Pipeline Engagement Analytics | Cloze, Inc.

Pipeline Engagement Analytics

Pipeline Engagement Analytics help you quickly spot the Deals and Projects that are making progress and those that have stalled. You can easily drill down to see the details of ongoing conversations.

Cloze analyzes your email, calendar, calls and messages giving each one of your contacts a Cloze Score. The higher the Cloze Score, the higher the engagement is with that person. Similarly Projects and Deals with high engagement will have people involved that have higher Cloze scores. 

Tip: The more activity flowing in both directions (from you and back from the Customers involved in the Project or Deal) the higher the engagement. From the beginning of your Project or Deal, you'll need at least a two interactions to the Customer and two interactions back from them before your Engagement starts to rise. For example if you've emailed the Customer a few times, but she or he hasn't responded then the engagement will be low. But if you have had several meetings, calls and emails then engagement will be high. 

When you select Your Forecast you will find several sections:

  • Most Engaged - Top three deals based on engagement with the customers involved in the Deal or Project. 
  • Top Value - Largest three deals by dollar amount.
  • Per-Deal Engagement - Engagement depicts your Deals and Projects based on engagement with the customers involved and expected close date.
  • Forecast Engagement - Visually depicts the engagement of potential Deals and Projects versus the amount they are contributing to the forecast (commit or best case or no forecast field set).
  • Table of Deals and Projects for the time period - Sortable table of potential Deals and Projects for the selected time period. 


1.) Tap on More (...) in the lower right of your screen on mobile (iOS/Android) and lower left on cloze.com.

 

 

2.) Tap on Analytics

 

3.) Tap the "Your Engagement" report to view your Potential Deals and Projects for the current period. 

 

Most Engaged

Top three deals based on engagement with the customers involved in the Deal or Project. 

Top Value

Largest three deals by dollar amount.

 

Per-Deal Engagement

Per-Deal (or Project) Engagement depicts your Deals and Projects based on the overall engagement with the customers involved and expected close date.

Low engagement Deals and Projects are ones to dig into as they likely need your attention.  

 

Forecast Engagement

Visually depicts the engagement of potential Deals and Projects versus the amount they are contributing to the forecast (commit or best case or no forecast field set)

 

Table of Deals and Projects for the time period

Sortable table of potential Deals and Projects for the selected time period.