The Analytics Overview gives you a high-level summary of your Deal Room’s performance — showing who has visited, what they reviewed, and how engaged they are. It highlights key activity, intent signals, and trends so you can take informed next steps.
What You See in the Overview
The Overview contains a set of engagement cards surfaced from across Analytics. Each card represents a key signal buyers demonstrate in your Deal Room.
1. First Visits
Shows how many invited participants have entered the Deal Room at least once.
Metric: number of visitors / number invited
Timeframe: all time
Use it to: confirm whether key stakeholders have viewed the room
Click-through: none (static card)
2. Viewed Content
Shows how much of the shared content your participants have viewed.
Metric: % of pages visited
Timeframe: all time
Click-through: opens a per-participant breakdown in Content Analytics
Use it to: identify low-review deals or missing stakeholder alignment
3. Latest Sessions
Shows the most recent participant visits.
Details shown: participant name + timestamp
Action: link to Timeline for full chronological view
Use it to: monitor real-time activity and engagement spikes
4. Highly Engaged Participants
Highlights the participant(s) with the highest engagement score (PES) over the last 30 days.
Metric: PES (0–5 scale)
Signals factored: repeat visits, review time, interactions, MAP activity, file actions
Use it to: identify champions and active buyers
5. Low Engaged Participants
Highlights participants with low recent engagement.
Metric: PES
Use it to: identify silent stakeholders, follow-up targets, or risk areas
6. Most Viewed Pages
Shows which pages receive the most total attention.
Metrics: time on page + total visits
Timeframe: all time
Click-through: link to Content Analytics
Use it to: validate which material buyers focus on most
7. Least Viewed Pages
Shows the pages with minimal or no interaction.
Metrics: time on page + total visits
Timeframe: all time
Use it to: identify content that may need restructuring or additional buyer guidance
8. Engagement KPI Summary
Room-level averages across all participants.
KPIs shown:
Average room visits per participant
Average time in content per participant
Average interactions per participant
Note: rooms created before March 1, 2025 may show N/A for some KPIs
Use it to: benchmark engagement across deals
9. Action Plan Summary (if MAP is enabled)
Summarizes buyer progress in the Mutual Action Plan.
Includes:
Completion rate (e.g., 2/33)
Completed tasks
Remaining tasks
Click-through: opens the full MAP view
Use it to:
Track deal progress
Surface blockers
Guide next-step conversations
How to Access the Overview
Open your Deal Room.
Click Analytics in the top navigation bar.
The Overview tab opens automatically.
When to Use the Overview
Use the Overview when you need to:
Prepare for a meeting with stakeholders
Gauge overall deal momentum at a glance
Spot high-intent vs. low-engagement buyers
Identify which content is performing well or poorly
Review MAP progress (if enabled)
Decide whether to follow up, escalate, or adjust content