Group 65
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Client Activity & Metrics
Client Activity & Metrics
See when clients are viewing your proposal, where they're looking and understand your close rate
6 articles in this collection
Written by
Allan Duquette
and
Luke Shea
The Proposal Snapshot Page
Looking for a breakdown of your proposal snapshot page? Click here to get the details.
Written by
Allan Duquette
Updated over a week ago
Reports
Looking to wow your boss with some of that sweet, sweet sales data? Here’s how to generate a report from Proposify and export it to CSV.
Written by
Allan Duquette
Updated over a week ago
Metrics
Looking to take your business performance to the next level? Read here to see where to start.
Written by
Luke Shea
Updated over a week ago
Proposal Activity Feed
Looking for details on your proposal’s activity feed? Click here for more details.
Written by
Allan Duquette
Updated over a week ago
Tracking your signatures
Not quite sure why your proposal is still in "awaiting signatures"? Here's a quick guide to see which signatures are needed to get to "won".
Written by
Allan Duquette
Updated over a week ago
Sales reports
Business metrics like close rate, amount of deals closed
Written by
Allan Duquette
Updated over a week ago