View Metrics

View metrics across all of your proposals can be found by going to the Metrics icon. From here, choosing “View Metrics” tab near the top.

You can filter these metrics by timeframe, teams (if applicable) and by client

  • Average Time to View: On average, how long it takes your clients to initially view proposals after you've sent them. You can use this insight to reschedule Reminder Emails, for example.
  • Average Length of Viewing: On average, the amount of time clients spend viewing the proposal online
  • Average Views Per Proposal: On average, how many times clients open your proposal

Near the bottom of the page, you’ll also see a breakdown of your top viewed sections across your proposals

This shows you where your clients are spending most of their time viewing your proposals. 

See also:

Sales Reports

Client activity on a proposal

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