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.
Monthly report - summary
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 value of documents of type Sales is out for signing, not recalled, and is signed or marked as lost during the current 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.
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