Understanding Proposal Analytics
Learn how to read engagement signals, track viewer behaviour, and use data to time your follow-ups perfectly.
Sending a proposal used to mean hoping for the best and waiting for a response. With proposal analytics, you know exactly what's happening—when clients open your proposal, which sections they read, and how long they spend on pricing.
What Analytics Does Closed Track?
Closed tracks comprehensive engagement data for every proposal you send:
- Opens: When the proposal was first opened, and every subsequent view
- Time spent: Total viewing time and time per section
- Scroll depth: How far through the proposal they read
- Section engagement: Which sections received the most attention
- Per-recipient tracking: When you send to multiple recipients, each gets their own tracking
GDPR compliance: For clients who prefer not to be tracked, you can disable analytics on individual proposals. This is useful when working with privacy-conscious EU clients.
Reading the Engagement Score
Every proposal gets an engagement score from 0-100. This score combines multiple signals into a single metric that indicates buying intent:
Key Signals to Watch
Pricing Section Time
If a prospect spends significant time on your pricing section, they're seriously considering the investment. This is often the strongest buying signal.
Multiple Views
A proposal viewed multiple times, especially by different people, suggests internal discussion. This is a great time to follow up and offer to answer questions.
Quick Drops
If someone opens the proposal but leaves within seconds, they may have been distracted. Send a gentle reminder after 24 hours.
Pro tip: Set up notifications to alert you when proposals are opened. This lets you follow up while you're still top of mind.
Using Analytics for Follow-Ups
The best follow-ups are timely and relevant. Use analytics to craft messages that address what the client actually cares about:
- Spent time on case studies? Offer to connect them with a reference client
- Lingered on pricing? Offer to walk through the investment breakdown
- Skipped the process section? They may already trust your approach—focus on next steps
- Multiple stakeholders viewing? Offer a group call to address everyone's questions
Where to Find Analytics
Access proposal analytics from multiple places in Closed:
- Dashboard: See engagement scores for all recent proposals at a glance
- Proposal detail: Click any proposal to see full analytics breakdown
- Notifications: Get real-time alerts when proposals are opened
- Activity feed: Timeline of all proposal activity
Summary
Proposal analytics transform selling from guesswork into a data-driven process. By understanding how prospects engage with your proposals, you can follow up at the right time with the right message—dramatically improving your close rate.
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