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Proposal Analytics
under review
Activity
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Nick - D-Tools Cloud PM
under review
Nick - D-Tools Cloud PM
planned
Updating this to planned as we did add the basic proposal analytics and look to explore more advanced analytics this year
Nick - D-Tools Cloud PM
Merged in a post:
Show time spent viewing proposal pages.
D
David Haddad
You probably won't get many requests for this because unless someone's encountered it in some of the big non-industry proposal programs, you wouldn't know how valuable it is. In most of the major cloud proposal sofytware (PandaDoc for example), you can not only see when someone opened your proposal, you can see how much time they spent on each page.
That allows you to see how effective your overviews are, if people are looking at your proposals or just jumping to the bottom line etc.
That in turn allows you to improve based on those metrics.
Thanks for considering.
J
Justin Gant
That’s a great idea, I’d love to see this implemented
Nick - D-Tools Cloud PM
Hi @David Haddad thanks for your feedback! We actually have it on our radar. We just made updates to our proposal analytics to show if received, viewed, or presented.
In our next update to proposal analytics we looking for ways to include time viewed, what products and links have been clicked, and what part of the page the customer spent viewing the most.
While we are excited about these updates, we don't have a scheduled date for them
Hunter - D-Tools Cloud PM
Hello everyone! Today we released an update to our proposal analytics which includes a new layout and tracking for two new events. The first event is when a potential customer opens your share email. This is intended to give you insight into those customers who see your email but haven't chosen to open the proposal yet. The second event is a notification when the share email failed to make its way to your customer.
We have more on the way and will keep this post open for your feedback. When you get a chance, head on over to D-Tools Cloud and let us know what you think!
Hunter - D-Tools Cloud PM
in progress
Hello everyone! It has been a while since we updated you on this topic. Over the past few releases we've been slowly improving our Proposal analytics.
You can now access your analytics from the "Present" button's split menu and see basic analytics in the displayed dialog.
This is just the beginning! Head on over to D-Tools Cloud and let us know what you think!
Hunter - D-Tools Cloud PM
planned
Nick - D-Tools Cloud PM
I also tested the idea of a heat map showing where on the proposal the customer spends their time