How Trellis compares

Trellis beside the tools you are weighing it against.

Every answer about another product comes from that vendor’s own website. Open any answer to see why, the page it came from and the date we read it. “Not verified” means we could not confirm it either way, which is not the same as no. Trellis’s own gaps are in the table too.

Trellis compared with 13 products. Open an answer to see the note and the vendor page it came from.
Capability	Trellis	Strategy platforms								OKR tools		Work management		Spreadsheets and slides
Capability	Trellis	Cascade	ClearPoint Strategy	AchieveIt	Envisio	Spider Impact	Rhythm Systems	Profit.co	Ninety	WorkBoard	Perdoo	Asana	monday.com	Spreadsheets and slides
Status computed from the work, not typed in	Yes How it works: Status computed from the work, not typed in	Yes, details for Cascade Health is calculated from actual against expected progress; a separate status label is set by hand. Cascade’s page · read 2026-10-01	Yes, details for ClearPoint Strategy Once evaluation criteria are set, measure status is assigned automatically; by default measures are evaluated by hand. ClearPoint Strategy’s page · read 2026-10-01	Partly, details for AchieveIt The owner picks the status in each update; late updates are flagged and parent items count their children's statuses. AchieveIt’s page · read 2026-10-01	Partly, details for Envisio Status and progress roll up from actions and projects to the plan; whether item-level status is computed is not stated. Envisio’s page · read 2026-10-01	Yes, details for Spider Impact Each KPI is scored against its goal, and scores roll up the scorecard automatically. Spider Impact’s page · read 2026-10-01	Partly, details for Rhythm Systems An optional setting colours a KPI by comparing the actual to its success criteria; status is not rolled up from project work. Rhythm Systems’s page · read 2026-10-01	Yes, details for Profit.co An optional setting updates key-result status automatically from actual against planned progress. Profit.co’s page · read 2026-10-01	Partly, details for Ninety Scorecard cells turn green or red automatically against each KPI's goal; nothing says Rock status is computed. Ninety’s page · read 2026-10-01	Partly, details for WorkBoard Key-result progress can update from connected systems; the site does not say overall status is derived from it. WorkBoard’s page · read 2026-10-01	Yes, details for Perdoo Goal status can be set automatically from actual against expected progress, with manual override allowed. Perdoo’s page · read 2026-10-01	Partly, details for Asana Goal progress can update automatically from linked work; the on-track or at-risk status is set by a person. Asana’s page · read 2026-10-01	Partly, details for monday.com Portfolio progress and timelines are calculated from linked boards; project health status is set by hand. monday.com’s page · read 2026-10-01	Partly, details for Spreadsheets and slides Possible with formulas someone builds and maintains; usually the colour is typed.
How old a number is, shown apart from its status	Yes How it works: How old a number is, shown apart from its status	Partly, details for Cascade Report tables can show an updated-date column; no stale flag separate from health is described. Cascade’s page · read 2026-10-01	Partly, details for ClearPoint Strategy AI pre-reads flag stale measures before a review; a standing age indicator apart from status is not documented. ClearPoint Strategy’s page · read 2026-10-01	Yes, details for AchieveIt Dashboards show overdue updates apart from on-track, at-risk and off-track status. AchieveIt’s page · read 2026-10-01	Not verified	Partly, details for Spider Impact Missing-data reports show which values still need updating; an age indicator beside status is not described. Spider Impact’s page · read 2026-10-01	Partly, details for Rhythm Systems The Execution Summary points out people who have not updated recently, rather than dating each figure. Rhythm Systems’s page · read 2026-10-01	Partly, details for Profit.co Check-in discipline reports mark check-ins on time, late or missed, apart from goal status; they do not show a value's age. Profit.co’s page · read 2026-10-01	Not verified, details for Ninety No separate indicator of how old a number is found.	Partly, details for WorkBoard Scorecards can include a last-update date beside the RAG rating. WorkBoard’s page · read 2026-10-01	Yes, details for Perdoo An April 2026 release added an outdated flag and filter for goals that need a progress update. Perdoo’s page · read 2026-10-01	Not verified, details for Asana No separate indicator of how old a goal update is found.	Not verified, details for monday.com No separate indicator of how old a figure is found.	Partly, details for Spreadsheets and slides Only if someone adds and keeps an as-of date beside every figure.
Append-only measure history with as-of dates	Yes How it works: Append-only measure history with as-of dates	Partly, details for Cascade Metrics keep dated data points, and the help centre says past values can be edited. Cascade’s page · read 2026-10-01	Partly, details for ClearPoint Strategy Values are stored by reporting period but stay editable; the in-app change log keeps 120 days. ClearPoint Strategy’s page · read 2026-10-01	Partly, details for AchieveIt A dated update history with item-level audit trails; whether past readings are locked is not stated. AchieveIt’s page · read 2026-10-01	Partly, details for Envisio Measure values are entered for each reporting period; whether past readings are locked is not stated. Envisio’s page · read 2026-10-01	Partly, details for Spider Impact KPIs are measured each period, with optional approval before scoring; whether past readings are locked is not stated. Spider Impact’s page · read 2026-10-01	Partly, details for Rhythm Systems Weekly projected and actual values are kept for trends; the help centre does not say past readings are locked. Rhythm Systems’s page · read 2026-10-01	Partly, details for Profit.co Keeps a dated check-in history, but past check-ins can be edited. Profit.co’s page · read 2026-10-01	Partly, details for Ninety The scorecard keeps values by period, but past periods can be entered or changed. Ninety’s page · read 2026-10-01	Not verified, details for WorkBoard An append-only reading history not found on WorkBoard's site.	Partly, details for Perdoo Updates carry dates and can be backdated; the site does not say whether past readings are locked. Perdoo’s page · read 2026-10-01	Not verified, details for Asana No append-only, dated history of metric readings found.	Not verified, details for monday.com No append-only, dated history of metric readings found.	Partly, details for Spreadsheets and slides Version history exists, but any past cell can be overwritten.
A refresh clock on each objective, kept apart from progress reviews	Yes How it works: A refresh clock on each objective, kept apart from progress reviews	Not verified, details for Cascade A Cascade guide lists strategy and health-check meetings separately, but does not say the product treats them as separate cadences.	Not verified, details for ClearPoint Strategy Separate review and strategy-refresh cadences not found on ClearPoint's site.	Not verified, details for AchieveIt A separate in-product cadence for revisiting the strategy is not described; plan review is offered as a service on higher tiers.	Not verified, details for Envisio Annual planning workshops are a consulting service; a separate in-product cadence is not described.	Not verified	Partly, details for Rhythm Systems Weekly adjustment meetings are a separate meeting type from quarterly and annual planning; no per-goal record of when each was last revisited was found. Rhythm Systems’s page · read 2026-10-11	Partly, details for Profit.co Quarterly reflect-and-reset cycles run alongside routine check-ins; not presented as a separate strategy refresh. Profit.co’s page · read 2026-10-01	Partly, details for Ninety Quarterly sessions set aside time to review the vision, apart from weekly meetings; no per-goal record of when each was last re-examined was found. Ninety’s page · read 2026-10-11	Not verified, details for WorkBoard WorkBoard's OKR guide recommends annual, quarterly, monthly and weekly rhythms; the site does not say the product separates them.	Not verified, details for Perdoo No separate cadence for revisiting the strategy itself found on Perdoo's site.	Not verified, details for Asana No distinct strategy-refresh cadence found.	Not verified, details for monday.com No distinct strategy-refresh cadence found.	No, details for Spreadsheets and slides A file has no cadence; the rhythm lives in people's calendars and habits.
Meeting rhythm that creates calendar events and a locked record	Yes How it works: Meeting rhythm that creates calendar events and a locked record	Partly, details for Cascade A weekly, monthly or quarterly cadence requests updates before the meeting; creating calendar events is not stated. Cascade’s page · read 2026-10-01	Partly, details for ClearPoint Strategy The AI reads upcoming meetings from the calendar and sends pre-reads; cadences creating calendar events is not stated. ClearPoint Strategy’s page · read 2026-10-01	Partly, details for AchieveIt Pre-meeting emails, snapshot reports and decision logging; calendar events and meeting records are not described. AchieveIt’s page · read 2026-10-01	Not verified, details for Envisio A calendar integration sends update due dates; meeting events and records are not described.	Partly, details for Spider Impact Live briefings for recurring meetings, emailed on a schedule; calendar events and meeting records are not described. Spider Impact’s page · read 2026-10-01	Yes, details for Rhythm Systems Recurring meetings form a series with agendas and notes, and can be added to a calendar. Rhythm Systems’s page · read 2026-10-01	Yes, details for Profit.co Recurring meetings with calendar sync, agendas linked to OKRs, action items and recap emails. Profit.co’s page · read 2026-10-01	Yes, details for Ninety Meetings scheduled in Ninety sync to Google or Microsoft calendars, with an archive of past meetings. Ninety’s page · read 2026-10-01	Partly, details for WorkBoard Agents generate agendas and business-review pre-reads from OKR data; cadences creating calendar events is not stated. WorkBoard’s page · read 2026-10-01	Partly, details for Perdoo Includes 1:1 and team meetings and lists calendar integrations, but does not say recurring cadences create calendar events. Perdoo’s page · read 2026-10-01	Not verified, details for Asana No meeting cadence that creates calendar events and a meeting record found.	Not verified, details for monday.com No meeting cadence that creates calendar events and a meeting record found.	No, details for Spreadsheets and slides Meetings are booked separately, and the record is whatever minutes get written.
Import an existing plan from decks, documents or spreadsheets	Yes How it works: Import an existing plan from decks, documents or spreadsheets	Yes, details for Cascade AI-assisted planning turns PowerPoint, Excel, PDF and Word files into a structured plan. Cascade’s page · read 2026-10-01	Partly, details for ClearPoint Strategy Measure data imports from Excel and plan documents can be uploaded for the AI to reference; turning a deck into a plan is not described. ClearPoint Strategy’s page · read 2026-10-01	Partly, details for AchieveIt Plans import from a standard Excel template and the services team loads existing plans; deck import is not described. AchieveIt’s page · read 2026-10-01	Partly, details for Envisio A whole plan can be uploaded from a spreadsheet; deck or document import is not described. Envisio’s page · read 2026-10-01	Partly, details for Spider Impact Imports KPI and scorecard data from spreadsheets and databases; importing a strategy from decks is not described. Spider Impact’s page · read 2026-10-01	Not verified, details for Rhythm Systems No document, deck or spreadsheet import of a plan found.	Partly, details for Profit.co Bulk OKR import from CSV; importing from documents or decks is not described. Profit.co’s page · read 2026-10-01	Partly, details for Ninety Its AI can analyse uploaded documents and staff will load existing data; direct deck import is not described. Ninety’s page · read 2026-10-01	Not verified, details for WorkBoard Importing a strategy from decks or documents not found on WorkBoard's site.	Partly, details for Perdoo Goals can be imported from CSV, text or another tool on Supreme; importing from slide decks is not mentioned. Perdoo’s page · read 2026-10-01	Partly, details for Asana A CSV importer brings spreadsheet rows in as tasks; it does not import goals or decks. Asana’s page · read 2026-10-01	Partly, details for monday.com Excel spreadsheets can be imported into boards; no deck or document import found. monday.com’s page · read 2026-10-01	Yes, details for Spreadsheets and slides The deck is the plan.
Post an update without logging in	Yes How it works: Post an update without logging in	Partly, details for Cascade Goals can be updated from Outlook, through an add-in that needs a Cascade sign-in. Cascade’s page · read 2026-10-01	Yes, details for ClearPoint Strategy Replying to a report email lets the AI write updates back without logging in. ClearPoint Strategy’s page · read 2026-10-01	Yes, details for AchieveIt Update requests arrive by email, and one click opens an update page with no login. AchieveIt’s page · read 2026-10-01	Not verified, details for Envisio Reminders link to the update screen; whether a login is needed is not stated.	Partly, details for Spider Impact Shared forms can be opened by link without logging in, at 25+ licences or with an add-on. Spider Impact’s page · read 2026-10-01	Not verified, details for Rhythm Systems No email or no-login update path found.	Partly, details for Profit.co Key-result check-ins can be submitted from Slack; no email-based update is described. Profit.co’s page · read 2026-10-01	Not verified, details for Ninety No update-by-email or similar no-login path found.	Partly, details for WorkBoard Key results can be updated from Slack or Microsoft Teams; updating by email is not described. WorkBoard’s page · read 2026-10-01	Partly, details for Perdoo Check-ins can be done from Slack or Teams; no email-based update is mentioned. Perdoo’s page · read 2026-10-01	Partly, details for Asana Replying to a notification email adds a comment to a task; goal or metric updates by email were not found. Asana’s page · read 2026-10-01	Not verified, details for monday.com No email or no-login update path found.	Partly, details for Spreadsheets and slides People email numbers in, and someone retypes them.
Board pack generated from the plan	Yes How it works: Board pack generated from the plan	Yes, details for Cascade AI executive summaries and inbox briefings are generated from live plan data. Cascade’s page · read 2026-10-01	Yes, details for ClearPoint Strategy Briefing books are produced in one click from live data. ClearPoint Strategy’s page · read 2026-10-01	Yes, details for AchieveIt Reports and dashboards can be generated and delivered on a schedule. AchieveIt’s page · read 2026-10-01	Yes, details for Envisio Scheduled reports are generated and delivered for different audiences, including council packets. Envisio’s page · read 2026-10-01	Yes, details for Spider Impact Briefings export to PowerPoint or PDF and can be emailed on a schedule. Spider Impact’s page · read 2026-10-01	Yes, details for Rhythm Systems Reports built from Rhythm data include a formatted PowerPoint strategy deck and a one-page plan. Rhythm Systems’s page · read 2026-10-01	Yes, details for Profit.co Board-ready PDF and PowerPoint reports export from live data. Profit.co’s page · read 2026-10-01	Not verified, details for Ninety No automatically generated board report or deck found.	Yes, details for WorkBoard Automated executive briefs, scorecards and business-review materials. WorkBoard’s page · read 2026-10-01	Partly, details for Perdoo Status reports are generated automatically and Board Views are offered on the top tier; no assembled board deck is described. Perdoo’s page · read 2026-10-01	Not verified, details for Asana No automatically generated board or executive pack found.	Partly, details for monday.com An AI agent compiles and sends portfolio status reports on a schedule, rather than a board deck. monday.com’s page · read 2026-10-01	No, details for Spreadsheets and slides Someone assembles the pack by hand.
AI summary that uses only the plan’s own figures	Yes How it works: AI summary that uses only the plan’s own figures	Partly, details for Cascade Summaries are built from updates and metrics in Cascade; the page does not say answers are limited to that data. Cascade’s page · read 2026-10-01	Yes, details for ClearPoint Strategy The AI respects each user's permissions and cites its sources, including documents customers upload. ClearPoint Strategy’s page · read 2026-10-01	Not verified, details for AchieveIt The only AI found is a product-help assistant; AI summaries of plan data are not described.	Partly, details for Envisio Built-in AI helps draft progress updates and descriptions; whether it is limited to the customer's data is not stated. Envisio’s page · read 2026-10-01	Partly, details for Spider Impact An AI assistant answers questions about the customer's own data and is designed to pass the AI only metadata; framed as answers rather than written summaries. Spider Impact’s page · read 2026-10-01	Not verified, details for Rhythm Systems Its AI drafts plans from customer data plus method and market research; no summary limited to the customer's own data found.	Partly, details for Profit.co AI writes project status summaries from live data; the site does not say summaries are limited to the customer's own data. Profit.co’s page · read 2026-10-01	Partly, details for Ninety Its AI answers from the company's Ninety data within the user's permissions, and also draws on built-in EOS expertise. Ninety’s page · read 2026-10-01	Partly, details for WorkBoard Agents draw on the company's own strategy, structure and performance history; the site does not say they are limited to it. WorkBoard’s page · read 2026-10-01	Partly, details for Perdoo AI drafts progress updates from the latest numbers and status; the site does not say summaries are limited to Perdoo data alone. Perdoo’s page · read 2026-10-01	Partly, details for Asana Asana AI drafts summaries and status updates from work in Asana; the page does not say output is limited to that data. Asana’s page · read 2026-10-01	Partly, details for monday.com AI agents write status reports from portfolio data; the page does not say output is limited to that data. monday.com’s page · read 2026-10-01	Partly, details for Spreadsheets and slides Depends on the assistant in your office software and what it is allowed to read.
Automatic checks of the whole plan against a method	Yes How it works: Automatic checks of the whole plan against a method	Partly, details for Cascade AI flags redundant work and suggests improvements to a plan; not described as checking against a named method. Cascade’s page · read 2026-10-01	Partly, details for ClearPoint Strategy An AI assistant guides users through building OKRs and scorecards with best-practice recommendations. ClearPoint Strategy’s page · read 2026-10-01	Not verified, details for AchieveIt States it follows no single method; best-practice advice comes from its consultants.	Not verified, details for Envisio Templates plus human coaching and workshops; in-product guidance against a method is not described.	Not verified, details for Spider Impact Works with any method, with training and consulting sold separately; in-product coaching is not described.	Yes, details for Rhythm Systems Quarter plan tests alert when a quarterly plan is overloaded or its goals are incomplete, checked against the vendor’s own method. Rhythm Systems’s page · read 2026-10-11	Partly, details for Profit.co An AI quality agent scores each OKR before the quarter starts; checks of the whole plan’s shape are not described. Profit.co’s page · read 2026-10-11	Partly, details for Ninety Its AI knows EOS and reviews the scorecard for gaps when asked; automatic checks of the whole plan are not described. Ninety’s page · read 2026-10-11	Partly, details for WorkBoard Agents help draft OKRs and improve key-result quality; checks of the whole plan against a method are not described. WorkBoard’s page · read 2026-10-11	Partly, details for Perdoo An AI coach pressure-tests goals when asked; automatic checks of the whole plan are not described. Perdoo’s page · read 2026-10-11	Not verified, details for Asana No in-product coaching against a planning method found.	Not verified, details for monday.com No in-product coaching against a planning method found.	No, details for Spreadsheets and slides A template can suggest a shape, but nothing checks the plan against it.
Value case: stated value, evidence and spend	Yes How it works: Value case: stated value, evidence and spend	Not verified, details for Cascade Value-against-spend tracking not found on Cascade's site.	Not verified, details for ClearPoint Strategy Value-against-spend tracking not found on ClearPoint's site.	Not verified	Partly, details for Envisio Links budget and spending data to plans and performance; stated value against evidence is not described. Envisio’s page · read 2026-10-01	Partly, details for Spider Impact Earned value management for initiative cost and schedule, and analysis of whether initiatives move KPIs. Spider Impact’s page · read 2026-10-01	Not verified, details for Rhythm Systems Nothing found on tracking stated value against evidence and spend.	Yes, details for Profit.co The portfolio module tracks project costs and whether funded projects deliver their promised value. Profit.co’s page · read 2026-10-01	Not verified, details for Ninety Nothing found on tracking stated value against evidence and spend.	Yes, details for WorkBoard Portfolio management shows outcomes, budget and actuals, and flags initiatives under value or over budget. WorkBoard’s page · read 2026-10-01	Not verified, details for Perdoo Nothing found on tracking stated value against evidence and spend.	Not verified, details for Asana Nothing found on tracking stated value against evidence and spend.	Not verified, details for monday.com Nothing found on tracking stated value against evidence and spend.	Partly, details for Spreadsheets and slides Possible as a separate sheet, if someone builds and maintains it.
Capacity check on who is committed to the work	Yes How it works: Capacity check on who is committed to the work	Not verified, details for Cascade A check of people's capacity against work not found on Cascade's product pages.	Partly, details for ClearPoint Strategy Mentions resource allocation on projects; checking people's capacity against work is not described. ClearPoint Strategy’s page · read 2026-10-01	Not verified	Not verified	Not verified	Not verified, details for Rhythm Systems No people capacity or allocation feature found.	Yes, details for Profit.co Resource management tracks allocation and utilisation per person and highlights over-allocation. Profit.co’s page · read 2026-10-01	Not verified, details for Ninety Nothing found on people capacity or allocation.	Yes, details for WorkBoard Portfolio management assesses capacity by skills and location and allocates resources across projects. WorkBoard’s page · read 2026-10-01	Not verified, details for Perdoo Nothing found on people capacity or allocation.	Yes, details for Asana Workload and capacity planning show people's capacity against assigned work. Asana’s page · read 2026-10-01	Yes, details for monday.com Resource management for scheduling people across projects, from the Pro plan. monday.com’s page · read 2026-10-01	Partly, details for Spreadsheets and slides Possible as a separate sheet, rarely tied to the plan.
Free, unlimited viewers	Yes How it works: Free, unlimited viewers	Yes, details for Cascade Unlimited viewers listed on the Essentials and Enterprise tiers. Cascade’s page · read 2026-10-01	Not verified, details for ClearPoint Strategy Whether read-only users are free or unlimited could not be confirmed on ClearPoint's pages.	Not verified, details for AchieveIt View-only access exists; the pricing page does not say whether viewers are free.	Yes, details for Envisio Every package includes unlimited users, and public dashboards are open to anyone. Envisio’s page · read 2026-10-01	Partly, details for Spider Impact Shared dashboards can be viewed by link without an account at 25+ licences or with an add-on; otherwise priced per licence. Spider Impact’s page · read 2026-10-01	Not verified, details for Rhythm Systems No terms for free or view-only users published.	Not verified, details for Profit.co Read-only seats exist as a licence type; the site does not say whether they are free.	Yes, details for Ninety View-only users (Observers) are free. Ninety’s page · read 2026-10-01	Not verified, details for WorkBoard View-only licensing not found on WorkBoard's site.	No, details for Perdoo View-only access is a paid per-user licence, on the Supreme tier only. Perdoo’s page · read 2026-10-01	Partly, details for Asana Unlimited free guests are for outside collaborators; view-only licences appear on Enterprise and are not described as free. Asana’s page · read 2026-10-01	Yes, details for monday.com Paid plans include unlimited free read-only viewers. monday.com’s page · read 2026-10-01	Partly, details for Spreadsheets and slides Anyone with access to your file storage can read the files.
Prices published	Yes How it works: Prices published	Partly, details for Cascade The free plan is shown; paid tiers have no published prices. Cascade’s page · read 2026-10-01	No, details for ClearPoint Strategy The pricing page says quotes are set after a call. ClearPoint Strategy’s page · read 2026-10-01	No, details for AchieveIt Tiers are listed with what each includes; every tier is by quote. AchieveIt’s page · read 2026-10-01	No, details for Envisio Packages are described; prices are by quote. Envisio’s page · read 2026-10-01	No, details for Spider Impact Tiers by user count are shown; prices are by quote. Spider Impact’s page · read 2026-10-01	No, details for Rhythm Systems The pricing page is a request-a-quote form. Rhythm Systems’s page · read 2026-10-01	No, details for Profit.co The pricing page names plans but shows no prices. Profit.co’s page · read 2026-10-01	Yes, details for Ninety Per-user prices for every tier are on the public pricing page. Ninety’s page · read 2026-10-01	No, details for WorkBoard The pricing address shows no prices and points to booking a demo. WorkBoard’s page · read 2026-10-01	Yes, details for Perdoo Per-user prices for every tier are on the public pricing page. Perdoo’s page · read 2026-10-01	Yes, details for Asana Per-user prices for the non-Enterprise tiers are on the pricing page. Asana’s page · read 2026-10-01	Yes, details for monday.com Per-seat prices for the non-Enterprise plans are on the pricing page. monday.com’s page · read 2026-10-01	Yes, details for Spreadsheets and slides Already part of your office software.
Single sign-on (SAML)	Roadmap	Yes, details for Cascade SSO is listed on the Enterprise tier. Cascade’s page · read 2026-10-01	Yes, details for ClearPoint Strategy SAML-based SSO, including with Okta and Azure AD. ClearPoint Strategy’s page · read 2026-10-01	Yes, details for AchieveIt Single sign-on on the Plus and Pro tiers. AchieveIt’s page · read 2026-10-01	Yes, details for Envisio SAML 2.0 single sign-on in both packages. Envisio’s page · read 2026-10-01	Not verified	Yes, details for Rhythm Systems SAML single sign-on is supported as a paid feature. Rhythm Systems’s page · read 2026-10-01	Yes, details for Profit.co SAML 2.0 identity providers for enterprise clients, plus Google and Office 365 sign-in. Profit.co’s page · read 2026-10-01	Partly, details for Ninety Google and Microsoft sign-in; SAML is not mentioned. Ninety’s page · read 2026-10-01	Yes, details for WorkBoard The security page lists SSO integrations. WorkBoard’s page · read 2026-10-01	Yes, details for Perdoo SSO (Google, SAML) and SCIM on Premium and above. Perdoo’s page · read 2026-10-01	Yes, details for Asana SAML/SSO is listed on the Enterprise tiers. Asana’s page · read 2026-10-01	Yes, details for monday.com SSO is listed on the Enterprise plan. monday.com’s page · read 2026-10-01	Yes, details for Spreadsheets and slides Whatever sign-in your file storage uses.
SOC 2 report	Roadmap	Partly, details for Cascade The security page states SOC 2 and ISO 27001 compliance through its hosting partners, without naming a report of its own. Cascade’s page · read 2026-10-01	Yes, details for ClearPoint Strategy States SOC 2 Type II certification. ClearPoint Strategy’s page · read 2026-10-01	Yes, details for AchieveIt States a SOC 2 Type II attestation, plus FedRAMP Low authorisation. AchieveIt’s page · read 2026-10-01	Partly, details for Envisio The SOC 1 and SOC 2 accreditation listed covers its hosting data centres; an Envisio report is not stated. Envisio’s page · read 2026-10-01	Yes, details for Spider Impact SOC 2 certified and HIPAA-compliant cloud hosting is offered at extra cost, plus a FedRAMP option. Spider Impact’s page · read 2026-10-01	Not verified, details for Rhythm Systems The data-security page covers hosting and encryption but does not mention a SOC 2 report.	Yes, details for Profit.co States SOC 2 compliance; the pricing page lists SOC 2 Type II. Profit.co’s page · read 2026-10-01	Yes, details for Ninety The pricing page says Ninety is SOC 2 certified. Ninety’s page · read 2026-10-01	Yes, details for WorkBoard States SOC 2 Type 2 compliance. WorkBoard’s page · read 2026-10-01	Yes, details for Perdoo The pricing page lists SOC 2 certification. Perdoo’s page · read 2026-10-01	Yes, details for Asana The trust page lists a SOC 2 Type 2 report. Asana’s page · read 2026-10-01	Yes, details for monday.com The enterprise page lists SOC 2 Type II among its certifications. monday.com’s page · read 2026-10-01	Yes, details for Spreadsheets and slides Covered by your office software provider's own reports.
Integrations catalog	No (by design)	Yes, details for Cascade An integrations library covering BI, project, communication and ERP tools. Cascade’s page · read 2026-10-01	Yes, details for ClearPoint Strategy About 20 native connectors plus Zapier. ClearPoint Strategy’s page · read 2026-10-01	Partly, details for AchieveIt A data integration API and CSV import for metrics on the Pro tier; no catalog of named integrations found. AchieveIt’s page · read 2026-10-01	Partly, details for Envisio Names a handful of tools, such as Microsoft Teams, budgeting tools and calendars, plus an open API. Envisio’s page · read 2026-10-01	Yes, details for Spider Impact Lists spreadsheet, database and web-service sources, Zapier and a custom API wizard. Spider Impact’s page · read 2026-10-01	Yes, details for Rhythm Systems The help centre lists calendar, Dropbox, Zapier, Workato, Salesforce, Slack and project-tool integrations plus an API. Rhythm Systems’s page · read 2026-10-01	Yes, details for Profit.co Lists 100+ native integrations by category. Profit.co’s page · read 2026-10-01	Yes, details for Ninety An integrations page with a short list: calendars, task tools, SSO and Zapier. Ninety’s page · read 2026-10-01	Yes, details for WorkBoard The integrations page lists about 20 tools, including Jira, Azure DevOps, Salesforce, Workday and Power BI. WorkBoard’s page · read 2026-10-01	Yes, details for Perdoo A categorised integrations page (communication, data, productivity, calendars, HRIS, SSO, API). Perdoo’s page · read 2026-10-01	Yes, details for Asana A public apps directory lists hundreds of integrations by category. Asana’s page · read 2026-10-01	Yes, details for monday.com A public integrations hub claiming more than 850 integrations. monday.com’s page · read 2026-10-01	Yes, details for Spreadsheets and slides Office suites have their own add-in stores.
Native mobile apps	Installable web app	No, details for Cascade On mobile, Cascade installs as a web app, with no app store needed. Cascade’s page · read 2026-10-01	Not verified, details for ClearPoint Strategy Native iOS or Android apps not mentioned on ClearPoint's site.	Yes, details for AchieveIt The help centre mentions an Apple App Store app; an Android app was not confirmed. AchieveIt’s page · read 2026-10-01	No, details for Envisio Describes itself as a browser-based app that works on phones and tablets. Envisio’s page · read 2026-10-01	No, details for Spider Impact The FAQ says there is nothing to download; it runs in mobile browsers. Spider Impact’s page · read 2026-10-01	No, details for Rhythm Systems The vendor says there is no app-store app and offers a mobile-friendly web version. Rhythm Systems’s page · read 2026-10-01	Yes, details for Profit.co Links to its apps on the Apple App Store and Google Play. Profit.co’s page · read 2026-10-01	Yes, details for Ninety Native apps on the Apple App Store and Google Play. Ninety’s page · read 2026-10-01	Not verified, details for WorkBoard Only 2014–2015 announcements of mobile apps were found; the current site does not mention apps.	Yes, details for Perdoo iOS and Android apps are listed. Perdoo’s page · read 2026-10-01	Yes, details for Asana iOS and Android apps are listed in the apps directory. Asana’s page · read 2026-10-01	Yes, details for monday.com iOS and Android apps are offered. monday.com’s page · read 2026-10-01	Yes, details for Spreadsheets and slides Office suites have mobile apps, though editing a plan on a phone is hard.

Scroll sideways for every product. ✓ yes · ◐ partly · – no.

Each product, in fairness

What each one is, and where it is a good choice.

Strategy platforms
Cascade
A strategy planning and execution platform that holds goals, measures, projects and connected business metrics in one place, with an AI layer for planning help, briefings and meeting summaries. Plans run from a free tier for two users up to enterprise deployments.
A good fit for
- Turning existing strategy decks and spreadsheets into a structured plan quickly
- Metrics pulled in from BI tools and spreadsheets
- Many view-only stakeholders at no seat cost
- Trying the product on a free plan before talking to sales
Cascade is a capable strategy platform with a free plan, unlimited viewers on its paid tiers, a wide integrations library and AI that turns existing decks into a plan. Trellis differs in what it treats as settled: an append-only measure history, separate cadences for reviewing the work and refreshing the plan, a locked record of each meeting, and published prices.
Strategy platforms
ClearPoint Strategy
A strategy execution and performance reporting platform built around scorecards, measures, initiatives and automated briefing books. Focused on local and state government, healthcare, utilities, education and financial institutions.
A good fit for
- Public-sector and regulated organisations that report to boards or councils
- Teams whose main pain is assembling periodic performance reports
- SOC 2 Type II and SAML SSO from day one
- Contributors who would rather reply to an email than log in
ClearPoint is a mature scorecard and reporting platform with strong security credentials, email-reply updates and one-click briefing books, chiefly for government, healthcare, utilities and education. Trellis is built for mid-market companies: status computed from the work rather than from measures alone, separate cadences for reviewing the work and refreshing the plan, and published prices.
Strategy platforms
AchieveIt
A plan-management and strategy-execution platform that collects progress updates on a schedule and rolls them into dashboards and reports across many plans. Sells mainly to public-sector, healthcare and education organisations, with implementation and consulting bundled in.
A good fit for
- Organisations running many connected plans at once
- Status updates collected by email on a set cadence
- Implementation and strategy consulting bundled in
- Government buyers that need FedRAMP (Low)
AchieveIt runs many connected plans at once, collects updates by email without a login, and bundles implementation and consulting into its price, which suits public-sector, healthcare and education buyers. Trellis is self-serve software for mid-market companies, with health computed from the work, coaching built into the product, and published prices.
Strategy platforms
Envisio
Strategic-planning and performance-management software built for the public sector: local and state government, education, nonprofits and healthcare. Connects plans, projects, measures and budgets to internal reports and public dashboards.
A good fit for
- Local governments and other public bodies
- Publishing progress on public, accessible dashboards
- Linking plans to public-sector budgeting tools
- Wide rollouts that need unlimited users
Envisio is built for the public sector, with unlimited users, public community dashboards and links to government budgeting tools. Trellis is built for mid-market companies, with health computed from the work, an append-only measure history, and a meeting rhythm that refreshes the plan as well as reviewing it.
Strategy platforms
Spider Impact
KPI-centred strategy and performance software built around scorecards, strategy maps, dashboards and initiative tracking, with strong data-import and analysis features. Used by commercial firms and government, and can run in the cloud, on FedRAMP hosting or on-premises.
A good fit for
- Balanced Scorecard and other KPI-heavy programmes
- Metrics pulled from many spreadsheets, databases and SaaS tools
- Government or defence buyers needing FedRAMP or on-premises hosting
- Management meetings run from live, interactive briefings
Spider Impact is KPI-centred scorecard software with strong data import, statistical analysis and hosting options up to FedRAMP and on-premises. Trellis puts the plan first rather than the KPIs: objectives with accountable owners, funded initiatives and their milestones, health computed from that work, and a rhythm that refreshes the plan as well as reviewing it.
Strategy platforms
Rhythm Systems
Strategy-execution software (Rhythm), usually sold alongside the vendor's own planning method and coaching services. Aimed at CEOs and leadership teams of mid-sized and larger companies running annual, quarterly and weekly planning rhythms.
A good fit for
- Software and facilitated coaching from one vendor
- Companies already running quarterly priorities and weekly meetings
- Tracking KPIs against red-yellow-green success criteria each week
Rhythm Systems pairs its software with its own planning method and facilitated coaching, which suits a leadership team that wants a coach and a tool from one vendor. Trellis is software you run yourselves, with the coaching built in as checks on the plan, published prices, and status computed from the work beneath each objective.
Strategy platforms
Profit.co
A broad strategy-execution suite covering OKRs, balanced scorecard, Hoshin Kanri, project and portfolio management, performance management and engagement, with AI agents throughout. Aimed at organisations from small business to enterprise that want strategy, people and project delivery in one platform.
A good fit for
- OKRs, balanced scorecard and portfolio management in one suite
- PMOs that need resource capacity and budget tracking linked to objectives
- Enterprises with compliance needs such as SAML and SOC 2
Profit.co is a broad suite that puts OKRs, balanced scorecard, portfolio management, resourcing and performance management in one platform, with the enterprise security paperwork to match. Trellis does less, on purpose: one plan from vision to milestone, its status computed from the work, and a rhythm that revisits the plan itself as well as the progress.
Strategy platforms
Ninety
A business operating system that puts the EOS method into software: vision, Rocks, Scorecard, Issues, To-Dos, the Accountability Chart and structured meetings. Aimed at growing companies already running, or adopting, EOS.
A good fit for
- Companies already running EOS
- Leadership teams built around weekly meetings and quarterly sessions
- Free view-only access for people who do not edit
Ninety is the natural home for a company running EOS: its vision, Rocks, scorecard, issues and weekly meetings are the method, with free observers and native mobile apps. Trellis follows a different method, built around focus areas, measured objectives and funded initiatives, and computes each objective's status from the work beneath it.
OKR tools
WorkBoard
An enterprise platform for OKRs, strategy execution and strategic portfolio management, with AI agents for operating cadence, portfolio analysis and manager coaching. Aimed at large enterprises; it acquired Quantive in 2025.
A good fit for
- Large enterprises that already run on OKRs
- Organisations invested in Microsoft Teams, Copilot or Slack
- Portfolio teams weighing budget, value and capacity across initiatives
WorkBoard is an enterprise OKR and strategic-portfolio platform, now including Quantive, with AI agents, portfolio budgeting and capacity, and deep Microsoft and Slack ties. Trellis is built for the mid-market company that wants its plan, its measures and its meeting rhythm in one place, with prices published.
OKR tools
Perdoo
OKR and strategy-execution software built around strategy maps, OKRs, KPIs, check-ins and meetings. Aimed at companies running OKRs that want one shared record of goals and progress, with a free tier for small teams.
A good fit for
- Teams adopting OKRs who want a free starting tier
- Goal progress pulled from many business tools
- An OKR-specific AI coach and drafting help
Perdoo is a well-priced OKR tool with a free tier, a broad integrations list and native mobile apps. Trellis is for companies whose plan is objectives, measures and funded initiatives rather than quarterly OKRs, and who want the status of each worked out from the work rather than set by a person.
Work management
Asana
A work-management platform for tasks, projects and portfolios, with a Goals feature on higher tiers that links goals to the work behind them. Suits organisations that want day-to-day execution and goal tracking in the same tool.
A good fit for
- Teams already running projects and tasks in Asana
- Goal progress that rolls up from linked projects, tasks or sub-goals
- Workload and capacity views alongside goals
Work management
monday.com
A configurable work-management platform built on boards, with portfolio, resource management and goals capabilities on its higher plans. Suits organisations that want one flexible workspace for many teams and are comfortable shaping their own setup.
A good fit for
- One configurable platform for many departments
- Portfolio views that roll up progress from many project boards
- Many people viewing work without paid seats
Asana and monday.com are excellent places to run the day-to-day work, with goals, portfolios, workload views and large integration catalogs on their higher plans. Trellis sits above that work: it holds the plan from vision to milestone, computes whether each objective is actually happening, and runs the meetings that review the work and refresh the plan.
Spreadsheets and slides
Spreadsheets and slides
A strategy deck for the offsite and the board, and a spreadsheet of objectives, measures and owners kept up to date by hand. Familiar, flexible and already paid for.
A good fit for
- A first plan, before the rhythm is settled
- A small leadership team with one person who keeps the files current
- Plans that change shape often
Most strategic plans live in a deck and a spreadsheet, and that works while one careful person keeps them true: they are flexible, familiar and already paid for. Trellis is for when the plan has outgrown that person, so that status is worked out from the work, every number shows its age, and the meeting rhythm keeps the plan itself under review.

What Trellis does not do yet

Single sign-on (SAML):: Roadmap
SOC 2 report:: Roadmap
Integrations catalog:: No (by design)
Native mobile apps:: Installable web app

Switching to Trellis

Export your plan from the tool you use now, or start from the deck or spreadsheet you present it from, and import it. Nothing lands until you have reviewed it, and anything without a named owner lands flagged rather than silently unassigned. Quantive customers facing a move to WorkBoard have a page of their own.

Take a test drive How import works Switching from Quantive

Last verified 2026-10-01

Compiled from each vendor’s public materials on the dates shown. Products change. Tell us if something is out of date: we correct errors within two business days. hello@trellisexecution.com

See your own plan in Trellis.

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Take a test drive See pricing

Trellis beside the tools you are weighing it against.

Each product, in fairness

Cascade

ClearPoint Strategy

AchieveIt

Envisio

Spider Impact

Rhythm Systems

Profit.co

Ninety

WorkBoard

Perdoo

Asana

monday.com

Spreadsheets and slides

What Trellis does not do yet

Switching to Trellis

See your own plan in Trellis.