# Analytics Overview for Deal room

### Add recipients, functionality and settings

June 1, 2026

The **Analytics Overview** is your go-to dashboard to understand how participants are engaging with your Deal Room. Whether you’re preparing for a key meeting or trying to re-ignite interest in a stalled deal, this view helps you take smarter, faster actions based on clear engagement signals.

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## First Visits

Quickly see which invited participants have visited the room to ensure your key stakeholders are engaging.

- **Details:** Percentage of invited participants who have visited the room at least once (all time).
- **Interaction:** Open a sidesheet showing each invited participant and their total visit count.

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## Viewed Content

Understand how much of the shared content has been reviewed so you can follow up if engagement is low.

- **Details:** Percentage of current content reviewed by participants (all time).
- **Interaction:** Sidesheet showing per-participant breakdown.

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## Latest Sessions

View recent participant activity to get a sense of current momentum in the room.

- **Details:** List of recent room visits.
- **Interaction:** Quick link to full Timeline view.

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## Participant Engagement Score (PES)

Get a snapshot of who’s most and least engaged, based on key activity signals from the past 30 days.

- **Details:** Proprietary scoring algorithm (scale 0-5) based on actions like:
  - Repeat visits
  - Content review time
  - Chat, comments, file interactions
  - MAP activity
  - Inviting others
- **Scoring timeframe:** Last 30 days
- **Interaction:** Sidesheet with a breakdown of top/mid/low engaged participants.

Also accessible by clicking the Participant column in the Rooms list.

| PES Score | Interpretation |
| --- | --- |
| 0 | Hasn’t visited yet, reach out directly. |
| 1 | Brief visit, no real engagement. |
| 2 | Minor engagement, consider follow-up. |
| 3 | Moderate engagement, check if that’s enough. |
| 4 | Strong engagement, validate and guide next steps. |
| 5 | Fully engaged, support and delight. |

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## Page Review Summary

Quickly spot which content pages have the most and least attention to understand buyer interest or gaps.

- **Details:** Total view count and time spent per page (all time).
- **Interaction:** Quick link to full Content Analytics.

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## Engagement KPI Summary

Benchmark the overall room engagement by viewing key participant averages.

- **Details:** Averages for metrics like visits per participant (all time).
- **Interaction:** Not interactive.

Rooms created before **March 1, 2025**, won’t show “Average room visits per participant” due to legacy tracking limits. Value will appear as **N/A**.

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## MAP Summary

Stay on top of Mutual Action Plan progress with a snapshot of completed and upcoming tasks.

- **Details:** Summary of completed and upcoming tasks (only shown if MAP is enabled).
- **Interaction:** Quick link to the full MAP.

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