Use the Buyer Engagement Dashboard to get a granular, filterable view of every piece of content shared across your organization.
Auditing Overall Content Engagement
Start here when: You want a granular, filterable view of every piece of content shared across the organization — for compliance checks, usage audits, or spot-checking rep activity.
You can filter this section by Account (one or multiple) and Deal Rooms (one or multiple).
Note: Custom Deal Room content may not be accessible due to permission settings. To view specific content, you may need to impersonate the user who created it or update access settings directly.
Shared Content (Table)
Columns: Content Name, Content Type (Spek, PDF, Image, Video, File, etc.), Date Added, Username, User Type, Deal Room Name (if applicable), Total Views, Customized (True/False).
What to audit for:
- Content Compliance: Sensitive content shared without appropriate authorization — review User Type and Deal Room Name.
- Content Relevance: Content with consistently zero or very low views — consider retiring or updating it.
- Customization Quality: A high proportion of Original vs. Customized shares — encourage more tailored content.
- Rep Expertise: Users heavily sharing specific product content — flag them as subject matter experts.
Best practices: Use the Account and Deal Room filters to audit specific deals rather than reviewing everything unfiltered. Check Date Added alongside Total Views — popular content that's old may need a refresh.