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Participant Engagement Score (PES)

Understand how active each participant is in your Deal Room and quickly identify high-intent buyers versus low-engagement stakeholders.

Updated today

Purpose

The Participant Engagement Score (PES) measures the activity level of each participant in your Deal Room over the last 30 days. It helps you quickly identify high-intent buyers and low-engagement stakeholders.


How PES Works

Score Range: 0–5

Calculated using activity signals from the last 30 days, including:

  • Visit frequency

  • Time spent reviewing content

  • Chat messages and comments

  • File interactions (uploads/downloads)

  • MAP activity

  • Inviting additional participants


PES Levels Explained

Score

Meaning

Recommended Action

0

No visits

Reach out directly

1

Brief visit, no depth

Light follow-up

2

Some engagement

Check alignment

3

Moderate interest

Validate next steps

4

Strong engagement

Accelerate deal progress

5

Highly engaged

Support decision-making


Where to View PES

  • Analytics β†’ Overview

  • Analytics β†’ Participants

  • Rooms list: Click the participant column to view PES summary


When to Use PES

Use PES to:

  • Prioritize follow-ups

  • Identify champions vs. low-engagement stakeholders

  • Evaluate deal momentum

  • Personalize communication

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