Analytics, AI & seller monitoring — found from sitemap — GetAccept

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Facts read from this source

• App modes Report an error

  “GetAccept has two app modes: Sales app mode”

• Sales document types Report an error

  “Document types (Sales app mode) Non-signable document Use this when the document does not need to be signed and is only meant to be read (for example, a Digital Deal Room or shared content). Sales Use this for business and sales documents such as agreements, quotes, or price inquiries. Sales documents are also the main basis for sales performance metrics”

• Business document types Report an error

  “Document types (Business app mode) Non-signable document Use this when the document does not need to be signed and is only meant to be read. Contract Use this for employment, operational, or procurement agreements. Other”

• Sales only metrics Report an error

  “The following metrics are calculated only from Sales documents: Hit rate Average time to close a deal Won deals (in the performance section)”

• Metric sendouts definition Report an error

  “Send-outs Number of documents sent in the period The document’s Sent date is within the selected date range”

• Metric sendouts value Report an error

  “Sent value Total value of Send-outs Sum of the Document value for documents included in Send-outs Uses the document value field on send.”

• Metric expired documents Report an error

  “Expired documents Documents that expired in the period (not completed) The document’s Expiration date is within the date range and the document is not signed/recalled/lost/draft”

• Metric deals sent Report an error

  “Deals sent (Deals total) Total deal pipeline activity in the period The deal’s Expiration date OR Signed date OR Lost date is within the selected range (and not draft/recalled; requires it to be a signable deal)”

• Metric deals value Report an error

  “Deals value Total value of deals total Sum of the Document value for documents included in Deals total”

• Metric lost documents Report an error

  “Lost documents Lost deals in the period (sales) Sales deals that are not recalled, where the Lost date is in range OR the deal expired in range”

• Metric signed documents Report an error

  “Signed documents Documents signed in the period Status is Signed (or Signed without verification) and the Signed date is within the selected range”

• Metric signed value Report an error

  “Signed value Total value of signed documents Sum of the Document value for documents included in Signed documents”

• Metric recalled documents Report an error

  “Recalled documents Deals recalled/withdrawn in the period (sales) Sales deals with status Recalled, where the Expiration date or Lost date falls within the date range”

• Hit rate definition Report an error

  “Signed (numerator): Deals that were Signed in the period, and where the Sent date or Lost date is also in the period Sent (denominator): Deals that were not recalled, where the Sent date or Lost date is in the period Sales app mode-only: This metric always uses sales deals”

• Report filters Report an error

  “Reports can be filtered by: Date range Scope: Me / My Team / All (permission-based) Users (where available) Tags (if enabled)”

• Metric comparison period Report an error

  “All metrics in Reports are calculated inside your selected date range, and compared to a Previous period of the same length immediately before it.”

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Scores citing this record

• The CRM Integrator Analytics, AI & seller monitoring
• The Data Protection Officer Analytics, AI & seller monitoring
• The Enablement Manager Analytics, AI & seller monitoring
• The Head of Sales Analytics, AI & seller monitoring
• The Head of Sales Analytics, AI & seller monitoring
• The Product Marketer Analytics, AI & seller monitoring
• The Skeptic Analytics, AI & seller monitoring