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Analytics and Performance Review

Written by 
Pierre Touzeau
Product Management


Performance review meetings are an essential part of any business. They provide an opportunity for teams to assess their progress, discuss their successes, and identify areas for improvement.

However, these meetings can often be time-consuming and unproductive, leaving participants feeling frustrated and unmotivated.

In this article, we'll explore some tips and tricks for running efficient analytics and performance review meetings.

Tips to improve your presentation skills

Sharing and communicating analytics insights effectively is crucial for driving better business outcomes. With the vast amounts of data available today, it can be challenging to present complex data in a way that is easily digestible for stakeholders.

However, by using a combination of tools and techniques such as data visualization, infographics, storytelling, data narratives, collaborative analytics platforms, and data storytelling workshops, you can create visually engaging and easy-to-understand presentations that help stakeholders make better decisions.

In addition, the video collaboration platform Claap can help you to optimize your meeting process by recording meetings and generating AI-generated notes. This can be particularly useful for performance review meetings, where participants can refer back to the notes and ensure that any action items are completed.

  • Data visualization tools like Tableau, Power BI, and Google Data Studio create interactive and visually appealing dashboards that make it easier for stakeholders to understand complex data.
  • Infographics present complex data in a visually engaging and easy-to-understand format. Tools like Canva and Piktochart provide templates and design options for creating custom infographics.
  • Storytelling is a powerful technique for framing data in the context of a story that helps stakeholders understand its relevance to their business objectives.
  • Data narratives provide a structured way to explain data and highlight important insights. Tools like Datawrapper and Flourish provide templates and design options for creating custom data narratives.
  • Collaborative analytics platforms like Google Sheets and Microsoft Excel allow multiple users to work on the same spreadsheet simultaneously, improving collaboration and reducing errors.
  • Data storytelling workshops provide hands-on training in data visualization, storytelling, and presentation skills, and help teams develop a shared understanding of how to communicate data insights effectively.

By using these tools and techniques, and by incorporating Claap to record meetings and generate AI-generated notes, you can improve the way analytics insights are shared and communicated within your team and organization.

Remember to focus on the most important insights, present them in a visually engaging and easy-to-understand way, and frame them in the context of a compelling story.

Using Asynchronous Video Messaging

Another approach to performance review meetings is to use asynchronous video messaging. This approach involves recording short videos in which participants can share their progress, feedback, and ideas.

Here are some tips for using asynchronous video messaging:

  1. Keep it short: Keep your videos short and to the point, focusing on the most important information. Focus on north star metrics then deep dive on most important details.
  2. Be specific: Provide specific examples and data to support your points. Zoom on key figures so that it's clear to everyone. Attach your report to the video so people can easily jump in to check reports and dashboards in details.
  3. Encourage feedback: Encourage others to provide feedback and comments on your videos, creating a more collaborative and interactive process. Highlight key moments with comments so your teammates know where their input is needed.

Improving Analytics Reviews with a Mix of Pre-Watch Videos and Live Meetings

Finally, you can optimize your performance review process by using a combination of pre-watch videos and live meetings.

This approach involves having participants watch short pre-recorded videos before the meeting, and then using the live meeting to discuss the information and identify areas for improvement.

Here are some tips for using this approach:

  1. Be organized: Before the meeting, organize your videos into specific topics or themes, such as progress updates, feedback, or new ideas.
  2. Set a deadline: Ensure that everyone has time to watch and contribute on the video. If your meeting is already scheduled, be clear when people need to contribute.
  3. Encourage discussion: Encourage everyone to leave comments on the video. It will help you drive efficient conversations during the live meetings focusing on those points.


Performance review meetings are an essential part of any business, but they can often be time-consuming and unproductive.

But with the right structure, the right tools to centralize your analytics and the rituals that work best for your organization to align on it, you can create a powerful data-centric culture.

Good luck!

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