The Project management dashboard provides leadership with a high-level view of the organization's questionnaire and proposal lifecycle beyond the first autofill. These insights are based specifically on projects completed within the selected period, offering a clear picture of team efficiency, delivery speed, and individual accountability.
Overview Section
The Overview section highlights global performance trends compared to the prior duration, allowing you to quickly assess if your project delivery is improving.
Projects completed: The total number of unique projects finalized during the selected timeframe.
Median completion time: The typical number of days it takes for a project to move from creation to completion.
On-time completion (%): The percentage of projects delivered on or before their specified due date.
Questions handled: The total volume of individual questions processed across all completed projects.
Delivery Manager Insights
This section tracks the performance of your primary project Delivery Managers. It is an essential tool for identifying your top-performing leads and those who may require additional support.
The table ranks managers based on:
Projects completed: Total project count per manager.
Median completion time (days): Individual speed of delivery.
On-time completion (%): The manager's reliability in meeting deadlines.
Questions handled: The specific workload volume managed by that individual.
Collaborators Insights
The Collaborators insights table provides a granular look at the team members handling the day-to-day tasks within your projects.
Responder vs. Reviewer Views
You can toggle the table to see performance based on specific roles:
Responder: Metrics for users assigned to draft responses.
Reviewer: Metrics for users assigned to approve or finalize drafted content.
Collaborator Metrics
Tasks completed: The total number of individual question assignments finished.
Tasks turnaround time (hrs): The average time a collaborator takes to complete an assigned task once it is received.
On-time task completion (%): How often the individual meets their specific internal task deadlines.
Managing the Insights View
Date Range Selector: Filter all project data by a specific timeframe (defaults to 30 days) to track monthly or quarterly performance.
Advanced Filtering: Click the Filter icon to drill down into the dashboard by specific teams or product lines to see who is handling the most complex proposals.
Interaction: Hovering over the information (i) icon next to section headers provides additional context on how these metrics are calculated compared to prior durations.