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Project Template Reporting
Our organization has been building project templates as a way to help streamline project onboarding and to help with unsolicited responses. We can see a used count overall under Project Templates for how many times the project is used, but we lack insight into who is using and what they are using it for. I don't know if…
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Intake Reporting
How are you capturing metrics for projects not included in the tool. There are situations where projects don’t get created past the intake due to a few reasons such as unsupported language requirements, non-importable format, etc. Are there any good ways to track this? A field on intake? Would love more information on how…
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How does your organization utilize reporting within Responsive?
Hi all! Looking for some info on how you're all utilizing the reporting features within Responsive and what metrics/KPIs you track regarding questionnaires, etc. For example: turnaround time, number of projects, number of questions, average time spent per question, YOY projects, win rates, $ contribution, all of that good…
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Metrics for Reporting (Custom Fields)
Why doesn't every Custom Field have the "reportable" option? Custom Fields coming from our integration with CRM are not reportable. How can I make these items reportable? Below is a screenshot of one of our Custom Fields that is retrieved through CRM.
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Latest Coffee Chat: Driving Success with Responsive Reporting featuring special Guest!
A round of applause for @Andrew Mersman, our fantastic guest panelist on today's Coffee Chat! 🌟 He shared invaluable insights into how his team maximizes Responsive's Reporting Feature and Salesforce to drive data-driven decisions. 📊 Don't miss the recording and feel free to connect with Andrew in the Community or thread…
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AI Assistant ROI
Hello, I was wondering if anyone has any insights on how to measure the value of the AI Assistant. Has anyone quantified the benefits of using an AI Assistant such as time saved in a day-to-day workload, accuracy of answers provided, increased win rates, and other such metrics?
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Reporting | Coffee Chat
Data is the name of the game as we focus on squeezing the most insight out of your instance in our latest Reporting Coffee Chat. We explore best practices and tips for utilizing all of RFPIO’s internal reporting features. We discuss: Executive Dashboard Report (3:47) Email Report (9:15) User Login Activity Report (10:24)…
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Double Header: May Release Webinar + Reporting Coffee Chat
Fitting with the summertime weather + baseball season, we have a Double Header this week! On Wednesday (6/7) at 9:30 AM PT, register for the May Release Webinar. It'll be a shorter one this month (30 minutes!), but if you have questions about any releases or enhancements from Q2, feel free to join! On Friday (6/9), at 9:30…
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Reporting on multiple users
If multiple users are assigned as authors to a question, is it possible to get reporting insights on which user actually completed the question?
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Consolidated versus Descriptive Time Tracking
What is the difference between consolidated time tracking and descriptive time tracking in the report output?