Hi everyone! 👋
I’m trying to create some performance and workflow reports within DocuSign CLM, and I’d love some advice from the community on the best way to do it.
Here are a few examples of the reports I’d like to build:
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User Productivity Report – showing the number of contracts created, finalized, and the average time per workflow step.
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Bottlenecks by Stage – identifying where contracts spend the most time (e.g., Legal Review, Internal Approval).
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SLA Compliance Report – comparing expected vs. actual time per stage and flagging when deadlines are missed.
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Monthly KPI Dashboard – summarizing key indicators like total contracts, average cycle time, and overdue SLAs.
I’m curious to know:
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Which tools or dashboards within DocuSign CLM can be used to generate these kinds of insights?
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Is there a way to extract these metrics directly via reports or APIs?
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How are other teams tracking workflow performance and SLA compliance in DocuSign?
Any tips, templates, or examples would be super helpful. Thanks in advance! 🙏
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