Article Summary
Use the Workload Report to assess how many projects, responses, and approvals each user or team has handled, track average turnaround time, and export data to demonstrate team utilization across AutoRFP.ai.
Estimated Time
5 minutes for ongoing reviews
Prerequisites
Admin permissions
Active projects with users or teams assigned
Familiarity with AutoRFP's project and response workflow
Step-by-Step Instructions
Step 1: Access the Workload Report
Navigate to Insights from the main menu.
Click Workload.
The Workload Report dashboard opens.
Step 2: Filter by Date Range, Users, or Teams
Use the dropdown menus in the top right corner.
Select your desired time range.
Filter by specific Users or Teams, if applicable to your use case.
The report updates to show data for your selection.
Step 3: Review Summary Metrics
Review the table showing these key metrics:
Name | What it is |
Projects Worked On | Total unique projects within that time period that a person/team has worked on. |
Total Responses | Responses worked in the period (any responses where the user has been the editor or approver, including unsubmitted or unapproved responses). |
Editor Submissions | Responses an editor has submitted. |
Reviewer Approvals | Responses a reviewer has approved. |
Projects Completed | Distinct completed projects that the user has worked on, that have a completed status. |
Avg Turnaround | Average days from response created to response approved. |
Project Owner / Customer Owner | Distinct projects where the user holds that ownership role. This is configured in the project settings. |
Step 4: Export Your Report
Click the Download button in the top right corner.
Select your desired export format.
Download the report.
💡 Tips & Best Practices
Data Accuracy:
Always submit and approve responses to ensure they're included in calculations for "Editor Submissions" and "Reviewer Approvals".
Mark projects as completed when finished to capture accurate data for the "Projects Completed" column.
Review the report regularly to catch workload imbalances early.
✋🏼 Common Mistakes to Avoid
Not submitting or approving responses before generating reports - excludes data from a user or team's editor submissions and reviewer approvals.
Forgetting to mark projects as completed - excludes the project from completed metrics.
Not approving responses after reviewing them - adds latency to the average turnaround statistic.
Need Help?
💬 Live Chat: Available in-app
📚 Learning Centre: learn.autorfp.ai/en