The Analytics Overview is your go-to dashboard to understand how participants are engaging with your Deal Room. Whether you’re preparing for a key meeting or trying to re-ignite interest in a stalled deal, this view helps you take smarter, faster actions based on clear engagement signals.
First Visits
Quickly see which invited participants have visited the room to ensure your key stakeholders are engaging.
Details: Percentage of invited participants who have visited the room at least once (all time).
Interaction: Open a sidesheet showing each invited participant and their total visit count.
Viewed Content
Understand how much of the shared content has been reviewed so you can follow up if engagement is low.
Details: Percentage of current content reviewed by participants (all time).
Interaction: Sidesheet showing per-participant breakdown.
Latest Sessions
View recent participant activity to get a sense of current momentum in the room.
Details: List of recent room visits.
Interaction: Quick link to full Timeline view.
Participant Engagement Score (PES)
Get a snapshot of who’s most and least engaged, based on key activity signals from the past 30 days.
Details: Proprietary scoring algorithm (scale 0-5) based on actions like:
Repeat visits
Content review time
Chat, comments, file interactions
MAP activity
Inviting others
Scoring timeframe: Last 30 days
Interaction: Sidesheet with a breakdown of top/mid/low engaged participants.
Also accessible by clicking the Participant column in the Rooms list.
PES Score | Interpretation |
0 | Hasn’t visited yet, reach out directly. |
1 | Brief visit, no real engagement. |
2 | Minor engagement, consider follow-up. |
3 | Moderate engagement, check if that’s enough. |
4 | Strong engagement, validate and guide next steps. |
5 | Fully engaged, support and delight. |
Page Review Summary
Quickly spot which content pages have the most and least attention to understand buyer interest or gaps.
Details: Total view count and time spent per page (all time).
Interaction: Quick link to full Content Analytics.
Engagement KPI Summary
Benchmark the overall room engagement by viewing key participant averages.
Details: Averages for metrics like visits per participant (all time).
Interaction: Not interactive.
Rooms created before March 1, 2025, won’t show “Average room visits per participant” due to legacy tracking limits. Value will appear as N/A.
MAP Summary
Stay on top of Mutual Action Plan progress with a snapshot of completed and upcoming tasks.
Details: Summary of completed and upcoming tasks (only shown if MAP is enabled).
Interaction: Quick link to the full MAP.