Analytics Summary - New Guidance Analytics Dashboard
- 08 Oct 2024
- 9 Minuten zu lesen
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Analytics Summary - New Guidance Analytics Dashboard
- Aktualisiert am 08 Oct 2024
- 9 Minuten zu lesen
-
Drucken
-
DunkelLicht
-
pdf
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Artikel-Zusammenfassung
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Introduction
The Summary Dashboard gives you a high-level understanding of how content and widgets are performing 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 following functionalities are possible in the New Guidance Analytics Dashboard experience for Analytics Summary:
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.
Filter your data based on daily, weekly, monthly, or custom time frames.
Add Event Filters to drill down on the event. For example, find the number of users who started a particular Flow called Onboarding from a particular Self Help segment called Default segment.
Add User Filters to filter the users who engaged with the content. For example, find the number of users who view Pop-ups using the Chrome browser.
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:
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On the Whatfix Guidance dashboard, click Guidance analytics.
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Click Summary.
Hover your cursor over the i icon to view the description of the Insight. For example, the description of Unique users viewed is the total number of unique users who have viewed Whatfix content.
Click the Filter icon to view the User or Event Filter added to the Insight.
In the Event Filter section, 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 viewed a particular Pop-up segment called Contacts Module. For more information on Event filters, see Filter events using Event Filters and breakdown.
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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 the User Filter tab to filter users based on city, country, device, and more. For example, analyze the number of users who viewed Pop-ups using the Chrome browser. For more information on User Filters, see Filter Insights data using User Filters and User Breakdown.
Click the Chart type icon 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.
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Whatfix also enables you to perform the following actions:
Change the time frame of the data on the Dashboard.
Search for data in tables.
Export table data. Click the More icon, and then click the Export icon.
Filter the data on the Dashboard by browser, city, country, and more. This filter is applied to all Insights that are part of the Dashboard. The badge next to Show indicates the number of filters added to the Dashboard.
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 you to have the Insight ID, which you can find on the corresponding Insight on the Dashboard. Click the More icon, and then click the Copy insight ID icon. 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 is reset to its default state next time you access it. However, Whatfix enables you to export the Dashboard with the filters added.
Metrics on the Analytics Summary Dashboard
The following are the metrics available on the Summary Dashboard:
Unique users viewed
Description: Total number of unique users who have viewed Whatfix content.
Events included:
This metric includes all Whatfix content and widget-related engagement events, such as Page View, Flow started, and Self Help shown, except Whatfix extension-related events, such as Extension installed, and Extension checked. The events appear in the dropdown only if your end users have engaged with the content or widget.
For more information on all the Whatfix events, see List of Default events.
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If you want to filter the metric for certain events, use the following steps:
a) Click the Filter icon.
b) Under Event Filter, click Any Whatfix Events.
c) Click Event Type. The number on the badge indicates the number of events already added to compute the metric.
d) Search for other events, and then select them. Click Apply to add the events and compute the metric.
Unique users engaged
Description: Total number of unique users who have interacted with Whatfix content.
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.
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If you want to filter the metric for events, refer to the steps mentioned in the Unique users viewed section.
Engagement with Whatfix
Description: The line chart shows the engagement data of end users with various Whatfix content and widgets, such as Flows, Pop-ups, and Smart tips. The total engagement is defined by the number of clicks or hovers the content has gained.
Events included:
This metric includes all the events that are part of Unique users viewed and Unique users engaged.
Self Help
Description: This metric displays the number of times content such as Flows, Video, Image, Link, or Text, are accessed from Self Help.
Events included:
Flow started: Triggered when the end user starts a Flow.
Pdf Viewed: Triggered when the end user opens a PDF.
Link opened in new format: Triggered when the end user opens a link content created using the Whatfix dashboard or Studio from Self Help.
Video Played: Triggered when the end user plays a video content from any widget.
Article viewed: Triggered when the end user views an article.
Image start: Triggered when the end user views an Image.
Pop-ups
Description: This metric displays end-user engagement with Pop-ups, such as Flow or URL started from a Pop-up, Pop-up closed, and Pop-up skipped, except the Pop-up shown event.
Events included:
Pop-up skipped: Triggered when the end user skips the Pop-up.
Pop-up closed: Triggered when the end user closes the Pop-up using the Close button or the “X” icon.
URL Triggered via Pop-up: Triggered when the end user opens the link attached to a Pop-up.
Pop-up closed by “X” icon: Triggered when the end user closes the Pop-up using the “X” icon.
Flow launched from Pop-up: Triggered when the end user opens a Flow from a Pop-up.
Task List
Description: This metric displays the number of unique users who’ve viewed a Task List or completed a task in a Task List.
Events included:
User interacted with task list: Triggered when the end user opens the Task List.
Task completion: Triggered when the end user completes a task in the Task List, based on the completion criteria of the content.
Task list shown: Triggered when the Task List gets displayed on the application.
Flows
Description: This metric displays the number of times Flows are played from any location, suc as Self Help or Task List and the number of times users transitioned into another Flow.
Events included:
Flow started: Triggered when the end user launches a Flow from any location.
User transitioned to another Flow: Triggered when the end user navigates to another Flow from the first one.
Smart tips
Description: This metric displays the number of times Smart Tips are shown to end users.
Event included:
Smart tip shown: Triggered when the Smart Tip appears on the application.
Beacons
Description: This metric displays the number of unique users who clicked a Beacon.
Event included:
Beacon shown: Triggered when a Beacon gets displayed on the application.
Launcher
Description: This metric displays the number of times Launchers are clicked.
Event included:
Launcher clicked: Triggered when the end user clicks a Launcher on the application.
Most Popular Content
Description: The table shows the content, such as Flows, and Pop-up, that end users are engaging with the most.
Events included:
Flow started: Triggered when the end user launches a Flow from any widget.
Smart tip shown: Triggered when the Smart Tip appears on the application.
Beacon clicked: Triggered when the end user clicks a Beacon on the application.
Launcher clicked: Triggered when the end user clicks a Launcher.
Link opened in new format: Triggered when the end user opens a link content created using the Whatfix dashboard or Studio from Self Help, Task List, or Launcher.
PDF viewed: Triggered when the end user views a PDF.
Pop-up shown: Triggered when the Pop-up is shown to the end user.
Flow slideshow started: Triggered when the end user starts a Flow slideshow.
Flow slideshow restarted: Triggered when the end user restarts a Flow slideshow from the last slide.
Self Help opened: Triggered when the end user clicks the Self Help icon to open the widget.
User interacted with task list: Triggered when the end user opens the Task List.
Survey Submit: Triggered when the end user submits a survey.
Validation tip error shown: Triggered when input provided by the end user is incorrect and a Validation Tip is shown.
Video Played: Triggered when the end user plays a video content from any widget.
Article viewed: Triggered when the end user views an article.
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Click the arrow next to Total to sort the data in ascending or descending order.
Most active users
Description: The table shows the end users who are engaging with Whatfix content the most. The end users are denoted by their User ID. Ensure that User Identification is enabled for your account.
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
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If you want to filter the metric for events, refer to the steps mentioned in the Unique users viewed section.
User distribution by top regions
Description: The donut chart shows the top 10 regions with the highest percentage of Whatfix end-user engagement. This chart shows unique user engagement.
Events included:
This metric includes all Whatfix content-related engagement events, such as Flow started, and Pop-up shown. However, the metric does not include the following events:
Page View
Extension-related events, such as Extension checked or Extension installed
The events appear in the dropdown only if your end users have engaged with the content or widget.
User distribution by top countries
Description: The donut chart shows the top 10 countries with the highest percentage of Whatfix end-user engagement. This chart shows unique user engagement.
Events included:
This metric includes all Whatfix content-related engagement events, such as Flow started, and Pop-up shown. However, the metric does not include the following events:
Page View
Extension-related events, such as Extension checked or Extension installed
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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.
Sometimes, content or widgets in analytics have a Moved badge next to them, which indicates that the content or widget has been moved from a particular stage. For example, a Pop-up in the Production stage may have been moved to the Draft stage.
The Deleted badge indicates that the content or widget has been deleted from the Whatfix Guidance dashboard.
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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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