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    Create Trend Insights for EI
    • 26 Aug 2025
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    Inhalt

    Create Trend Insights for EI

    • Aktualisiert am 26 Aug 2025
    • 6 Minuten zu lesen
    • Drucken
    • Dunkel
      Licht
    • pdf
    The content is currently unavailable in German. You are viewing the default English version.
    Artikel-Zusammenfassung

    With Trend Insights, Whatfix enables you to turn all your user behavior and engagement queries into actionable insights.

    Use Trend Insights to:

    • Analyze engagement with Whatfix content and applications: Analyze how end users engage with Whatfix content and widgets, such as Smart Tips or Pop-ups, or applications.

    • Analyze session data across applications: Analyze session-related user behavior questions, such as how long end users stay in applications, how often they return, and how much time they spend. For more information, see Analyze sessions using Trend Insights in EI.

    Note:
    • Currently, you cannot analyze a combination of events and sessions in the same Trend Insight. You can either analyze engagement with events or analyze session data at a point in time.
    • Currently, you cannot filter session data by events. For example, you cannot analyze the number of users who clicked a specific User Action within a session.

    Expand the accordions for more details.

    Use cases

    Analyze the feature adoption across applications

    Data setup:
    Event metric: Total events
    App events: Any App Events
    Event breakdown: Event type, Applications

    ei_feature_adoption_example.png

    Visualized data:
    ei_feature_adoption_visualized_data.png

    Analyze Flows triggered from any source grouped by role in Salesforce

    Data setup:
    Event metric: Total events
    Guidance events: Flow started
    Applications: Salesforce
    Event breakdown: Content Title, Event Trigger Location
    User breakdown: role

    ei_trend_insights_flow_started_role.png

    Visualized data:
    ei_trend_insights_flow_started_role_visualized_data.png

    Analyze the total time the Sales department has spent across applications during the past month

    Data setup:
    Session metrics: Total session time
    User filter: Department = Sales
    User breakdown: User Id

    trend_insights_session_metric_total_session_time_example.png

    Visualized data:
    trend_insights_total_session_time_example_sales_department.png

    Steps to create a Trend Insight

    Analyze engagement with Whatfix content and applications with Trend Insights

    Use the following steps to analyze engagement with Whatfix content and applications:

    1. On the Enterprise Insights dashboard, click Insights.
      ecc_ia_insights

    1. Click Create insights.
      ECC-CreateInsights

    2. Click Trend Insights.
      ECC-SelectTrendInsights

    3. Click the Give your insight a name textbox to enter a name for your Insight.
      trend_give_your_insight_a_name.png

    4. Click the Description text box and enter a description that explains what the Trend Insight is about.
      trend_enter_a_description.png

    Info:
    • The Description gives you context about the created Insight when added to a Dashboard.
    • It also enables other stakeholders to understand what data the Insight depicts while viewing Dashboards created by other team members.
    1. From the Select user type dropdown, choose whether to analyze data for All users, Identified users, or Anonymous users.
      trend_insight_select_anonymous_users.png

    Note:
    • By default, Insights data may contain identified (users identified by User ID) and unidentified (users not identified but denoted by Anonymized Whatfix IDs) users.
    • The Event identification rate indicates the percentage of events Whatfix is able to attribute to uniquely identified users.
      insights_event_identification_rate.png
    • For more information on filtering users and understanding the Event identification rate, see How can I filter unidentified users in Enterprise Insights?

    1. Click the Data source icon and select the stage from which you want to get the data.
      trend_insight_data_source_option.png
    Note:

    • For more information on obtaining analytics data from different stages, see Get Analytics Data across CLM Stages.

    • The stage cannot be changed after creating the Insight. Switching to a different stage resets the Insight, requiring a restart.

    1. Click Choose metric.
      trends_choose_metric

    2. Under Event metrics, select Total events or Unique users as required.
      trends_select_event_metrics.png

    3. Click Add event and then add the required Guidance events, App events, or Event groups.
      trends_insights_click_add_event.png

    4. Click Applications, and select the applications that you want.
      ECC_filter_applications

    5. Add a Filter for the event.
      trend_insights_event_filter

    6. Add a Breakdown for the event.
      ecc_trend_insights_breakdown

    Info:

    For more information on Event Filters and Breakdown, see Filter events using Event Filters and Breakdown in Trend insights for EI.

    1. In the User filter section, click Add user filter, and then select the filter that you want.
      trends_session_analytics_user_filter
    Info:
    1. In the User breakdown section, click Add user breakdown, and then select the desired breakdown.
      session_analytics_user_breakdown
    Info:

    For more information on User Filters and Breakdown, see Filter Insights data using User Filters and User Breakdown.

    1. Once the setup is complete, scroll down to view the generated data chart.
      ei_trend_insights_flow_started_role_visualized_data.png
    Note:

    • Visualize the data using different chart types.
      trend_insights_click_chart_type.png

    • Filter data based on Daily, Weekly, and Monthly timeframes.
      date_week_month.png

    1. Click Save.
      trends_click_save_option.png
    Note:

    You can add the Trend Insight to a Custom Dashboard. Click the icon next to the Select user type filter to check if the Insight is part of a Dashboard.
    insight_part_of_dashboard.png

    Analyze sessions with Trend Insights across applications

    Note:
    • Whatfix captures session data for all accounts that performed a push to Production after May 20, 2025.
    • Activities performed within a session include engagement with Whatfix content, triggering User Actions, and Page Views.

    Use the following steps to analyze sessions across applications:

    1. On the Enterprise Insights dashboard, click Insights.
      ecc_ia_insights

    1. Click Create insights.
      ECC-CreateInsights

    2. Click Trend Insights.
      ECC-SelectTrendInsights

    3. Click the Give your insight a name textbox to enter a name for your Insight.
      trend_give_your_insight_a_name.png

    4. Click the Description text box and enter a description that explains what the Trend Insight is about.
      trend_enter_a_description.png

    Info:
    • The Description gives you context about the created Insight when added to a Dashboard.
    • It also enables other stakeholders to understand what data the Insight depicts while viewing Dashboards created by other team members.
    1. From the Select user type dropdown, choose whether to analyze data for All users, Identified users, or Anonymous users.
      trend_insight_select_anonymous_users.png

    Note:
    • By default, Insights data may contain identified (users identified by User ID) and unidentified (users not identified but denoted by Anonymized Whatfix IDs) users.
    • The Event identification rate indicates the percentage of events Whatfix is able to attribute to uniquely identified users.
      insights_event_identification_rate.png
    • For more information on filtering users and understanding the Event identification rate, see How can I filter unidentified users in Enterprise Insights?

    1. Click the Data source icon and select the stage from which you want to get the data.
      trend_insight_data_source_option.png
    Note:

    • For more information on obtaining analytics data from different stages, see Get Analytics Data across CLM Stages.

    • The stage cannot change after creating the Insight. Switching to a different stage resets the Insight, requiring a restart.

    1. Click Choose metric.
      trends_choose_metric

    2. Under Session metrics, select the desired session metric. To know the descriptions of the session metrics, see Analyze sessions using Trend Insights in EI.
      session_analytics_session_metrics_choose_session_metric.png

    Note:
    • Currently, session metrics don’t have the application filter, event filters or event breakdowns.
    • The following image shows a session metric added:
      session_analytics_session_metric_added.png
    • Currently, Whatfix enables you to visualize only one session metric per Trend Insight.
    1. In the User filter section, click Add user filter, and then select the desired filter.
      trends_session_analytics_user_filter
    Info:

    1. In the User breakdown section, click Add user breakdown, and then select the desired breakdown.
      session_analytics_user_breakdown

    2. Once the setup is complete, scroll down to view the generated data chart.
      session_analytics_example_no_of_sessions_visual

    Note:

    • Visualize the data using different chart types.
      trend_insights_click_chart_type.png

    • Filter data based on Daily, Weekly, or Monthly timeframes.
      date_week_month.png

    1. Click Save.
      trends_click_save_option.png
    Note:

    You can add the Trend Insight to a Custom Dashboard. Click the icon next to the Select user type filter to check if the Insight is part of a Dashboard.
    insight_part_of_dashboard.png

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