The Summary view in Guidance Analytics provides a high-level overview of widget performance within your application.
Use the following steps to access your Analytics Summary page:
-
On the Whatfix Guidance dashboard, click Guidance analytics.
-
Click Summary.
The Summary page displays the user and Widget engagement data, as shown in the following image.
Info:
To filter reports by domain, see Analytics Filters- Domain Filter.
-
View the analytics data across different CLM stages.
-
By default, only data from the Production stage appears. To access data from other stages, configure them on your Whatfix Dashboard. For more information, see Get Analytics Data across CLM Stages.
Widget Metrics Explained
Metric | Description |
|---|---|
| Unique Users Viewed: Total number of unique users who viewed any of the widgets at least once. Info: The Unique Users Viewed count also includes users who completed User Actions. For example, if five unique users completed User Actions, then the Unique Users Viewed count is also five. |
| Unique Users Engaged: Total number of unique users who engaged with the widgets through button clicks, search bars, checkboxes, and more. Info: The Unique Users Engaged count also includes users who completed User Actions. For example, if five unique users completed User Actions, then the Unique Users Engaged count is also five. Both Unique Users Viewed and Unique Users Engaged counts are the same only for User Actions. |
| Queries Served: The number of times content was clicked and viewed in Self Help. |
| Times shown: The number of times a Pop-Up was displayed to end users. |
| Users in training: The number of users to whom Task List was shown, but they have not completed all tasks in the Task List. |
| Times played: The number of times a Flow was clicked and played. |
| Times shown: The number of times a Smart Tip was shown to the users. |
| Users: The number of unique users who visited the page where a Beacon was available. |
.png?sv=2026-02-06&spr=https&st=2026-08-23T06%3A44%3A04Z&se=2026-08-23T06%3A57%3A04Z&sr=c&sp=r&sig=ruBROp6PTI57vz1BdepJCP9am%2FDuXqH9srmy1glV7D4%3D)
Engagement with Whatfix
The chart displays the number of users who viewed the content. Engagement is defined as every user who had the opportunity to perform an action on Whatfix.
Hover your cursor over each peak to view additional engagement at a more granular level.
Engagement metrics explained
Metric | Description |
|---|---|
Self Help | The number of times content was viewed from Self Help |
Task List | The number of times tasks were performed from Task List |
Pop-up | The number of Pop-Ups displayed to users |
Smart Tip | The number of Smart Tips viewed by users |
Beacon | The number of users who were shown Beacons |
Note:
Even if a Beacon is shown multiple times to a user, it is counted only once.
Most Popular Flows
At the end of the page, find the most popular Flows and the number of views each received.
