Proposal Analytics
Sending a proposal used to mean waiting in the dark. StackBloom's proposal analytics show you exactly when a client opened it, how long they spent reading, and which sections held their attention — so you can follow up at exactly the right moment.
Step 1: Open a proposal and click the Analytics tab
From the Proposals dashboard, click on any sent proposal to open its detail page. Select the Analytics tab. Analytics data starts accumulating as soon as the proposal is sent and a client opens the link — no extra configuration required.
- Analytics are available for all sent proposals; draft proposals do not accumulate data
- The Analytics tab also appears in the block builder's top bar for quick access while editing
- Analytics are retained permanently and remain accessible even after a proposal is signed or expired
- All analytics are attributed to the unique proposal link — multiple sessions are tracked separately
Step 2: View opens, total time spent, and last opened date
The top of the Analytics tab shows three headline metrics at a glance. These numbers tell you whether the client has even seen the proposal and how seriously they engaged with the content.
- Total opens — how many times the proposal link was opened, including repeat visits
- Total time spent — the sum of active reading time across all sessions
- Last opened — the exact date and time of the most recent view
- Unique visitors — number of distinct people who have opened the proposal
Step 3: See which sections the client spent most time on
Scroll down to the Section Engagement heatmap. This chart shows each block in your proposal as a row, with a bar indicating how many seconds on average the client spent viewing that section.
- Long dwell time on the Pricing block signals the client is carefully evaluating your offer
- Very short time on key sections may mean the content needs to be clearer or more visually engaging
- Sections the client scrolled past quickly appear with a short bar — consider whether they are essential
- Click any row in the heatmap to jump to that block in the builder and make edits
Step 4: Get notified when a proposal is opened
To receive real-time notifications when a client opens your proposal, go toSettings > Notifications and enable Proposal Openedalerts. You can choose email, browser push, or Slack as your notification channel.
- Browser push notifications appear instantly even when StackBloom is not the active tab
- Slack notifications include the proposal name, client name, and a direct link to the analytics page
- You can mute notifications per proposal — useful when you've already spoken to the client
- Notifications fire on the first open of each session, not on every page scroll
Step 5: Use engagement data to time your follow-up call
The best time to call a prospect is within minutes of them opening and reading the proposal, when the content is fresh in their mind. Use the open notification as your trigger to pick up the phone or send a brief, timely follow-up message.
- If a client has opened the proposal 3+ times without responding, they are likely comparing options — a timely call can tip the decision
- Long time spent on pricing combined with no signature often means they have a budget question — address it proactively
- No opens after 48 hours suggests the email may have been missed — follow up with a direct reminder
- Use the section engagement data in your follow-up to personalize the conversation ("I noticed you spent some time on the project timeline...")
💡 Tip: Clients who spend 3 or more minutes reading a proposal are far more likely to sign than those who spend under one minute. When you see a high total time spent, that's a strong buying signal — prioritize your follow-up with those leads and strike while their interest is at its peak.