Flow Analytics - New Guidance Analytics Dashboard

Introduction

With Flow Analytics, find the engagement of your end users with the Flows in your application. The Dashboard contains various Insights, such as Flow played report, Most played Flows, and more, to help you understand end-user engagement with Flows.

The following functionalities are possible in the New Guidance Analytics Dashboard experience for Flow Analytics:

View end-user engagement data for Flows 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 played a Flow called Onboarding.
Add User Filters to filter the users who engaged with the content. For example, find the number of users who started Flows using the Chrome browser.
View top metrics, such as the date on which end users engage the most with the event 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 Flow Analytics

Use the following steps to access the Flow Analytics Dashboard:

On the Whatfix Guidance dashboard, click Guidance analytics.

Click Flows.
Hover your cursor over the i icon to view the description of the Insight. For example, the description of Flows played report (by unique users) is the number of times unique users started at least 1 Flow successfully over the 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 which Flows were played from Default segment. 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 played Flows from the region, California. 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 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 Menu 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.
Some metrics display the percentage changes (increase or decrease) in the end-user engagement. However, if there is no change in the engagement or metric data, it shows as NA (Not applicable).

Metrics on the Flow Analytics Dashboard

The Flow Analytics Dashboard has the following two tabs:

All Flows
By Flow

All Flows

The All Flows tab on the Dashboard shows the overall end-user engagement with all Flows on the application.

The following are the metrics available on the All Flows Dashboard:

Insights	Description	Event group	Event components	Event Filters	User Filters
Flows daily played report	Shows the number of times users play Flows each day in the selected period. A Flow play is a Flow start or a move from one Flow to another. The count includes repeats.	Flows played	Flow started User transitioned to another Flow	Content Title Segment Name Event Type Event Trigger Location	Device Location URL/IP User Variables Uncategorized
Flows played report (by unique users)	Shows the number of unique users who play each Flow in the selected period. A Flow play is a Flow start or a move from one Flow to another. Each user counts once per Flow.	Flows played	Flow started User transitioned to another Flow	Content Title Segment Name Event Type Event Trigger Location	Device Location URL/IP User Variables Uncategorized
Flows played report (by total events)	Shows the total number of times users play each Flow in the selected period. A Flow play is a Flow start or a move from one Flow to another. The count includes repeats.	Flows played	Flow started User transitioned to another Flow	Content Title Segment Name Event Type Event Trigger Location	Device Location URL/IP User Variables Uncategorized
Flows completion report	Shows the percentage of started Flows that users complete in the selected period, for each Flow. A move from one Flow to another doesn’t count as a start.	Completion rate	Flow completion rate	Content Title Segment Name Event Trigger Location	Device Location URL/IP User Variables Uncategorized
Flow trigger points breakdown	Shows the number of Flow starts in the selected period, split by trigger source. The trigger source is the location that launches the Flow.	NA	Flow started	Content Title Segment Name Event Trigger Location	Device Location URL/IP User Variables Uncategorized
Flows status breakdown	Shows how Flows end in the selected period. A Flow can complete, close, move to another Flow, fail to launch a step, or navigate away. Whatfix calculates Flow navigated away from the other counts instead of recording it. As a result, Flow navigated away also includes Flows that are still in progress.	NA	Flow closed Flow completed User transitioned to another Flow Failed to launch Flow step Flow navigated away	Content Title Segment Name Event Trigger Location Page Tags	Device Location URL/IP User Variables Uncategorized
Flows failure report	Shows the number of times a Flow step fails to launch in the selected period, for each Flow. The count includes repeats.	NA	Failed to launch Flow step	Content Title Segment Name Step Number Page Tags Event Trigger Location	Device Location URL/IP User Variables Uncategorized
Flows exited report	Shows the number of Flow starts that don’t end in a completion or a launch failure in the selected period, for each Flow. Whatfix calculates this number instead of recording it. The number includes Flows that users close, leave for another Flow, navigate away from, or are still playing.	NA	Flow exited	Content Title Segment Name Event Trigger Location	Device Location URL/IP User Variables Uncategorized
Flows closed via tooltip report	Shows the number of times users close a Flow using the close icon on a Flow step in the selected period, for each Flow. The count includes repeats.	NA	Flow closed	Content Title Segment Name Step Number Page Tags Event Trigger Location	Device Location URL/IP User Variables Uncategorized
Flows transitioned from report	The table sorts & shows the total number of times users started another Flow midway while playing a particular Flow over the given time period.	NA	User transitioned to another Flow	Content Title Segment Name Step Number Event Trigger Location	Device Location URL/IP User Variables Uncategorized
Flow feedback breakdown	Shows the number of feedback responses on Flows in the selected period, split into ‘found helpful’ and ‘not helpful’.	NA	Flow Feedback	Content Title Segment Name Event Trigger Location Response Feedback	Device Location URL/IP User Variables Uncategorized
‘Found helpful’ feedback	Lists the feedback users leave when they mark a Flow as helpful in the selected period. Each row shows the Flow, the user, and the number of submissions of that feedback.	NA	Flow Feedback	Content Title Segment Name Event Trigger Location Response Feedback	Device Location URL/IP User Variables Uncategorized
‘Not helpful’ feedback	Lists the feedback users leave when they mark a Flow as not helpful in the selected period. Each row shows the Flow, the user, and the number of submissions of that feedback.	NA	Flow Feedback	Content Title Segment Name Event Trigger Location Response Feedback	Device Location URL/IP User Variables Uncategorized
Flow Closure Feedback	Shows the feedback users give when they close a Flow using the close icon, grouped by the option they select. The chart also shows closes where users skip feedback.	NA	Flow closed with feedback Flow closed without feedback	Feedback Event Trigger Location Segment Name Content Title	Device Type Browser City Country Event trigger page URL User Id Extension version OS version Extension name Language Region Model OS User type
Star Rating Feedback Responses	Shows the number of star ratings users submit on Flows in the selected period, grouped by rating.	NA	Likert Scale Feedback Responses	Event Trigger Location Rating Feedback Content Title	Device Cohorts & Users Location URL/IP User Variables Other

By Flow

The By Flow tab on the Dashboard shows the events related to each Flow.

The following are the metrics available in the By Flow tab on the Guidance Dashboard:

Insights	Description	Event group	Event components	Event Filters	User Filters
Flow daily played report	Shows the number of times users play the selected Flow each day in the selected period. A play is a start of the Flow or a move into it from another Flow. The count includes repeats.	Flow played	Flow started User transitioned to another Flow	Content Title Segment Name Event Type Event Trigger Location	Device Location URL/IP User Variables Uncategorized
Flow trigger points breakdown	Shows the number of times users start the selected Flow in the selected period, split by trigger source. The trigger source is the location that launches the Flow.	NA	Flow started	Content Title Segment Name Event Trigger Location	Device Location URL/IP User Variables Uncategorized
Flow status breakdown	Shows how the selected Flow ends in the selected period. The Flow can complete, close, move to another Flow, fail to launch a step, or navigate away. Whatfix calculates Flow navigated away from the other counts instead of recording it. As a result, Flow navigated away also includes Flows that are still in progress.	NA	Flow closed Flow completed User transitioned to another Flow Failed to launch Flow step Flow navigated away	Content Title Segment Name Event Trigger Location Page Tags	Device Location URL/IP User Variables Uncategorized
Flow failed/exited step breakdown	Shows the number of times a step fails to launch, users close the Flow, or users move to another Flow in the selected period. The table splits these counts by step number for the selected Flow. The table doesn’t list completions or Flow navigated away.	NA	Flow closed User transitioned to another Flow Failed to launch Flow step	Content Title Segment Name Event Trigger Location Page Tags Step Number	Device Location URL/IP User Variables Uncategorized
Flow feedback breakdown	Shows the number of feedback responses on the selected Flow in the selected period, split into ‘found helpful’ and ‘not helpful’.	NA	Flow Feedback	Content Title Segment Name Event Trigger Location Response Feedback	Device Location URL/IP User Variables Uncategorized
Flow ‘Found helpful’ feedback	Shows the number of times users mark the selected Flow as helpful in the selected period, split by feedback.	NA	Flow Feedback	Content Title Segment Name Event Trigger Location Response Feedback	Device Location URL/IP User Variables Uncategorized
Flow ‘Not helpful’ feedback	Shows the number of times users mark the selected Flow as not helpful in the selected period, split by feedback.	NA	Flow Feedback	Content Title Segment Name Event Trigger Location Response Feedback	Device Location URL/IP User Variables Uncategorized
‘Found helpful’ comments	Lists the feedback users leave when they mark the selected Flow as helpful in the selected period. Each row shows the user and the number of submissions of that feedback.	NA	Flow Feedback	Content Title Segment Name Event Trigger Location Response Feedback	Device Location URL/IP User Variables Uncategorized
‘Not helpful’ comments	Lists the feedback users leave when they mark the selected Flow as not helpful in the selected period. Each row shows the user and the number of submissions of that feedback.	NA	Flow Feedback	Content Title Segment Name Event Trigger Location Response Feedback	Device Location URL/IP User Variables Uncategorized

Info:
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.

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.