New Guidance Analytics Dashboard: What's new?

Aktualisiert am 01 Aug 2025
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Artikel-Zusammenfassung

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Note:
The New Guidance Analytics dashboard experience is a Beta feature and is being enabled in batches. Contact support@whatfix.com for more information.

Overview

The New Guidance Analytics Dashboard experience shows end-user engagement with various Whatfix content and widgets including Flows, Pop-ups, Smart Tips, Beacons, Self Help, and Task List.

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

How the new dashboard helps?

The new dashboard enables you to view new metrics, filters, and export options. You can also analyze user behavior at a granular level.

The following are some key improvements in the New Guidance Analytics Dashboard:

Insight definitions to explain how metrics are calculated
Detailed metrics at both content and widget levels
Better filtering options to analyze specific user segments
Improved visualizations with multiple chart types
Enhanced export capability for sharing data with stakeholders
Option to copy Insight ID for use in API-based exports

What’s changed on the New Guidance Analytics Dashboard?

UI change	What’s changed?	New UI	Old UI
Insight definitions	The insight definition summarizes the key data points captured, or explains what the metric is about. It is denoted by a small "i" icon next to the metric title. Note: The dashboard displays the percentage change (both increase and decrease) for key metrics. The change is calculated by comparing the current period's performance against the preceding period of the same duration. For example, if you select Last 7 Days, the change shown is relative to the 7 days prior to that. The dashboard also displays whether the metric is calculated for Total events or Unique users.	The i icon in the new UI defines what each metric is about.	No clear definition of metrics in the old UI.
New metrics	There are new metrics at both the content and widget levels. For instance, you can check the Flows played report (by unique users), Flows played report (by total events), Flows exited report, Flows closed via tooltip report, and more for deeper insights. Check out the new metrics for the following on the New Guidance Dashboard: Flow analytics Pop-up analytics Smart-tip analytics Beacon analytics Self Help analytics Task list analytics How are the metrics calculated on the New Guidance Analytics Dashboard? Every metric is calculated based on events. For example, to understand how the Pop-ups loaded report (by unique users) is calculated: Click Menu. Click Filter. Click Event Filters and then click Pop-up shown. Click Event Type. Check the list of events that are factored in to calculate the metric. Info: Select the required filter to further refine the data on the dashboard.	Detailed metrics at every content and widget level in the new UI.	Limited number of metrics available in the old UI.
New filters	Each metric can be analyzed at a granular level using User Filters and Event Filters. What are User Filters? User Filters enable you to narrow down the data shown by applying conditions based on user properties, such as browser, operating system, city, or country. For more information, see Filter Insights data using User Filters and User Breakdown. What are Event Filters? Event Filters enable you to narrow down events based on event properties, such as Segment Name (Name of the widget) or Content Title (Name of the content). For more information, see Filter events using Event Filters and Breakdown in Trend Insights.	Filters on the new UI are categorized into User Filters and Event Filters.	The old UI only has Domain Filters.
Chart types	Chart types, such as Line, Area chart, Column, Horizontal bar, and more, help you visualize your data at a glance. These chart types do not exist in the old UI of the Guidance Analytics Dashboard. They help you quickly identify trends, compare different values, and understand the overall performance metrics displayed on your dashboard. The chart types can also be downloaded in a PNG format and shared with stakeholders.	A range of chart types are available in the new UI	Limited Chart types are available in the old UI
Download the dashboard as a PDF	Share your Whatfix engagement report with stakeholders by exporting it as a PDF. The EXPORT option is available across all dashboards. The PDF captures all the key data and visualizations, which can be viewed or presented offline.	Export PDF reports across dashboards.	The old UI offers the option to export reports as a PDF only in the Summary dashboard, but not for other dashboards. The old UI offers Export All Flows on the Flows dashboard. The report is sent as a link to your email. The old UI offers the option to Export CSV for Task Lists.
Download table data	The new dashboard also enables you to download the table data in a CSV format. You have two options for downloading the data: Current Page Data (data displayed on the current page) or Detailed insight data (a comprehensive download of all available data). For more information, see Download Trend Insights.		Download table does not exist in the old UI.
Copy insight ID	If you want to export Insights using an API, you must have the Insight ID. Whatfix enables you to copy the Insight ID from the Insights or metrics added to the dashboard. To learn more about exporting Insights using API, contact support@whatfix.com.		Copy insight ID does not exist in the old UI