Snapdocs offers Analytics tools for Scheduling Services or Title companies to keep track of their performance and metrics.
Note: To access the Analytics page, a user must have Admin permissions.
Navigating to the Analytics Page
Step 1: Select Admin in the upper right-hand corner of the Dashboard.
Step 2: Select Analytics.
Viewing the Analytics Page
On the Analytics Page, you are able to see the various metrics for a selected date range of your choice.
View from Title Company Perspective
View from Signing Service Perspective
Using the Analytics Page
Across the top of the page there are options to view different metrics, including clients (for signing services), individual team members, participants, consumers and post closing.
Clients
Team
Participants
Consumer
Post Closing
