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Analytics Overview for Deal Room

Track participant activity and engagement in your Deal Room

Last updated: May 2025
Applies to: Deal Room creators and admins

The Analytics Overview is your dashboard for understanding how participants engage with your Deal Room. Use it to:

  • Prepare for key meetings by spotting who’s active.

  • Reignite interest in stalled deals with targeted follow-ups.

  • Take smarter, faster actions based on clear engagement signals.

First Visits

See which invited participants have visited the room.

  • Details: Percentage of invited participants who have visited at least once (all time).

  • Interaction: Open a sidesheet showing each participant and their total visit count.

Viewed Content

Track how much of the shared content has been reviewed.

  • Details: Percentage of current content reviewed by participants (all time).

  • Interaction: Sidesheet with per-participant breakdown.

Latest Sessions

Stay on top of recent participant activity.

  • Details: List of recent room visits.

  • Interaction: Quick link to the full Timeline view.

Participant Engagement Score (PES)

See who’s most and least engaged, based on a scoring model.

  • Details: Proprietary scoring algorithm (scale 0–5) based on actions like:

    • Repeat visits

    • Content review time

    • Chat, comments, file interactions

    • MAP activity

    • Inviting others

  • Timeframe: Last 30 days

  • Interaction: Sidesheet with breakdown of top/mid/low engaged participants. Also visible by clicking the Participant column in the Rooms list.

PES Score Guide:

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

Identify which content pages get the most and least attention.

  • Details: Total views and time spent per page (all time).

  • Interaction: Quick link to Content Analytics.

Engagement KPI Summary

Benchmark overall room engagement.

  • Details: Averages for metrics like visits per participant (all time).

  • Interaction: Not interactive.

Note: 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 (MAP) progress.

  • Details: Snapshot of completed and upcoming tasks (shown only if MAP is enabled).

  • Interaction: Quick link to the full MAP.

Summary

The Analytics Overview gives you a complete picture of participant activity in your Deal Room:

  • Track visits, content views, and sessions.

  • Measure engagement with the PES score.

  • See what content resonates most.

  • Stay aligned with MAP progress.

Use these insights to prioritize follow-ups, strengthen engagement, and close deals more effectively.