Engagement overview
Review recorded visits and available reading time.
What you can do
Section activity
See where proposal engagement is recorded.
Proposal outcomes
Review status, acceptance and available values by currency.
Date filters
Focus the report on the period you want to understand.
The workflow
Share your proposals
Send web links to collect activity.
Choose a period
Set the dates you want to review.
Explore the report
Look at engagement and proposal outcomes.
Open the details
Use individual activity to plan your next step.
Built around your work
A wider view
Look across the proposals in your workspace.
Useful comparisons
Review the same period and currency together.
Room for detail
Open a proposal to investigate its activity.
Useful details
- New workspaces may show labelled demo data. Recorded activity does not predict future wins.