Product guide
Analytics
Export: Available on most tabs — downloads as a CSV file. There is no PDF or PPTX export from Analytics for now. Please reach out to your Account Manager if you are interested in custom reports.
Funnel Health
Shows how projects move through your pipeline over time, where they stall, and how your conversion rates compare to industry medians.
Summary metrics
Displays counts for each pipeline group: Ideas, Leads (Discovery), PoCs, Implementations.
Charts
| Chart | What it shows |
|---|---|
| Project Flow | Visual funnel showing distribution across your four pipeline groups |
| Projects by Time | Stacked bar (monthly or quarterly) — projects started across pipeline stages over time |
| Conversion Rates by Transition | Your conversion rates at each stage transition vs. prior quarters and industry median |
| Median Days in Phase | How long projects spend in each phase on average. Industry median shown as reference line |
| Activity by Department / Team / Tag / Category | Breakdown of project activity by your chosen grouping |
Financial
Tracks the monetary impact and budget health of your PoC programme. Requires financial data to be entered on individual projects.
Net Benefit cards
| Card | What it shows |
|---|---|
| Realized Value | Projects in Implementation & Scale |
| Expected Value | Projects in Implementations pipeline |
| Projected Value | Projects in PoC Planning, Execution & Success |
| Forecasted Value | Projects in early stages and Assessment |
Charts
| Chart | What it shows |
|---|---|
| Return on Investment | Cumulative ROI since programme start |
| Budget | PoC Budget Spend vs. Projected Spend |
| Spend by Team | Budget allocation per innovation team |
Learnings
Aggregates all learnings logged on PoC-stage projects across your portfolio — filtered to PoC and later stages only.
Columns: Project, Learning, Stage (PoC Success / PoC Fail), Created, Team
Export as CSV to share learnings across the organisation.
Company Insights (Beta)
Aggregate visual overview of every startup your organisation has engaged with. Data improves as more projects and companies are added.
Portfolio overview metrics
Added to list · Assessed · Tested · Median company age at PoC · Median funding stage
Charts
| Chart | What it shows |
|---|---|
| Selected startup funding growth | Funding trajectory of your PoC companies from first engagement to today |
| Top countries · Funding stage distribution | Headquarters and funding maturity — filterable by engagement status |
| Company reuse across projects | Companies appearing in multiple projects — a signal of internal traction |
Data Health
Surfaces missing or incomplete fields that affect the accuracy of your Analytics charts. Work through Critical issues first — they have the largest impact on chart accuracy.
Health Score
A percentage reflecting how complete your project data is. Shown as an example in documentation — your score reflects your actual data.
Issue severity levels
| Level | Meaning |
|---|---|
| Critical | Missing field significantly affects a chart — fix these first |
| Info | Missing field has minor or indirect impact |
Example issue types
| Issue | Category | Detail |
|---|---|---|
| PoC cost not recorded | Financial | Affects: Financial Summary, Spend Breakdown, ROI |
| Team not assigned | Attribution | Required for team-level analytics breakdowns |
| No tags assigned | Attribution | Required for tag-based analytics breakdowns |
The full list of issues for your organisation is shown in the platform. This page shows representative examples of the types of issues you may encounter.