Review client engagement, approval turnaround and delivery outcomes.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Pending | 37 | ||
| Approved | 10 | 27% | |
| Rejected | 2 | 20% | |
| Requested changes | 1 | 50% |
Sample counts per stage
Per Account × portal site × client user: 30-day login count, document downloads, approvals submitted, comments posted. Drills from Account into client user into the per-event client activities grain. The Account Manager’s daily landing report.
Per approval request type (Deliverable, change order, Invoice, Milestone): mean and p90 hours from RequestedAt to DecidedAt, broken down by portal project and requested from client. Surfaces slow approvers and slow approval categories.
Per requires acknowledgment document share in the trailing 90 days: recipients, downloaded count, acknowledged count, percent acknowledged. Surfaces shares not landing with the right audience.
Per Account × client user: Last login at, days since login, client role, assigned Account Manager. The list driving the monthly re-engagement campaign.
Per portal site: total invited, activated, active-30-day, active-7-day, with invite-to-activate and activate-to-engaged conversion rates. The Portal Manager’s adoption KPI.
Every approval decision in the period with approval request, Type, client user, Decision, signed at, from IP, and the source-record callback status. The auditable decision register.
Per email template per portal site per week: sends, opens (via digest open magic links redemption), bounces (via integration callback). Surfaces template fatigue and deliverability issues.
Per portal project in the trailing 30 days: open threads, replies, client user participants, internal participants, mean time-to-first-reply. Surfaces stalled threads and disengaged projects.
Start free, then use Proto to change fields, steps and approvals before your team goes live.