Analytics
Track completion rates, performance, and trends.
Analytics
Gain insights into your document collection process with comprehensive analytics and reporting.
AnalyticsDashboard Metrics
The analytics dashboard shows key performance indicators at a glance:
Overview Stats
| Metric | Description |
|---|---|
| Total Intakes | All intakes created in your organization |
| Completion Rate | Percentage of intakes fully completed |
| Avg. Completion Time | How long clients take to complete intakes |
| Active Intakes | Currently pending or in-progress intakes |
| Documents Processed | Total documents uploaded and reviewed |
Intake Analytics
Volume by Period
Track intake activity over time:
- Daily, weekly, or monthly views
- Compare sent vs completed
- Identify busy periods
- Spot trends and patterns
Status Breakdown
See the distribution of intake statuses:
- Pending
- In Progress
- Completed
- Expired
- Archived
Due Date Performance
Track how intakes perform relative to due dates:
- Completed on time
- Completed late
- Still pending past due
- Average days to completion
Template Performance
Analyze how different templates perform:
| Metric | Description |
|---|---|
| Usage Count | How many times the template is used |
| Completion Rate | Percentage of intakes completed |
| Avg. Completion Time | Time to complete for this template |
| Popular Templates | Ranking by usage |
Use this data to:
- Identify your most effective templates
- Spot templates with low completion rates
- Optimize problematic templates
Team Performance
Track team member activity:
- Intakes created per team member
- Response times
- Review turnaround
- Reminder effectiveness
Filtering Options
Filter analytics by:
- Date range - Last 7 days, 30 days, 90 days, custom
- Status - Specific intake status
- Template - Specific template
- Team member - Specific user
Export Reports
Export analytics data for external analysis:
- Configure your filters
- Click Export
- Choose format (CSV)
- Download the report
Useful for:
- Executive reporting
- Compliance documentation
- Performance reviews
- Trend analysis
Key Metrics to Watch
| Metric | What It Tells You | Action if Low |
|---|---|---|
| Completion Rate | Client engagement effectiveness | Simplify templates, improve instructions |
| Avg. Completion Time | Whether deadlines are realistic | Adjust due dates, enable reminders |
| On-Time Rate | Deadline effectiveness | Send more reminders, shorter deadlines |
| Reminder Effectiveness | Whether reminders help | Adjust reminder frequency |
Plan Availability
| Feature | Starter | Professional | Business |
|---|---|---|---|
| Basic analytics | ✓ | ✓ | ✓ |
| Template performance | - | ✓ | ✓ |
| Team analytics | - | - | ✓ |
| Export reports | - | ✓ | ✓ |