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.

Project Reports

When a project is marked as fully Complete, Iris will generate a report of project analytics specific to the activity in that project. These metrics include:

1) AI Efficiency

Measures how accurate Iris's original AI-generated answer was compared to the final approved answer. Each approved answer is scored at finalization — the score reflects how much the human editor had to change from the AI draft. Answers that were approved without any edits are counted as 100% (the AI was correct first time). The overall % is the average across all approved answers in the project.

2) Source Utilization

The percentage of approved questions whose answers include source citations. A question counts toward this metric if any of its answers has a non-empty citations list attached. It does not measure whether Iris-generated content was retained in the final answer — it measures whether sources were cited at all.

3) Avg. Revisions

The average number of distinct editing passes per question across the project. A new revision is counted each time a reviewer switches away from editing a question and then returns to edit it again (within or across sessions). The denominator is all questions in the project — including unedited ones — which is why values below 1.0 are common. A score of 0.5 means most questions were either approved without edits or edited in a single uninterrupted pass.

4) Average Active Time

The total time reviewers spent actively editing the project, broken into sessions. A session runs from when a reviewer opens the editor to their last action before 5 minutes of inactivity — at which point the session ends silently and a new one begins on next activity. Time when the browser tab is hidden is also excluded. This means the metric reflects genuine editing time only, not idle or stale time. A lower average typically indicates reviewers are making quick, focused edits rather than leaving the editor open.

Video: Reporting Dashboard in Iris