Client Activity & Metrics

All Categories > Client Activity & Metrics

3 articles

Individual Proposal Metrics

When viewing the proposal snapshot page after the proposal has been viewed, you will see the View Metrics for this proposal. The metrics will show a breakdown of each section, how long each section w…

Updated 1 month ago by Michael Hulet

Business Metrics

Business Metrics gives you insights on your close rate, the number of proposals in your account at a given time, as well as your proposal revenue at a given time. To view business metrics across all…

Updated 1 month ago by Michael Hulet

View Metrics

These View Metrics show you which sections are viewed the most across all of your proposals, and on average how long your clients spend viewing your proposals. View metrics across all of your proposa…

Updated 1 month ago by Michael Hulet