# Get started with your GetAccept Dashboard

Use the Dashboard to track active documents, monitor recipient engagement, and manage your sales or business KPIs at a glance.

February 17, 2026

## Overview of Dashboard App Modes

The Dashboard provides a bird’s eye view of all active documents. You can choose between two App Modes depending on your specific workflow: **Sales** or **Business**.

- **Sales Mode**: Best for tracking deals, hit rates, and sales-specific KPIs.

- **Business Mode**: Ideal for managing HR documents, agreements, and general administrative workflows.

## Change your Dashboard App Mode

Switching between Sales and Business mode allows you to tailor the KPIs and document groupings to your current needs.

1. Go to **Entity settings**.
2. Go to **Regional settings**.
3. Choose your preferred **App mode** and save your changes.

## Manage documents in Sales Mode

Sales Mode categorizes documents based on their likelihood to close and current engagement levels.

- **Active Deals**: Documents that are currently sent out but not yet signed or expired.
- **Hot Deals**: Documents that have been read, downloaded, or printed in the past 5 days.
- **Valley of Death**: Documents with no activity in the past 5 days. Use video reminders to re-engage these recipients.
- **Expired**: Deals where the due date has passed. You can reactivate these by updating the expiration date.

## Track Sales KPIs and Performance

The Dashboard calculates key performance indicators to help you and your team stay on track.

- **Hit Rate**: The percentage of signed sales documents for the current month.
- **Estimated Sales**: The predicted sales value for the month based on closed deals and active deals multiplied by your historical hit rate.
- **Average Completed Time**: The average duration from sending a document to receiving a signature.
- **Top Performers**: A list of sales reps with the highest number and value of signed documents.

## Manage documents in Business Mode

Business Mode focuses on document status and administrative tracking rather than sales-specific values.

- **Unopened Documents**: Documents received by the recipient but not yet opened.
- **Active Documents**: All documents currently out for signature.
- **Signed Documents**: A summary of all documents completed during the current month.
- **Expiring Soon**: A dedicated view for documents nearing their due date so you can take action before they expire.