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Proposal Analytics

Overview

Gain comprehensive insights into how recipients engage with your proposal using the Proposal Engagement feature.

Select the applicable tab for your edition of Responsive.

  • Proposal Analytics

    To view the engagement details for a completed proposal, click on any tab within the Proposal section. You will also find the [i] - Analytics.png icon next to the Download or Share option within a proposal.

    PB - Proposal Analytics.gif

    PB - Proposal Analytics Overview.png

    1. Displays the proposal title and version.
    2. Displays the engagement details for the proposal. You can use [i] Navigate - LR.png to view the other metrics.
      PB - Engagement Details.gif
    3. Displays the summary of the engagement for the proposal.
    4. Switch between the Recipients and Activity tab.
      1. Recipients Tab:
        1. Displays statistics for each recipient of the proposal.
        2. Click on the number of shares to view with whom the proposal has been shared.
          PB - Shares Popout.gif
      2. Activity Tab:
        1. Displays a chronological view of all actions performed on the proposal.
        2. You can click on the recipient link to view with whom the proposal has been shared.
        3. You can use the search box and advanced filters to narrow down specific activities.
          PB - Proposal Analytics - Activity Tab.gif
  • Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

    Proposal Analytics

    To view the engagement details for a completed proposal, click on any tab within the Proposal section. You will also find the [i] - Analytics.png icon next to the Download or Share option within a proposal.

    PB - Proposal Analytics.gif

    PB - Proposal Analytics Overview.png

    1. Displays the proposal title and version.
    2. Displays the engagement details for the proposal. You can use [i] Navigate - LR.png to view the other metrics.
      PB - Engagement Details.gif
    3. Displays the summary of the engagement for the proposal.
    4. Switch between the Recipients and Activity tab.
      1. Recipients Tab:
        1. Displays statistics for each recipient of the proposal.
        2. Click on the number of shares to view with whom the proposal has been shared.
          PB - Shares Popout.gif
      2. Activity Tab:
        1. Displays a chronological view of all actions performed on the proposal.
        2. You can click on the recipient link to view with whom the proposal has been shared.
        3. You can use the search box and advanced filters to narrow down specific activities.
          PB - Proposal Analytics - Activity Tab.gif

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