Dashboard
The Overview/Dashboard is where you get a bird's eye view of all your active documents for signing. Here you can see which documents need your attention the most, but also the ones that are moving along well and expected to close.
Active Deals
Here you see all the deals that are active and have not yet been signed or expired.
Hit Rate
The hit rate is based on the percentage of signed sales documents, for the specific month, out of the documents that have been sent out and are available for signing.
Won Deals
Here you can see all the documents that have been signed this month. You will also see the total amount for the deals that you closed the previous month to help you stay on track.
Hot Deals
Here you see the deals that are expected to get signed and close. The documents in Hot Deals have been read, downloaded, or printed in the past 5 days.
Good to know!
Hot deals must reach a certain amount of engagement from the recipient to be considered hot deals.
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. These documents require a bit more attention so that the deal is not lost. Try sending video reminders to get your customers reengaged!
Valley of Death also includes rejected documents, meaning a recipient has clicked on Reject within the document. For these documents, a new version has to be created.
Expired
Here you will find your deals that have expired. This means that the due date has passed and the recipient cannot open or sign the document. This does not mean that you have lost the deal though. You can always change the expiration date on these and they will become active again.
In the Dashboard you can also see sales KPIs:
Such as Hit Rate, Estimated Sales for the active month, and Average Completed Time for a sale.
Together with your colleagues, you can see who is the Top Seller for the month.
Estimated Sales Average Deal Time
This indicates the predicted sales value for the current month based on historical data. To calculate this we look at your current closed deal value this month + deals up for closing this month times the average hit rate over time.
Example: $8,000 closed + $14,000 active deals for closing x 30% hit-rate = $12,200.
 | The average time from when a signable document is sent out until it has been signed.
In the Latest Activity, you see the recent events for your documents. You can see if the recipient has read a document, opened it, commented, signed it, etc.
 |
Business App Mode
Use Business App mode if you often send out HR documents and agreements.
There are four different groupings for a document:
Unopened Documents
Here you see the documents that have been sent out and received by the recipient but have not yet been opened.
Signed Documents
Here you see all of your documents that have been signed during the month.
Active Documents
Here you see all the documents that are active and not yet signed.
Expired Documents
Here you will find the documents that have expired. This means that the due date has passed and the recipient cannot open or sign the document.
You can always change the expiration date on these documents and they will become active again.
In the Dashboard, you can also see the Latest Activity on all of your documents and the ones that are Expiring Soon.