Analytics Summary - New Guidance analytics Dashboard
- 23 Jul 2025
- 7 Minuten zu lesen
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- DunkelLicht
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Analytics Summary - New Guidance analytics Dashboard
- Aktualisiert am 23 Jul 2025
- 7 Minuten zu lesen
- Drucken
- DunkelLicht
- pdf
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Artikel-Zusammenfassung
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Introduction
The Summary Dashboard of new Guidance analytics provides a high-level understanding of how content and widgets perform on your application. The Dashboard contains various Insights such as Unique users viewed, Unique users engaged, and more, to help you understand end-user engagement.
The new Guidance Analytics Dashboard experience for Analytics Summary enables the following functionalities:
View end-user engagement data for Whatfix Inhalt and widgets in easy-to-understand visual formats.
Understand the descriptions of the metrics and the events used to calculate them.
Add Filters, such as city, country, and more, to refine the data on the Dashboard.
Filter data based on daily, weekly, monthly, or custom time frames.
Add Event Filters to drill down on the event. For example, determine the number of users who started a Flow called Onboarding from a Self Help segment called Default segment.
Add User Filters to filter users who engaged with the content. For example, determine the number of users who viewed Pop-ups using the Chrome browser.
View top metrics, such as the date with the highest user engagement or daily average of engagement, and percentage changes in end-user engagement.
Change the chart type of the Insight, wherever applicable.
Export the Dashboard.
Access Analytics Summary
Use the following steps to access your Analytics Summary page:
- On the Whatfix Guidance dashboard, click Guidance analytics.
- Click Summary.
Hover your cursor over the i icon to view the description of the Insight. For example, the description of Unique users engaged is the Total number of unique users who have interacted with Whatfix content in a given time period.
Click the Menu icon, and then click Filter to view the User or Event Filter added to the Insight.
Click Event Filters and then click the metric.
Select any Event Filter, such as Segment Name, Content Title, and more. Event Filters help you drill down on the event. For example, analyze the number of users who engaged with a Pop-up called AVR-AI Pop-up. For more information, see Filter events using Event Filters and breakdown.
Info:
Some metrics may be calculated using more than one event. To view all the events that make up the metric, click the metric, and then click Event Type.
Click User Filters to filter users based on city, country, device, and more. For example, analyze the number of users who engaged with Pop-ups from the United States. For more information on User Filters, see Filter Insights data using User Filters and User Breakdown.
Click the Menu icon, and then click Chart type to change the chart type from the existing chart to your preferred chart type, wherever the option is available. For more information, see Understand Trend Insights.
Note:
Whatfix also enables you to perform the following actions:
Change the time frame of the data on the Dashboard.
Search for data in tables.
Download the chart. Click the Menu icon, and then click Download chart. Whatfix enables you to download table data also.
Filter the data on the Dashboard by browser, city, country, and more. This filter applies to all Insights within the Dashboard. The badge indicates the number of filters added to the Dashboard. If there are multiple tabs in the Dashboard, the filters are tab-specific.
Export the Dashboard as a PDF to your local drive.
Whatfix enables you to export the Insights in the Dashboard using an API. This requires the Insight ID, which is available on the corresponding Insight on the Dashboard. Click the Menu icon, and then click Copy insight ID. Contact support@whatfix.com to export the Insight using an API.
All the changes you make to the Dashboard, such as adding User or Event Filters, changing the time frame, chart type, and more, are not saved to the Dashboard. The Dashboard resets to its default state the next time it is accessed. However, Whatfix enables you to export the Dashboard with the filters added.
Some metrics display percentage changes (increase or decrease) in end-user engagement. If there is no change in the engagement or metric data, it shows as NA (Not applicable).
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Metrics on the Analytics Summary Dashboard
The following are the metrics available on the Summary Dashboard:
Unique users reached
Description: The Unique users reached metric shows the total number of unique users for whom Whatfix content was loaded within a given time period. It has the event filter type Unique users viewed, which is an event group.
Events included:
Self help shown
Beacon shown
Launcher Loaded
Task list shown
Flow slideshow started
Flow step viewed in slideshow
Flow loaded as pop-up
Survey Shown
Task list shown after nudge
Page View
Pop-up closed by “X” icon
Pop-up closed by close button
Pop-up skipped
URL Triggered via Pop-up
Flow launched from pop-up
For more information on all the Whatfix events, see List of Default events.
Unique users engaged
Description: The Unique users engaged metric shows the number of users who interacted with Whatfix content, such as a Flow or Smart Tip. Engagement includes actions such as starting a Flow or closing a Smart Tip.
Events included:
This metric includes all Whatfix content and widget-related engagement events, except the following events:
Page View
Extension-related events, such as Extension checked or Extension installed
Self Help shown
Task list shown
Survey shown
Smart-tip loaded for page
Beacon shown
Launcher loaded
Pop-up shown
The events appear in the dropdown only if your end users have engaged with the content or widget.
Total Whatfix engagement
Description: Total Whatfix engagement denotes the total number of Whatfix interactions within a given time period. The interactions include Article viewed, Flow started, Flow slideshow started, Video link clicked, and more.
Events included:
Article viewed
Flow started
Flow slideshow started
Flow slideshow restarted
Link opened
Link opened in new format
Video link clicked
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
Pop-up closed by close button
Engagement with Whatfix
Description: The graph indicates the number of unique users for whom Whatfix content was loaded compared to those who engaged with the content within a given time period. Also, there are multiple chart type options to choose from for data representation.
Events included:
This metric includes all the events that are part of Unique users viewed and Unique users engaged.
Self Help
Description: Total number of content instances (flows, videos, images, text, and links) engaged via Self Help in a given time period.
Events included:
Flow started
Article viewed
Video link clicked
Pdf Viewed
Image start:
Link opened in new format
Clicks on content within Explorer
Pop-ups
Description: Total number of times users engaged with pop-up instances in a given time period.
Events included:
URL Triggered via Pop-up
Pop-up closed by “X” icon
Flow launched from Pop-up
In case of Pop-ups, the Pop-up shown event is deprecated. However, it exists as an event group. For more information, see What are the deprecated events in analytics?
Task list
Description: Total number of users who have either seen the task list or have completed a task in a given time period.
Events included:
User interacted with task list
Task list shown
Flows
Description: Total number of times the number of times Flows were played or transitioned in a given time period.
Event included: Flow started
Smart tips
Description: The total number of smart-tips that were opened and viewed by end users within a given time period.
Event included: Smart tip shown
Beacons
Description: The total number of times beacon instances were engaged within a given time period.
Events included:
Beacon clicked
Beacon Hovered
Launcher
Description: The total number of times launchers have got clicked within a given time period.
Event included: Launcher clicked
Most Popular Content
Description: The Most popular content table shows the most played Whatfix content by users within a given time period.
Events included:
Flow started
Smart tip shown
Beacon clicked
Launcher clicked
Link opened in new format
PDF viewed
Pop-up shown
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 closed by “X” icon
Pop-up closed by close button
Pop-up skipped
URL Triggered via Pop-up
Flow launched from pop-up
Info:
Click the arrow next to Total to sort the data in ascending or descending order.
Most active users
Description: The table lists the users who have interacted with the highest number of Whatfix content within a given time period.
Events included:
This metric includes all Whatfix content-related engagement events, such as Flow started, and Beacon clicked. However, the metric does not include the following events:
Page View
Extension-related events, such as Extension checked or Extension installed
Self Help shown
Task list shown
Survey shown
Smart-tip loaded for page
Beacon shown
Launcher loaded
Pop-up shown
10 most active countries (by total events)
Description: Shows the top 10 countries with the highest interaction with Whatfix content within a given time period.
Events included:
This metric includes any Whatfix events. However, the metric does not include the following events:
Page View
Extension-related events, such as Extension check
The events appear in the dropdown only if your end users have engaged with the content or widget.
10 most active countries (by unique users)
Description: Shows the top 10 countries with the highest unique user activity on Whatfix within a given time period.
Events included:
This metric includes any Whatfix events. However, the metric does not include the following events:
Page View
Extension-related events, such as an Extension check
Info:
For more information, see FAQs on the new summary guidance analytics dashboard.
Some metrics display Total events while others display Unique users.
Total events: The number of times the event occurred.
Unique users: The number of unique users who triggered the event.
Note:
By default, only data from the Production stage is shown. If you want to get data from other stages, you need to configure them on your Whatfix Dashboard. For more information, see Get Analytics Data across CLM Stages. Once you’ve configured the stages in Settings, see How do I get analytics data across CLM stages in the New Guidance Analytics Dashboard experience? to know how to get the data across stages in the new experience.
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