reference Series - Accurate updates: Reference series now update correctly when update-mode custom fields are modified, ensuring data consistency across reports.

⚙️ Optimized System Configuration - Seamless data handling: Kanban-specific fields, introduced as part of ClearPoint Next, no longer cause issues in ClearPoint Current, ensuring a smooth and uninterrupted experience.

These updates reflect our continued commitment to delivering a reliable and efficient platform for strategy management. If you have any questions about these enhancements, feel free to reach out to us at [email protected].

Thank you for being a part of ClearPoint, and stay tuned for more exciting updates! 🌟

Hey there,

We’re excited to announce ClearPoint Next version 2.1! This release introduces key improvements to workflow management and document exports, along with important bug fixes to enhance your experience.

Here’s what’s new in this release:

🛠️ Manage Workflows - Full Workflow Visibility: Admins can now preview entire workflows directly from the Manage Workflows page, providing a clear overview of each workflow’s completion status for improved tracking and management.

📄 Documents and Templates - Expanded Export Management: We’ve introduced new Page Exports, Briefing Books, and HTML Exports pages, allowing you to easily access and manage all your reports and templates in one place.

📑 Page Breaks in Detail Layouts - Cleaner Formatting: You can now customize exports with page breaks in detail layouts, giving you greater control over document structure and presentation.

📤 Expanded Export Options - More Flexibility: Export Detail Layouts and Summary Reports to PDF and HTML directly from the kebab menu on each exportable page, making it easier to share and present key information.

🐞 Bug Fixes - Smoother Performance: We’ve resolved several issues to improve stability and ensure a seamless experience in ClearPoint Next.

These updates reflect our commitment to continuously enhancing ClearPoint Next to better support your strategy management needs. If you have any questions, feel free to reach out to us at [email protected].

Thank you for being part of ClearPoint Next, and stay tuned for more exciting updates! 🌟

🔍 Want to learn more about ClearPoint Next? Check out ✨ ClearPoint Next: A Glimpse into the Future of Strategy Management to explore the powerful features that make it the future of strategy execution.

🚀 Be among the first to experience ClearPoint Next! Book a walkthrough to sign up for our Early Access Program today and gain exclusive access to the next era of ClearPoint.

Hey there,

We’re excited to announce ClearPoint Strategy version 16.5.26! This release brings key improvements to ensure a more seamless experience, with enhancements focused on performance, data accuracy, and workflow efficiency.

Here’s what’s new in this release:

🔄 Fiscal Year Management - Seamless editing: Existing fiscal years can now be edited without issue, providing greater flexibility in managing reporting timelines.

📊 Project Evaluations - Accurate updates: Project evaluations now reflect changes correctly when new reporting periods are added, keeping your tracking aligned with the latest data.

📧 Reliable Email Delivery - Ensuring messages reach recipients: Manually sent emails now reliably reach all recipients, preventing communication gaps and improving collaboration.

⚡ Performance Enhancements - Faster multi-layered calculations: Complex, multi-layered series calculations now update automatically, ensuring you always have the latest insights without manual intervention.

📋 Data Table Stability - No more disappearing data: Data tables remain visible after marking key tasks as complete, ensuring uninterrupted access to critical information.

📊 Measure Dashboard Reports - More control over linked measures: Measures linked across scorecards now correctly reflect inclusion settings, preventing unintended data from appearing in Measure Dashboard reports.

📈 Chart Exports - Correct axis display: Charts with "Transpose Axes" enabled now populate correctly in dashboard exports, maintaining data clarity and accuracy.

🔄 Reference Series - Accurate updates: Reference series now update correctly when update-mode custom fields are modified, ensuring data consistency.

🎨 Picklist Functionality - Smoother editing experience: Picklists now work correctly in the edit modal for elements, improving usability and selection accuracy.

📌 Status Updates - More reliable data table actions: Status indicators can now be updated directly from data tables without issue, making updates faster and more efficient.

📂 Copy-Forward - Consistent information transfer: Elements now correctly copy-forward information to newly added reporting periods, ensuring seamless data continuity.

⚙️ Workflow Ownership - Streamlined reassignments: When duplicating a workflow, schedules are now reassigned to the new owner, reducing manual adjustments and improving workflow efficiency.

These updates reflect our ongoing commitment to providing a reliable, efficient, and user-friendly platform for strategy management. If you have any questions about these enhancements, feel free to reach out to us at [email protected].

Thank you for being a part of ClearPoint, and stay tuned for more exciting updates! 🌟

Hey there,

We’re excited to give you an exclusive preview of ClearPoint Next, our cutting-edge platform designed to transform the way you manage and track your strategy.

As a next-generation experience, ClearPoint Next redefines strategy management, making it more intuitive, powerful, and flexible than ever before. While we will continue to support our current platform throughout 2025 and beyond, ClearPoint Next offers an early look at the future of strategic planning and performance management.

⚡ What is ClearPoint Next?

ClearPoint Next is a modern, optimized version of ClearPoint, developed alongside our current platform to ensure we continue to meet your needs today while building an even better solution for tomorrow. Think of it as a sneak peek into the future of ClearPoint—a completely revamped experience designed to enhance your workflow, streamline your strategy, and provide deeper insights. With a streamlined interface, enhanced customization, and powerful new views, ClearPoint Next revolutionizes the way teams collaborate and track performance—all while maintaining the reliability and usability you’ve come to expect.

What's New in ClearPoint Next?

ClearPoint Next is packed with powerful new features designed to streamline your strategy management. Here’s a glimpse of the exciting enhancements we’ve recently introduced:

Visualize and Manage Elements Like Never Before

• Explorer View with Drag-and-Drop – Easily see and manage linked elements in a structured, interactive view. Drag and drop linkages to build relationships intuitively.

• Kanban Board View – Manage your workflows effortlessly with a drag-and-drop board, perfect for tracking progress and optimizing processes.
• Dashboard View – See all charts for a specific element type in a scorecard for better strategic oversight.

Customize and Optimize Your Workspaces

• Custom Pods for Workspaces – Personalize your workspace with drag-and-drop pods that display charts, reports, and key metrics.
• Custom User Picklists for My Scorecard – Tailor what’s displayed in your scorecard for a truly personalized experience.

Seamless Editing and Bulk Management

• Edit Elements in a Drawer – Make quick updates without leaving your workspace or detail pages.
• Bulk Edit, Filter, and Export – Manage large data sets more efficiently than ever.
• Save-All Button for Layouts – Apply multiple changes at once for streamlined customization.

Smarter Data Management

• Copy Forward Functionality – Easily carry forward values across different reporting periods.
• Version History for Updated Fields – Track changes and historical data with ease.
• Manage Milestones and Series Data – Gain more flexibility and control over key project tracking metrics.

What’s on the Horizon for ClearPoint Next?

ClearPoint Next is an ongoing journey, and we’re excited to have you along for the ride. As we continue refining and expanding the platform, we’ll introduce even more powerful features—like enhanced exporting and printing options, deeper AI-powered insights, and improvements to summary report management—giving you even more control over your strategy execution.

Join the ClearPoint Next Early Access Program

We’re committed to making ClearPoint Next a game-changer for strategy management. That’s why we’re launching the ClearPoint Next Early Access Program—giving you a first look at the latest features and an opportunity to help shape the future of the platform. By joining, you’ll gain exclusive access to upcoming updates before anyone else.

To get started, sign up for a personalized onboarding session with me, and we’ll explore everything ClearPoint Next has to offer. We’re eager to help you leverage this next-generation platform and support you every step of the way.

Don’t miss out—sign up for Early Access today or reach out if you have any questions! 🌟

Hey there,

We’re excited to announce ClearPoint Strategy version 16.5.25! This release introduces several key improvements to streamline your workflow and ensure a smoother experience in managing your strategy.

Here’s what’s new in this release:

📊 Improved Project Evaluations - Consistent frequency updates: Project evaluations for milestones now align with the reporting frequency of the related initiative, ensuring a more accurate and efficient tracking process.

📅 Enhanced Gantt Chart Experience - Reliable visibility: Gantt chart pods now display consistently on element detail pages, providing clearer project timelines and greater usability for planning and tracking.

🔔 Improved Reminders - Better notifications: Reminders are now sent only once, reducing notification clutter and ensuring you stay on track with key tasks and deadlines.

💡 Power Calculation Accuracy - More precision: Power calculation results now appear correctly in the data table, even when the result is below 1, providing more accurate insights for data-driven decision-making.

⚙️ Enhanced Security - Seamless access control: Gantt Chart functionality now works seamlessly for users without access to specific elements, preventing crashes and ensuring smooth navigation.

📈 Reliable Workflow Scheduling - On-time execution: Reporting workflows and briefing book schedules now complete successfully, ensuring your reporting processes remain efficient and timely.

These updates reflect our continued commitment to delivering an efficient and reliable platform to support your strategy management. If you have any questions about these enhancements, feel free to reach out to us at [email protected].

Thank you for being a part of ClearPoint, and stay tuned for more exciting updates! 🌟

Hey there,

We’re excited to announce ClearPoint Strategy version 16.5.24! This release includes enhancements to improve workflows and ensure a more seamless and reliable experience for managing your strategy.

Here’s what’s new in this release:

📊 Enhanced Scorecard Management - Smooth navigation: Users with "Scorecard Admin" or "By Scorecard" roles can now access and manage scorecard options seamlessly, even in approval-enabled environments, for a more efficient workflow.

📄 Reliable Exports - Greater flexibility: HTML exports now generate successfully, even when special characters like % are included in the export name, ensuring more flexibility for custom report creation.

🔗 Improved Reference Fields - Simplified updates: Adjustments to Initiative reference fields are now fully functional, making it easier to modify and manage references without extra steps.

These updates showcase our ongoing commitment to delivering a powerful and reliable platform to support your strategy management efforts. If you have any questions about these enhancements, feel free to reach out to us at [email protected].

Thank you for being a part of ClearPoint, and stay tuned for even more exciting updates ahead! 🌟

Hey there,

We’re excited to announce ClearPoint Strategy version 16.5.23! This release focuses on improving the reliability and efficiency of key workflows, ensuring a smoother experience for managing your strategy.

Here’s what’s new in this release:

📝 Enhanced Data Management - Smoother updates: Updates to detail page fields are now more intuitive, ensuring data accuracy without unintended changes to related fields like Completed Dates.

📄 Streamlined Page Edits - Enhanced efficiency: Saving edits on element detail pages is now smoother and more intuitive, ensuring a consistent and hassle-free experience across all account configurations.

These updates reflect our dedication to delivering a platform that empowers you to manage your strategy with greater ease and confidence. If you have any questions about these enhancements, our team is here to help at [email protected].

Thank you for being a part of ClearPoint, and we look forward to bringing you more exciting updates in the future! 🌟

Hey there,

We’re excited to announce ClearPoint Strategy version 16.5.22! This release focuses on simplifying administrative workflows, enhancing permissions management, and improving clarity across your strategy management experience.

Here’s what’s new in this release:

👥 Streamlined User Group Management - Improved setup experience: Creating new user groups is now faster and more reliable, ensuring administrators can efficiently manage team permissions and group structures without disruption.

✅ Enhanced Approvals Workflow - Refined permissions assignments: Users with “By Scorecard” permissions can now be seamlessly assigned as Scorecard Owners when their permissions indicate admin-level access. This refinement supports smoother approvals processes and ensures team roles align correctly.

🎛️ Custom Field Flexibility - Easier picklist updates: Custom picklist fields can now be cleared or updated effortlessly, providing greater flexibility when managing data entries and field options.

🤖 AI Visibility Improvements - Clearer interface: Disabled AI features no longer appear in your account, reducing confusion and ensuring a streamlined user interface for accounts not utilizing AI.

These updates are designed to enhance usability, clarity, and flexibility across ClearPoint. For assistance or questions about this release, please reach out to us at [email protected].

Thank you for being a valued ClearPoint user and stay tuned for more updates! 🌟