Scorecards in ClearPoint can include a variety of elements—Objectives, Key Results, Initiatives, and Milestones—to help you track performance and progress toward your strategic goals.
This article explains how to add, edit, duplicate, delete, reorder, and change reporting frequencies for elements in ClearPoint.
Adding an Element
From the left navigation click on Elements
Select Objectives
Click + Add Objective.
Enter a Name for the element (e.g., Decrease Ticket purchasing wait time).
Select an Owner from the dropdown menu.
Click Save.
💡 Elements can be added to any Scorecard where you have permission. The new element appears instantly in your Scorecard and Summary Reports.
Adding Multiple Elements
You can quickly create several elements at once using the Add Multiple option.
Click + Add Objective.
Select Add Multiple.
In the text field, enter each element name separated by commas (e.g., Objective 1, Objective 2, Objective 3).
Select an Owner from the dropdown menu.
Click Save.
💡 Bulk adding is ideal when setting up new Scorecards or restructuring your strategy hierarchy.
Duplicating an Element
Duplicating saves time when you need a similar element structure with different data.
Click the kebab menu (⋮) on the page and select Duplicate Objective.
Enter a new name (e.g., Very Low Ticket Prices – Central Division).
Select a Home Scorecard.
(Optional) Check:
Copy Status and Element Data – duplicates color statuses and data for all reporting periods.
Copy Links – retains relationships to linked elements.
Click Duplicate.
💡 Duplicating helps you standardize structure across divisions or projects while preserving consistency.
Deleting an Element
Click the kebab menu (⋮) on the page and select Delete Objective.
Confirm by clicking Delete.
⚠️ Deleting an element removes it permanently from your account and any associated reports.
Deleting Multiple Elements
From the left navigation select Elements.
Check the boxes beside each element you want to delete.
Select Delete Multiple.
Confirm deletion.
💡 Use bulk delete when cleaning up outdated or test elements across multiple Scorecards.
Changing the Reporting Frequency of an Element
Click the kebab menu (⋮) on the page and select Edit Objective.
Navigate to the Edit Fields tab.
Select the new frequency (e.g., Monthly, Quarterly, Annually).
Click Save.
💡 Changing reporting frequency adjusts how data periods appear for that element in charts and reports.