When you're in the Sales mode app you will see the Reports tab.
Here you can see document performance, cycle times, and statistics about your business for the current month. You can also pull reports for previous months.

Manager or Admin

If you have admin or manager permissions, you will have access to see more information. You can see hit-rate insight, activity report, and organization report for your group.

Hit rate insights

Shows how many documents a user has sent, how many have been signed, the hit rate in percent, and the total value of the signed documents. Hold the mouse over a bubble and you can see more specific details about the user's hit rate.

When we calculate the hit rate for a month we look at the percentage of signed sales documents the selected month out of the available for signing. We do not include documents that have been recalled, where the expiration date has passed, or are in the valley of death.

Activity report

Shows user information, such as sent and signed documents, how many logins, and video recordings a user has created for their send-outs. The users are filtered by the team they are part of.

Organization report

It gives you the same info as in the Activity report, but for the whole organization.

Export Data

If you are the administrator of the entity, you can also export data to a CSV file.

To export data, do the following:

  1. Select Export data

  2. Click on "Show all" up to the left

  3. Select the period from which you want to extract the data

  4. Select the type of documents you want to export

  5. Click download

  6. Done!

You will receive a CSV file sent to your email. To convert to an Excel file follow this guide.

If you have any further questions, please contact support in the chat down in the right corner.

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