01
Build the report while you describe it.
Ask for an owner dashboard, technician leaderboard or department scorecard. Then tell Clark to add a measure, change the chart, move a section or show another period. Work in conversation instead of a report builder.
02
Investigate the number and act on the answer.
Open the records behind a result and ask why it moved. Set a goal or assign practice from the same place your team reviews performance.
03
Keep your company context with the conversation.
Clark works with company information and records available to the person using him. Continue from the question to the action without repeatedly pasting your background into separate AI tools.