Guidance Analytics Summary Dashboards on Product Analytics
11 Jun 2025
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Guidance Analytics Summary Dashboards on Product Analytics
Aktualisiert am 11 Jun 2025
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Add additional breakdowns or visualizations while exporting and scheduling reports. Achieve this use-case by re-creating summary Guidance Analytics Dashboard on Product Analytics.
Here’s how you can re-create the New Guidance Analytics Summary Dashboards on Product Analytics Dashboard.
Example Trend Insight
For more information on Trend Insights and how to create them, see Create Trend Insights.
Here’s a sample trend insight that you can re-create on your Product Analytics Dashboard from the Guidance Analytics Dashboard
Insight: Smart-tips
Insight event: Smart-tip shown
Event components: Smart-tip shown
Insights
Insight event
Event type
Event components
Filters
Breakdown
Unique users reached
Unique users viewed
Event group. For more information on Event Grouping, see Event grouping.
Self help shown
Beacon shown
Launcher loaded
NUDGE_LOADED
Task list shown
URL Triggered via Pop-up
Pop-up closed by close button
Pop-up closed by “X” icon
Pop-up skipped
Flow launched from Pop-up
Flow slideshow started
Flow step viewed in slideshow
Flow loaded as pop-up
Survey Shown
Task list shown after nudge
Page View
NA
NA
Unique users engaged
Unique users engaged
Event Group
Attached flow started
Beacon clicked
User transitioned to another flow
Launcher clicked
Link opened in new format
Notification Clicked
PDF Viewed
Self help Opened
Flow started
Pop-up closed by close button
Pop-up skipped
Smart tip shown
User interacted with task list
Article viewed
Video link clicked
URL Triggered via pop-up
Flow launched from pop-up
Flow slideshow started
Flow slideshow restarted
New content notification badge selected
Flow step completed
Flow Feedback
Notification Hovered
QuickRead response
Validation tip error shown
NA
NA
Total Whatfix engagement
Total Whatfix engagement
Event Group
Article viewed
Flow started
Flow slideshow started
Flow slideshow restarted
Link opened
Link opened in new format
Video link clicked
Pop-up closed by close button
Flow launched from pop-up
URL Triggered via pop-up
Task list shown
User interacted with task list
Smart tip shown
Beacon clicked
Beacon Hovered
Launcher Clicked
NA
NA
Engagement with Whatfix
Unique users viewed
Unique users engaged
Event Group
Unique users viewed
Self help shown
Beacon shown
Launcher Loaded
NUDGE_LOADED
Task list shown
Pop-up shown
Flow slideshow started
Flow step viewed in slideshow
Flow loaded as pop-up
Survey Shown
Task list shown after nudge
Page View
Unique users engaged
Attached flow started
Beacon clicked
User transitioned to another flow
Launcher Clicked
Link opened in new format
Notification Clicked
Pdf Viewed
Self help Opened
Flow started
Pop-up closed
Pop-up closed by “X” icon
Pop-up skipped
Smart tip shown
User interacted with task list
Article viewed
Video link clicked
URL Triggered via Pop-up
Flow launched from Pop-up
Flow slideshow started
Flow slideshow restarted
New content notification badge selected
Flow step completed
Flow Feedback
Notification Hovered
QuickRead response
Validation tip error shown
NA
NA
Widget metrics
Self Help
Queries Served
Event Group
Flow started
Article viewed
Video link clicked
Pdf Viewed
IMAGE_START
Link opened in new format
NA
NA
Pop-ups
Pop-ups engaged
Event Group
URL Triggered via Pop-up
Flow launched from pop-up
Pop-up closed by close button
NA
NA
Task list
Users seen/interacted with task-lists
Event Group
User interacted with task list
Task list shown
NA
NA
Flows
Flow started
Event
Flow started
NA
NA
Smart-tips
Smart tip shown
Event
Smart tip shown
NA
NA
Beacons
Beacons engaged
Event Group
Beacon clicked
Beacon Hovered
NA
NA
Launcher
Launcher Clicked
Event
Launcher Clicked
NA
NA
Most popular content
Most popular content
Pop-up shown
Event Group
Most popular content
Flow started
Smart tip shown
Beacon clicked
Launcher Clicked
Link opened in new format
Pdf Viewed
Flow slideshow started
Flow slideshow restarted
Self help Opened
User interacted with task list
Survey Submit
Validation tip error shown
Video link clicked
Article viewed
Pop-up shown
Pop-up skipped
URL Triggered via Pop-up
Flow launched from Pop-up
Pop-up closed by “X” icon
Pop-up closed by close button
Most popular content
Event Type ≠ Pop-up shown
Event Type
Segment Name
Engagement metrics
Most active users
Any Whatfix Events
Event
Any Whatfix Events
Event Type ≠ Extension check
Event Type ≠ Extension installed
Event Type ≠ EXTENSION_UPDATE_FAILURE
Event Type ≠ Page View
Event Type ≠ Launcher Loaded
Event Type ≠ NUDGE_LOADED
Event Type ≠ Smart-tip loaded for page
Event Type ≠ Beacon shown
Event Type ≠ Flow step shown
Event Type ≠ Self help shown
Event Type ≠ SELF_HELP_SEARCH_HISTORY_SHOWN_WITHOUT_CONTENT
Event Type ≠ SELF_HELP_SEARCH_HISTORY_SHOWN_WITH_CONTENT
Event Type ≠ Task list shown
Event Type ≠ ELEMENT_PRESENCE_LIVE
Event Type ≠ ELEMENT PRESENCE MISS
Event Type ≠ Task list shown after nudge
User Id
10 most active countries (by total events
Any Whatfix Events
Event
Any Whatfix Events
Event Type ≠ Extension check
Event Type ≠ Extension installed
Event Type ≠ EXTENSION_UPDATE_FAILURE
Event Type ≠ Page View
Country
10 most active countries (by unique users)
Any Whatfix Events
Event
Any Whatfix Events
Event Type ≠ Extension check
Event Type ≠ Extension installed
Event Type ≠ EXTENSION_UPDATE_FAILURE
Event Type ≠ Page View
Country
Trend Insights verwandelt Ihre interaktionsbezogenen Abfragen, wie z. B. die Anzahl der Benutzer, die Flows abgeschlossen haben, oder die Anzahl der Benutzer, die auf den Button in Ihrem Pop-up geklickt haben, in umsetzbare Insights.
An event group combines two or more individual events into a single grouped-event. It enables you to see the total number of users who performed any of the events in the group.
An event is usually a single event, which is triggered every time a user interacts with any Whatfix content.
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