If you’ve ever stared at a spreadsheet full of “engagement metrics” and wondered if any of it actually matters, you’re not alone. Account managers, sales leaders, and even customer success folks all want to show real impact—but it’s easy to get lost in the weeds. This guide is for people who need to track and report on actual account engagement in Brevitypitch, and want to do it without wasting time or chasing numbers that don’t move the needle.
Let’s cut through the fluff and get to what works.
Step 1: Know What Actually Matters (And What Doesn’t)
Before you even log in, get clear on what you’re trying to prove. “Engagement” is one of those squishy words that sounds good in meetings, but can mean a dozen things. Here’s what’s worth tracking for key accounts:
- Who’s actually interacting? (Not just “views,” but is the right decision-maker paying attention?)
- How often are they engaging? (Are they going dark, or consistently showing up?)
- What are they doing? (Are they just opening, or clicking, commenting, sharing with colleagues?)
- Are they moving closer to a deal, renewal, or upsell?
Ignore: Vanity metrics like “total impressions” or “average time on page” unless you can tie them back to real actions or outcomes. The only reason to track something is if you’ll actually use it to change what you do.
Pro tip: Ask yourself, “Would I change my approach if this metric moved?” If not, skip it.
Step 2: Get Your Key Accounts Set Up Properly in Brevitypitch
You can’t track what you haven’t organized. In Brevitypitch, your success depends on how well you set up your accounts and contacts.
- Create or import key accounts
- Make sure each key account is a distinct entity in Brevitypitch.
- Double-check that the main stakeholders and influencers are included as contacts within each account.
-
Tag or mark your top-tier accounts if you want to filter them easily later.
-
Centralize all relevant engagement
- Use Brevitypitch’s pitch deck or presentation features to ensure all important material is going through the platform—not slipping into random email threads.
- Encourage your team to use the platform for sharing updates, proposals, and collateral. The more activity in Brevitypitch, the more reliable your tracking will be.
What doesn’t work: If your team is still sending PDFs over email or using five different tools, your engagement data will be spotty. Herd your cats.
Step 3: Identify & Set Up Your Key Engagement Metrics in Brevitypitch
Brevitypitch tracks a lot by default, but you don’t need it all. Focus on these:
Metrics That Are Worth Your Time
- Views by Person: Not just that someone at the company looked, but who specifically. Is it the budget holder or just an intern?
- Repeat Views: If the same person comes back, that’s a sign of interest.
- Forwards/Shares: Are they sharing your pitch internally? That means it’s circulating.
- Interaction Events: Comments, questions, downloads—anything that shows real engagement.
- Timeline: How quickly are they responding? Is engagement picking up or trailing off?
Setting Up Tracking
- Use Brevitypitch’s analytics dashboard. Create saved filters or reports for your key accounts.
- Set up notifications or weekly digests for important activity (like when your main champion views a deck again).
- For higher-stakes accounts, consider exporting the data to a spreadsheet or your CRM for deeper analysis.
What to skip: Generic “total pitch views” across all accounts. You care about depth with the right accounts, not just volume.
Step 4: Actually Track Engagement—Day to Day
This is the part where most teams drop the ball: consistency. Make it a habit.
Daily or Weekly Checklist
- Check for new activity: Who’s viewed or interacted since your last check-in?
- Watch for gaps: If a key account goes silent, flag it for follow-up.
- Look for patterns: Are certain materials or formats working better? Is there a spike before key meetings?
- Take notes: Brevitypitch lets you add notes to accounts—use this to capture context (e.g., “Jane re-watched pricing slide before renewal call”).
What Works
- Short, regular check-ins beat huge quarterly reviews. You’ll spot issues early and save yourself stress later.
- Share your findings with your team. A single slack message (“Heads up, ACME Corp viewed our proposal twice today”) is often more useful than a pretty report.
What Doesn’t
- Don’t get bogged down in over-analysis. If you’re spending two hours a week dissecting every click, you’re missing the point.
Step 5: Reporting—Keep It Simple, Useful, and Honest
No one wants a 20-slide PowerPoint that just regurgitates numbers. Here’s how to make your reports actually useful:
Structuring Your Reports
- Start with the headline: “Here’s what’s changed with our key accounts this week.”
- Show movement, not just numbers: “ACME Corp viewed our renewal proposal 3x this week, and the CFO just logged in for the first time.”
- Flag risks and opportunities: “BetaCorp hasn’t engaged in two weeks—time for a check-in?”
- Keep it short: A one-pager or a few bullet points in an email is plenty for most teams.
Tools in Brevitypitch
- Use the built-in reporting/analytics export if you need a PDF or CSV for leadership.
- Pull screenshots of engagement graphs for visual folks, but don’t let prettiness outweigh substance.
What to Ignore
- Don’t waste time reporting on accounts that aren’t key. Focus your energy (and everyone else’s attention) where it matters.
Step 6: Use Engagement Data to Take Action (Or Don’t Bother Tracking)
If you’re just tracking for the sake of tracking, you’re wasting your time. The only reason to watch engagement metrics is to do something with them.
- Follow up when engagement drops: “Hey, noticed you haven’t had a chance to review the proposal—anything holding things up?”
- Double down when engagement spikes: “Saw a lot of interest in the pricing section—happy to walk through any questions.”
- Adjust your content: If nobody’s watching your demo video, maybe it’s not as compelling as you think.
What doesn’t work: Just sending a report and hoping someone else takes action. Close the loop yourself.
Step 7: Iterate—Don’t Get Precious About Your Metrics
The reality is, you’ll never pick the “perfect” set of engagement metrics on the first try. That’s fine.
- Start with the basics.
- Check what’s actually useful in your weekly workflow.
- Drop what’s not helping, add what is.
- Don’t be afraid to change your approach every quarter.
Final thoughts: Keep it simple. Track only what you’ll actually use. If Brevitypitch makes it easy, take advantage. If you find yourself working for the metrics—not the other way around—step back and refocus. Engagement tracking should help you win deals and strengthen relationships, not just pad a report. Iterate as you go, and don’t be afraid to ignore the noise.