Using analytics dashboards (Sponsors & CROs)

Audience: Sponsor & CRO Users

Purpose: Learn how to use the Insights module in the Honey Platform to monitor study performance, track referral activity, evaluate site engagement, and identify opportunities for optimization across your recruitment funnel. 

TABLE OF CONTENTS

• What is the Insights module?
• 1. Study progress
• 2. Candidate sources
• 3. Funnel performance
• 4. My candidates and sites
• Best practices
• Related articles

What is the Insights module? The Insights module is the analytics hub in the Honey Platform. It provides a real-time, visual overview of your recruitment efforts so you can track site progress, source effectiveness, and candidate flow through the funnel.

Insights are available through four tabs, all of which can be filtered by: Time period Referrer (source/channel) Site or region

1. Study progress

Use this tab to monitor study-wide performance and site-level contribution over time.

Key metrics:

• Referrals per site per month: See where volume is coming from and track trends
• Active sites: Understand how many sites are actively processing referrals
• Screen failure rate: Gauge candidate quality and pre-screening efficiency
• Candidates over time vs. target: Visualize actual vs. expected enrollment pace
• Find your main study KPIs: Self-assessments completed, Referred to site, Consented, Enrolled

When to use this tab:

• Identify underperforming sites early
• Compare monthly referral volumes
• Spot enrollment slowdowns or spikes

2. Candidate sources

This tab helps you understand which referral sources are working and which aren’t.

Key visuals:

• Funnel per referrer: Conversion performance for each source of referrals (i.e. Trialbee, Omnichannel Partners)
• Candidates per source with breakdown by channel
• Cost per referral / cost per enrolled calculator

When to use this tab:

• Optimize marketing spend
• Shift budget toward higher-performing channels
• Track ROI by source

3. Funnel performance

Track the full recruitment funnel from first engagement to enrollment.

Metrics and funnel stages:

• Self-assessment opened through enrolled
• Pull-through rates for each step
• Outcomes for all funnel categories

When to use this tab:

• Spot bottlenecks in the process (e.g., high abandonment or ineligibility)
• Evaluate where candidate loss is occurring
• Align with internal recruitment KPIs

4. My candidates and sites

Dive deeper into site-specific and candidate-level activity.

Insights provided:

• Quantity of candidates in process (and their funnel stages)
• Time in process for the sites (median)
• Site performance scores with drill-down capabilities
• Site-specific funnels

When to use this tab:

• Track how quickly sites are acting on referrals
• Compare site performance across regions
• Prioritize outreach to sites falling behind

Best practices

• Set a weekly or bi-weekly cadence to review dashboard data
• Combine filters (e.g., by site and source) to uncover performance patterns
• Use cost metrics to guide channel optimization conversations
• Export data where needed to support internal reporting

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