Analytics overview - Clearline

Clearline analytics are built into the operational surfaces your team already uses: conversations, contacts, opportunities, tasks, schedules, calls, and outbound campaigns.

Where to look

Area	What it helps answer
Messages	Which conversations are unread, assigned to you, active, handed off, or completed.
Contacts	Which customers match a field, owner, communication history, or follow-up condition.
Opportunities	How pipeline work is distributed by stage, owner, and custom fields.
Tasks	Which follow-ups are due, assigned, overdue, or completed.
Schedules	Which appointments exist by date range, advisor, appointment type, and contact.
Calls	Which calls occurred and what status, transcript, or summary is available.
Outbound	Which campaigns and recipients are active, completed, or waiting on the next step.

Core tools

Views to switch between common layouts or saved perspectives.
Filters to narrow a table, board, or calendar.
Display options to choose visible columns.
Activity timelines to inspect historical changes.
Detail panels to see linked records and context.

Screenshot placeholder: add examples of a filtered contacts table, opportunity board, and schedules calendar.