Analytics

Onboarding volume, velocity, and process metrics

Last refreshed: 09:19 AM

Key Performance Indicators

In Progress

Pending Steps

Blocked / Errors

Efficiency Score

Workflow Performance?

Active Workflows0

Total Executions0

Recent Runs0

Success Rate0%

Efficiency & Time Tracking?

Avg Step Transition

Time between steps

Avg Onboarding Time

Full cycle

Completed Investors

All steps done

HITL Steps

Require human action

AI Impact & Remediation Performance?

AI-Assisted Steps

Steps w/ confidence scores

High Confidence

>75% confidence

Time Saved

vs. manual review

Avg Remediation

Blocked → Completed

Close Date Performance?

On-Time Closures

0 completed

Close Ahead Schedule

Onboarded before close date

Remediated Steps

Blocked → Fixed

Workflow Success

Executions completed

AI Confidence Distribution & Flow Blocks?

Confidence Score Ranges

90-100%0

75-89%0

50-74%0

<50%0

Flow Blocks Breakdown

Blocked Steps0

In Progress0

Pending Review0

Completed0

Workflow Execution Health

Success Rate0%

Recent Runs0

Blocked Executions0

Active Workflows0

Investor Volume by Onboarding Step

Step Status Distribution

Steps by Type

FA Efficiency — Error Analysis

No data