REPORTING AND INSIGHTS
A monitor for
your project
Gain real-time deal insights and make data-driven decisions with ease
Key insights at a glance
Decode engagement trends
Make data-driven decisions
DASHBOARD
Your deal, fully visualized
- Centralize your insights
Access vital deal data effortlessly for proactive decision-making - Deal command center
Save hours and track project updates in a single, intuitive dashboard view - Monitor user engagement
Analyze user activity across all interactions in real-time - Document performance insights
Identify which documents get the most engagement for better follow-ups
ACTIVITY LOG
Track project activity with precision
- Stay updated instantly
Real-time access to all project activities and changes - Review user actions
Track every user interaction for comprehensive oversight - Ensure compliance
Maintain a complete audit trail for regulatory and security needs - Customize your tracking
Focus on critical metrics to optimize decision-making
ENGAGEMENT MATRIX
Turn insights into powerful strategies
- Track participants’ interactions
Analyze document engagement, downloads, and user activity efficiently - Access visibility control
Identify missing document access and adjust permissions as needed - Monitor full engagement
Track document views to address neglected areas and avoid delays - Analyze buyers engagement
Compare group and document behavior for optimized collaboration
DOCUMENT OVERVIEW REPORT
Unlock user engagement insights
DATA STORAGE REPORT
Organized space for efficient cost control
- Monitor storage utilization
View how storage is allocated and identify space-hogging files - Optimize content organization
Remove empty folders and keep your data room efficient and organized - Identify storage demands
Pinpoint files consuming the most space to manage costs - Proactive storage oversight
Stay informed about storage to maintain a cost-effective environment
REPORT SUBSCRIPTIONS
Timely intelligence
delivered to you
Customize notifications
Set your preferences for timely updates and insights
Set alerts frequency
Control how often you receive updates to stay informed
Work efficiently with alerts
Receive key insights via email to reduce platform time
Ready to accelerate your
deal success?
Start your 30-day free trial today