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A Guide to the Performance Page
A Guide to the Performance Page

This article details information available in the Red Marker performance page

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Written by Emily Mickan
Updated over 7 months ago

The Red Marker performance page provides enriched data and visually appealing charts and graphs to display key Red Marker metrics on user activity, identified risks, document uploads, pending reviews and more.

This article is divided into the correlating sections of the performance page, so you can easily find the information you are looking for.


Users

Different user types have select access to information within the performance page.

  • As a Client Admin User, you can view all users stats, risks identified across all documents and rule performance

  • As a Standard User, you can see how many risks were identified across documents and how the rules are performing.

If you are unsure of your user permissions, please reach out to your Client Success Manager.


My team

The My team table provides Client Admin Users with an overview across all users, including:

  1. Number of Logins

  2. How many documents were uploaded

  3. How many reviews were completed

  4. How many reviews are still pending

Filters may be applied for user, App or Add-ins and date range.

Note: The filter default setting will display data on ‘All users’ who have used ‘Red Marker App' within the ‘Last 7 days’.

Metrics for reviews sent to Red Marker via URL Import, or conducted in the Red Marker Word Add-in, PowerPoint Add-in, Figma Add-in, and Google Docs Add-in can be accessed through the drop-down filter on this page.


To view how many documents were sent to Red Marker via the URL Import feature, or were review in the Microsoft Word Add-In, PowerPoint Add-in, Figma Add-in, or Google Docs Add-in, please select the appropriate filter:


If you would like further information about accessing the Red Marker Word Add-in, PowerPoint Add-in, Figma Plugin, or Google Docs Add-On, please contact your Client Success Manager.

To download the My team metrics in .csv format, please click the download icon:


Document Performance

The Document Performance section provides insight across following:

  • Number of uploaded documents

  • Total risks found across all documents

  • Average risks found across all documents

  • Median review time to review documents

Note: Review time measures the amount of time a user spends acting on the risks raised in a review before marking the review as complete. The functionality to mark a review as complete is only available in the Red Marker App. Therefore we do not display review time data for the Word Add-in, Power Point Add-in, Figma Add-in, or Google Docs Add-In, or for reviews completed in any integrated systems.

The percentage trends are the difference between the selected time frame and the same preceding time frame. i.e. it will be the percentage difference between the selected last 7 days, and the 7 days before that.

Risk Breakdown Graph

The document performance section also provides insight by graphical representation detailing the following metrics:

  • Risks identified

  • Dismissed rules

  • Risks which are yet to be resolved

You can view Risk breakdown on this chart by "Total" or "Average" based on your self-selected date range.

Trend Analysis: Over a designated time period, you can observe the percentage change in risks detected, as well the percentage change in median time spent reviewing documents. A downward trend in percentage would indicate efficiency gains.

Note: For reviews completed in integrated systems, the Performance tab can only display data about dismissed and pending risks per document if the customer configures their system to send that information to Red Marker.


Rule Performance

The rule performance page provides insight on how each rule is performing by providing these metrics:

  • Number of active rules

  • Average rules triggered per document

The Rule breakdown table includes:

  1. Name of the rule

  2. Description of the rule

  3. Total Risks for that rule detected in the set time frame

  4. Dismissal percentage (how many times a rule was dismissed)

Trend Analysis: Rule performance trends can be indicative of rule optimizations that can be made to ensure the rules are as performant as possible. (i.e. If there is an ongoing % increase in the amount of times a rule was dismissed, we can review this rule as required for its efficacy)

Note: For reviews completed in integrated systems, the Performance tab can only display data about dismissed and pending risks per rule if the customer configures their system to send that information to Red Marker.

To download the Rule breakdown metrics in .csv format, please click the download icon:


If you have any questions regarding the performance page, please reach out to your Client Success Manager or use the Intercom button in Red Marker to contact support.

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