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Analytics for Deal room

Add recipients, functionality and settings

Updated over a week ago

Tracking and analytics

You've spent a lot of time prospecting, writing emails, and pulling together content, only to have no idea whatsoever if the buyer has read or even received it.

Imagine if you could do all of that and more; like understanding which bits of content your prospect spent the most time reading or additional stakeholders that they've forwarded the Deal Room on to.


How to access Analytics

To access Analytics click "Analytics" in the upper right corner in your Deal room. You will be taken to the Analytics page with two tabs: Timeline and Engagement.


Timeline

The Timeline tab shows a detailed list of events that have happened.


An event can include more detailed information about the specific event. For example, a chat event can display what a participant has written.


List of events:

General

  • Publishing the room

  • New participants added

  • Participants first visit

  • Participants invited a new participant via email

  • Participant removed

  • Room owner changed

  • Collaborator added

Chat

  • New chat message

Action plan

  • Action plan published

  • Action plan unpublished

  • Milestone created

  • Milestone deleted

  • Task created

  • Task deleted

  • Deadline added

  • Deadline changed

  • User/Participant assigned to task

  • User/Participant removed from task

  • Task completed

Files

  • File uploaded

  • File downloaded

  • File deleted

Comments

  • New thread created

  • New comment added to thread

  • Thread resolved

  • Thread reactivated



Engagement

Engagement gives you insight into how participants have spent time in the Deal Room.

Use Filter by participant to filter specific participants engagement


Participants are listed under Engagement, and the Status shows if the participant has visited the Deal Room.

Use the Chat to send a message.

Monthly participant activity shows when activity has occurred on a monthly level.

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