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.
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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.
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Monthly report - summary
In the monthly report, you will also see a summary of sent documents, sent deals, and more, below is a short explanation of the summary section.
The data you see here is for the selected month:
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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.
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Organization report
How to Export Data
If you are the administrator of the entity, you can also export data to a CSV file.
You will receive a CSV file sent to your email. To convert to an Excel file follow this guide. |
Find previously exported data
Have you exported a large amount of data then we will not send it to your email, but you can manually download it from the Export data tab under My exported files