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! 🌟

Hey there,

We’re excited to announce ClearPoint Strategy version 16.5.21! This release brings enhanced functionality, greater stability, and improved workflows to support your strategy management goals.

Here’s what’s new in this release:

📊 Improved Chart Duplication - Retains original settings for clarity: Duplicated charts now correctly mirror the original chart’s settings, ensuring consistency when managing data visualizations across your reports.

🗺️ Reliable Map Loading - Enhanced geographic insights: Maps now load seamlessly without errors, allowing you to confidently integrate location-based data into your reporting and analysis workflows.

📅 Streamlined Period Management - Archived periods excluded from summary reports: Archived periods no longer appear in summary reports, keeping your data clean and focused on active reporting periods.

⚙️ Bulk Changes - Optimized scripting for smoother updates: Running bulk scripts is now more efficient and reliable, streamlining bulk updates across your ClearPoint account.

🔄 Accurate Aggregate Status - Automatic updates with tags: Aggregate status calculations with tags reliably update automatically, ensuring real-time accuracy in status roll-ups and visual representations.

🔐 Enhanced Access Group Management - Simplified configuration: Access group creation and modification workflows have been refined, ensuring dropdown selections align correctly and reducing confusion in administrative tasks.

✅ Approvals Workflow - Seamless review and approval experience: Review and approve modals now load consistently, ensuring an uninterrupted and efficient approvals process for your team.

⏳ Revision History Reliability - Comprehensive logging: Revision history data consistently displays accurately, giving you complete visibility into past changes and providing confidence in tracking updates.

🏗️ Milestone Updates - Smooth bulk changes: Adding milestones through bulk changes works as expected, ensuring you can efficiently manage project timelines.

These updates reflect our ongoing dedication to delivering a reliable, user-friendly platform for your strategy management. For questions or support, please contact us at [email protected].

Enjoy the enhancements and stay tuned for future updates! 🌟

Hey there,

We’re excited to announce ClearPoint Strategy version 16.5.20! This release focuses on improving platform reliability, enhancing customization options, and ensuring a seamless experience for all users.

Here’s what’s new in this release:

📧 Streamlined Reminders - Improved notification consistency: Notifications for reminders now send with improved reliability, ensuring users receive the right number of updates without unnecessary duplicates, keeping communication timely and clear.

🗺️ Expanded Export Options - Maps added to HTML and Briefing Books: ClearPoint now supports adding maps to HTML exports and Briefing Books, expanding your ability to share rich, location-based insights effectively across your reports.

📊 Dashboard Stability - Reliable handling of empty analysis fields: Dashboards now operate smoothly, even when an analysis field is empty, ensuring uninterrupted access to key performance insights and reports.

🔐 User Permissions - Clear error messaging for layout reports: Permissions error messages have been updated to provide clearer guidance when users lack sufficient access for editing pods on Scorecard layout reports, improving usability and user support.

These updates underscore our commitment to delivering a stable and user-friendly platform for your strategy management needs. For questions or assistance, contact us at [email protected].

Enjoy the enhancements and stay tuned for more updates! 🌟

Hey there,

We’re excited to announce ClearPoint Strategy version 16.5.19! This release brings reliability improvements to enhance your workflow efficiency, customization options, and overall system performance.

Here’s what’s new in this release:

💬 OKR Management - Quick and easy discussion access: The functionality to access discussions in Goals is now more reliable, ensuring quick and easy accessibility for seamless collaboration across your teams.

📝 Page Customization - Improved edit layout functionality: The edit layout feature now performs with enhanced stability, allowing flexible and consistent customization of your detail page layouts.

These updates reflect our commitment to providing a stable, user-friendly platform for strategy management. For questions or assistance, reach out to [email protected].

Enjoy the enhancements and stay tuned for more updates! 🌟

Hey there,

ClearPoint Strategy is excited to unveil a stunning enhancement to our platform—Modernized Charts! This update reimagines our most frequently used charts with a fresh, contemporary design that enhances the way data is visualized, interpreted, and shared.

🖼️ A New Era of Data Visualization: Modernized Charts

Modernized Charts bring a polished, sophisticated look to your data, with sharper visuals and improved functionality to make data storytelling clearer and more impactful. Whether you're presenting quarterly reports, tracking KPIs, or displaying key metrics on dashboards, these chart updates are designed to transform the way your data is presented.

Key Features of Modernized Charts

• Fresh Look & Feel: Modernized Charts feature sharper, visually appealing elements, ensuring your data is presented with clarity and professionalism.
• User-Friendly Enhancements: Improved padding, clearer boundaries, and refined color schemes make it easier to differentiate between data points, creating a better overall user experience.
• Improved Tooltips & Data Labels: Shared tooltips provide clearer insights across categories, while enhanced data labels ensure key figures are prominent and easily understood.
• Better Fit for Reporting: Designed with reporting in mind, these modernized charts help you tell more compelling data stories—perfect for stakeholder presentations and executive dashboards.
• Y-Axis Customization: You now have the option to hide the Y-axis, creating a cleaner, streamlined view of your data.

Detailed Descriptions of Each New Modernized Chart Type:

• Modernized Column Chart: Featuring vibrant colors and rounded borders, this chart improves readability, making it ideal for visualizing comparisons between categories over time or across multiple categories. Perfect for quarterly reports, sales comparisons, or tracking KPIs.
• Modernized Stacked Area Chart: Enhanced transparency between layers allows better insights into how different segments contribute to the total. This chart is perfect for showing cumulative data over time, such as stacked contributions to revenue, expenses, or resource allocation.
• Modernized Bar Chart: Rounded edges and enhanced padding create a cleaner look, making it ideal for performance comparisons across teams or departments. Best used for comparing results among categories.
• Modernized Solid Gauge Chart: Features a modern arc design with smooth transitions and improved color gradients, ideal for tracking progress toward goals, resource usage, or capacity tracking.
• Modernized Gauge Chart: This chart has a refined design focusing on clear data indicators for quick readability, making it great for tracking performance metrics like efficiency, satisfaction scores, or process completions.
• Modernized Radial Chart: Offers a full 360-degree view, perfect for illustrating multi-layered data such as departmental performance or goal progress. This chart provides distinct inner and outer layers for segment comparisons, enhancing data clarity.
• Modernized Spline Chart: Provides smoother curves for time-series data, allowing elegant trend visualization. Excellent for visualizing trends over time, such as revenue growth, website traffic, or engagement metrics.
• Modernized Combo Chart (Column + Spline): Combines column and spline visualizations, offering multiple perspectives on the same dataset, useful for tracking actuals vs. targets.
• Modernized Pie Chart: Offers sharper slices and vibrant color schemes, making it perfect for illustrating proportions within a dataset, such as budget breakdowns or market share.
• Modernized Donut Chart: Features a hollow center for additional labels, ideal for displaying data distribution while keeping the central space for key details. This chart is great for showing contribution percentages.
• Modernized Stacked Column Chart: Allows cumulative comparisons by stacking segments, making complex data more digestible. This chart is ideal for showing cumulative data like revenue by product lines or regional performance.

Benefits of Modernized Charts

ClearPoint's Modernized Charts empower your organization with enhanced data visualization tools that make it easier to:

• Present data clearly and professionally, elevating the quality of your reports and dashboards.
• Customize charts to align with your specific reporting needs, ensuring your data tells the right story.
• Provide stakeholders with clearer insights, improving decision-making and strategic alignment.

How to Access the Modernized Charts

When adding or editing a chart in ClearPoint, simply navigate to the Chart Type dropdown and select the new modernized versions under the "Modern" header. These sleek charts are available for all existing chart types, ready to elevate your data presentation.

Get Started with Modernized Charts

Modernized Charts in ClearPoint Strategy not only refresh your data visualizations but also provide robust tools to make your reports more compelling. Explore these modernized chart types to enhance your dashboards and presentations, helping you communicate data insights with greater clarity and impact.

For more information on integrating Modernized Charts into your workflow, contact your Customer Success Manager or visit the ClearPoint Strategy Support Center. Need assistance? Reach out to [email protected] .

Elevate your data storytelling with ClearPoint Strategy's Modernized Charts. Start visualizing your data like never before! 🌟