---
title: First-pass completeness
slug: kpis-and-performance-measures/first-pass-completeness
icon: {"lucideIcon":"CircleCheckBig"}
docTags: 
createdAt: 2026-08-18T11:20:08.482Z
---

## 📘 Definition

Percentage of applications/proposals accepted at intake without a return-for-information, per process, reported monthly.

| Attribute | Value                     |
| --------- | ------------------------- |
| Owner     | Process owners (per RACI) |
| Source    | CRM / PAS intake records  |
| Target    | ≥ 85%                     |
| Tolerance | ≤ 75% amber               |

## 🧮 Formula

`first_pass = accepted_without_return / total_received` for the reporting month's intake cohort.

## 🧾 Inclusions and exclusions

- **Included:** every application or proposal that completed intake in the month.
- **Excluded:** withdrawals before the completeness check ran.

:::hint{type="info"}
**ℹ️ Intake control guidance**

A return-for-information counts once per file, regardless of the number of requested items. Intake requests should therefore be consolidated into a single communication event.
:::

:::ExpandableHeading
## ✅ Procedure governance considerations

Low first-pass completeness rates typically indicate inconsistent intake standards, fragmented document requirements, or weak form validation controls. Trends should be reviewed alongside onboarding cycle time and remediation volumes.
:::