See document value for specific tag
Ability to customize Dashboard to see the total value of specific documents
‌Iryna‌ Pekarchyk‌
shared this idea
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Gregory Smith commented
This is essential to any sales rep tracking their sales. If we are entering a dollar value into the agreement, it would be imperative to track our numbers, track a forecast and also be in the know for our business. Not being able to see these $ totals makes absolutely no sense at all.
This is vital for the growth of your book of business.
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Shawna Kolb commented
Yes! This would be extremely helpful.
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Tovi Liebovitz commented
I really rely on PandaDocs to see how much revenue is still outstanding and to track projections.
It would be very helpful to my role to quickly see total value on the dashboard by each category. Right now I review each section and calculate Sent and Viewed document values manually. -
Mackenzie Lenahan commented
This would be super helpful to know how much money is still sitting in viewed or needs action.