Admin Tools

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Review intake pipeline health

Navigate to the “Tickets” tab on the Analytics page to review the number of tickets submitted and completed over any date range. Through this view, you can assess how effective your team is at managing the intake volume it faces on a daily, weekly, or monthly basis.

Click on Dashboard…

Under the “Ticket Status” tab, you can gain a live look at where all active tickets are in the intake pipeline. Over any date range, you can review the number of tickets across each ticket milestone, namely:

  • In progress
  • Hold
  • Signature
  • In review
  • Countersign
  • Complete
Click on Dashboard…