If you’re in sales or customer success, you know the pain: you send out a deck, proposal, or resource, and then… crickets. Did they open it? Did they share it? Are you wasting your time following up? Tracking buyer engagement isn’t just a “nice to have”—it’s how you stop guessing and start closing. This guide walks you through exactly how to use Buyerdeck analytics to see who’s paying attention, what matters to them, and what’s just noise.
Whether you’re new to digital sales rooms or tired of analytics dashboards that look impressive but don’t help you sell, this step-by-step guide is for you. No fluff, no jargon—just what works, what doesn’t, and how to get answers you can actually act on.
Step 1: Get Your Buyerdeck Account Set Up
Before you can track a thing, you need access. Buyerdeck is a digital sales room platform that’s pretty straightforward to get started with, but there are a couple of things to check:
- Sign up or log in: If your company already uses Buyerdeck, ask your admin for access. If not, you’ll need to create an account (there’s usually a free trial—use it to kick the tires).
- Check your permissions: Not every user has access to analytics. Make sure you’re using a role that lets you see engagement data. If you’re stuck, talk to whoever manages your sales tools.
Pro tip: Don’t skip the onboarding walkthroughs. They’re not all fluff, and sometimes you’ll spot features you’d otherwise miss.
Step 2: Create and Share a Deck
Buyerdeck’s analytics are only as good as what you feed them. So, you need to actually use it to send something to your buyers.
- Upload or build your sales deck: You can import PowerPoints, PDFs, or build slides natively. The more interactive or tailored, the better—the analytics get a lot richer if you aren’t just sending a static PDF.
- Personalize for your buyer: Add their company name, specific slides, or custom resources. You’re not just tracking views—you’re learning what this buyer cares about.
- Share using Buyerdeck’s link: Always share the deck using the unique Buyerdeck link. Sending an email attachment means you’re back in the dark ages—no tracking, no analytics.
What to ignore: Don’t overthink design. Buyers want clear, useful info, not whiz-bang animations.
Step 3: Set Up Notifications (But Don’t Go Overboard)
Buyerdeck lets you set up notifications for when someone opens or interacts with your deck.
- Turn on important alerts: You’ll want to know the first time a buyer opens your deck, or if it’s shared inside their company. Set notifications for those events.
- Mute the noise: You don’t need a ping every time someone clicks to the next slide. Too many alerts and you’ll start ignoring all of them.
- Customize for your workflow: If you check your sales tools infrequently, maybe you want email notifications. If you’re in the platform all day, dashboard alerts might be enough.
Warning: Notification fatigue is real. Focus on signals, not just activity.
Step 4: Dig Into the Engagement Analytics
Here’s where the magic (and often, the confusion) happens. Buyerdeck gives you a bunch of data—some gold, some just glitter.
Key analytics to focus on: - Views and visitors: Who actually opened your deck? Are you seeing names you recognize, or new stakeholders? - Time spent per slide/page: Where are buyers lingering? If they’re spending three seconds on your pricing slide, that’s a sign they’re skimming—or avoiding hard questions. - Shares and forwards: If your deck is getting passed around, you’ve got internal interest. If it’s stuck with one person, your deal may be, too. - Questions and comments: Some decks allow buyers to ask questions or leave comments. These are gold—actual buying signals, not just clicks.
What not to obsess over: - Total page views: Repeated views by one person don’t always mean more interest—sometimes they just lost the tab and reopened the link. - “Unique” visitors counts: These can be fuzzy, especially if people forward the deck or use shared devices. Treat with caution.
Step 5: Separate Real Buyer Engagement from “Busy Work”
Not all engagement is the same. The trick is spotting real buying signals.
Real signals: - Multiple people from the buyer’s company viewing the deck, especially in quick succession. - Long engagement on specific, high-stakes slides (like pricing or implementation). - Comments or questions about next steps, not just clarifications.
Fake signals: - Lots of quick clicks through every slide (someone just flipping through). - Late-night or weekend views (sometimes, but not always, these are “checking a box” behaviors). - Repeat views from the same person with no follow-up.
If you’re not sure, pick up the phone or send a quick, direct email: “Saw you had a chance to review the proposal—any questions?” The analytics are a tool, not a crystal ball.
Step 6: Use Analytics to Drive Your Follow-Up
Here’s where you separate yourself from the “just following up” crowd.
- Reference actual engagement: “I noticed your team spent a lot of time on the integration slide—want to dive deeper?”
- Re-engage stalled buyers: If someone hasn’t opened your deck in a week, send a new resource or a check-in.
- Prioritize your pipeline: Deals where buyers are sharing and engaging? Focus there. Dead air? Maybe it’s time to move on.
What to avoid: Don’t be creepy. Don’t mention every click and scroll. Use engagement insights to be helpful, not pushy.
Step 7: Iterate and Improve Your Decks
The best thing about using Buyerdeck analytics is the feedback loop. You can see what’s working and fix what’s not.
- Cut slides no one looks at: If everyone skips your “About Us” slide, ditch it or move it to the appendix.
- Add detail where buyers spend time: If your pricing or implementation slides get attention, add FAQs or deeper content there.
- Test and compare: Try different versions of your deck. See which one gets more engagement and leads to real conversations.
Pro tip: Don’t chase perfection. Make small tweaks, see what happens, and keep going.
Common Pitfalls (and How to Sidestep Them)
- Thinking more data = better: You don’t need every metric. Focus on what helps you act.
- Reading too much into small sample sizes: One buyer acting weird doesn’t mean your whole deck is broken.
- Ignoring the human side: Analytics are a conversation starter, not a replacement for real sales skills.
Keep It Simple and Iterate
You don’t need to be a data scientist to use Buyerdeck analytics. Start by tracking the basics: who’s engaging, what are they looking at, and who’s sharing. Use that to make your follow-ups smarter and your decks tighter.
Don’t get caught in analysis paralysis. Simple, honest signals—combined with your own judgment—will get you further than any fancy dashboard. Try it, tweak it, and let the data make you better, not busier.