Overview
Deal Room Analytics gives you a complete view of how your buyer interacts with your shared room — from first visit to final action.
You’ll see which content gets the most attention, how engaged each participant is, and when key actions happen.
This helps you identify high-intent buyers, know when to follow up, and improve your sales process over time.
Access Analytics
Open your Deal Room.
Click Analytics in the top navigation bar.
Switch between the tabs to explore different insights:
Overview – quick summary of engagement
Content – detailed view of page and file activity
Participants – who’s viewed and for how long
Timeline – chronological view of all actions
Analytics Tabs Explained
Overview
See the big picture of how your room performs.
First visits – how many invited participants have entered the room.
Viewed content – percentage of content viewed.
Latest sessions – recent visitors and their activity.
Engagement scores – highlight your most and least active participants.
This helps you gauge overall interest and identify when it’s time to re-engage silent prospects.
Content
Understand which pages and files get the most attention.
Most viewed pages – which sections or slides buyers focus on.
Average time in content – how long each participant spends reviewing material.
Interactions – comments, reactions, and chat activity.
You can also expand Pages and sections to see detailed engagement — perfect for spotting which proposal areas or presentations capture attention.
Participants
Track individual buyer engagement.
Each participant has a full breakdown of:
Score – engagement level based on recent activity.
Viewed content – percentage of pages visited.
Time in content – total time spent exploring the room.
Interactions – comments, chats, and actions taken.
Use this to prioritize follow-ups and tailor your next conversation based on real data.
Timeline
Follow every activity in order — from creation to buyer interaction.
You’ll see when someone:
Joined or revisited the room
Viewed a specific section
Left a comment or message
Uploaded or downloaded files
The Timeline helps you stay on top of what’s happening in real time and coordinate next steps efficiently.
Best Practices
Review analytics before key follow-ups or meetings.
Identify which content drives the most engagement — refine low-view sections.
Use participant insights to personalize communication.
Keep an eye on the timeline for re-engagement opportunities.






