Using Analytics

ClaimPort's analytics help you understand your claims data and make better business decisions.

Analytics Dashboard

Overview Metrics

Key numbers at a glance:

• •Total claims
• •Resolution rate
• •Average resolution time
• •Customer satisfaction score

Trend Charts

Visualize data over time:

• •Claims volume by day/week/month
• •Resolution time trends
• •Approval rate changes
• •Cost analysis

Available Reports

Claims Summary

Overview of all claims:

• •By status
• •By product category
• •By resolution type
• •By time period

Financial Analysis

Understand the cost impact:

• •Total refunds issued
• •Replacement costs
• •Recovery from suppliers
• •Cost per claim

Team Performance

Measure team productivity:

• •Claims per agent
• •Average handling time
• •Quality scores
• •Customer feedback

Product Quality

Identify problem areas:

• •Products with highest claim rates
• •Common defect types
• •Supplier performance
• •Batch/lot issues

Customer Insights

Understand your customers:

• •Claims by customer segment
• •Repeat claim rates
• •Customer lifetime value impact
• •Geographic distribution

Using Filters

Refine any report by:

• •Date range
• •Product category
• •Team member
• •Claim status
• •Customer type
• •Resolution type

Exporting Data

Export reports to:

• •PDF - For presentations and sharing
• •Excel - For further analysis
• •CSV - For data processing
• •Scheduled Email - Automatic delivery

Creating Custom Reports

Step 1: Select Metrics

Choose what to measure:

• •Claim counts
• •Dollar values
• •Time metrics
• •Percentages

Step 2: Add Dimensions

Group by:

• •Time periods
• •Products
• •Categories
• •Team members

Step 3: Apply Filters

Narrow the data:

• •Specific date ranges
• •Selected products
• •Particular statuses

Step 4: Save and Share

• •Name your report
• •Set refresh schedule
• •Share with team members
• •Add to dashboard

Key Insights to Track

1. 1.Claim Rate: Claims as % of orders
2. 2.First Response Time: How fast you reply
3. 3.Resolution Time: Total time to close
4. 4.Cost Per Claim: Average claim cost
5. 5.Recovery Rate: % recovered from suppliers