Track a data room

Before you begin#

• A live data room with at least one viewer who's opened the link. (No views yet? See Sharing a document for distribution playbooks.)

How to open analytics#

1. Open the Data Rooms section in the sidebar.
2. Find the room you want to inspect.
3. Click the View Analytics icon on the row.

You land on a dashboard with three views: Overview, By document, and By viewer.

The Overview tab#

• Unique viewers — total verified emails that opened the room.
• Avg time spent — across the whole room. Anything above 2 minutes is real engagement.
• Completion rate — what percentage of the room each viewer made it through, averaged.
• Top viewers — your "hottest" leads, ranked by combined time spent and revisits.

The "By document" tab#

Shows engagement broken down per file in the room. Use this to:

• Find your strongest content — the page everyone lingers on.
• Find your weakest content — the file viewers skip or drop off mid-way.
• Plan your follow-up — when you write a "thanks for the time" email, reference the specific document they spent the most time on.

The "By viewer" tab#

Per-person view of how each viewer engaged. Click a viewer's name to see:

• Time on each document and page.
• Number of sessions and revisit dates.
• Device, IP, and location.

This is the screen you actually open before sending a personalised email.

Signals worth acting on#

• Revisits — the same viewer opening twice within a week is the strongest signal in the dashboard. Send a follow-up.
• Deep linger on financials or pricing — they're qualifying you. Offer a call.
• Drop-off mid-deck — your story stalled. Tighten the section or move it later.
• Zero opens after 3 days — the email lost. Send a friendly nudge with the link inline.

What to read next#

• Understanding document analytics — the analytics terms explained.
• Analyse who viewed your document — per-viewer detail.
• What events trigger alerts — set up notifications.