Proposal Analytics - show ALL recipients in the analytics 'wheel' that I have shared proposal with.

To see the prospects I have shared a new proposal with from Proposal Builder, it would be great to be able to see the same view from both the "Download or Share" button and the "analytics wheel" right next to that button…

Currently, in the analytics wheel view it seems to only show who has engaged with the proposal… it is not intuitive to then have to remember to go to the "Download or Share" button to see who I've sent it to, but has not viewed it as of yet.

Short vid snippet (50 seconds):

https://www.awesomescreenshot.com/video/26579790?key=d948ab193b720d11cbbeed2aa3a4343f

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Fixed/Implemented

proposal builder

Status: Fixed/Implemented

Comments

Karthik Kumar

That is why we kept Manage shares so that we could monitor how many users the email was sent to. In the Proposal Analytics, we will only display users who have logged onto the Proposal email. By doing so, users will be able to easily examine the analytics view of Proposals who used the Proposal by avoiding null values.