Forms Live Dashboard: Track Forms and Signing Progress

Explore the Forms Live Dashboard for Australian agencies. Track form data, monitor signing progress and compare agent activity in one place.

Forms Guru

Forms Guru

21 October, 2026

Coffee

4 min read

Forms Live Dashboard: Track Forms and Signing Progress

Need a quick update before a team meeting? Want to see where signing requests are getting held up?

An agent is tracking a contract of sale. A property manager is waiting on a signed lease. For agency principals and senior property managers, understanding activity across the whole team is essential to keeping work moving.

The new Forms Live Dashboard brings your agency’s form and signing activity together on one screen as soon as you log in. See how many forms have been created, monitor signing progress and compare activity by agent.

Now available to Forms Live subscribers across the country, the dashboard gives you a clearer view of your agency’s workload and signing activity.

Here’s how to use these insights to plan your day, guide team discussions, and prioritise follow-ups.

See your agency’s form and signing activity

See how many forms your agency has created and how many signings have been completed, using date-range filters to review activity over your selected period.

View the data as a chart for a quick overview or switch to a table for a closer look at the operational data. Peak-day statistics and weekend versus weekday averages you understand when your agency is most active.

Sample Forms Live Dashboard showing forms created and signings completed over 30 days, with daily activity and weekday and weekend averages.

For property managers, these insights provide a starting point for reviewing form volumes and identifying where signing follow-ups may be needed. Principals and sales managers can use the same overview to monitor activity and guide team discussions about workload and signing outcomes.

Track signing progress with the Signing Funnel

Sending a document for signing is one step in the process. Knowing what happens next helps you decide where to focus your attention.

The Signing Funnel shows the status of forms created within your selected date range, across these stages:

  • Created
  • Sent for Signing
  • Opened by signer
  • Partially signed
  • Fully executed

The dashboard also highlights requests awaiting a signature for more than three days, declined requests, and those signed on the same day.

Forms Live Signing Funnel with sample figures showing progress from forms created to fully executed, plus overdue, declined and same-day signing indicators.

Use these indicators to prioritise follow-ups. If leases are awaiting signatures, for example, you can check whether a signer needs help or has a question ahead of a scheduled move-in.

For principals and managers, this overview makes it easier to see where signing progress may have slowed and discuss next steps with the team.

Compare form and signing activity by agent

The By agent view brings your team’s activity into one place, helping you understand individual workflows and signing outcomes.

Sort the table in ascending or descending order by:

  • Agent
  • Forms created
  • Sent
  • Executed
  • Completion rate
  • Median time to sign

Sample Forms Live agent comparison showing forms created, sent and executed, completion rates and median signing times.

Forms created and sent show activity levels, while executed forms, completion rates, and signing times help you understand what happens after documents are sent.

Completion rate tracks fully executed forms as a share of forms sent for signing. Review this alongside volumes and signing times to give each agent’s figures context.

Together, these data points can guide conversations about workload, follow-up practices and where additional support may be useful.

Make the dashboard part of your daily workflow

A quick dashboard check can help you plan your day and keep team discussions grounded in your agency’s activity.

At the start of the day: review signing progress, including requests awaiting signatures for more than three days, to help prioritise follow-ups.

Before a team meeting: check form volumes and completed signings, then use the By agent view to discuss workloads and signing outcomes.

When reviewing your workflow: look at completion rates and signing times alongside activity levels to identify patterns and areas that may need attention.

Three sample dashboard views illustrating daily signature follow-ups, team activity reviews and agent completion rates.

Use these insights to decide what to follow up on, where to offer support and what to discuss with your team.

Explore your Forms Live Dashboard

Log in to Forms Live to explore your agency’s form activity, review signing progress and see where follow-up may be needed.

Forms Live Dashboard overview with sample activity totals, a daily activity chart, top form types and signing progress.

If you are a principal or senior property manager, log in to Forms Live and open your agency dashboard.

Would you like a walkthrough? Our Australian-based support team is ready to help. Contact via support@formslive.com.au.

New to Forms Live? Start a free trial and explore a simpler way to manage your agency’s forms and contracts.

About Forms Live

The Forms Live platform is the leading provider of forms and contracts for the real estate industry around Australia and is owned by Dynamic Methods. It is used by 8,500 real estate agencies and more than 50,000 agents and property managers. More than 70 million of our forms have been used since launch in 2005 resulting in more than $100m in property sales per month and a further $80m in property leases per month.

Latest Posts

Forms Live Dashboard: Track Forms and Signing Progress - Forms Live