How to Use the Super Admin Reporting Tools

SendSites includes enhanced reporting tools for users with Super Admin access. These tools provide visibility into proposal activity across your team and help ensure consistency, quality, and adoption of your sales process.

Why it matters:

These new reports let you:

• View proposal engagement across your entire team

• Monitor adoption and activity by individual users

• Ensure brand standards are being followed

• Identify training opportunities and support overall performance

📘 Step-by-Step: Accessing Performance Management Dashboard

1. Look for the Statistics Icon
   If you’re a Super Admin, you’ll see a 📊 icon in the top right of your dashboard. Click it to open the Leaderboard Report.

2. Use the Leaderboard Report
   Select your desired date range, then click Load Leaderboard to view:

   • Pages created

   • Pages visited

   • Total number of visits

3. Dig into Usage Reports
   Click the Usage Reports tab to view individual user activity. This section:

   • Is only available to Super Admins

   • Allows you to view—but not edit—live pages created by any user

   • Helps ensure proposals follow your brand guidelines

4. Review a Specific User’s Pages

   • Choose a user from the dropdown

   • Click Load Report

   • Click on any proposal name to view the live page

5. Grant Report Access to Others (optional)

   • Click the ⚙️ gear icon > Users

   • Select a user

   • Click Key Permissions

   • Enable Can view user performance reports