Dashboard

Dashboard

Overview

Your dashboard shows a real-time snapshot of your account activity. The metrics shown depend on your context (subaccount, agency, or super admin).

Subaccount Dashboard

• Contacts — total contacts and new contacts this period
• Documents — documents by status (draft, sent, viewed, signed, completed, paid)
• Revenue — total payments received and outstanding amounts
• Forms — total submissions and conversion rates
• Recent Activity — timeline of the latest events (document sent, payment received, form submitted, etc.)

Agency Dashboard

• Subaccounts — total subaccount count and their statuses
• Subscriptions — active, trialing, and cancelled subscription counts
• Revenue — MRR and ARR from subaccount subscriptions
• Team — total active users across all subaccounts

Super Admin Dashboard

• Agencies — total agency count and their plan distribution
• Plans — platform plan usage statistics
• Audit Logs — recent platform-level activity

Date Filters

Use the date range picker to filter dashboard metrics by time period. Compare current performance against previous periods.