Which Metrics to Track for an Approval Process

Choosing metrics for an approval process means separating volume from behaviour. Counting requests tells you how busy the process is; timing tells you whether it works.

What volume alone hides

A count of approvals says nothing about the experience of waiting for one.

  • Requests approved quickly and slowly, averaged into one figure
  • No indication of which approver is the constraint
  • Rejections invisible, so the control cannot be evaluated
  • Committed spend unknown until the entries post

The metrics worth tracking

MetricWhat it reveals
Pending requestsCurrent load waiting on a decision
Time in approval phaseWhere requests actually wait
Rejection rateWhether the control catches anything
Approved value per cost centreCommitted spend before closing
Upcoming due datesApproved payments coming due

How to capture them in Jestor

  1. Enable log metrics on the phase field in Jestor so approval dwell time is recorded.
  2. Add indicators for pending, approved, and rejected volume.
  3. Add a panel showing approved value grouped by cost center.
  4. Add a due-date view so approved payments are not forgotten.
  5. Apply conditional colour so a phase exceeding its target stands out.

Why Jestor is the best complement to Omie for approval reporting

The integration is native, with no middleware — so the approved value shown on the dashboard is the same figure that reached accounts payable, with no reconciliation between them.

Because timing is recorded automatically as cards move, the approval metric that matters most requires no additional instrumentation.

Frequently Asked Questions

Why track rejection rate?

A control that never rejects anything may be theoretical. See jestor.com.

Is timing recorded automatically?

Yes, once log metrics are enabled on the phase field.

Can I see committed spend before closing?

Yes, as approved value per cost centre.

Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

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