Shows the current status of your sent documents proposals, contracts, agreements grouped by state: Sent, awaiting signature and Shared, not opened.
Unsigned contracts mean projects can’t officially start. Documents that haven’t been opened signal the client may have missed your email. This widget gives you the visibility to follow up at exactly the right moment.
Documents underSent, awaiting signature have been opened but not signed. These clients have seen your proposal and they need a nudge.
Documents under Shared, not opened haven’t been viewed yet. Reach out to confirm the client received the link.Each entry shows who created the document and when it was sent. ClickView all →to open the full Documents list.
Lead Source #
A donut chart showing where your opportunities come from SEO, Referral, Email Campaign, LinkedIn, Events, Website, and any custom sources you’ve added in CRM settings.
Knowing which channels generate your leads tells you where to invest your marketing dollars. If 80% of your opportunities come from referrals, doubling down on referral programs will grow your pipeline faster than ad spend.
Hover over each segment to see the count and percentage for that source.
If a large segment is labeled Other (no source), your team isn’t consistently tagging leads. Remind them to set the source when creating opportunities.
Review this data quarterly to guide your marketing channel allocation decisions.
Pro tip
If a high-value contract has been in “Shared, not opened” for more than 48 hours, call the client directly — your email may have gone to spam