Reports & Analytics

Reports & Analytics

Overview The Reports dashboard in Proposal.biz gives you full visibility into how your documents are performing. From high-level analytics across all your documents to detailed engagement data for individual documents. Reports helps you understand exactly how recipients interact with your content. image Accessing Reports 1. Go to Reports in the left sidebar 2. The Reports dashboard will open showing your workspace-wide analytics Filtering Your Data At the top of the Reports dashboard you will find a set of filters to narrow down your analytics: - Date range — Select a time period such as Last 7 days, Last 12 months, or a custom range - All Folders — Filter by document folder - All Documents — Filter by a specific document - All Locations — Filter by recipient location - All Owners — Filter by the team member who created the document - All Companies — Filter by company - All Recipients — Filter by a specific recipient - Reset — Clear all applied filters Analytics Summary The Analytics section displays four key metrics at a glance: - Total Sessions — Total number of times your documents have been viewed - Total Readers — Total number of unique readers across all documents - Average Time — Average time readers spend on your documents - Completion Rate — Percentage of readers who viewed the entire document 💡 Pro Tip Hover over each metric to see its definition in a tooltip. This is especially useful when sharing reports with team members who may not be familiar with the terminology. Engagement Funnel The Engagement Funnel shows how recipients progress through your documents: - Opened document — Number and percentage of recipients who opened the document out of total sent - Scrolled — Number and percentage of openers who scrolled through the document - Completed — Number and percentage of openers who viewed the document to completion Sessions and Readers Tabs Below the analytics summary you can switch between two views: - Sessions — Shows daily trend data based on total session activity - Readers — Shows daily trend data based on unique readers Daily Trend The Daily Trend graph is a line chart that shows document activity over time for the selected date range. Hover over any point on the graph to see the exact date and number of sessions or readers for that day. Geographic Distribution The Geographic Distribution section shows where your readers are located. You can toggle between two views: - Map — A world map with highlighted regions showing session distribution - List — A table showing each country with its total sessions and percentage Documents Performance Table Below the analytics and charts you will find a table listing all your documents with the following details: - Title — Document name and ID - Status — Current status (Sent, Expired, Finished, Draft) - Sessions — Number of viewing sessions - Readers — Number of unique readers - Completion rate — Percentage of readers who completed the document - AI score — AI evaluation score for the document - Value — Monetary value assigned to the document - Last edited — When the document was last updated You can search for any document using the Search bar or sort by Last edited using the sort dropdown. Next Steps Click on any document in the table to open its detailed analytics report. Learn more in Document-Level Analytics.

Document-Level Analytics

Overview When you click on any document from the Reports dashboard, you are taken to a detailed analytics page for that specific document. This gives you a deep view into how recipients are engaging with that document including session-level data, reading patterns, version performance, and AI-powered insights. image Accessing Document Analytics 1. Go to Reports in the left sidebar 2. Scroll down to the Documents table 3. Click on any document to open its detailed report Document Report Header At the top of the document report you will see: - A Back button to return to the main Reports dashboard - Viewing status — Shows the link type being viewed (e.g. Live Link) - Date created — When the document was created - Recipient name — Who the document was shared with Filtering Document Analytics You can filter the document analytics using the following options: - Date range — Last 7 days, Last 12 months, or a custom range - All Recipients — Filter by a specific recipient - All Locations — Filter by geographic location - All Companies — Filter by company - Link type — Filter by Live Link or other link types - Reset — Clear all applied filters Analytics Summary The same four key metrics are displayed at the document level: - Total Sessions — Total number of viewing sessions for this document - Total Readers — Number of unique readers - Average Time — Average time readers spent on this document - Completion Rate — Percentage of readers who completed the document Engagement Funnel The Engagement Funnel shows the progression of readers through this specific document: - Opened document — Number and percentage of recipients who opened out of total sent - Scrolled — Number and percentage of openers who scrolled through the document - Completed — Number and percentage of openers who completed the document Sessions and Readers Tabs Switch between two views to analyse the document activity: - Sessions — Daily trend of total sessions over time - Readers — Daily trend of unique readers over time Daily Trend A line chart showing the daily trend of sessions or readers for this document over the selected date range. Hover over any point to see the exact date and session count. Geographic Distribution See where your readers are located for this specific document. Toggle between: - Map — World map with highlighted regions - List — Country-level breakdown with sessions and percentage Note If no readers have viewed the document yet, this section will display "No geographic data available yet. Country insights will appear once visitors start viewing your projects." Live Link Sessions The Live Link Sessions table shows every individual session for this document with the following details: - Name — Reader's name or identifier - Session Started — Date and time the session began - Session Duration — How long the reader spent viewing the document - Clicked CTA — Whether the reader clicked any call-to-action in the document - Completion — Whether the reader completed the document - Location — Geographic location of the reader - Device — Device and browser used to view the document image Total Readers & Views A horizontal bar chart showing total readers and total sessions broken down by section. This helps you understand which sections of your document are getting the most attention. Reading Time The Reading Time section shows a donut chart visualizing how much time readers spend on each section of your document. Each section is displayed with its name and the time spent reading it. This helps you identify which parts of your document hold attention and which are being skipped. Custom Versions If you have multiple versions of the same document, the Custom Versions section lets you compare their performance side by side: - Version — Version number and date - Unique Readers — Number of unique readers for this version - Total View Time — Total time spent viewing this version - Avg Session Duration — Average time per session - Completion — Completion rate for this version - Recipients — Number of recipients for this version - Actions — Additional options for managing the version Click View details on any version to see its detailed session-level data. 💡 Pro Tip Use Custom Versions to A/B test different document structures or content approaches. Compare completion rates and reading times across versions to understand which format performs best with your recipients. AI Insights At the bottom of the document report, the AI Insights section provides an AI-powered evaluation of your document. It is organized into four categories: - Good — Strengths of your document that are working well - Okay — Areas that are acceptable but could be improved - Missing Sections — Content areas that your document is lacking - Needs Improvement — Specific areas that need attention Each category contains detailed bullet points explaining what the AI found. An overall AI Score is displayed alongside a label such as Fair, Good, or Excellent. You can click Re-Evaluate at any time to refresh the insights based on the latest version of your document. image 💡 Pro Tip Run the AI evaluation before sending your document to a recipient. The Missing Sections and Needs Improvement categories often highlight gaps that could make the difference between a document that gets signed and one that gets ignored.

Version-Level Reports

Overview When you have multiple versions of the same document, Proposal.biz lets you drill down into each version's performance independently. This gives you granular visibility into how each version is performing helping you understand what is working and what needs to change. image Accessing Version-Level Reports 1. Go to Reports in the left sidebar 2. Click on any document to open its detailed analytics 3. Scroll down to the Custom Versions section 4. Click View details on the version you want to analyse Version Sessions Table A table listing every individual session for this version with the following details: - Name — Reader's name or identifier - Session Started — Date and time the session began - Session Duration — How long the reader spent viewing this version - Clicked CTA — Whether the reader clicked any call-to-action - Completion — Whether the reader completed this version - Location — Geographic location of the reader - Device — Device and browser used Total Readers & Views A horizontal bar chart showing total readers and total sessions broken down by section — specific to this version only. This helps you see which sections are attracting the most attention within this particular version of the document. Reading Time A donut chart visualizing the reading time distribution across different sections of this version. Each section is displayed with its name and the time readers spent on it. Use this to identify which sections hold attention and which are being skipped in this version. image AI Insights Each version has its own independent AI evaluation. The insights are organized into four categories: - Good — Strengths of this version that are working well - Okay — Areas that are acceptable but could be improved - Missing Sections — Content areas this version is lacking - Needs Improvement — Specific areas that need attention An overall AI Score is displayed alongside a label such as Fair, Good, or Excellent. Click Re-Evaluate at any time to refresh the insights based on the latest state of this version. image 💡 Pro Tip Compare AI Insights across different versions to understand exactly what changed and which improvements are having the biggest impact on reader engagement and completion rates. This makes version-level reports especially powerful for A/B testing different document structures or content approaches. Next Steps Now that you understand how to track performance at every level  workspace, document, and version — explore how to connect your tools in Integrations or manage your workspace in Settings.