Understanding Meeting Analytics

Meeting analytics give you visibility into how attendees engage with meeting materials, helping you understand board preparedness and identify opportunities to improve engagement over time.

Accessing Meeting Analytics

To view analytics for a meeting:

Open the meeting from your Meetings list
Click the manage dropdown menu
Select Analytics

Analytics are available to administrators, board secretaries, and others with the "view meeting analytics" permission.

Summary Metrics

The analytics dashboard displays four key metrics at a glance:

Attendance Confirmed

Shows the percentage of invited attendees who have confirmed they will attend (either in person or virtually). Below the percentage, you see the raw count of confirmed versus total attendees.

Document Engagement

Displays the percentage of attendees who have opened at least one meeting document. This helps you gauge overall engagement with meeting materials before the meeting begins.

Action Items

If the meeting has action items, this card shows the completion rate along with counts of completed and pending items.

Meeting Readiness

A composite score combining attendance confirmations and document views. The score is color-coded:

Green (75%+): Strong preparedness
Yellow (50-74%): Moderate preparedness
Red (below 50%): Low preparedness, may need follow-up

Tracking Document Views

The analytics page shows detailed readership data for each meeting document.

What Is Tracked

For each document, Boardwise records:

Who opened the document
When they first viewed it
When they last viewed it
How many times they opened the document
How many annotations they added

Document Readership Breakdown

Click any document to expand its details. You see two columns:

Have Read - Lists attendees who have opened the document, showing:
- Their name
- Number of times viewed
- Any annotations they made
- When they last accessed it

Haven't Read - Lists attendees who have not opened the document, sorted by RSVP status. Confirmed attendees who haven't read materials appear first, helping you prioritize follow-up.

Identifying Gaps

Documents with low readership rates display warning colors:

Green badge: 75% or more of attendees have read the document
Yellow badge: 50-74% have read it
Red badge: Less than 50% have read it

Monitoring Meeting Readiness

The attendee engagement table provides a per-person view of meeting preparedness.

Attendee Engagement Details

For each attendee, the table shows:

Column	Description
Attendee	Name and avatar
RSVP	Their attendance status (In Person, Virtual, Maybe, Pending, or Declined)
Documents Read	Progress bar and count showing how many of the meeting documents they have viewed
Action Items	Completion count and percentage for items assigned to them
Annotations	Number of document annotations they have made
Last Activity	When they last engaged with any meeting material

Attendees are sorted by engagement level, with those who have viewed the most documents appearing first.

Using This Information

Review the attendee table before a meeting to:

Identify attendees who have not reviewed any materials
See which confirmed attendees still need to prepare
Recognize highly engaged attendees who have annotated documents

Attendance and RSVP Analytics

The analytics dashboard integrates RSVP data with engagement metrics.

Confirmation Rate

The attendance confirmation rate shows what percentage of invitees have responded with "In Person" or "Virtual." This excludes "Maybe" responses and non-responses.

RSVP and Document Correlation

The document readership section groups non-readers by RSVP status:

Confirmed attendees who haven't read materials are highlighted as needing attention
Maybe attendees may warrant a reminder to finalize their response
Declined attendees appear at the bottom as lower priority

Action Item Distribution

If action items are assigned, the analytics show:

Overall completion rate with a progress bar
Distribution of action items by assignee
Which assignees have the most outstanding items

Using Analytics to Improve Engagement

Meeting analytics help you establish patterns and improve board engagement over time.

Before Meetings

Check document readership a few days before the meeting
Send reminders to confirmed attendees who have not viewed materials
Consider reaching out personally to key participants with low engagement

After Meetings

Review the final readiness score to understand how prepared the group was
Note which documents received the most and least attention
Identify attendees who consistently engage well versus those who may need different support

Over Time

Track whether readiness scores improve across successive meetings
Adjust your document distribution timing based on when attendees typically review materials
Use annotation counts to gauge which topics generate the most interest

Privacy Considerations

Meeting analytics balance transparency with appropriate privacy boundaries.

What Attendees Should Know

Attendees are not explicitly notified that their document views are tracked, but this is standard functionality for board portals
Analytics are visible only to meeting organizers and administrators, not to other attendees
The focus is on aggregate preparedness, not individual surveillance