Document analytics

Document analytics reveal how recipients engage with your content, providing valuable insights into viewing patterns, time spent, and section popularity. These metrics help you understand what resonates with clients and optimize your documents for better engagement.

Accessing Document Analytics

From Your Document List:

1. Hover over any document in your main document list
2. Click the Insights button that appears
3. The document details panel opens
4. Click the Analytics tab to view engagement data

Key Analytics Sections

Document Overview Information: The analytics header displays essential document metrics:

• Last Active: How recently someone interacted with your document
• Status: Current document status (Draft, Sent, Won, etc.)
• Sent: When the document was originally shared
• First Open: Timestamp of the initial client viewing

Viewing Analytics and Filtering

Filter by Viewer: Use the Filter by viewer dropdown to analyze engagement patterns:

• All viewers: Combined analytics from everyone who viewed the document
• Individual viewers: Isolate data for specific recipients to understand personal engagement patterns

Date Range Selection: The Date range control lets you focus on specific time periods:

• Last 7 days: Recent engagement patterns
• Custom ranges: Analyze longer periods or specific date spans

Document Views Tracking

Visual Timeline: The Document Views chart displays viewing activity over time:

• Total views count: Overall number of document opens
• Timeline graph: Shows when viewing activity occurred
• View patterns: Identify peak engagement periods

View Metrics: Key viewing statistics include:

• Total Views: Complete count of document opens
• Total view time: Cumulative time spent reading your document
• Last viewed: Most recent access timestamp

Section-Level Analytics

Top 5 Viewed Sections: This powerful feature shows which parts of your document capture the most attention:

• Section ranking: Ordered by total time spent
• Time per section: Duration viewers spent in each area
• Engagement indicators: Visual bars showing relative popularity

Section Examples from Analytics:

• Pricing: Often the most-viewed section, showing client interest in costs
• Cover: Initial engagement as clients first access the document
• Team Bios: Interest in your company and personnel

Understanding Engagement Patterns

High-Engagement Indicators: Look for these positive signals in your analytics:

• Multiple views from the same person
• Extended total view time
• Deep engagement with pricing or service sections
• Return visits over several days

Section Performance Insights: Section analytics help you understand content effectiveness:

• Long time in pricing sections: Strong purchase consideration
• Repeated cover section views: Possible document sharing with colleagues
• Brief section visits: Content might need improvement or reorganization

Using Analytics for Follow-Up

Timing Your Outreach: Analytics help you identify the perfect moment for follow-up:

• Recent activity: Reach out while the document is fresh in their mind
• Extended viewing sessions: Capitalize on demonstrated interest
• Section focus: Tailor conversations based on which sections received attention

Conversation Starters: Use analytics insights to guide your discussions:

• "I noticed you spent time reviewing our pricing section..."
• "Since you've been back to look at the team bios..."
• "I see you've had a chance to review the document a few times..."

Analytics transform your documents from static presentations into dynamic engagement tools that provide real-time feedback about client interest and behavior. This data helps you become more responsive, more strategic, and ultimately more successful in your client relationships.

Ready to explore specific engagement events? Check out our Document Activity guide to see the complete timeline of actions and milestones for your documents.

Stuck or Need Help? Contact our support team through the in-app chat—we're here to help you interpret your analytics and use insights to improve your client engagement strategy.