Using the Analytics page

Erin Pierce -

Snapdocs offers Analytics tools for companies to keep track of performance and metrics. To access the Analytics page, the user must have Admin permissions.

To get to the Analytics page, click on Admin in the upper right corner and on "Analytics" in the dropdown menu:

Screen_Shot_2018-03-07_at_2.54.36_PM.png

 

On the Analytics Overview page, you should see various metrics for the selected date range for your company as a whole. 

 

For Title companies the Overview page looks like this:

Screen_Shot_2018-03-07_at_4.44.39_PM.png

 

For Signing Services the Overview page looks like this:Screen_Shot_2018-03-07_at_4.49.42_PM.png

 

 

Across the top of the page there are options to view analytics by other metrics, including clients (for signing services), individual team members, participants, consumers and post closing.  

By Clients:

Screen_Shot_2018-03-07_at_4.55.44_PM.png

 

By Team Member:

Screen_Shot_2018-03-07_at_4.56.55_PM.png

 

By Participants:

Screen_Shot_2018-03-07_at_3.30.11_PM.png

 

By Consumer:

Screen_Shot_2018-03-07_at_3.31.01_PM.png

 

About Post Closing:

Screen_Shot_2018-03-07_at_3.32.37_PM.png

 

If you have any questions about what anything on the Analytics page means, please reach out to support@snapdocs.com.

Related articles:

How to export data from Snapdocs 

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