Sales Order Analytics – Track Client Activity

Created by Emily A, Modified on Thu, 17 Sep at 1:38 PM by Emily A

The Analytics tab helps you understand how clients interact with each sent Sales Order.

What Can You Track?

Analytics provide information about activities performed on the Sales Order, including:

Viewed – Tracks when the Sales Order was viewed.
Total Time Spent – Shows the total time spent viewing the Sales Order.
Edit – Tracks editing activity.
Downloaded – Tracks when the Sales Order was downloaded.

Analytics are available for each sent Sales Order, allowing you to monitor client interaction with the document.

Pro tip: Use Sales Order analytics to understand whether the client has viewed and interacted with the order.