Reports

Leverage Iris’s reporting capabilities to gain valuable insights into project and organizational performance.

Key Features:

1. Project Metrics:

   • Total Number of Projects.

   • Total Deal Value

   • Average Revisions per question

   • Average Time to Completion.

   • Average Accuracy (compares the initial generated answer to the final approved response).

2. Obligations:

   • Automatically track promises and obligations made during RFP submissions, ensuring transparency and accountability. Download them for Customer Success handoffs, Implementation Managers, Solutions Architects and CRM Notes.

3. Global Reporting:

   • Analyze trends across all projects, such as:

     • Top contributors.

     • Average completion times.

     • Revenue impact per project.

Best Practices:

• Regularly review metrics to identify bottlenecks and areas for improvement.

• Use deliverable tracking to maintain alignment between commitments and outcomes.

Reporting Dashboard in Iris