Document analytics and reporting are invaluable tools for sales leaders and decision-makers. If you’re not doing reports on your document workflows, you’re only getting half the story on your team’s performance.
Advanced analytics help you know what’s really happening after you hit ‘send’ with real-time reporting on engagement and activity on your documents. We know how important it is for you to drill down into your deals with analytics, and we want to make it easier for you.
We’ve enhanced our PandaDoc reporting features to make it simple for you and your team to uncover powerful insights hidden in your document workflows. PandaDoc reporting gives you out-of-the-box insightful dashboards that provide a holistic view into where revenue gets stuck.
The best part about our enhanced reporting capabilities is that you don’t need to hire a business intelligence analyst or have a PH.D. in data science to make sense of your data.
These new features fall into two key categories: uncover insights and communicate value.
1. Uncover insights
Whether a global enterprise or a small business, you can find powerful insights hidden in your document workflows.
Businesses that are not actively tracking and monitoring their document workflows are missing out on opportunities to:
- compare performance against SLAs and key business metrics in real-time
- identify and eliminate bottlenecks in existing business processes
- assess coaching opportunities
- drive improvements in employee engagement
With PandaDoc Reporting, we’ve made it quick and easy to get the full picture of business operations. Let’s look at how simple it is to track and monitor your team’s performance.
Template reports
If you’re new to reporting, you may be asking yourself, “where do I start?” We’ve built three predefined report templates: leaderboard, template efficiency, and document efficiency to help you take the first step towards mining your data.
Our predefined templates show you the basics to help you understand how reporting works in PandaDoc and will help you discover the analytics that matters most to your business.
Smaller datasets and adjustable tables
Picking which deals to count on is easy when you can drill down to the deal level with analytics.
The enhancements to the reporting dashboards will allow you to quickly review your team’s overall performance in one place and create smaller datasets when you need to get to the heart of a problem.
Sales managers will appreciate the ability to break down data by workspace, user, or template. This new addition can help you prepare data reports in a flash when you’re prepping for an annual performance review with members of your sales team.
Admins and managers can also filter data in document analytic tables by workspace, creator, template, or document name.
Report data is generated continuously, and reports contain near real-time data from document activity. You’ll be able to save adjustments made to the document analytics table and continually use it for future reports.
Date picker
Along with isolating data by type, you’ll be able to use the Date Picker to select a date or range of dates with our newly added calendar view.
You can select a specific time period and generate reports that display data related to the selected date in a single click.
2. Communicate value
Help decision-makers shape your organization’s business goals and strategy with standard reporting.
The new expansions to our PandaDoc reporting capabilities allow you to visualize and trend performance with detailed tables and charts to analyze your documents fully.
Document progress charts
Sometimes the best way to understand your data is to plot data points in a line chart.
Line charts are a great way to visualize your documents’ progress and discover inefficiencies within your existing processes.
The updated line chart can now display data filtered by date and workspace into months, weeks, and days.
Data export into CSV
We can’t talk about reporting and analytics without discussing the elephant in the room, Excel Spreadsheets.
If you immediately get a headache at the mention of “Excel Spreadsheets,” don’t fret. We’ve got the perfect solution to save you from the tedious, time-consuming task of cleaning up your data.
Instead of crunching numbers well into the late-night hours or contacting your customer success manager for an updated KPI report, you can now download structured data and reports from your browser into presentation-ready CSV files.
Start by going into your reporting dashboard. Next, filter your data tables and charts to build the perfect data report for your needs.
Once you’ve built out the report, you can save it for future use and export it to Excel in just a few clicks. The downloaded spreadsheet will look identical to the report on your browser.
Before our latest update, you’d have to download raw CSV data files and work around the clock calculating and recalculating metrics to build a customizable report similar to the Success KPIs you get from your CSM every quarter.
Now you can generate similar metrics reports and monitor your team’s performance without pulling out your hair or losing sleep.
PandaDoc Reporting capabilities allow users and administrators to go beyond the basics and gain deeper insights into their PandaDoc account.
Ready to test-drive our new reporting features? We’ve put together this helpful guide to help you generate your first report.
Advanced analytics and reporting are included in PandaDoc Enterprise plans and available as an add-on for Business Plans. Only the owner of the account and users with an Admin, Manager, or a custom role with permission to ‘access reporting’ can see the reporting data.