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The Analytics dashboard shows how your team uses Realm. Navigate to Settings > Analytics in the sidebar. The page has four tabs: Users, Chats, RFPs, and Reports. On the Users, Chats, and RFPs tabs, use the date range picker at the top to change the time window. On the Users and Chats tabs, the chart type button next to it switches between Bar and Area charts. The range starts on the last 30 days; the one you pick stays the same when you switch tabs and is remembered for your next visit. The headline number on the Users and Chats tabs shows the current value. When comparable data exists, it also shows the percentage change from the equivalent previous period (e.g. selecting the last 7 days compares against the 7 days before that). An up or down arrow and color show the direction of the change.

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Users

The Users tab opens by default. At the top, Active users shows the unique active users out of the users who were members at the end of the selected period. The chart below it shows a breakdown of active vs. inactive users over time. Each day uses the membership at the end of that day, so removing a member does not change earlier historical totals. Below the chart, a table lists every member with their activity in the selected period: Click Edit columns to choose which columns to show. More columns are available there: Email, Days active, Searches, Thumbs up, Thumbs down, RFPs started, and RFP rows approved. Your column choice is remembered in your browser. Click a column header to sort by it, and click it again to reverse the order. Use Filter members to find a person by name or email. If you can manage members, you can set or change a member’s team directly in the Team column.

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Chats

The Chats tab shows the total number of chat messages across Web, Slack, API, MCP, Workflow, and Operator. Chats by type breaks the total down by those sources. Chats by agent also appears when agent activity reporting is enabled and data is available.

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RFP analytics

Switch to the RFPs tab at the top of the page. Pick a date range at the top; the tab shows a set of cards for that period:
  • Activity: the RFPs started in the period, how many of those Realm has filled, and how many have been completed, plus their Avg. completion time (from starting an RFP to marking it complete). An RFP counts as filled once Realm has answered at least one question in any of its questionnaires. A project counts as one RFP however many questionnaires it holds, using the project’s own start and completion dates; an individual questionnaire outside a project counts on its own. Filled and completed counts follow the RFPs started in the period, so an RFP started earlier does not count even if it was completed in the period. The chart shows running totals across the period. It shows started RFPs by default; click RFPs started, RFPs filled, or RFPs completed above the chart to show or hide each line. Switch to Answers at the top right of the card to see the running total of answers Realm filled instead. Each answer counts once, on the day Realm first answered it; regenerating it or editing it later does not add to the total.
  • Compare date range: click Compare date range below the activity chart and pick Previous period, A year ago, or 2 years ago to compare against a range of the same length. The compared range is drawn as a dashed line, and a badge next to each total shows its change; hover over the badge to see both totals. Click the ✕ next to the compared range to turn the comparison off.
  • Approved rows: rows approved during the period. The ring shows the share approved without edits: of the approved rows that received a generated answer, the share approved without anyone editing an answer after Realm answered it. Rows answered manually or imported do not count, and an answer a person wrote before Realm filled the row does not count as an edit. Below the ring, Realm answered is the share of approved rows that have a generated answer, with a bar splitting the rows into Realm answers approved as written, Realm answers that were edited, and rows without a Realm answer.
  • RFPs per owner: the projects and individual questionnaires each person started in the period, with how many are completed, in progress, and closed (marked no-go or archived) today. Click a person to see their projects and individual questionnaires from the period with their status.
  • Rows per assignee: how many rows are assigned to each person in projects and individual questionnaires started in the period, and how many of those are approved now. Click a person to see those rows split by project and individual questionnaire, with the approved share of each.
  • Projects: the projects and individual questionnaires started in the period, with their owner, start date, and current status. Search by name, or filter by status and owner, the same way as on the RFPs page. Click a row to open a panel with its status, dates, owner, contributors (the people assigned rows), and fill stats, plus a button that opens the project or questionnaire in a new tab. A project also lists each of its questionnaires with their own status, dates, and fill stats, and the supporting files you can view.
Click Export CSV next to the tabs to download the RFP metrics as a CSV file. It also includes the fill statistics of the RFPs completed in the period, overall and for each RFP, so you can compare fill rates across RFPs in a spreadsheet.

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Reports

Switch to the Reports tab at the top of the page. Reports are Excel (.xlsx) workbooks containing overall usage data. Depending on your organization’s configuration, they can also include user, query, and agent activity breakdowns for the selected date range. To generate a report, pick a date range and click Generate. The report downloads automatically. Previously generated reports are listed below and can be re-downloaded at any time.