Analytics

Use the Analytics dashboard to track team usage, playbook performance, and time savings across your organization with filters and charts.

The Analytics dashboard shows usage, playbook activity, recurring risks, and estimated time saved. Admins can view organization-wide data, while Contract Reviewers can view their personal analytics.

Dashboard sections

Overview

The Overview tab summarizes activity across document review, Composer, and playbook workflows:

• Documents reviewed — unique documents analyzed across supported review workflows. A document counts once even when reviewed through multiple workflows.
• Questions answered — responses generated across Word add-in Composer and web chat.
• Time saved — an estimate based on activities such as chat responses, accepted redlines, generated playbook checks, drafted sections, and reading time for attached sources.
• Redlines accepted — AI redline suggestions applied to documents.
• Usage components over time — activity across Composer, playbooks, and document review.
• Memory improvements
• Playbook refinements
• Total learning events

These knowledge capture metrics show how Pincites is learning from your team.

Risk analysis

The Risk analysis tab includes:

• First-party and third-party documents reviewed
• High-risk and unresolved high-risk issues
• Recurring document issues, including severity, documents affected, failure rate, and resolution rate

Users

The Users tab compares documents reviewed, questions answered, and estimated time saved across team members. Contract Reviewers see personal analytics, while organization-wide user analytics are available to admins.

Playbooks

The Playbooks tab compares documents reviewed by playbook over time.

Charts, cards, and tables with an export control can be downloaded as CSV files.

Filtering the dashboard

The filter row at the top of the dashboard controls what every chart, card, and table on the page reflects. Filters are persisted between sessions.

Date range

Use the Date range chip to scope metrics to a time window. Presets include last week, last month, last quarter, and last year.

Select Custom range to pick an arbitrary start and end date. The selected window is displayed as MM/DD/YYYY – MM/DD/YYYY and applies to every chart on the page.

Granularity

Use the Granularity chip to choose how metrics are bucketed over time:

• Daily
• Weekly (default)
• Monthly
• Quarterly

Granularity affects time-series charts such as Documents reviewed, Usage components over time, and Time saved. Pair a custom date range with monthly or quarterly granularity to report on longer reporting periods (for example, monthly documents reviewed per user).

Other filters

• Playbooks — narrow metrics to one or more playbooks.
• Users — narrow metrics to specific team members.
• Paper type — first party paper, third party paper, or both.

Each chip has its own inline clear (X) so you can reset filters individually.

Use dashboard insights

Use the dashboard data to understand adoption, guide training, and demonstrate value across your organization:

• Use the user metrics table to find team members who may need training.
• Identify power users who can share best practices.
• Filter by playbook to compare adoption across contract types.
• Track time saved to demonstrate value to stakeholders.