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Power BI Reporting for PandaDoc: Track Document Workflows, Sales Velocity, and Contract Performance with Ease
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PandaDoc to Power BI

Power BI Reporting for PandaDoc: Track Document Workflows, Sales Velocity, and Contract Performance with Ease

Can Also be connected to 

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Tableau

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Data Studio

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Fabric

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Azure

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LIVE DASHBOARD
Explore It Yourself

Hover, click, and interact to discover the full potential of the dashboard

Power BI transforms PandaDoc document lifecycle data into intuitive dashboards that help sales, operations, and legal teams monitor proposal activity, turnaround times, and close rates. With streamlined reporting and integrated insights, Power BI empowers teams to speed up approvals, optimise content, and improve win rates.

KEY FEATURES

  • Document Status & Completion Rates from PandaDoc – Track sent, viewed, signed, and completed documents across sales cycles or departments

  • Turnaround Time & Engagement Metrics – Analyse how long documents sit in each stage, who’s engaging, and where delays occur

  • Connected Deal & Contract Intelligence – Combine PandaDoc data with CRM, billing, or legal platforms to align documents with revenue and compliance

  • Workflow Dashboards & Activity Alerts – Create custom views for teams and receive notifications for unsigned deals, stalled approvals, or expired documents

OTHER DATA SOURCES

Report Simple Gold Coat

78% of new clients engage us for a second project within a year.

Let’s start with your first. Fill out the form, and our team will get back to you promptly to discuss how we can help.

1300 844 431

info@reportsimple.com.au

U11002/1328 Gold Coast Highway,

Palm Beach, QLD, 4221, Australia

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