Help CenterR&D Performance Lab

R&D Performance Lab

A full R&D performance-evaluation toolkit built on the logic model — from portfolio and inputs through selection, output, and outcome, to a final program scorecard. Upload one program dataset and run any of 21 analyses.

Portfolio & BudgetProposal Success RatePublications & PatentsDEA EfficiencyEconomic ImpactProgram Scorecard

Overview

21 R&D evaluation analyses

The full logic model — inputs, selection, output, outcome, and a final scorecard.

Upload once, analyze many

Load one program dataset and run any analysis without re-uploading.

Export & AI Chat

Download results as CSV, PNG, or Word — or ask AI Chat to interpret your findings.

What you need

Data file: CSV or Excel — one row per project or program
Typical columns: Funding amounts, review scores, dates, output counts, outcome flags
Sample data: Built-in examples to explore any analysis before using your own

What you can do

Map the portfolio: Composition, budget allocation, and funding concentration
Evaluate selection: Success rates, review reliability, and overlap checks
Measure output & impact: Publications, patents, commercialization, targets
Score & benchmark: DEA efficiency, benchmarking, and a program scorecard

How it works

One upload, every analysis

Load a single program dataset and it stays available across all 21 analyses — no need to re-upload as you move between portfolio, selection, output, outcome, and scorecard.

1

Select an analysis

Pick an analysis from the sidebar — grouped into 5 sections. Before any data is loaded, the page opens on an intro screen for that analysis.

Select an analysis
Select an analysis
2

Check what it needs

The intro splits inputs into REQUIRED (needed to run) and OPTIONAL ones that refine the result. Use the Guide or load the sample dataset to see the format.

Check what it needs
Check what it needs
3

Upload your data

Drag a CSV or Excel file anywhere onto the page — a drop zone appears; release to upload. Multi-sheet Excel is supported, and one upload works across every analysis.

Upload your data
Upload your data
4

Map your columns

Open the Variables dropdown and match your columns to the fields each analysis needs. Most auto-detect from the names; the result renders as soon as they’re mapped — no Run button.

Map your columns
Map your columns

On an analysis page

At the top of every analysis page you'll find a Variables dropdown — assign your columns to the fields each analysis needs (most fields auto-detect from the column names) — and a Guide button that explains the method. Both stay at the top while you work.

Top bar — Guide and Variables
Top bar — Guide and Variables
Guide panel
Guide panel

Reading your results

Once it renders, the result comes in two parts: a plain-language Summary with the headline finding and key findings, followed by the detailed output — metric cards, tables, and charts.

Summary
Summary
Detailed output
Detailed output

AI Chat — ask anything about your result

Once an analysis runs, a circular toggle button appears at the bottom of the results panel. Click it to open AI Chat — the AI already knows which analysis was run and what the result was, so you can ask follow-up questions without re-explaining the context.

Explain results in plain language

Translates output into plain sentences — useful for reviewers and decision-makers who don't read statistics.

Interpret key numbers

Ask about any metric in the result — what it means, whether it's significant, and why it matters.

Suggest next steps

Ask what the result implies for the program and what to consider doing next.

Draft a summary

Request a written paragraph based on the result, ready to copy into an evaluation report.

AI Chat panel
AI Chat panel

Analysis sections

R&D Performance Lab organizes its 21 analyses into 5 sections that follow the R&D logic model — inputs, selection, output, outcome, and evaluation.

Portfolio & Inputs

What is in the portfolio and how is funding allocated?

Composition

Portfolio Composition

Break the portfolio down by field, stage, agency, or project type to see its overall shape.

Budget Allocation

Track how the budget is distributed across programs, themes, and time.

Concentration

Funding Concentration

Measure how concentrated funding is across recipients (Gini / HHI) to flag over-reliance.

Leverage & Matching Funds

Assess how much external or matching investment each public dollar mobilizes.

Selection & Process

How are proposals selected and projects executed?

Selection

Proposal Success Rate

Compute award rates by call, field, and applicant type, with trends over time.

Review Score Reliability

Test inter-reviewer agreement and scoring consistency (ICC, Krippendorff’s alpha).

Duplication / Overlap Check

Detect overlapping or redundant projects across the portfolio by similarity.

Process

Execution & Schedule

Compare planned vs actual milestones and budget execution to spot delays and slippage.

Output & Performance

What did the funded research produce?

Research Output

Publication Output

Count and weight publications by volume, venue quality, and citation impact.

Patents & IP

Track patent filings, grants, and other IP generated by funded projects.

Impact Output

Commercialization

Measure licensing, startups, and revenue arising from funded research.

Target Achievement

Compare delivered outputs against the program’s stated targets and KPIs.

Outcome & Effectiveness

Was the spending efficient and did it make a difference?

Efficiency

Cost-Effectiveness

Relate cost to output — cost per publication, patent, or unit of outcome.

DEA Efficiency

Data Envelopment Analysis — benchmark each project against the best-practice efficiency frontier.

Effect

Supported vs Non-supported

Compare funded against comparable unfunded units to isolate the program’s effect.

Economic Impact

Estimate downstream economic returns — output, jobs, and value added.

Evaluation & Scorecard

How does it benchmark, and what is the overall score?

Comparison

Benchmarking

Compare the program against peers or prior periods on key performance metrics.

Logic Model Linkage

Trace the input → output → outcome chain to test whether the logic model holds.

Attribution & Time-Lag

Separate program effects from external factors and account for delayed impact.

Scorecard

Risk / Outlier Flags

Flag projects that are off-track, underperforming, or statistical outliers.

Program Scorecard

Roll up inputs, outputs, and outcomes into one weighted program score.