Analytics provide deeper insight detailing participant engagement within your data room.

What can you find on the analytics?

The data rooms analytics can be broken down into three tabs:

  • Deal Digest - summary of all activities within data room
  • Accounts - account activities by type
  • Contacts - all users who logged into the data room

Steps

  1. Login to the desired platform (DealVDR, 17g5.com, or InvestorSet)
  2. Hover over the data room name and select the "View Analytics" option
  3. Once the "View Analytics" option has been selected, you will be re-directed to the analytics report. By default, you will be directed to the "Deal Digest". You can choose to view the analytics through "Accounts" and/or "Contacts" as well.

The analytics can also be filtered with a date range, account type, or by accounts & contacts when viewing the analytics by "Accounts" and/or "Contacts". The filter option will be next to the "Export to Excel" on the top right hand corner.

Note: You can also export the analytics as an Excel file. Once logged into the data room and on the analytics page, select the "Export to Excel" on the top right hand corner. This may take a few minutes depending on the size of the analytics report

Analytics description

Deal Digest

  • Recent Activity: Activity in the data room from the past 7 days
  • Total Activity: Total activity in data room since date of creation
  • Recent Account Activity (by Access): Recent activity in data room from the past 7 days broken down by the following:
    1. Account
    2. Account Type
    3. Contact
    4. Aging†
    5. Number of logins
    6. Accessed††
  • Most Active Accounts (by Access): Similar breakdown to the recent account activity (by access); this section only lists the TOP 3
  • Top Files Viewed: most viewed file(s) and the total views. This does not take into consideration files with 0 views
  • Account Activity by Type: Pie chart that can be filtered by Accounts, Contacts, or Logins. Other information that can be found are:
    1. Account Type
    2. Accounts
    3. Contacts
    4. Logins
    5. % of Logins
  • Logins by US Contacts
  • Logins by Global Contacts

Accounts

  • Account Activity by Type
  • Account Analytics: Detailed breakdown for each account that accessed the data room
    1. Account
    2. Account Type
    3. Contacts from Account
    4. Aging†
    5. Logins
    6. Last Login ET
    7. Accessed††

Contacts

  • Contact Analytics: list of individual contacts that accessed the data room and includes the following:
    1. Name
    2. Title
    3. Account
    4. Aging†
    5. Logins
    6. Last Login ET
    7. Accessed††

Glossary

† Aging - number of hours/days since any Contact from the respective Account has logged into data room

†† Accessed - the unique number of files viewed or downloaded compared to all files in data room