Overview of Dashboard App Modes
The Dashboard provides a bird’s eye view of all active documents. You can choose between two App Modes depending on your specific workflow: Sales or Business.
Sales Mode: Best for tracking deals, hit rates, and sales-specific KPIs.
Business Mode: Ideal for managing HR documents, agreements, and general administrative workflows.
Filters
Dashboard header now has two filters
Document Type filter (only appears when custom types are enabled)
Group filter with Show mine / Show all tabs (default = My).
Note - App Mode now lives in Settings → Entity information → Regional settings
Change your Dashboard App Mode
Switching between Sales and Business mode allows you to tailor the KPIs and document groupings to your current needs.
Go to Settings → Entity information.
Scroll down to Regional settings.
Choose your preferred App mode and save your changes.
Manage documents in Sales Mode
Sales Mode categorizes documents based on their likelihood to close and current engagement levels.
Active Deals: All sales contracts that are active and have not yet been signed or passed due date.
Won Deals: All documents that have been signed this month will be marked as Won.
Hot Deals: Documents that have been read, downloaded, or printed in the past 5 days.
Valley of Death: If no activity has been made on a document in the past 5 days, it will end up in the Valley of Death. Use engagement features to re-engage these ones.
Expired: Deals where the due date has passed. These cannot be opened or signed by the recipient unless expiration date is changed.
Track Sales KPIs and Performance
The Dashboard calculates key performance indicators to help you and your team stay on track.
Hit Rate: How many sales documents that have been signed, for the specified month, out of all documents that have been sent out and are available for signing.
Estimated Sales: The predicted sales value for the month based on closed deals and active deals multiplied by your historical hit rate.
Average Deal Time: The average time from when a signable document is sent out until it has been signed
Top Performers: A list of sales reps with the highest number and value of signed documents.
Manage documents in Business Mode
Business Mode focuses on document status and administrative tracking rather than sales-specific values.
Unopened Documents: Documents received by the recipient but not yet opened.
Active Documents: All documents currently out for signature.
Signed Documents: A summary of all documents completed during the current month.
Expiring Soon: A dedicated view for documents nearing their due date so you can take action before they expire.