Article
How to track proposal performance
Monitor which sections get read, how long prospects spend reviewing, and which pricing options convert best so you can optimise proposals.
Summary
This lesson shows you how to track proposal performance so you can see which proposals win, which lose, and why. You will learn what metrics to track, how to set up a tracking system, and how to use the data to improve your proposals over time.
Most proposals get sent and forgotten. You don't know if prospects opened them, which sections they read, or whether they shared them internally. Proposal software tracks everything views, time spent per section, who else viewed it, and when they stopped reading. This data reveals problems. If prospects skip your case studies, they're not compelling. If they bounce at pricing, it's too high or unclear. This chapter shows you how to track proposal engagement, identify patterns in winning vs losing proposals, and use data to optimise templates so more proposals close.