Quarterly review only
The number slips, and nobody knows yet.
Day 1
The 19 goes into a spreadsheet.
Week 4
Nobody has looked at it.
Week 13
The review finds it. The quarter is gone.
For leadership teams who chase every number before the review
You already have the plan. Now you need to know if it’s moving.
Clametra is Balanced Scorecard and OKR software. Bring the Excel plan you already have, give every number an owner, and see what’s slipping while there’s still time to fix it.
Prices on this page · No sales call · 14 days free, card required
Sample workspace
Company scorecard
- Financial92%
- Customer91%
- Internal process87%
- Learning & growth94%
3 KPIs need attention
24 KPIs · 8 OKRs
“For the first time, every department head can see how their daily work connects to the company’s objectives.”
Bring your spreadsheet.
- Balanced Scorecard
- OKRs
- KPIs
- Your Excel or CSV file
Your plan may be in Excel
Does this sound like you?
You spend the week before every board meeting chasing department heads for numbers.
The spreadsheet has three versions, and nobody is sure which one the board saw.
A number goes red, and you can’t tell if it’s bad or if nobody updated it.
You find out something slipped at the quarterly review, after the quarter is over.
You’re not alone. It isn’t your people, and it isn’t your plan.
The plan lives in a file that can’t ask anyone for anything.
strategy_tracker_FINAL_v7.xlsx
edited 4 Feb| Metric | Actual | Target |
|---|---|---|
| Revenue growth | 32% | 40% |
| Retention | 88% | 92% |
| Onboarding days | blank | 14 |
| Cost-to-income | 58% | 55% |
| Staff certified | 31 | 40 |
| NPS | blank | 45 |
Strategy lead
I’ve asked Sales for this number three times.
Board member
Which version are we looking at?
A month old. Half empty. No names.
Fewer than 3 in 10
managers who carry out the strategy could name three of its priorities
About 1 in 2
employees are sure what’s expected of them at work
3 in 4
metric owners in one study never entered a single update
Sources: MIT Sloan Management Review, 2018 (124 organisations); Gallup; ClearPoint Strategy data on 3,664 KPI owners in local government. Not Clametra customer data.
Why it keeps happening
The real reason the plan stalls.
01
No names on the numbers.
The file has a column for owner. Half of it is blank, so every follow-up goes to the whole team.
Put a name on every number, and you ask one person, not the whole team.
strategy_tracker_FINAL_v7.xlsx
| Metric | Owner |
|---|---|
| Revenue growth | blank |
| Retention | Sales? |
| Onboarding days | blank |
| NPS | blank |
Who do you ask? Everyone.
Clametra · live
ExampleBKRevenue growth32% / 40%
On track
CMRetention88% / 92%
On track
NPOnboarding days19 / 14
At risk
DPNPSmissing / 45
Missing
02
A blank looks like a zero.
Nobody entered staff turnover. The file counts it as zero, and the score drops for a reason nobody can see.
A missing number is not a zero.
Missing-number scores come with Professional and Enterprise.
When a blank counts as zero
Revenue growth32%
Retention88%
Onboarding score61%
Staff turnover0%
Strategy health45%
Nobody entered staff turnover. It was counted as zero, and the score dropped for a reason nobody can see.
What Clametra does
ExampleRevenue growth32%
Retention88%
Onboarding score61%
Staff turnover · N. Phirimissing
Strategy health60%partial
Three of four numbers are in. The score says partial, and the missing one has a name next to it.
03
You find out at the review.
A spreadsheet waits for someone to open it. A slip in week one shows up in week thirteen.
Same bad number. Two different quarters.
New branches take 19 days to open accounts. The target is 14.
Example
With Clametra
The number slips, and the fix starts today.
Day 1
The 19 is entered and misses the target.
Day 1
Natasha, the scorecard owner, and the admins get an email.
Day 3
An action plan has an owner and dates.
Week 2
Back under 14 days.
Find out on day one, not in week 13.
Example. Email alerts work on Balanced Scorecard KPIs, on Professional and Enterprise.
What if you could keep the plan you already wrote, and know every week which numbers need attention?
How it works
From the spreadsheet to something your team can actually keep up to date.
Bring the spreadsheet you already use. Clametra turns it into a live plan with owners, updates, targets and alerts. Three steps:
01
Bring your plan.
Upload the Excel or CSV file you already use. Review what Clametra found before anything is added.
Admins run imports from .xlsx or .csv files up to 5 MB.
strategy_2026.xlsxThe file you already keepLive plan
- OwnersA name on every number
- UpdatesEach number keeps its date
- TargetsAnd a warning line
- AlertsEmail on Professional
02
Give people something to own.
Turn company goals into team targets and individual KPIs. Give every target a named owner.
Score roll-ups and the Cascade view come with Professional and Enterprise. On Essentials, OKRs link parent to child.
Cascade
ExampleCompany goal · FY2026
Grow annual revenue 40% while holding service quality.
Owner: the board · 3 departments
Sales
Sign 1,200 new customer accounts
Chanda M.Regional Lead400 accounts · North
Bwalya K.Field Manager350 accounts · South
Example only. You set the departments, targets and owners. 03
Keep the numbers up to date.
People enter their numbers in Clametra. When one crosses its warning line, the scorecard owner and workspace admins get an email that day.
Email alerts work on Balanced Scorecard KPIs, on Professional and Enterprise. Owners also see a reminder in Clametra when a number is due.
Clametra alertsTo: Natasha P., scorecard owner, and adminsExampleKPI alert: Branch onboarding time is at risk
Current value: 19 days. Target: 14 days.
Open the scorecardAction plan · Recover onboarding time
Started from the KPI · Owner: Natasha P.
2 of 5 tasks done
Step 01, up close: you check everything before it’s added.
Review strategy import
Examplestrategy_2026.xlsx
| Perspective | KPI | Target | Owner |
|---|---|---|---|
| Customer | Retention | 92% | C. Mwale |
| Financial | Revenue growth | 40% | B. Kunda |
| Internal Processes | Onboarding days | 14 | N. Phiri |
Needs attention 1Not importing 0
Keep more customers
Customer
Retention
- Current
- 88
- Target
- 92
- Unit
- %
- Better when
- Higher
- Owner
- C. Mwale
1 person is named as an owner but isn’t in Clametra
N. PhiriKeep the nameThis is actually…No owner
Add to workspace
Example. Nothing is added until you click Add to workspace.
Start free trial
Try it on your own spreadsheet. 14 days free, card required.
What you get
A plan you can check any day of the month.
Give every target an owner, and every number keeps its date. Then you can see what’s on track, what’s missing and what’s slipping, without waiting for the review.
Professional means Professional and Enterprise.
Know what’s slipping before the review.
- Before
- A red cell waits in the file. The quarterly review finds it months later.
- After
- The day a KPI crosses its warning line, the scorecard owner and your workspace admins get an email. Start an action plan from that KPI, and the fix stays attached to the number.
- How: Email alerts and action plans on Balanced Scorecard KPIsTier: Professional
Stop chasing people for numbers.
- Before
- You email each department, wait, and follow up. Then you follow up again.
- After
- Owners see a reminder in Clametra when a number is due. A reporting cycle shows how many people have sent their numbers, and reminds the rest in the app.
- How: In-app due-date reminders and reporting cyclesTier: Professional
Trust what the numbers say.
- Before
- A blank counts as zero, and last quarter’s numbers can still be edited.
- After
- A number nobody entered shows as missing, not zero. Lock an approved period so its numbers can’t change. Admins see who changed what in the audit log.
- How: Missing-number scores, locked periods and the audit logTier: Professional
The board report, without the copy-paste.
- Before
- Copy totals into slides the night before the meeting.
- After
- Make the report in PDF, PowerPoint, Excel or CSV. OKR reports, and scorecard reports on Professional, are saved as they were on the day they ran. Schedule it to arrive by email.
- How: ReportsTier: All tiers
- Scheduled reportsTier: Professional
See it work
From a number that slips to the plan that fixes it.
Four screens from Clametra, played with sample data.
See itDashboardTier: Professional
Open Clametra and see what needs attention.
The KPIs at risk, who owns them and how the whole plan is doing, on one screen. Nobody builds a report first.
In this demo
- 01Open the dashboard. Nothing to build first.
- 02See the KPIs at risk, and who owns them.
- 03Spot the numbers nobody has entered yet.
Own itBalanced ScorecardTier: Professional
Every goal on one scorecard, with a name on it.
Objectives sit in their perspective, each with an owner, its KPIs and a status worked out from those KPIs.
In this demo
- 01Every objective sits in its perspective.
- 02Each one has a named owner and a status.
- 03One score sums up the whole plan.
Catch itKPIsTier: Professional
See the number slip the day it’s entered.
When a number crosses its warning line, the KPI turns at risk and the scorecard owner and workspace admins get an email that day.
In this demo
- 01An owner enters this month’s number.
- 02It crosses the warning line and turns at risk.
- 03The scorecard owner and admins get an email.
Fix itAction plansTier: Professional
Keep the fix attached to the number.
Start an action plan from the KPI that slipped. Progress comes from finished tasks, and late plans are flagged.
In this demo
- 01Start a plan from the KPI that slipped.
- 02Tick off tasks as the work gets done.
- 03Progress climbs from finished tasks.
Sample data. Professional means Professional and Enterprise. On Essentials, the same steps work with OKRs.
OKRsAll tiers
Tell a healthy 60% from one that’s stuck. Check-ins record the number, how sure the owner is, and any blocker.
PeopleProfessional
Run reviews in the same place as the results. Self, manager and peer reviews, 1:1s, development plans and rewards.
What teams try
What teams try, and why it doesn’t stick.
Most teams have tried at least one of these. Each helps for a month or two.
A better spreadsheet template.
Why it doesn’t stick: It still can’t ask anyone for a number, or tell you when one slips.
Hiring someone to chase the numbers.
Why it doesn’t stick: Chasing becomes a job, and the file still breaks when they leave.
A dashboard on top of the file.
Why it doesn’t stick: It shows whatever is in the file, so late or blank numbers look real.
Strategy software that starts with a sales call.
Why it doesn’t stick: You see the price after the demo, and the plan waits for a setup project.
Doing it yourself the night before.
Why it doesn’t stick: The board gets a report, you lose the evening, and nothing changes until next quarter.
Start without a sales call or a setup project.
- Start from the spreadsheet you already have.
- Prices are on this page.
- 14 days free, card required.
- Cancel before the first charge and you pay nothing.
Is it a fit?
Who Clametra is for, and who it isn’t.
It’s for you if
- You have a plan with goals and targets.
- You keep it in Excel or slides.
- At least three people report numbers.
- You report to a board or leadership team.
- You want to know before the review.
It’s not for you if
- You don’t have a plan yet. Start with the handbook.
- You want someone to write or run the plan for you. Clametra is software.
- Nobody will enter numbers, even with reminders. Clametra reminds them in the app. It can’t enter numbers for them.
Pricing
See the price before you talk to anyone.
One flat price for the whole team. Pick the plan with room for your members, branches and scorecards.
Pay monthlyPay annuallySAVE 13%
Essentials
$79per month
One flat price for the whole teamBilled annually · Save $120/year
- Up to 10 members
- 1 branch
- 25 scorecards
One site and a small team. OKRs and Balanced Scorecards with KPI alerts, for one flat price.
Start 30-day free trialIncludes
- OKRs: objectives, key results and check-ins
- Balanced Scorecards with KPIs and action plans
- Email alerts the day a KPI slips
- Your own scorecard perspectives
- Dashboards and reports in PDF, PowerPoint, Excel and CSV
Recommended
Professional
$149per month
One flat price for the whole teamBilled annually · Save $240/year
- Up to 50 members
- 5 branches
- 150 scorecards
Several locations, one view. Branches, the Cascade view, review cycles and scheduled reports.
Start 30-day free trialEverything in Essentials, plus
- Multi-branch structure: regions, branches and function views
- Cascade view and alignment
- Review cycles
- Advanced analytics
- Scheduled reports by email
- Metrics library
- Rewards and recognition
- Integrations, up to 10 connections
Ultimate
$449per month
One flat price for the whole teamBilled annually · Save $600/year
- Unlimited members
- 25 branches
- 750 scorecards
No limit on members, up to 25 branches, and predictive insights.
Start 30-day free trialEverything in Professional, plus
- Predictive insights
- Integrations, up to 25 connections
Enterprise
For organisations that need single sign-on, an audit log and no cap on scorecards.
- Single sign-on: SAML or OIDC
- Audit log and ESG reporting
- No limit on scorecards
- Seats and pricing set with you
Try it on your real plan.
Every plan starts with 30 days free. You don't need a sales call.
- 30 days free.
- Card required. No charge today.
- Cancel before the first charge and you pay nothing.
- Start from the spreadsheet you already have.
Compare Essentials, Professional, Ultimate and Enterprise
Every plan includes hosting and updates.
| Features | Essentials | Professional | Ultimate | Enterprise |
|---|---|---|---|---|
| Plan and goals | ||||
| OKRs: objectives, key results and check-ins | Included | Included | Included | Included |
| Balanced Scorecards with KPIs and action plans | Included | Included | Included | Included |
| Your own perspectives | Included | Included | Included | Included |
| Cascade view and alignment | Not included | Included | Included | Included |
| Multi-branch structure: regions, branches and function views | Not included | Included | Included | Included |
| Alerts, reports and reviews | ||||
| Email alerts the day a KPI slips | Included | Included | Included | Included |
| Dashboards | Included | Included | Included | Included |
| Reports in PDF, PowerPoint, Excel and CSV | Included | Included | Included | Included |
| Review cycles | Not included | Included | Included | Included |
| Advanced analytics | Not included | Included | Included | Included |
| Scheduled reports by email | Not included | Included | Included | Included |
| Metrics library | Not included | Included | Included | Included |
| Predictive insights | Not included | Not included | Included | Included |
| ESG reporting | Not included | Not included | Not included | Included |
| People and connections | ||||
| Rewards and recognition | Not included | Included | Included | Included |
| Integrations | None | Up to 10 connections | Up to 25 connections | No limit |
| Admin and security | ||||
| Roles and permissions | Included | Included | Included | Included |
| Multi-factor sign-in and passkeys | Included | Included | Included | Included |
| Audit log | Not included | Not included | Not included | Included |
| Single sign-on: SAML or OIDC | Not included | Not included | Not included | Included |
| Members and limits | ||||
| Members | Up to 10 | Up to 50 | Unlimited | Set with you |
| Branches | 1 | Up to 5 | Up to 25 | No limit |
| Scorecards | 25 | 150 | 750 | No limit |
Not ready to try the software?
Most strategy documents are brilliant. Most are also forgotten by February.
Every KPI is green. Every team is busy. The plan hasn’t moved. The Strategy Alignment Handbook explains why in seven short chapters and gives you a 90-day plan to fix it, with or without Clametra.
$4.99One-time · PDF
Secure checkout by Paddle We email you the PDF after payment
Questions you might be asking.
Still unsure? The contact form reaches a person who knows the answer, not a queue.
The trial, in short
- 14 days free
- Card required, no charge today
- Cancel before the first charge, pay nothing
Can’t we just build a better spreadsheet?
You could, and a good template helps you write the plan. But a file can’t ask anyone for a number, tell a blank from a zero, or email you the day a number slips. Clametra does all three. Email alerts work on Balanced Scorecard KPIs, on Professional and Enterprise.
Our people won’t enter their numbers.
Owners see a reminder in Clametra when a number is due. On Professional and Enterprise, reporting cycles show how many people have sent their numbers, and remind the rest in the app. A number nobody enters shows as missing, not as zero, so you see the gap. Clametra can’t enter numbers for anyone.
We tried a tool before and nobody used it.
Start from the spreadsheet your team already knows, so the goals, names and targets look familiar on day one. People enter their numbers in Clametra, and owners see a reminder when one is due. Try it on your real plan for 14 days before the first charge.
Our plan is too specific for software.
You keep your own goals, units, targets and warning lines. On Professional and Enterprise you set your own Balanced Scorecard perspectives and weights. OKRs work on every tier. Clametra doesn’t make you rewrite the plan to fit a template.
We don’t have time to set this up.
There’s no setup project and no setup fee. An admin uploads your Excel or CSV file, checks what Clametra found, and adds it. Then you invite your team.
Can we bring the spreadsheet we already use?
Yes. Upload an Excel (.xlsx) or CSV file up to 5 MB. Clametra reads the goals, KPIs, targets and owners, shows them next to your file, and lets you fix anything before it’s added. Nothing changes in your workspace until you click Add. Older .xls files need saving as .xlsx first.
Do we have to choose between a Balanced Scorecard and OKRs?
No. On every plan you can run a Balanced Scorecard, OKRs, or both side by side. Each is reported on its own, so the two are never averaged into one score.
How does Clametra tell us a number is slipping?
Each KPI has a target, a direction and a warning line. When a new number lands on the wrong side, the scorecard owner and your workspace admins get an email that day, and it shows in the app too. One slip sends one alert, not an email for every new number. If nobody marks it as seen or snoozes it, Clametra reminds them in the app after three days, and reminds admins again after seven. Owners also see a reminder in Clametra when a number is due. Alerts work on Balanced Scorecard KPIs, on Professional and Enterprise.
Can people keep sending their numbers in Excel?
Yes, on Professional and Enterprise. Download the template, fill in a month of numbers for many KPIs, and upload it in one go. Owners can also enter numbers straight into Clametra.
Do we need a finished strategy before we start?
No. A handful of goals for the year is enough. Start with those, give each one an owner, and add detail as you go. Starting from scratch? Strategy Studio walks you through SWOT and PESTEL to help you pick the goals.
What if it doesn’t work for us?
Try it on your real plan for 14 days. You need a card to start, and there’s no charge today. Cancel before the first charge and you pay nothing.
How much does Clametra cost?
One flat monthly price for the whole team, whatever its size within the plan. Essentials is $69 a month for up to 10 members, 1 branch and 25 scorecards. Professional is $129 a month for up to 50 members, 5 branches and 150 scorecards. Ultimate is $399 a month for unlimited members, 25 branches and 750 scorecards. Enterprise pricing is set with you.
Is the People module a separate product?
No. Reviews, feedback, 1:1s, competencies, development plans, recognition and rewards are part of Professional and Enterprise.
Can we move between plans later?
Yes. You change plan from Billing & Plan, and your goals, numbers and dashboards stay in your workspace. A larger plan raises your member, branch and scorecard limits. You can’t move to a plan smaller than what you use today.
Can we get our reports out if we leave?
Yes. Reports export to PDF, Excel, PowerPoint and CSV at any time.
Who can see and change our numbers?
Roles decide who can see and change each part of the workspace. On Professional and Enterprise, admins can see who changed what in the audit log. Everyone can turn on multi-factor sign-in. Enterprise adds single sign-on through SAML or OIDC.
Plans rarely fail all at once. They slip, one number at a time.
You have two options
Keep chasing numbers the week before every review.
Or bring the spreadsheet in, and know what’s slipping while there’s still time to fix it.
Prices on this page · No sales call · 14 days free, card required