Overview

Gain comprehensive insights into how recipients engage with your proposal using the Proposal Engagement feature.

Proposal Analytics

To view the engagement details for a completed proposal, click on any tab within the Proposal section. You will also find the icon next to the Download or Share option within a proposal.

1. Displays the proposal title and version.
2. Displays the engagement details for the proposal. You can use to view the other metrics.
   
3. Displays the summary of the engagement for the proposal.
4. Switch between the Recipients and Activity tab.
   
   • Recipients Tab:
     
     • Displays statistics for each recipient of the proposal.
     • Click on the number of shares to view with whom the proposal has been shared.
       
   • Activity Tab:
     • Displays a chronological view of all actions performed on the proposal.
     • You can click on the recipient link to view with whom the proposal has been shared.
     • You can use the search box and advanced filters to narrow down specific activities.