Section view reports
I love that we can see which proposals have been viewed. However, I would love it even more if I could get some form of report per proposal or in aggregate which would show me what sections are being viewed, for how long, and how many times. That would help my sales team understand what they might need to reach out to their prospects with
the reason we don’t have section specific stats now is that clients can just scroll through the whole proposal, they don’t have to click on the sections to see them. So it’s hard to track what section are they looking at.
If we did this, the results wouldn’t be too precise, because there are some corner cases: two sections displayed at the same time, (fast) scrolling back and forth etc.
Nick Venables commented
In response to Support's comment above that it's "difficult to do", it should be said that both Proposable and Quote Roller (they do it reeeeally well, see link below) already have this feature. Overall, I LOVE NiftyQuoter and want to stick with you guys. But this is a BASIC tracking feature--you guys need to get with the program and roll this out asap.
Link to example of how Quote Roller does it: http://www.quoteroller.com/tour/
Alex Kemsley commented
This would be really useful. Maybe some kind of jquery image that loads after a delay to track
I've created a new idea with your comment here: https://niftyquoter.uservoice.com/forums/175425-general/suggestions/5191044-prospect-activity-reports
Christopher Cunniff commented
That makes sense. Maybe it could be based on a section being viewed for over 30 seconds to avoid the scrolling issue? Ultimately though what I'd love to see is any type of graphical trending reports such as:
1) number of people who opened the proposal by day
2) avg amount of time spent viewing the proposal by day
3) number of comments posted by day
That would help us analyze levels of activity by our prospects.
I could also imagine those specific reports being able to aggregate up for all proposals and being available via the dashboard (maybe that should be a different suggestion though :)