Dashboard & Analytics
Understand your processing metrics — volume, success rates, and trends at a glance.
Dashboard & Analytics
The Analytics dashboard gives you a bird's-eye view of how your document processing is performing. No spreadsheets to build, no numbers to crunch — it's all calculated for you in real time.
Getting There
Click Analytics in the left sidebar. You'll see your dashboard with key metrics and charts.
Key Metrics
Submission Volume
How many documents are flowing through your system:
- Total submissions — overall count for the selected time period
- By channel — breakdown showing which channels are handling the most volume
- By status — how many are completed, in progress, failed, or in review
- Trend — is volume going up, down, or holding steady?
Success Rate
The percentage of submissions that make it through the entire pipeline without needing human intervention:
- Auto-approved — passed all validation and delivered automatically
- Needs review — flagged for human review
- Failed — couldn't be processed
A high auto-approval rate means your channels are well configured. If it's lower than you'd like, check your Validation Rules — they might need tuning.
Processing Time
How long it takes from submission to delivery:
- Average time — typical processing duration
- By stage — where time is being spent (classification, extraction, validation, delivery)
Most submissions complete in under a minute. If you see consistently longer times, it could indicate complex documents or high system load.
Delivery
How reliably results are reaching your endpoints:
- Delivery success rate — percentage of deliveries that succeeded on the first try
- Failed deliveries — count of deliveries that needed retries or manual intervention
- By method — breakdown between webhook and Google Sheets
Filtering
You can filter the dashboard by:
- Time period — today, this week, this month, custom range
- Channel — view metrics for a specific channel or all channels
- Document type — see how different document types perform
Using Analytics to Improve
Here are some practical ways to use these numbers:
| What you see | What it might mean | What to do |
|---|---|---|
| Low auto-approval rate | Validation rules are too strict | Loosen confidence thresholds or review which rules are triggering |
| High review queue | Documents are low quality or unusual | Check source document quality; update classification rules |
| Slow processing times | Complex documents or template issues | Review extraction templates for unnecessary fields |
| Failed deliveries | Webhook endpoint issues | Check your receiving system's availability |
| Volume spike | New client or seasonal increase | Verify channels can handle the load |
Cost Tracking
Under Costs in the sidebar, you can see a breakdown of your processing costs:
- Per channel — which channels are costing the most
- Per document type — cost by the type of document processed
- Trend — how costs are changing over time
This helps you understand your usage and plan your budget accordingly.