How to Build a Quarterly Report in Under 2 Hours

Angel Oh

Product Manager II & Former Synchronized Swimmer

Angel works alongside the product team to help build new features and improve customer experience.

We’re not saying your team only needs two hours to prep for a quarterly review… but with ClearPoint, they could.

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We’re not suggesting you only give your teams two hours to prep for a quarterly review...

But hear us out.

While most teams are still trying to figure out who owes what update, the best strategy teams are already walking into their executive review meetings with polished reports, AI-generated insights, and full confidence.

“How?” You might ask. They’ve streamlined every part of the prep process—automating the busy work, surfacing the insights, and bringing focus to what matters for better decision-making.

And with ClearPoint, we've helped these teams made the impossible quarterly prep timeline… possible. Here’s a behind-the-scenes look at how top-tier teams go from chaos to clarity, in under two hours.

0:00 – Hit the Ground Running with Workspaces🖥️

Launch your personalized ClearPoint Workspace

Everything you need—your owned elements, notifications, key reports, and pending tasks—is front and center. No more clicking around to find your priorities. It’s go time.

Make sure everyone on your team has a clear view of their Updates, can collaborate with @Mentions, and access their Scorecards, so that they can quickly navigate to all the information that is relevant to their role.

0:03 – Automate Your Reporting Workflow 📬

Set up automated reminders go out.

During this step, admin can assign all of the updates to their relevant owners. Here, the reporting workflows automatically route the right tasks to the right people with custom instructions and due dates. Once the initial set-up is complete, the workflow handles the rest!

All of the requests and reminders will be automated from there. No chasing down updates. No emails back and forth with new versions of spreadsheets. Progress is tracked live, so you know exactly what’s done and what still needs a nudge.

0:15 – Quick Updates, Smart Insights ✍

Team members jump in to make the 1–3 updates they own.

Next, your team can dive into their personal workspace and make their updates. Each owner focuses only on their slice of the strategy—whether that’s a KPI, project, or goal.

Use the AI Assistant to review your data—current values, targets, trends, and evaluations—and create a clear performance summary and generate explanations for what’s driving results (good or bad). This AI analysis gets you 80–90% of the way there, with the ability to then add your own expertise and context to deliver a comprehensive analysis.

Take this one step further by using AI to suggest the next steps and recommendations, so that you can bring actionable ideas to your next review meeting.

Check out our blog on the top 5 AI prompts every manager should be using.

0:45 – Visualize Insights with Modern Charts 📊

Charts that don’t just look good—they tell the story.

Whether it’s a performance gauge, waterfall chart, or combo bar/line view, data comes alive in ClearPoint. You’re not just presenting numbers—you’re showing impact. Make sure to include some compelling data visualizations to wrap up your updates.

🔎 Admin Pro-Tip: Use the Dashboard View to compare all department charts at a glance.

0:55 – Confetti. Yes, Really. 🎉

🏁 Finish your updates and get a little celebration.
It’s a small thing, but it feels good. When your reporting period is fully updated, ClearPoint lets you know—with visual confetti. Why? Because strategy should feel satisfying.

1:05 – Final Approval Workflow: Buttoned Up ✅

Managers review, approve, or request changes in one centralized spot.

No mystery changes. No back-and-forth emails. With version history and pending approval indicators, everything is transparent and on the record.

If there are questions about performance, create a live discussion using @mentions within the element. This step allows for complete quality control and also creates an opportunity for improved collaboration.

1:20 – Create a Smart Summary 🧠

ClearPoint’s AI Assistant reviews updates across the scorecard.

Once all of the updates are in, ClearPoint’s AI Assistant can review the information across the scorecard to create a full executive summary.

Flags red status items with smart recommendations

Drafts text analysis for each department’s updates

Highlights trends, risks, and suggested next steps

🤖 Admin pro-tip: let your team know the executive summary was made using AI and to review the update on their section. This encourages engagement and pre-review meeting preparation.

1:30 – Generate the Briefing Book in One Click 📘

ClearPoint automatically assembles a polished, professional pre-read.

Select the elements, use HTML format for interactivity, and hit export. It even tracks which reports you used last time so you’re not starting from scratch.

1:45 – Review Time: You’re Ready 🎯

With AI summaries, visuals, and status reports in hand, you're ready to lead a strategic discussion.

No scrambling. No surprises. Your review meeting can be a focused conversation on what matters: performance, risks, and where to go next.