To access the Template Auditor and Insights page, click on Analyze > Advanced Reports.
From the following drop-down, select Requestor Diligence Dashboard.
Then select the Template Auditor and Insights page from the left side of the screen.
On this page, you'll be able to track some specific themes associated with your templates.
- Identify any templates or specific questions that are consistently going unanswered.
- Quickly see which questions are causing the most follow-up exchanges. Perhaps the question text is unclear and is causing confusion.
- Analyze how complex your templates are and see average completion rates by template.
- See which templates have been used most often in your Projects.
- Track the number of Projects that are sent out over time.
- Identify, for planning purposes, if there are seasonal spikes in the number of Projects being sent.
Refer to the video below for more information.