How do I see whether my team is using Discera Intel?

TL;DR

Open Intel program report at /intel/program (workspace admins only), choose 7, 30 or 90 days, and read whether the program is used, trusted and reaching people, next to how your deals went against each competitor. Every number is a count from your own workspace, shown beside the period just before it.

Steps

1. Open /intel/program as a workspace admin. You can reach it from Intel setup and from the Intel overview. Your workspace needs a Discera Intel plan.
2. Choose a window: 7, 30 (the default) or 90 days. Each figure is compared with the window of the same length just before it, so a 30-day report shows the last 30 days against the 30 before.
3. Read down the sections, described below. Everything is workspace-wide.
4. To ask the same questions in conversation, use Claude, ChatGPT or Discera's assistant. Ask "How is our Intel program going?" The answer comes from this report, for admins only. See Connect Discera to Claude, ChatGPT or other AI clients.

What each section shows

• Card reads. How often battlecards were read, how many different people read them (a count, never names), reads through an AI assistant, and reads by where they happened: the app, Claude or ChatGPT, the in-app assistant, Slack, DOCX and PDF downloads, and the deal panel. It lists the most-read competitors, and counts the times an assistant was asked about a competitor that has no published card.
• Change reviews. How many detected changes people approved or rejected, how many of those decisions came through an AI client, how many a rule or the system closed on its own, and how many were closed unreviewed after waiting past the review clock. Pending now matches the badge on the review inbox. The median time to a decision starts the clock when a change entered your queue (or, for older reviews recorded before that was tracked, when Discera first detected it) and stops at the person's decision.
• Claim reviews. Battlecard claims people approved, rejected or retired, claims the auto-approve policy approved, and claims waiting now.
• Flags. Feedback people filed from a card (wrong, missing something, an objection heard, something that worked), and how many are still open.
• Deliveries. Intel digests and change alerts Discera sent, and how many failed.
• Assistant. Answers the assistant gave, on every topic, not only Intel, with thumbs up and down. The count cannot be split by competitor.
• Card health. For a competitor with at least 10 decided deals, the number of card opens in the last 90 days beside how many of those deals had a card opened before they were decided. This is correlation, not cause: it does not say the card changed the result.
• Outcomes by competitor. Deals won and lost where that competitor was involved, by close date, from your Win/Loss stories as of the last Win/Loss run. Each row also shows the 12-month win rate, once at least 10 deals were decided, and the most common driver of recent wins and losses. This section needs Win/Loss on your plan; if it is not included the section says so.
• Cards needing you. Competitors whose card needs an admin, with the reason: proposals waiting, changes past the review clock, drafts awaiting review, no card yet, quiet in your deals, or an assistant asked and no published card exists.

What the report does not do

• No per-person numbers. There is no reader list, no leaderboard and no per-rep figure. The report is for judging the program, not the people using it.
• No revenue or influence. Card reads and deal results are separate lists with no link between a read and a deal. The report shows counts, and the 12-month win rate per competitor from Win/Loss stories, beside them.
• Read the reads with care. Reads in the app include editor loads, and reading a published battlecard document in the app is not counted, so use the trend across windows more than any single number.