The Overview/Dashboard is where you get a bird's eye view of all your active documents out for signing. We help you prioritize the documents needing your attention by categorizing them for you into Hot Deals and deals slipping into your Valley of Death.

Hot Deals are moving along nicely and require less of your attention, but the documents in your Valley of Death can either be resurrected or maybe you realize they are dead ends and you focus your efforts elsewhere. Click on any of the categories to access the specific documents.

There are other sales KPIs displayed as well, such as hit rate and average deal time. You can also toggle between viewing only your documents or the rest of your team's in the top right corner. 

Did this answer your question?