Analytics Dashboard

Overview

The Analytics Dashboard provides complete visibility into your document processing performance. It tracks how long documents spend at each stage of their journey — from import to export — and helps you identify bottlenecks, compare performance across organizations, document types, and suppliers, and benchmark your results against the DocBits Global Average.

Every document travels through distinct stages:

New (imported) → Running (processing) → Ready for Validation (awaiting user review) → Pending Approval (awaiting approval) → Export (completed & exported)

Time passes at each stage — the Analytics Dashboard tells you exactly how much, and where to focus your improvements.

Two Types of Bottlenecks

The dashboard helps you distinguish between:

• System Bottlenecks — How long DocBits is busy with automatic processing (OCR & text extraction, document classification, field extraction, automatic validation). Optimizable through configuration and system resources.

• User Bottlenecks — Time spent waiting for manual validation and approval (queue wait time, manual data correction, review & validation, approval workflows). Optimizable through workflow and resource allocation.

How to Activate

The Analytics Dashboard is controlled by a module setting. Once enabled, an Analytics Dashboard entry appears in the left sidebar.

1. Navigate to Settings → Document Processing → Module → Dashboard and Analytics.

2. Enable the Analytics Dashboard option.

Note: The Analytics Dashboard requires an AI Dashboard Subscription.

Note: Access to the Analytics Dashboard is limited to users with administrator rights.

Flow Types

Choose the right lens for your analysis. Each flow type gives you a different perspective on the same data.

Flow Type	Purpose	Key Question
Status	Track document lifecycle from import to export	"What is the overall time of my documents from import to export?"
Processing	Technical module performance analysis	"Which processing steps are bottlenecks?"
User Interaction	Human touchpoints and wait times	"How long do documents wait for users?"

Use the Flow Type switch at the top of the dashboard to toggle between perspectives.

Status Flow

Tracks the document journey from New to Exported — useful for end-to-end lifecycle analysis.

Processing Flow

Analyzes performance across all technical processing modules (OCR, classification, extraction, validation) — useful for identifying system-side bottlenecks.

User Interaction Flow

Focuses on human touchpoints — queue wait time, manual validation, review and approval — useful for identifying workflow and staffing bottlenecks.

Filter Options

The dashboard supports powerful multi-dimensional filtering. All charts, cards, and tables update in real time based on the active filters.

Search

Instantly locate any document by name or unique ID.

Flow Steps

Select specific steps to focus your analysis. Toggling steps on/off also recalculates timing metrics on the other components of the dashboard.

Sub-Organization, Document Type, Supplier, Group

Compare performance across:

• Sub-Organizations — different business units or tenants

• Document Types — invoices, purchase orders, delivery notes, etc.

• Suppliers — to identify which suppliers cause the longest processing times

• Groups — to compare performance across assigned user groups (available for the Status and User Interaction flow types)

Note: The Group filter only applies to documents that are assigned directly to a group. Documents assigned to an individual user — even if that user is a member of a group — are not included in the group filter results.

Only Exported Documents

On by default — only documents that have completed export are considered in the dashboard metrics.

Note: Disabling this can result in inaccurate average values, since documents that have not yet completed are also included in the calculations.

Time Range

Analyze any period from 7 days up to a full year, or set a custom range using the date picker.

Flow Steps Cards

Each card represents a flow step based on the selected Flow Type. The cards adapt to your selection — showing lifecycle stages for Status, processing modules for Processing, or user touchpoints for User Interaction.

Each card displays:

• Min, Avg, Max times for the step

• A comparison between your Avg Time and the DocBits Global Average (when the comparison toggle is on)

• A selection circle to include or exclude the step from the aggregate timing calculations used by the Average Time Chart, Time Trend Chart, and Data Table

A Select All toggle in the header lets you include or exclude every step at once.

Compare with Global Average

The Compare with Global Average toggle controls whether the DocBits Global Average is shown on the cards and in the chart. When enabled, the average time on each card is color-coded:

• Green — your Avg Time is at or below the Global Average

• Orange — your Avg Time is up to +25% above the Global Average

• Red — your Avg Time is +25% or more above the Global Average

Average Time Chart

The Average Time Chart visualizes how processing time is distributed for the selected flow steps. Use the Group By selector to compare across different dimensions:

• Flow Steps — see which steps consume the most time

• Sub-Organization — identify variations between business units

• Document Type — compare processing times across document types

• Supplier — discover which suppliers have the longest processing times

• Group — compare across assigned user groups (Status and User Interaction flow types only)

When Compare with Global Average is enabled, the chart also displays the DocBits Global Average for benchmarking.

Top Documents

The Top Documents card lists individual documents matching the active filter set, ranked by total time spent.

• Sort order toggle — switch between descending (slowest first) and ascending (fastest first).

• Page size dropdown and pagination — page through the result set.

• Hide / show a document via the eye icon next to it — hidden documents are excluded from all timing calculations on the dashboard.

• Hide / show all documents in the filter via the eye icon in the header.

• Click a document (filename or progress bar) to copy its Document ID to the clipboard.

Time Trend Chart

Track performance trends over time and spot anomalies. The Time Trend Chart shows the Avg Time of the currently selected flow steps and can be grouped by:

• Flow Steps — one line per selected step

• Sub-Organization

• Document Type

• Supplier

• Group (available for the Status and User Interaction flow types)

This makes it easy to detect a sudden spike for a specific supplier, or a gradual increase for a specific document type, before it becomes a critical problem.

Data Table

The Data Table provides full access to all underlying row data for the active filter set.

• Drag columns into the Hidden Columns panel (left of the table) to remove them from the view. Hidden columns are used for aggregation — Min / Max / Avg timings are recalculated dynamically based on the visible columns. Drag a chip back to the table (or click the + icon) to restore the column.

• Sort by clicking column headers and reorder columns by drag-and-drop.

• Download CSV via the button in the card header — only the currently visible columns are exported.