Cycle time funnels, completion rates, aggregate analytics, and template performance — understand how briefs flow through your agency.
Visualize how long briefs spend in each workflow stage — from submission to review to approval to production. Identify bottlenecks where briefs stall and take action to speed up your pipeline. Filter by template, client, or team member to drill into specific workflow patterns.
Track what percentage of briefs reach completion versus those that are abandoned, rejected, or stuck in review. Break down by template type to see which brief formats have the highest success rate. Low completion rates signal template complexity issues or unclear requirements.
Compare templates against each other — which ones produce the highest quality briefs, which have the fastest turnaround, and which generate the most revisions. Use these insights to refine your templates over time, removing friction from your best-performing workflows.
Dashboard widgets show total briefs in progress, average time to approval, briefs awaiting review, and briefs converted to quotes. Eight aggregate queries power the analytics dashboard, giving you a real-time pulse on your agency's brief pipeline across all clients and projects.