Quick intro to Insights
How to use insights?
Only Vault Admins have access to Insights, which gives a visualization of activities performed by external users in the Vault. The Insights dashboard shows the actions of the Buy side in various graphs and statistics. Analyze and translate how participants are engaging with the Vault content and Q&A to maximize your deal.
1. Buy side engagement
Assess the behavior of buyers on document activity and logins. Buy side engagement displays a timeline in which the activity of each buyer group is based off the total logins or document activity of the last 30 days.
- Different criteria, such as logins, login time, document activity and unique users can be selected from the drop down menu to generate a different graph.
- By clicking on the timeline, a combination of charts will be displayed. Apply filters to select a specific group, role or user label, exclude some actions and choose a custom time span.
Follow the progress of accessed documents by the buy side. The buy side progress bar graph displays the percentage of accessed documents (viewed or downloaded) per buyer group.
Click on the chart and the index of the Vault with the percentages of accessed documents will be displayed. Dive deeper into which group, role, user or user label has accessed which documents.
See which parts of the Index has been accessed the most based on the buyer actions. Compare this within a group or across different groups to measure different possible interests. The activity heatmap displays a map with the total count of views and downloads (in case of multiple buyer groups) or the most popular folders (in case of one buyer group).
By clicking on the map, you will see an enlarged image of the map. The Heatmap view allows you to compare between groups, roles and user labels based on the Index or choose a different setting (most active per group, or most active per folder).
Glance over Q&A activity based on the number of submitted questions by buyers. Submitted questions displays a timeline with the number of submitted questions in the last 30 days. Select a custom time span, group, role or user label to get more in depth look into the Q&A activity.
Heat map of the most popular folders based on the total amount of questions asked.