How to Use the Insights Dashboard in Proposaly.io

1. Introduction

What this article covers:
This article provides an overview of the Insights Dashboard in Proposaly.io, including how to access it, what data it displays, and how to filter and interpret performance metrics.

Who this is for:
Admins, team leads, sales managers, and operations teams looking to track proposal activity, engagement, and performance over time.

Why it’s useful:
The Insights Dashboard gives you a real-time pulse on your business activity — including shared documents, payments, user engagement, and more — all in one place. It helps teams make data-driven decisions and spot performance trends quickly.

2. How to Access the Insights Dashboard

1. Log in to your Proposaly.io account
2. Click on the Menu in the top navigation bar
3. Select Insights from the dropdown
    

📍 You’ll be taken to the Account Pulse dashboard — the default landing page for insights.

3. Understanding the Dashboard Sections

The dashboard is grouped into four key categories:

📄 Shared Documents

• Proposals: Number of proposals shared in the selected period
• Presentations: Number of presentations shared
• Agreements: Number of agreement documents shared
   

💸 Financials

• Total Payments: Sum of all collected payments (online + offline)
• Online Payments: Payments collected via connected payment gateways
• Offline Payments: Manually tracked or recorded payments
   

📢 Engagement

• Messages: Client messages sent via shared proposals
• Team Comments: Internal comments added by your team
• Documents Uploaded: Supporting files or attachments uploaded
• Reactions: Emoji feedback left by clients (e.g., 👍, ❤️)
   

👥 Entities

• Team Members: Number of users currently on your workspace
• Recipients: Number of unique clients or viewers
• Admins: Number of admin-level users
   

Each card also displays a percentage change from a previous comparable period — helpful for spotting trends.

4. Filtering & Comparing Data

At the top of the dashboard, use the Date Range dropdown to filter metrics by time period:

• Today
• Yesterday
• Last 7, 14, 30, or 60 Days
• This Month, This Year
• Last 12 Months, Last Year
• Custom Range – choose any specific start and end dates
   

Enable the Compare toggle to view percentage increases or decreases from the previous matching period.

🧠 Example: Comparing "Last 7 Days" with the 7 days before that gives you insight into recent trends.

5. Tips for Using Insights Effectively

• Use Proposals Sent vs. Reactions to measure content impact
• Track Team Comments to gauge internal collaboration
• Monitor Payments to evaluate ROI and revenue health
• Check Recipients over time to understand audience growth
• Use Compare mode weekly to identify performance shifts

6. FAQs

Q1: Who can access the Insights Dashboard?
A1: Only Admins and users with Insights permissions can view the dashboard.

Q2: Is the data real-time?
A2: Yes. The dashboard reflects live data, but some metrics like payments may take a few minutes to update.

7. Additional Resources

• Payment Terms & Schedules in Proposaly
• Splitting Payment Amounts Between Recipients in Proposaly
• How to Use the Team Management Window in Proposaly.io
• Best Practices for Client Engagement

8. Conclusion / Next Steps

The Insights Dashboard helps you stay in control of your proposals, payments, and team performance — all at a glance. Use it regularly to review trends, identify bottlenecks, and celebrate wins.

For help interpreting metrics or setting goals, reach out to our support team.