Transflo Factor AI Dashboards

Revolutionize your document processing operations with the built-in dashboards in Transflo Workflow AI for Factors. Our platform leverages data intelligence to hyper-automate your business and reduce up to 97% of manual work in the back-office. Our customizable solution integrates seamlessly with existing systems, helping you reduce costs, increase efficiency, and improve customer relationships.

 

Tip: To differentiate the original Workflow AI editions for brokers and factors from the new next-generation products for 2026, we have made the following product name updates here in the KB:

  • Broker AI: The original first-generation Workflow AI Broker edition.

  • Factor AI: The original first-generation Workflow AI Factor edition.

  • Carrier AI: Not applicable. Legacy DMS and Synergize solutions which were branded Transflo Intelligent Automation have been completely re-architected, re-designed, and re-branded Transflo Workflow AI.

  • Workflow AI for Carriers, Brokers, or Factors: The new next-generation suite of products. Workflow AI for Carriers is currently available. Workflow AI Broker and Workflow AI Factor editions are in BETA phase through the remainder of 2025. Enhancements to all three editions, which will share common platform components and features are planned for 2026.

 

 

 

  1. Log in to Workflow AI as an administrator or user with dashboard and reporting permissions.

  2. Click Dashboardsin the left navigation pane.

  3. The following tiles appear at the top of the page:

    • TOTAL RECEIVED

    • TOTAL IN ACTIVE QUEUES

    • TOTAL WORKED

    • AVERAGE RULES BROKEN

    • TOTAL AUTO PROCESSED

    Each tile shows an absolute number of new work items and then expresses that same value as a percentage increase or decrease from yesterday.

    Example (Aug 2023):

    Example (next release, est Sep 14, 2023):

You can export the data in any dashboard report to a standard comma-separated values (CSV) file which you can open in your own database or spreadsheet application such as Microsoft Excel or Google Sheets.

 

  1. Log in to Workflow AI as an administrator or user with dashboard and reporting permissions.

  2. Click Dashboardsin the left navigation pane.

  3. At the top right of a report, enter the required parameters to generate the report and click Apply.

  4. Click Export.

    Your data appears in a CSV file you can save to a local device or network volume.

     

The Client Scoreboard report provides a quick snapshot of the current work items by status for your currently selected client.

 

  1. Log in to Workflow AI as an administrator or user with dashboard and reporting permissions.

  2. Click Dashboardsin the left navigation pane.

  3. At the top right of the Client Scoreboard report, select a client and click Apply.

The Client Scoreboard report provides a quick snapshot of the current work items by status for your currently selected client.

 

  1. Log in to Workflow AI as an administrator or user with dashboard and reporting permissions.

  2. Click Dashboardsin the left navigation pane.

  3. At the top right of the report, enter a date range and click Apply.

The User Productivity report shows the quantity of work items processed by each user during your choice of time period (for example, two weeks or 90 days).

 

  1. Log in to Workflow AI as an administrator or user with dashboard and reporting permissions.

  2. Click Dashboardsin the left navigation pane.

  3. At the top right of the report, enter a date range and click Apply.

     

The Client Scoreboard report provides a quick snapshot of the current work items by status for your currently selected client.

 

  1. Log in to Workflow AI as an administrator or user with dashboard and reporting permissions.

  2. Click Dashboardsin the left navigation pane.

  3. At the top right of the report, enter a date range and click Apply.