This comprehensive guide will help you leverage Cluely’s analytics dashboard to measure pilot success, track adoption, and optimize your team’s meeting performance.

Access Your Analytics Dashboard

Navigate to enterprise.cluely.com and click Analytics in the left sidebar to access your comprehensive reporting dashboard.
Analytics data updates in real-time, so you can monitor pilot progress continuously rather than waiting for end-of-period reports.

Review Organization Overview

Start with the high-level organizational metrics to understand overall adoption and performance:
  • Overall Usage Score: Composite metric showing platform engagement
  • Active Users: Number of team members actively using Cluely
  • Total Meetings Processed: All meetings with Cluely insights generated
  • Average Meeting Score: Quality metric across all team interactions
Use these metrics to quickly assess whether your pilot is meeting adoption targets and where additional support may be needed.

Analyze Team Performance

Drill down into team-specific analytics to identify high-performing groups and areas for improvement:Team-Level Metrics:
  • Usage frequency by team
  • Average meeting scores per team
  • Team-specific meeting note summaries
  • Prompt utilization patterns
Comparative Analysis:
  • Compare performance between Sales, Support, Customer Success teams
  • Identify which teams are maximizing Cluely’s potential
  • Spot teams that may need additional training or support

Individual Member Insights

Access detailed individual performance data to support coaching and development:Per-Member Analytics:
  • Individual usage scores and meeting frequency
  • Personal meeting notes and insights generated
  • AI interaction patterns and effectiveness
  • Improvement trends over time
Use individual data responsibly for coaching and support, not punitive measures. The goal is to help everyone succeed with Cluely.

Monitor Technical Adoption

Navigate to Your Organization > Members for technical health metrics:Technical Metrics Available:
  • Total Calls: Number of meetings each member has used Cluely for
  • Last Open: Most recent app usage (helps identify inactive users)
  • Latest App Version: Ensures everyone is on current software
Use this data to identify team members who may need technical support or re-engagement.

Review Specialized Reports

Access detailed end-of-pilot and monthly reports that provide deep insights into AI usage patterns:Comprehensive Usage Reports Include:
  • Detailed “Ask AI” interaction analysis
  • Categorization by use case (sales, general help, support, etc.)
  • Call-specific context for each AI interaction
  • Trend analysis and usage evolution
These reports are automatically generated and shared with admins at pilot conclusion and monthly intervals.

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Key Analytics Categories

Primary Indicators:
  • Daily/Weekly Active Users
  • Meeting Coverage Rate (% of meetings using Cluely)
  • Feature Utilization Rates
  • Calendar Integration Success
Success Benchmarks:
  • 80%+ team members active weekly
  • 70%+ of meetings utilizing Cluely
  • Consistent upward trends in usage

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Interpreting Your Pilot Data

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High-Performance Indicators

Strong Adoption Signals

  • Consistent daily usage across team members
  • High meeting coverage rates (70%+)
  • Regular “Ask AI” interactions during calls
  • Proactive pre-call brief engagement

Quality Performance Markers

  • Improving meeting scores over time
  • Decreased objection handling time
  • Higher customer satisfaction indicators
  • Increased action item completion rates

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Areas Requiring Attention

Low Adoption Warning Signs

  • Team members with infrequent app opens
  • Low meeting coverage rates (less than 50%)
  • Minimal “Ask AI” usage
  • Outdated app versions

Performance Concerns

  • Stagnant or declining meeting scores
  • Inconsistent feature utilization
  • Limited knowledge base engagement
  • Poor calendar integration rates

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Monthly and End-of-Pilot Reports

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Automated Report Contents

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Using Analytics for Pilot Optimization

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Week 1-2: Baseline Establishment

Set Baseline Metrics

  • Record initial adoption rates and technical setup completion
  • Document pre-Cluely meeting performance benchmarks
  • Establish team-specific success criteria

Identify Early Adopters

  • Recognize team members showing strong engagement
  • Use high performers as peer mentors
  • Address technical issues preventing adoption

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Week 3-4: Mid-Pilot Adjustments

Address Adoption Gaps

Action Items:
  • Reach out to inactive users for additional training
  • Review and update team prompts based on usage data
  • Schedule one-on-one sessions with struggling adopters

Optimize High Performers

Enhancement Focus:
  • Identify most effective use cases from top performers
  • Share best practices across teams
  • Refine knowledge base based on successful query patterns

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End of Pilot: Comprehensive Analysis

Your end-of-pilot report will include a comprehensive recommendation for full rollout, including:
  • Detailed ROI analysis and projected benefits
  • Specific training needs for broader deployment
  • Technical infrastructure requirements
  • Change management strategies for organization-wide adoption

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Taking Action on Analytics Insights

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For Low Engagement Teams

Additional Training

Schedule focused training sessions for teams showing low adoption rates

Technical Support

Ensure all team members have latest app versions and working integrations

Peer Mentoring

Pair low-adoption users with successful Cluely power users

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For High-Performance Teams

Best Practice Documentation

Document and share successful usage patterns across organization

Advanced Features

Introduce advanced features and customizations to maximize impact

Feedback Integration

Gather detailed feedback for product improvements and customization

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Reporting Schedule and Expectations

Available 24/7:
  • Current usage statistics
  • Live meeting scores and insights
  • Team adoption rates
  • Individual performance metrics
Recommended Review Frequency: Daily during pilot, weekly post-pilot

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Getting the Most from Your Pilot Data

Remember: The goal of pilot reporting is continuous improvement, not performance management. Use data to support and enhance team success, not to penalize low adoption.

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Success Partnership Approach

Your Cluely customer success team will:
  • Review analytics with you weekly during the pilot
  • Provide benchmark comparisons with similar organizations
  • Offer specific recommendations for improving adoption and performance
  • Help you prepare compelling business cases for full rollout

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Questions to Ask Your Data

  1. Which teams are seeing the biggest meeting performance improvements?
  2. What types of “Ask AI” queries are most valuable to your team?
  3. Are there knowledge base gaps that need to be filled?
  4. Which features are underutilized and why?
  5. What technical barriers are preventing full adoption?
Contact your customer success manager to schedule regular analytics review sessions and ensure you’re maximizing the value of your pilot data.