Decisions backed by real numbers
Analytics and Reporting
Real-time dashboards show enrollment velocity, source performance, and funnel conversion — exportable for sponsors and IRBs.
What you get
- Live enrollment and conversion dashboards
- Source-level ROI on every recruitment channel
- Per-study and per-site performance tracking
- Weekly recruitment digest emailed to the team automatically
- One-click exports for sponsor and CRO reporting
Why it matters
Know exactly which channels, studies, and sites are performing. Live dashboards track conversion at every stage of the funnel, and one-click exports give sponsors and CROs the reporting they expect.
See it in action
Analytics and Reporting, inside Trialflow

FAQ
Analytics and Reporting questions, answered
What metrics does Trialflow track?+
Live dashboards cover enrollment velocity, funnel conversion at every stage, and source performance, so you can see how fast you’re enrolling and where candidates fall off.
Can I see performance per study and per site?+
Yes. Break results down by study and by site to compare protocols, spot underperforming locations, and focus attention where it’s needed.
Can I export reports for sponsors, CROs, and IRBs?+
One-click exports turn your dashboards into the recruitment reporting sponsors and CROs expect, so you’re not rebuilding numbers in a spreadsheet before every update call.
Is the data real-time?+
Dashboards update as your team works, so what you see reflects the current state of your pipeline rather than a stale weekly snapshot.
Can I tell which recruitment channels are worth the spend?+
Source-level reporting shows conversion and ROI by channel — ads, referrals, registries — so you can shift budget toward the sources that actually produce enrolled participants.
Can I customize what I see?+
Filter and segment dashboards by study, site, source, and date range to build the view that matches the question you’re trying to answer. For anything more specific, the report builder lets you filter on any field and export exactly the columns you need.
Does anything reach my team without them logging in?+
Yes. A weekly recruitment digest goes out by email with the week’s new leads, screenings, enrollments, and what needs attention — so the people who never open a dashboard still see the numbers.
See Analytics and Reporting in action
Get a personalized walkthrough tailored to your studies and therapeutic areas.