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Get Analytics Data across CLM Stages
  • 05 Nov 2024
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Get Analytics Data across CLM Stages

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Article summary

It is not possible to filter and determine the specific stage to which content belongs, hindering accurate insights. The impact of content updates in one stage can have an effect on the analysis of content in other stages that further complicates the process.

Whatfix Analytics enables you to filter analytics data based on stages so users can effectively examine and analyze data of their desired stages of interest. This CLM-based filtering feature applies to all analytics dashboards, empowering users to gain valuable insights specific to each stage and optimize their content management strategies accordingly.

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By default, you only see the data for all content and widgets in the Production stage.

Use the following steps to get analytics data from different stages:

  1. On the Whatfix Analytics dashboard, click Settings.
    ia_pa_dashboard_settings

  2. Click Analytics.
    ia_pa_analytics_option

  1. In the Show data from these stages section, select the stages you want to see the data from.
    show_data_analytics data stages.png
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  • You cannot disable the data from Production stage.
  • The configuration made here is reflected in Trend Insights, Dashboards and Guidance analytics.
Tip

Ready includes data from only the Ready stage, however, it contains the count of content or widgets in the Draft stage to enable more accurate data collection.

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  • Engagement with content generates events for the specific stages that the content is present in at that time. The respective events show up based on the time range of the query with the stage filter is set.
  • Content moved from the selected stage has a Moved badge next to it.
    PA_moved
  • Content deleted from the selected stage has a Deleted badge next to it.
    image.png

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