PandaDoc

Sales Dashboards

analyticsPerformance Overviewswap_horizEngage Flow
PandaDoc

Sales Dashboards

analyticsPerformance Overviewswap_horizEngage Flow

Engage Flow Performance Dashboard

3,959
MQLs
1,503
SQLs
405
Meetings Set
341
S1 Opps
$3,557,425
Pipeline $

Flow Performance

Flow NameEnrolledResponsesBouncedFinishedRate
NB - All Segments - Outbound - UserGems Tier1 - V100000.0%
PT-PT_Portuguese_Trials_202400000.0%
PT_Portuguese_Demo_NotBooked_202400000.0%
ES_Spanish_Demo_TimeBooked_202400000.0%
BG CL00000.0%
AM_Customer Trialists00000.0%
Trial_Low_and_High Intent_Sales Persona_202400000.0%
DE_German_Demo_NotBooked_202400000.0%
2408_Demo Request_Time Booked_MM_202400000.0%
2023_Breakup_Proposal Expired00000.0%
2508_Expired Trialists00000.0%
2409_Trial_High Intent_200+_202400000.0%
FR_French_Demo_No Show_202400000.0%
2408_Demo Request_Prospect Canceled_202400000.0%
ES_Spanish_Trials_2024 MM Revised Call00000.0%
2408_Demo Request_Not Booked_SMB_202400000.0%
2408_Contact Sales_202400000.0%
ES_Spanish_Contact Sales_202400000.0%
NB-SMB-Actively AI-Generic Pain-V100000.0%
2408_Catch All_202400000.0%
Trial_Low_and_High Intent_RevOps Persona_202400000.0%
NB - All Segments - Outbound - CYOD Closed Lost Timing 4-6mo - V100000.0%
DE_German_Trials_202500000.0%
AM_Unengaged Large Accounts00000.0%
FR_French_Demo_TimeBooked_202400000.0%
FR_French_Contact Sales_202400000.0%
AM_Automated Renewal Cadence00000.0%
FR_French_Trials_202400000.0%
Demo_NoShow_202400000.0%
Trial_Low Intent_202400000.0%
2408_Demo Request_Time Booked_SMB_202400000.0%
Trial_High Intent_200+_202400000.0%
2408_Demo Request_Rebooked_202400000.0%
NB - SMB - Outbound - Linkedin Intent Response - v100000.0%
2409_Trial_High Intent_11-200_202400000.0%
2408_Demo Request_Not Booked_MM_202400000.0%
NB-COMM-Actively AI-Generic Pain-V100000.0%
2408_Demo Request_No Show_202400000.0%
Make.com Volume00000.0%
New Cadence for Web Visitors00000.0%
BG Priority Check Re-Engagement00000.0%
[important] the longer - Monthly to Annual (2025)00000.0%
Zapier Volume Cadence00000.0%
NB - All Segments - Outbound - CYOD Closed Lost Timing 1-3mo - V100000.0%
Alpha Closed Lost - Helen's Opps00000.0%
NB - SMB - Outbound - Alpha Closed Lost -V100000.0%
AM_Demo Request Form Attached Accounts 202400000.0%
AM_Unengaged Mid Sized Accounts00000.0%
TJ C/L Re-engage Opps00000.0%
Handraiser_Not Booked_200+_202400000.0%
NB - All Segments - Outbound - UserGems Tier2 - V100000.0%
AM_CFR 11 Launch Announcement00000.0%
ES_Spanish_Demo_NotBooked_202400000.0%
AM_GTM Headcount_PandaDoc Owners00000.0%
BG HPP Sales Leadership00000.0%
AM_Growth_Strong Document Productivity00000.0%
NB - MM+ - Outbound - Linkedin Intent Response00000.0%
AM_Volume Feature Forecasted Usage00000.0%
BG HPP00000.0%
Alpha Closed Lost - Larry's Opps00000.0%
AM_Growth_Enterprise Plan Abandon Cart00000.0%
NB - All Segments - Outbound - CYOD Closed Lost Other Reasons - V100000.0%
Handraiser_Not Booked_51-200_202400000.0%
Alpha Closed Lost - Julia's Opps00000.0%
AM_CPQ Q4'25 AI Enriched Campaign00000.0%
PandaDoc Volume00000.0%
FR_French_Demo_NotBooked_202400000.0%
BG HPP Sales Ops / RevOps00000.0%
2025_Outbount - Automated II (prospect)00000.0%
NB + AM - All - January 2026 Reconnect - v100000.0%
Forms Volume Cadence00000.0%
Nurture | OB BDR | Kevin - Copy00000.0%
AM_Play_Upgrade to ENT (Champion outreach)00000.0%
2025_Outbount - Automated00000.0%
PT_Portuguese_Demo_TimeBooked_202400000.0%
Reach Back Out | OB BDR | KF - Copy00000.0%
AM_GTM Headcount_New Directors_Operations00000.0%
AM_GTM Headcount_New Directors_Sales00000.0%
NL_Dutch_Demo_TimeBooked_202400000.0%
[important] - Main nurture CL with calls00000.0%
Closed Lost Cadence - Copy00000.0%
Admin accounts applicable for expansion00000.0%
NB - All Segments - Inbound - CPQ Playbook 1_HAAS Alert00000.0%
DE_German_ContactSales_202400000.0%
AM_CPQ Q4'25 AI Enriched Campaign - Alt Contacts00000.0%
German_Demo Request_Time Booked_202400000.0%
NB - SMB - Outbound - website-visitors - v100000.0%
AM_Application Volume Forecasted Usage00000.0%
NB - All Segments - Outbound - CYOD Went Dark 6-12mo - V100000.0%
NB - All Segments - Outbound - UserGems Tier3 - V100000.0%
Past due Jan 23 all00000.0%
API Volume Cadence00000.0%
Multi-Threading (Gain Consensus/BuyIn)00000.0%
AM_Growth_Rapidly Growing Users00000.0%
NB - SMB - Outbound - Alpha Leads -V100000.0%
NB - BDR Team - Outbound - Facilities Management & Commercial Cleaning - V100000.0%
AM_Managed Renewal_Updated 202500000.0%
AM_Product Signals CPQ_High Template Usage00000.0%
2505_Demo Request_No Show_MANUAL00000.0%
Trial_High Intent_11-200_202400000.0%