Once Salesforce is connected, you can see exactly how buyers engage with the content you share. Your engagement data lives in two places, depending on how you shared: Trackable Links and Deal Rooms. This guide covers both, what you can see in each, and how to turn it into next steps.
ℹ️ Before you start: Your admin must have connected Revenue Insights. You do not need to set anything up. If your Deal Rooms are tied to a Salesforce opportunity, your engagement resolves to that deal automatically. If they are not, connect them first: see Connect a Deal Room to a Salesforce Opportunity or Connect a Trackable Link to a Salesforce Opportunity.
1. Trackable Links
Where to find it: Open the Spekit Hub (Web App), go to My Hub, then click Trackable Links.
The main dashboard lists every company you have shared with. At a glance you can see:
| Column | What it shows |
|---|---|
| Company | The company you shared content with. |
| Opportunity | The connected Salesforce opportunity, if one is tied to the link. |
| Amount | The opportunity amount from Salesforce. |
| Trackable links | How many links you have shared with that company. |
| Last viewed | When the content was last opened. |
| Total views | Total views across that company's links. |
For a deeper breakdown, click a company to open its analytics.
The company detail shows Total viewers, Total views, Total time spent, and Total shares, plus two tabs:
- Recent activity lists each view by viewer, content, last viewed, time spent, downloads, and total shares.
- Trackable links lists each piece of content shared, with created date, last viewed, total views, time spent, and downloads.
ℹ️ From the Chrome Extension: Clicking Trackable Links in the Sidekick (Chrome Extension) opens this same view in the Web App.
2. Deal Rooms
Where to find it: Open the Spekit Hub (Web App) and go to Deal Rooms. On the My Deal Rooms tab, you get an overhead view of all your Deal Rooms.
The overview shows each Deal Room alongside its Salesforce data:
| Column | What it shows |
|---|---|
| Deal Room | The Deal Room name. |
| Account | The connected Salesforce account. |
| Opportunity | The connected opportunity, for example "Bombora - 2028 Renewal." |
| Stage | The opportunity's Salesforce stage. |
| Close date | The opportunity close date. |
| Total viewers | How many people have viewed the room. |
| Analytics | Opens the Deal Room's full analytics. |
For the full breakdown, click into a Deal Room that is connected to an opportunity.
Inside, the header shows the opportunity, account, amount, stage, and owner pulled from Salesforce, and the cards show Total visitors, Total visits, Total time spent, Total shares, and Last visit. The Recent activity tab breaks engagement down by viewer and content.
3. Why connecting the opportunity matters
Connecting the opportunity does more than tie engagement to a dollar amount. In a Deal Room's Recent activity, when the Salesforce opportunity is connected, Spekit can pull in the viewer's email and job title, so you know exactly who on the buying side is engaging, not just that someone viewed.
Without the opportunity connected, that viewer detail is limited, and your engagement does not resolve to pipeline. It is a small step that makes your reporting sharper and feeds the content performance data your whole team relies on. For the steps, see Connect a Deal Room to a Salesforce Opportunity or Connect a Trackable Link to a Salesforce Opportunity.
💡 Pro tip: The email-and-title detail in Recent activity is your multithreading map. If only one title keeps showing up, you are single-threaded, and that is your cue to widen the deal.
4. See which content influences pipeline
Beyond your own shares, you can see which content is influencing pipeline across the team from the Content list view in the Spekit Web App, by adding the Influenced pipeline revenue and Influenced revenue won columns. It is a fast way to spot high-performing content to include in your next Deal Room. For the walkthrough, see Find High-Performing Content in the List View.
5. Turn engagement into next steps
- Follow up with the engaged contact. Reach out to the person who actually opened and spent time on your content, not just your main point of contact.
- Notice when a deal goes quiet. If nobody on the buying committee has opened anything recently, that silence is a signal to re-engage.
- Re-share what landed. When you re-engage, lead with the asset the buyer spent the most time on, not a generic check-in.