# Reports Summary: metric definitions and how they’re calculated Explains how each metric in the Reports Summary is calculated, which dates are used, and why numbers can differ between time periods and filters. June 1, 2026 ## App modes, document types, and how they connect to Reports Depending on what **app mode** your profile is set to, you will see different options in GetAccept - both on the Dashboard and when creating documents. Your app mode can be changed in your profile/entity settings. ----- ## App modes and Reports GetAccept has two app modes: ### Sales app mode Use Sales mode if you work with deals and sales documents. - You get the Sales-style Dashboard (deal-focused widgets). - **Reports are available** in Sales mode and can be used to analyze performance over a selected time period. ### Business app mode Use Business mode if you work with HR or agreement workflows. - You get the Business-style Dashboard (document lifecycle widgets). - **Reports are not available** in Business mode. ----- ## Document types and what they mean Document type helps you categorize what you are sending. The available document types depend on your app mode. ### 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 (see “How Reports use document types” below). - **HR**: Use this for employment-related documents such as employment contracts, confidentiality agreements, or internal policy documents. - **Other**: Use this for document types that don’t fit the categories above. ----- ### 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**: Use this for document types that don’t fit the categories above. ----- ## How Reports use document types (Sales app mode) In **Sales app mode**, Reports can include different document types depending on the metric, but it’s important to know that some metrics are **Sales-only by design**. ### Metrics that are based on Sales documents only The following metrics are calculated only from **Sales** documents: - **Hit rate** - **Average time to close a deal** - **Won deals** (in the performance section) This means: - If you mainly send HR, Other, or Non-signable documents, your **Sent/Signed** metrics may still change, but **Hit rate and Average time to close** may be low or show as 0 for the selected period. ### Metrics that can include more document types Some Summary metrics (such as **Send-outs**, **Signed documents**, and their values) are calculated based on the metric definition and your selected filters/date range, and may include multiple document types. ----- ## How to read these numbers in Reports All metrics in **Reports** are calculated inside your **selected date range**, and compared to a **Previous period** of the same length immediately before it. | | | | | | --- | --- | --- | --- | | **Metric** | **What it measures** | **Included when… (key date)** | **Notes** | | **Send-outs** | Number of documents sent in the period | The document’s **Sent date** is within the selected date range | Counts documents sent during the period (not when they were signed). | | **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. | | **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 | This is “expired during the period,” not “expired right now.” | | **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) | Broader than “Send-outs”, includes deals that had outcomes/activity in the period. | | **Deals value** | Total value of deals total | Sum of the **Document value** for documents included in **Deals total** | Shows pipeline value associated with “Deals total.” | | **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 | “Lost” can be explicit (Lost date) or implicit via expiration (per definition). | | **Signed documents** | Documents signed in the period | Status is **Signed** (or Signed without verification) and the **Signed date** is within the selected range | This is the “wins completed during the period.” | | **Signed value** | Total value of signed documents | Sum of the **Document value** for documents included in **Signed documents** | Represents total “won value” for the period. | | **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 | Counts withdrawn deals tied to the period via expiration/lost date. | ## Hit rate (important details) Reports Hit Rate is calculated so that deals “belong to the period”: - **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 ----- ## Filters that affect the totals Reports can be filtered by: - **Date range** - **Scope:** Me / My Team / All (permission-based) - **Users** (where available) - **Tags** (if enabled) ----- # Common examples ## Example 1: Sent last month, signed this month - Counted under **Send-outs** last month (Sent date last month). - Counted under **Signed documents** this month (Signed date this month). ## Example 2: Why Signed documents can be 0 but Send-outs is not If documents were sent during the period, but none were signed during the same period: - **Send-outs** > 0 (Sent date in range) - **Signed documents** = 0 (no Signed date in range) ## Example 3: Why Hit rate can be 0% even when you have signings Hit rate only includes deals where the **Sent/Lost date** and the **Signed outcome** align with the selected period. So you may have Signed documents in the period, but Hit rate can still be low or 0 depending on which deals “belong” to that date range.