ClearPoint provides multiple visualization modes to help you review, organize, and update your strategic elements. Each view offers a unique way to interact with Objectives, Measures, Initiatives, Milestones, Action Items, and Risks.
Use the View dropdown in Manage Elements to switch between List, Kanban, Series Data, Dashboard, Explorer, and Gantt views.
Locating the Different Views
You can access all available views from the View dropdown in the Manage Elements page.
From the left navigation, click Elements.
Select an Element (e.g., Initiatives) to open the Manage Initiatives list.
In the top-right corner of the page, locate the View dropdown.
Choose your preferred view:
List View – table view for sorting, filtering, and inline edits
Kanban View – drag-and-drop workflow board
Series Data View – appears when the element type supports data series
Dashboard View – appears when charts are available for the element type
Explorer View – tree structure for viewing linkages
Gantt View – timeline view (only available for Initiatives & Milestones)
Once selected, the page instantly switches to the chosen layout while keeping your filters, search results, and selections intact.
List View
List View is the default view for all element types. It displays your elements in a fully customizable table.
What you can do in List View:
Sort by any column
Show or hide columns
Drag to reorder columns
Inline-edit common fields
Bulk select elements for editing, deleting, or duplicating
Filter or search using the toolbar
List View provides a quick, data-focused way to manage large volumes of elements.
Kanban View
Kanban View offers a drag-and-drop workflow layout, ideal for visualizing progress or managing pipelines.
What you can do in Kanban View:
Drag elements between workflow columns
Configure columns based on status, frequency, or other fields
View high-level element details directly on the cards
Quickly identify bottlenecks or items falling behind
Kanban View is available for all element types.
Series Data View
(For Measures and any element with data series)
Series Data View displays Measure data in a time-series editing grid.
What you can do in Series Data View:
Edit multiple periods of series data at once
Update Status, Analysis, and Recommendations for each period
Add or modify data series
Use copy-forward options for faster data entry
Use this view when updating Measure data during your reporting cycle.
Dashboard View
(For elements that support charting, such as Measures)
Dashboard View displays the charts associated with an element, offering a visual performance summary.
What you can do in Dashboard View:
View all charts linked to an element
Click into charts for detailed editing
Identify trends, performance shifts, or anomalies
Use charts as part of your analysis workflow
Dashboard View is ideal for teams who work visually and need insight into performance at a glance.
Explorer View
Explorer View displays a hierarchical tree of your elements and their linkages. This is the best view for understanding how elements relate across your Scorecard.
What you can do in Explorer View:
Expand or collapse parent–child relationships
Drag and drop to adjust linkages
Visualize alignment between Objectives, Measures, Initiatives, and other elements
Identify missing or incorrect link relationships
Explorer View is especially helpful when building or refining your strategic alignment model.
Gantt View
(For Initiatives, Milestones, and Sub-Milestones)
Gantt View shows your schedule in an interactive timeline.
What you can do in Gantt View:
Drag start and end dates to adjust timelines
View dependencies and milestone hierarchies
Update Status and Percent Complete
Expand or collapse sub-milestone levels
Use this view to monitor project progress, adjust scheduling, and keep initiatives on track.
Choosing the Right View
View | Best For | Available For |
List View | Data-rich editing and sorting | All elements |
Kanban View | Workflow visualization | All elements |
Series Data View | Data entry and time-series updates | Measures (or other series-enabled elements) |
Dashboard View | Chart performance insights | Elements with charts |
Explorer View | Linkage and hierarchy management | All elements |
Gantt View | Timeline and project scheduling | Initiatives & Milestones |