The Intake Analytics Dashboard provides filters and charts to help your organization analyze intake volume, assignment, status, and conversion. You can report on:
- Intakes by Request Type
- Intakes by Owner
- Intakes converted to a Matter
- Intakes by Status
- Average days from creation to close
- Average days from creation to Matter conversion
In addition to the Analytics feature, you must have the Work Intake feature enabled. You must have the Dashboard Administrator role to view dashboards for your organization.
Tabs
The Intake Dashboard includes two tabs:
Intake Volume: Graphs and charts that break down intakes submitted by Request Type, Owner, and Requester.
Intake Conversion: Graphs and charts that break down intakes by status duration, and the time before an intake is closed or converted to a Matter.
Controls
Selecting the Controls dropdown reveals a list of filters. Charts update dynamically based on the selections you make.
Graphs
After configuring your filters, hover over a graph to reveal additional options. Click the three-dot ellipsis to view summary data for the graph or export it to a CSV file.