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.

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.

Are all document types sent from "New Document" during the selected month.

Are all documents that you have sent as "Sales" type during the selected month.

Are all signed documents that have been signed during the selected month.

Are all signed documents that you have sent as "Sales". Won Deals are the same as signed documents and do not include recalled documents.

The total amount of sent documents, all types.

The total value of documents of type Sales is out for signing, not recalled, and is signed or marked as lost during the current time period.

Sent documents are totally sent while deals sent are those sent - recalled - lost - hard-bounced. Deals sent also include those signed or marked as lost during the selected time period.

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.

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