Overview of the New Guidance Analytics Dashboard experience

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The New Guidance Analytics dashboard experience is a Beta feature. It will be enabled in batches starting on October 8, 2024. Contact support@whatfix.com for more information.

Background on the existing Guidance Analytics dashboard experience

Currently, you may be using Whatfix's Guidance Analytics on the Whatfix Guidance dashboard to understand end-user engagement with Whatfix content.

The following are some challenges observed in the current Guidance Analytics experience:

• You may have tried recreating the Guidance Analytics metrics using Product Analytics' Insights and you may have observed a data mismatch between the two frameworks. This is because Guidance Analytics uses custom queries for certain metrics, such as Flow navigated away and Flow completion rate. These metrics are obtained as a result of computation of multiple events. This computation takes place in the backend, and you have no idea what events are used. However, there is no such complex computation happening in Insights. If you want the data for the number of users who completed a Flow, add the Flow completed event and you get the results in a straight forward manner.

• Currently, the Guidance Analytics dashboard does not contain any event or user filters to help you filter and drill down data.

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  • Event filters help you drill down on the event. For example, analyze the number of users who interacted with a particular Smart tip segment called Onboarding. For more information, see Filter events using Event Filters and breakdown.

  • User filters help you filter the users who perform the event based on city, country, browser, and more. For example, analyze the number of users who interacted with Smart tips using the Chrome browser. For more information, see Filter Insights data using User Filters and User Breakdown.

• The existing Guidance Analytics dashboard does not contain any descriptions of the metrics for you to understand how they are computed.

Overview of the new Guidance Analytics Dashboard experience

Whatfix introduces the New Guidance Analytics Dashboard experience, wherein you can visualize all the existing Guidance Analytics metrics using Insights. Whatfix provides each Guidance Analytics metric as a Trend Insights, which are added to Dashboards corresponding to the respective content or widget. These pre-defined Dashboards can be accessed from the Guidance analytics section of the Whatfix Guidance dashboard. The new experience enables you to add event and user filters to drill down on the data and also shows you how the metric is calculated.

The New Guidance Analytics Dashboard experience provides the following engagement data:

• Summary: Provides a high level understanding of how Whatfix content and widgets are performing.

• Flows: Provides end-user engagement data for Flows. Consists of metrics such as Most played Flows and Flow completion rate.

• Pop-ups: Provides end-user engagement data for Pop-ups. Consists of metrics, such as Pop-ups shown and Pop-ups engaged

• Smart Tips: Provides end-user engagement data for Smart Tips. Consists of metrics such as Smart Tips played by day and Most popular Smart Tips.

• Beacons: Provides end-user engagement data for Beacons. Consists of metrics, such as Beacons displayed and Beacons engaged.

• Self Help: Provides end-user engagement data for Self Help. Consists of metrics, such as Self Help opened and Queries served.

• Task List: Provides end-user engagement data for Task List. Consists of metrics, such as Users who’ve completed tasks in a Task List and the completion status of tasks.

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Currently, Survey Analytics is not supported in the New Guidance Analytics dashboard experience.

What’s new on the New Guidance Analytics Dashboard?

The following are some functionalities supported on the New Guidance Analytics Dashboard:

• View end-user engagement data for Whatfix content and widgets in easy-to-understand visual formats.

• Understand the description of the metrics and the events that are used to calculate the metrics.

• Add Filters such as city, country, and more, to filter the data on the Dashboard.

• Add Event Filters to drill down on the event. For example, analyze the number of users who engaged with the Pop-up called Onboarding.

• Filter your data based on daily, weekly, monthly, or custom time frames.

• Add User Filters to filter the users who engaged with the content. For example, find the number of users who viewed a Task List using the Chrome browser.

• Change the chart type of the Insight, wherever applicable.

• Export table date

• Export the Dashboard.